Asseco Poland S.A.

WSE:ACP 株式レポート

時価総額：zł18.3b

Asseco Poland 将来の成長

Future 基準チェック /26

Asseco Poland利益と収益がそれぞれ年間8.1%と6.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.5% 6.5%なると予測されています。

主要情報

8.1%

収益成長率

6.49%

EPS成長率

Software 収益成長10.7%
収益成長率6.1%
将来の株主資本利益率13.52%
アナリストカバレッジ

Low

最終更新日28 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jun 22

ACP: High Future P/E Assumptions Will Continue To Restrain Share Returns

Analysts have maintained their PLN 131.00 price target for Asseco Poland, noting only minor adjustments to assumptions such as the discount rate, forecast revenue growth, profit margin and future P/E, which largely offset each other in their valuation work. What's in the News for Asseco Poland Asseco Poland S.A. announced an annual dividend of PLN 13.05 per share, with payment scheduled for May 22, 2026.
分析記事 • Jun 09

Asseco Poland's (WSE:ACP) Solid Earnings Are Supported By Other Strong Factors

Asseco Poland S.A. ( WSE:ACP ) just reported healthy earnings but the stock price didn't move much. Our analysis...
ナラティブ更新 • Jun 04

ACP: Elevated Future P/E Assumptions Will Constrain Prospective Share Price Returns

Analysts have maintained their fair value estimate for Asseco Poland at PLN 131.00. The updated price target is based on slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E, reflecting a more refined view of the stock's risk and earnings profile.
ナラティブ更新 • 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...
ナラティブ更新 • 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.
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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.

業績と収益の成長予測

WSE:ACP - アナリストの将来予測と過去の財務データ ( )PLN Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202822,3669351,9512,7372
12/31/202721,1358291,8312,5933
12/31/202620,5327789701,6131
6/30/202618,0437791,9992,276N/A
3/31/202617,1357181,9952,276N/A
12/31/202516,7806182,5892,881N/A
9/30/202516,2755772,2732,606N/A
6/30/202515,6785372,1692,489N/A
3/31/202514,8144922,1012,426N/A
12/31/202415,0204892,0342,352N/A
9/30/202415,2864852,1062,404N/A
6/30/202415,7104732,1612,468N/A
3/31/202416,8115002,2132,526N/A
12/31/202316,8974832,1472,489N/A
9/30/202317,2744711,7062,102N/A
6/30/202317,6364851,5571,972N/A
3/31/202317,6585031,3591,781N/A
12/31/202217,3705021,4261,849N/A
9/30/202216,9124811,3821,760N/A
6/30/202215,9574741,3281,687N/A
3/31/202215,2074731,5491,886N/A
12/31/202114,4984681,2951,593N/A
9/30/202113,7774961,3801,662N/A
6/30/202113,2134671,3891,676N/A
3/31/202112,6124221,4261,713N/A
12/31/202012,1934021,6471,961N/A
9/30/202011,6473511,5211,830N/A
6/30/202011,4473391,4881,822N/A
3/31/202011,136324N/A1,533N/A
12/31/201910,667322N/A1,501N/A
9/30/201910,380336N/A1,310N/A
6/30/20199,860336N/A1,104N/A
3/31/20199,632344N/A1,159N/A
12/31/20189,329333N/A1,001N/A
9/30/20189,104303N/A908N/A
6/30/20188,127511N/A761N/A
3/31/20187,910475N/A733N/A
12/31/20177,829467N/A691N/A
9/30/20177,663475N/A609N/A
6/30/20178,323272N/A862N/A
3/31/20178,156297N/A774N/A
12/31/20167,932301N/A883N/A
9/30/20167,869350N/A889N/A
6/30/20167,722370N/A828N/A
3/31/20167,509353N/A851N/A
12/31/20157,256365N/A846N/A
9/30/20156,893329N/A785N/A

アナリストによる今後の成長予測

収入対貯蓄率: ACPの予測収益成長率 (年間8.1% ) は 貯蓄率 ( 5.5% ) を上回っています。

収益対市場: ACPの収益 ( 8.1% ) Polish市場 ( 11% ) よりも低い成長が予測されています。

高成長収益: ACPの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ACPの収益 ( 6.1% ) Polish市場 ( 4.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: ACPの収益 ( 6.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ACPの 自己資本利益率 は、3年後には低くなると予測されています ( 13.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/11 13:13
終値2026/09/11 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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。13

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