Asseco Poland 향후 성장

Future 기준 점검 2/6

Asseco Poland (는) 각각 연간 10.1% 및 7.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11% 로 예상됩니다.

핵심 정보

10.1%

이익 성장률

7.56%

EPS 성장률

Software 이익 성장	17.2%
매출 성장률	7.1%
향후 자기자본이익률	11.00%
애널리스트 커버리지	Low
마지막 업데이트	04 Sep 2025

최근 향후 성장 업데이트

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

Dec 01

Recent updates

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

Jul 08

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

Jul 04

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

May 23

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

May 10

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

May 03

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

Apr 18

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

Apr 14

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

Mar 25

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

Feb 25

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

Feb 07

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

Dec 05

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

Dec 01

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

Nov 07

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

Oct 17

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

Sep 23

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

Jun 13

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

May 09

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

Apr 03

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

Mar 26

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

Dec 19

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

Nov 18

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

Aug 27

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

Aug 09

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

Jun 05

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

May 19

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

May 05

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

May 03

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

Jan 28

Slowing Rates Of Return At Asseco Poland (WSE:ACP) Leave Little Room For Excitement

Jan 10

Is Asseco Poland (WSE:ACP) Using Too Much Debt?

Oct 15

Asseco Poland (WSE:ACP) Is Experiencing Growth In Returns On Capital

Sep 27

There's Been No Shortage Of Growth Recently For Asseco Poland's (WSE:ACP) Returns On Capital

Jun 27

Asseco Poland's (WSE:ACP) Dividend Will Be Increased To zł3.36

May 26

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

May 01

If You Like EPS Growth Then Check Out Asseco Poland (WSE:ACP) Before It's Too Late

Apr 15

Asseco Poland (WSE:ACP) Has A Rock Solid Balance Sheet

Jan 08

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

Dec 16

There's Been No Shortage Of Growth Recently For Asseco Poland's (WSE:ACP) Returns On Capital

Nov 02

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

Aug 31

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

Jul 07

Is Asseco Poland (WSE:ACP) Using Too Much Debt?

May 04

How Much Of Asseco Poland S.A. (WSE:ACP) Do Insiders Own?

Mar 09

이익 및 매출 성장 예측

WSE:ACP - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2027	20,936	716	1,751	2,665	4
12/31/2026	19,699	657	1,610	2,490	4
12/31/2025	18,297	574	1,421	2,341	3
6/30/2025	17,773	567	2,107	2,489	N/A
3/31/2025	17,459	531	2,052	2,426	N/A
12/31/2024	17,132	520	1,993	2,352	N/A
9/30/2024	16,863	508	2,074	2,404	N/A
6/30/2024	16,778	488	2,161	2,468	N/A
3/31/2024	16,811	500	2,213	2,526	N/A
12/31/2023	16,897	483	2,147	2,489	N/A
9/30/2023	17,274	471	1,706	2,102	N/A
6/30/2023	17,636	485	1,557	1,972	N/A
3/31/2023	17,658	503	1,359	1,781	N/A
12/31/2022	17,370	502	1,426	1,849	N/A
9/30/2022	16,912	481	1,382	1,760	N/A
6/30/2022	15,957	474	1,328	1,687	N/A
3/31/2022	15,207	473	1,549	1,886	N/A
12/31/2021	14,498	468	1,295	1,593	N/A
9/30/2021	13,777	496	1,380	1,662	N/A
6/30/2021	13,213	467	1,389	1,676	N/A
3/31/2021	12,612	422	1,426	1,713	N/A
12/31/2020	12,193	402	1,647	1,961	N/A
9/30/2020	11,647	351	1,521	1,830	N/A
6/30/2020	11,447	339	1,488	1,822	N/A
3/31/2020	11,136	324	1,197	1,533	N/A
12/31/2019	10,667	322	1,182	1,501	N/A
9/30/2019	10,380	336	998	1,310	N/A
6/30/2019	9,860	336	833	1,104	N/A
3/31/2019	9,632	344	N/A	1,159	N/A
12/31/2018	9,329	333	N/A	1,001	N/A
9/30/2018	9,104	303	N/A	908	N/A
6/30/2018	8,127	511	N/A	761	N/A
3/31/2018	7,910	475	N/A	733	N/A
12/31/2017	7,829	467	N/A	691	N/A
9/30/2017	7,663	475	N/A	609	N/A
6/30/2017	8,323	272	N/A	862	N/A
3/31/2017	8,156	297	N/A	774	N/A
12/31/2016	7,932	301	N/A	883	N/A
9/30/2016	7,869	350	N/A	889	N/A
6/30/2016	7,722	370	N/A	828	N/A
3/31/2016	7,509	353	N/A	851	N/A
12/31/2015	7,256	365	N/A	846	N/A
9/30/2015	6,893	329	N/A	785	N/A
6/30/2015	6,624	313	N/A	677	N/A
3/31/2015	6,410	330	N/A	822	N/A
12/31/2014	6,232	349	N/A	686	N/A

