Asseco Poland S.A.

WSE:ACP 株式レポート

時価総額:zł15.8b

Asseco Poland 配当と自社株買い

配当金 基準チェック /46

Asseco Polandは配当を支払う会社で、現在の利回りは2.01%ですが、利益によって十分にカバーされています。前回の支払いは 22nd May, 2026で、権利落ち日は13th May, 2026 。

主要情報

2.0%

配当利回り

-6.6%

バイバック利回り

総株主利回り-4.6%
将来の配当利回り2.4%
配当成長2.9%
次回配当支払日22 May 26
配当落ち日13 May 26
一株当たり配当金n/a
配当性向44%

最近の配当と自社株買いの更新

分析記事 May 03

Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.94

Asseco Poland S.A. ( WSE:ACP ) has announced that it will be increasing its periodic dividend on the 30th of June to...
分析記事 Apr 18

Asseco Poland (WSE:ACP) Is Paying Out A Larger Dividend Than Last Year

The board of Asseco Poland S.A. ( WSE:ACP ) has announced that the dividend on 30th of June will be increased to...

Recent updates

ナラティブの更新 May 04

ACP: Cautious Outlook Suggests Execution Risks Will Sustain Rich Future P/E

Analysts have trimmed their price target on Asseco Poland to PLN 157.22, citing slightly more cautious assumptions on revenue growth and discount rate, partly reflected in a recent downgrade in Street research sentiment. Analyst Commentary Bullish Takeaways Bullish analysts see the trimmed PLN 157.22 target as still implying room for upside against recent trading levels.
ナラティブの更新 Apr 19

ACP: Downgrade And Execution Risks Will Pressure Rich Future P/E

Analysts have adjusted their price outlook on Asseco Poland to PLN 157.22. This reflects updated assumptions for the discount rate and forward P/E, as well as a more cautious stance highlighted by recent Street research downgrades.
ナラティブの更新 Apr 05

ACP: Downgrade And Higher Required Return Will Pressure Rich Future P/E

Analysts have raised their fair value estimate for Asseco Poland from PLN 142.12 to PLN 157.22, citing updated assumptions for revenue growth, profit margins and future P/E, even as some recent research has taken a more cautious view on the shares. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of PLN 157.22 as support for a more upbeat view on long term earnings potential, even with differing opinions on the shares.
ナラティブの更新 Mar 21

ACP: Heightened Execution Risks Will Restrain Future Upside Potential

Analysts have reset their PLN fair value estimate for Asseco Poland to PLN 131.00, reflecting a slightly higher implied discount rate and modest tweaks to revenue growth, profit margin and future P/E assumptions after more cautious research commentary, including a recent downgrade. Analyst Commentary Bearish analysts have turned more cautious on Asseco Poland, with recent research pointing to a less supportive backdrop for the shares and helping reset the PLN 131.00 fair value estimate on more conservative assumptions.
ナラティブの更新 Mar 07

ACP: Cautious Stance On Cash Flow Risks Will Limit Upside Potential

Analysts have left their PLN 131.00 price target for Asseco Poland unchanged, reflecting slightly updated assumptions for discount rate, revenue growth, profit margin and future P/E, while incorporating a more cautious stance highlighted in recent research that includes a downgrade in rating. Analyst Commentary Bearish analysts have turned more cautious on Asseco Poland, pairing the unchanged PLN 131.00 target with a downgrade in rating and more conservative assumptions around growth, profitability and valuation multiples.
ナラティブの更新 Feb 21

ACP: Revised Fair Value Assumptions Will Likely Expose Upside Risk

Analysts have revised their fair value estimate for Asseco Poland to PLN 131.00 from PLN 89.12, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, even as some recent research, such as Erste Group's downgrade, has turned more cautious. Analyst Commentary Recent research has taken a more cautious tone on Asseco Poland, even as some valuation models point to a higher fair value estimate of PLN 131.00.
ナラティブの更新 Feb 06

ACP: Higher Required Return And Extraordinary Meeting Will Keep Rich P/E Under Pressure

Analysts have trimmed their fair value estimate for Asseco Poland slightly to about PLN 142.12 from PLN 142.82, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Asseco Poland has scheduled a Special or Extraordinary Shareholders Meeting for February 24, 2026, starting at 13:00 Central European Standard Time (Key Developments).
分析記事 Feb 05

Asseco Poland S.A.'s (WSE:ACP) Business Is Trailing The Market But Its Shares Aren't

