Asseco Poland S.A.

WSE:ACP 주식 리포트

시가총액: zł15.5b

Asseco Poland 과거 순이익 실적

과거 기준 점검 5/6

Asseco Poland은 연평균 5.3%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 8.2% 증가했습니다. 매출은 연평균 5.3%의 비율로 증가했습니다. Asseco Poland의 자기자본이익률은 9%이고 순이익률은 3.7%입니다.

핵심 정보

5.31%

순이익 성장률

10.43%

주당순이익(EPS) 성장률

Software 산업 성장률14.28%
매출 성장률5.25%
자기자본이익률9.01%
순이익률3.68%
다음 순이익 업데이트27 May 2026

최근 과거 실적 업데이트

분석 기사 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...

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

매출 및 비용 세부 내역

Asseco Poland가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

WSE:ACP 매출, 비용 및 순이익 (PLN Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 2516,7806181,9000
30 Sep 2518,3866082,2350
30 Jun 2517,7905682,1760
31 Mar 2517,4595312,1800
31 Dec 2415,0204891,7820
30 Sep 2415,2864851,8000
30 Jun 2415,7104731,8950
31 Mar 2416,8115002,0620
31 Dec 2316,8974832,1060
30 Sep 2317,2744712,2040
30 Jun 2317,6364852,2320
31 Mar 2317,6585032,2200
31 Dec 2217,3705022,1710
30 Sep 2216,9124812,0650
30 Jun 2215,9574741,9560
31 Mar 2215,2074731,8810
31 Dec 2114,4984681,7760
30 Sep 2113,7774961,6870
30 Jun 2113,2134671,5910
31 Mar 2112,6124221,4680
31 Dec 2012,1934021,4320
30 Sep 2011,6473511,3730
30 Jun 2011,4473391,3630
31 Mar 2011,1363241,3680
31 Dec 1910,6673221,3140
30 Sep 1910,3803361,2680
30 Jun 199,8603361,2230
31 Mar 199,6323441,2190
31 Dec 189,3293331,1800
30 Sep 189,1043031,2090
30 Jun 188,1275111,0940
31 Mar 187,9104751,0610
31 Dec 177,8294671,0800
30 Sep 177,6634751,0430
30 Jun 178,3232721,1350
31 Mar 178,1562971,1270
31 Dec 167,9323011,1020
30 Sep 167,8693501,0840
30 Jun 167,7223701,0600
31 Mar 167,5093531,0280
31 Dec 157,2563659950
30 Sep 156,8933299480
30 Jun 156,6243139210

양질의 수익: ACP는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: ACP의 현재 순 이익률 (3.7%)은 지난해 (3.3%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ACP의 수익은 지난 5년 동안 연평균 5.3% 증가했습니다.

성장 가속화: 지난 1년간 ACP 의 수익 증가율(26.3%)은 연간 평균(5.3%)을 초과합니다.

수익 대 산업: ACP의 지난 1년 수익 증가율(26.3%)은 Software 업계의 16.1%를 상회했습니다.


자기자본이익률

높은 ROE: ACP의 자본 수익률(9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 12:49
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

Asseco Poland S.A.는 12명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Pawel SzpigielBiuro maklerskie mBanku
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Witold SamborskiCitigroup Inc