애널리스트 향후 성장 전망

수입 대 저축률: ACP 의 연간 예상 수익 증가율(10.1%)이 saving rate(4.6%)보다 높습니다.

수익 vs 시장: ACP 의 연간 수익(10.1%)이 Polish 시장(15.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ACP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ACP 의 수익(연간 7.1%)이 Polish 시장(연간 4.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: ACP 의 수익(연간 7.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ACP의 자본 수익률은 3년 후 11%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/10/08 06:39
종가	2025/10/08 00:00
수익	2025/06/30
연간 수익	2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Asseco Poland S.A.는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Kamil Kliszcz	Biuro maklerskie mBanku
Beata Szparaga-Wasniewska	Biuro maklerskie mBanku
Pawel Szpigiel	Biuro maklerskie mBanku

Asseco Poland 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 21% to zł123

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

Consensus revenue estimates decrease by 15%, EPS upgraded

Price target decreased to zł90.54

Consensus forecasts updated

Consensus forecasts updated

Recent updates

Now 20% undervalued

New minor risk - Share price stability

Investor sentiment improves as stock rises 23%

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

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

Investor sentiment improves as stock rises 18%

Second quarter 2025 earnings released: EPS: zł2.14 (vs zł1.62 in 2Q 2024)

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

Price target increased by 21% to zł123

Overvaluation Risk Will Remain As European And US Markets Expand

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

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

Upcoming dividend of zł3.94 per share

First quarter 2025 earnings released: EPS: zł2.00 (vs zł1.84 in 1Q 2024)

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

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

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

New major risk - Revenue size

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

Asseco Poland S.A. to Report Q1, 2025 Results on May 27, 2025

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

Investor sentiment deteriorates as stock falls 16%

Dividend increased to zł3.94

Asseco Poland S.A., Annual General Meeting, May 14, 2025

Full year 2024 earnings released: EPS: zł7.62 (vs zł6.12 in FY 2023)

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

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

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

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

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

Third quarter 2024 earnings released: EPS: zł1.97 (vs zł1.40 in 3Q 2023)

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

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

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

Consensus revenue estimates decrease by 15%, EPS upgraded

Second quarter 2024 earnings released: EPS: zł1.61 (vs zł1.48 in 2Q 2023)

Upcoming dividend of zł3.66 per share

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

Asseco Poland S.A. Announces Dividend for the Year 2023, Payable on June 28, 2024

First quarter 2024 earnings released: EPS: zł1.84 (vs zł1.30 in 1Q 2023)

Dividend increased to zł3.66

Asseco Poland S.A., Annual General Meeting, Jun 12, 2024

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

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

Full year 2023 earnings released: EPS: zł6.12 (vs zł6.06 in FY 2022)

Asseco Poland Recommends Dividend Payout for 2023

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

New minor risk - Earnings quality

Asseco Poland S.A. to Report Q1, 2024 Results on May 27, 2024

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

Asseco Poland S.A. Announces CEO Changes

Third quarter 2023 earnings released: EPS: zł1.40 (vs zł1.54 in 3Q 2022)

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

Second quarter 2023 earnings released: EPS: zł1.47 (vs zł1.70 in 2Q 2022)

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

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

Upcoming dividend of zł3.50 per share at 4.2% yield

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

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

Asseco Poland S.A., Annual General Meeting, May 30, 2023

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

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

Asseco Poland S.A. to Report First Half, 2023 Results on Aug 24, 2023

Asseco Poland S.A. to Report Q1, 2023 Results on May 24, 2023

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

Slowing Rates Of Return At Asseco Poland (WSE:ACP) Leave Little Room For Excitement

Third quarter 2022 earnings released: EPS: zł1.54 (vs zł1.45 in 3Q 2021)

Is Asseco Poland (WSE:ACP) Using Too Much Debt?

Asseco Poland (WSE:ACP) Is Experiencing Growth In Returns On Capital