When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
ナラティブの更新 Jan 22

ACP: Slightly Higher Required Return Will Likely Keep Rich P/E Vulnerable

Analysts have made only a marginal adjustment to their valuation framework for Asseco Poland, keeping the fair value broadly unchanged at about €142.82 per share. This reflects very small tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions.
分析記事 Jan 20

We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
ナラティブの更新 Jan 08

ACP: Stable Assumptions And High Multiple Will Likely Sustain Overvaluation

Analysts have made a small downward adjustment to their price target for Asseco Poland, now set at approximately zł142.82. This reflects slightly updated assumptions for the discount rate, revenue growth, profit margin and future P/E.
分析記事 Jan 05

These 4 Measures Indicate That Asseco Poland (WSE:ACP) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Dec 24

ACP: Upcoming Shareholder Meeting Will Likely Expose Overvaluation And Pressure Share Price

Analysts have nudged their price target on Asseco Poland slightly higher to 142.82 PLN, reflecting marginally updated assumptions around discount rates, long term growth, and future earnings multiples, while maintaining a broadly stable fair value outlook. What's in the News Asseco Poland S.A. has scheduled a Special or Extraordinary Shareholders Meeting for November 4, 2025, at 10:00 Central European Standard Time, signaling forthcoming shareholder decisions on strategic or corporate matters (Key Developments).
ナラティブの更新 Dec 10

ACP: Upcoming Shareholder Meeting Will Likely Leave Shares Vulnerable To Downside

Analysts have nudged their price target for Asseco Poland slightly higher, from PLN 140.42 to around PLN 142.82. This reflects modestly improved expectations for profit margins and a marginally lower discount rate, despite a small tempering of long term revenue growth and future valuation multiples.
分析記事 Dec 08

Shareholders Will Be Pleased With The Quality of Asseco Poland's (WSE:ACP) Earnings

Asseco Poland S.A. ( WSE:ACP ) just reported healthy earnings but the stock price didn't move much. Investors are...
ナラティブの更新 Nov 25

ACP: Reduced Discount Rate Will Not Offset Overvaluation Risk

Analysts have raised their price target for Asseco Poland from PLN 126.92 to PLN 140.42, citing modest improvements in profit margin assumptions, a slightly reduced discount rate, and enhanced revenue growth expectations. What's in the News Asseco Poland S.A. announced a Special/Extraordinary Shareholders Meeting scheduled for November 4, 2025, at 10:00 Central European Standard Time (Key Developments).
分析記事 Nov 03

Some Confidence Is Lacking In Asseco Poland S.A.'s (WSE:ACP) P/E

With a price-to-earnings (or "P/E") ratio of 25.8x Asseco Poland S.A. ( WSE:ACP ) may be sending very bearish signals...
分析記事 Oct 19

Is Asseco Poland S.A. (WSE:ACP) Trading At A 25% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Asseco Poland fair value estimate is zł286 Asseco Poland's...
分析記事 Oct 02

Is Now The Time To Put Asseco Poland (WSE:ACP) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Sep 14

Asseco Poland (WSE:ACP) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Aug 31

Is Asseco Poland (WSE:ACP) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
ナラティブの更新 Aug 11

Overvaluation Risk Will Remain As European And US Markets Expand

The notable increase in Asseco Poland’s consensus price target primarily reflects a substantial upward revision in its future P/E multiple despite unchanged revenue growth forecasts, with fair value raised from PLN105.46 to PLN123.22. What's in the News Asseco Poland has completed the share buyback program announced in June 2023, repurchasing 14,808,872 shares (17.84%) for PLN 1,184.71 million, with no additional shares repurchased in subsequent tranches.
User avatar
新しいナラティブ Jul 17

Overvaluation Risk Will Remain As European And US Markets Expand

Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability.
分析記事 Jul 08

Optimistic Investors Push Asseco Poland S.A. (WSE:ACP) Shares Up 25% But Growth Is Lacking

Despite an already strong run, Asseco Poland S.A. ( WSE:ACP ) shares have been powering on, with a gain of 25% in the...
分析記事 Jul 04

Are Investors Undervaluing Asseco Poland S.A. (WSE:ACP) By 30%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Asseco Poland fair value estimate is zł317 Asseco Poland's...
分析記事 May 23

Does Asseco Poland (WSE:ACP) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 May 10

Asseco Poland S.A.'s (WSE:ACP) Shares Climb 25% But Its Business Is Yet to Catch Up

Despite an already strong run, Asseco Poland S.A. ( WSE:ACP ) shares have been powering on, with a gain of 25% in the...
分析記事 May 03

Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.94

Asseco Poland S.A. ( WSE:ACP ) has announced that it will be increasing its periodic dividend on the 30th of June to...
分析記事 Apr 18

Asseco Poland (WSE:ACP) Is Paying Out A Larger Dividend Than Last Year

The board of Asseco Poland S.A. ( WSE:ACP ) has announced that the dividend on 30th of June will be increased to...
分析記事 Apr 14

Does Asseco Poland (WSE:ACP) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Mar 25

Asseco Poland S.A.'s (WSE:ACP) Intrinsic Value Is Potentially 89% Above Its Share Price

Key Insights Asseco Poland's estimated fair value is zł297 based on 2 Stage Free Cash Flow to Equity Asseco Poland is...
分析記事 Feb 25

Investors Will Want Asseco Poland's (WSE:ACP) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 Feb 07

Asseco Poland S.A. (WSE:ACP) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Asseco Poland S.A. ( WSE:ACP ) shares have been powering on, with a gain of 27% in the...
分析記事 Dec 05

We Think Asseco Poland's (WSE:ACP) Solid Earnings Are Understated

Investors signalled that they were pleased with Asseco Poland S.A.'s ( WSE:ACP ) most recent earnings report. This...
分析記事 Dec 01

Here's What Analysts Are Forecasting For Asseco Poland S.A. (WSE:ACP) After Its Third-Quarter Results

It's been a good week for Asseco Poland S.A. ( WSE:ACP ) shareholders, because the company has just released its latest...
分析記事 Nov 07

Asseco Poland S.A.'s (WSE:ACP) Shares May Have Run Too Fast Too Soon

There wouldn't be many who think Asseco Poland S.A.'s ( WSE:ACP ) price-to-earnings (or "P/E") ratio of 12.1x is worth...
分析記事 Oct 17

Returns Are Gaining Momentum At Asseco Poland (WSE:ACP)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Sep 23

Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jun 13

Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.66

Asseco Poland S.A.'s ( WSE:ACP ) dividend will be increasing from last year's payment of the same period to PLN3.66 on...
分析記事 May 09

Getting In Cheap On Asseco Poland S.A. (WSE:ACP) Is Unlikely

It's not a stretch to say that Asseco Poland S.A.'s ( WSE:ACP ) price-to-earnings (or "P/E") ratio of 11.7x right now...
分析記事 Apr 03

There May Be Some Bright Spots In Asseco Poland's (WSE:ACP) Earnings

Soft earnings didn't appear to concern Asseco Poland S.A.'s ( WSE:ACP ) shareholders over the last week. We did some...
分析記事 Mar 26

Returns on Capital Paint A Bright Future For Asseco Poland (WSE:ACP)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 Dec 19

Asseco Poland S.A. (WSE:ACP) Could Be Riskier Than It Looks

It's not a stretch to say that Asseco Poland S.A.'s ( WSE:ACP ) price-to-earnings (or "P/E") ratio of 12.9x right now...
分析記事 Nov 18

Asseco Poland (WSE:ACP) Seems To Use Debt Rather Sparingly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Aug 27

We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Aug 09

Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jun 05

Asseco Poland's (WSE:ACP) Shareholders Will Receive A Bigger Dividend Than Last Year

Asseco Poland S.A. ( WSE:ACP ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 May 19

Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.50

Asseco Poland S.A.'s ( WSE:ACP ) dividend will be increasing from last year's payment of the same period to PLN3.50 on...
分析記事 May 05

Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.50

The board of Asseco Poland S.A. ( WSE:ACP ) has announced that the dividend on 28th of June will be increased to...
分析記事 May 03

We Think Asseco Poland (WSE:ACP) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

決済の安定と成長

配当データの取得

安定した配当: ACPの1株当たり配当金は過去10年間安定しています。

増加する配当: ACPの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Asseco Poland 配当利回り対市場
ACP 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (ACP)2.0%
市場下位25% (PL)2.6%
市場トップ25% (PL)7.2%
業界平均 (Software)2.6%
アナリスト予想 (ACP) (最長3年)2.4%

注目すべき配当: ACPの配当金 ( 2.01% ) はPolish市場の配当金支払者の下位 25% ( 2.65% ) と比べると目立ったものではありません。

高配当: ACPの配当金 ( 2.01% ) はPolish市場の配当金支払者の上位 25% ( 7.22% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: ACPの 配当性向 ( 44.2% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: ACPは 現金配当性向 ( 12.3% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 04:09
終値2026/05/22 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Asseco Poland S.A. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Pawel SzpigielBiuro maklerskie mBanku
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Witold SamborskiCitigroup Inc