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Polish (WIG) Tech Sector Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies85
  • 7D-1.1%
  • 3M-1.6%
  • 1Y21.7%
  • YTD-9.2%

Over the last 7 days, the Tech industry has dropped 1.1%, driven by declines in Asseco Business Solutions and Asseco Poland of 12% and 2.2%, respectively. In contrast, Asseco South Eastern Europe has gained 6.5%. In the past year, the industry has gained 22%. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

Has the Polish Tech Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Mar 2026zł39.7bzł63.4bzł1.8b16.3x21.7x0.6x
Fri, 30 Jan 2026zł42.8bzł63.2bzł1.8b15.7x23.5x0.7x
Sun, 28 Dec 2025zł41.2bzł63.3bzł1.9b12.6x21.6x0.6x
Tue, 25 Nov 2025zł37.9bzł63.2bzł1.8b12.3x20.6x0.6x
Thu, 23 Oct 2025zł41.7bzł62.3bzł1.8b15x22.9x0.7x
Sat, 20 Sep 2025zł40.4bzł62.0bzł1.8b14x22.1x0.7x
Mon, 18 Aug 2025zł38.6bzł61.5bzł1.7b14.8x22.7x0.6x
Wed, 16 Jul 2025zł40.1bzł60.4bzł1.7b16.3x23.8x0.7x
Fri, 13 Jun 2025zł37.7bzł60.3bzł1.7b15.8x22.7x0.6x
Sun, 11 May 2025zł36.2bzł59.6bzł1.7b16.4x21.4x0.6x
Tue, 08 Apr 2025zł30.8bzł59.9bzł1.7b14.5x18.3x0.5x
Thu, 06 Mar 2025zł31.4bzł59.7bzł1.6b17.2x19.4x0.5x
Sat, 01 Feb 2025zł32.2bzł62.0bzł1.6b14.5x20.2x0.5x
Mon, 30 Dec 2024zł30.4bzł62.9bzł1.6b13.8x19.1x0.5x
Wed, 27 Nov 2024zł28.8bzł62.8bzł1.6b14.3x17.8x0.5x
Fri, 25 Oct 2024zł29.7bzł63.3bzł1.7b15x17.8x0.5x
Sun, 22 Sep 2024zł30.1bzł62.8bzł1.7b15.3x18.1x0.5x
Tue, 20 Aug 2024zł30.7bzł62.7bzł1.8b15.5x17.4x0.5x
Thu, 18 Jul 2024zł31.1bzł63.0bzł1.7b16.1x17.8x0.5x
Sat, 15 Jun 2024zł30.3bzł63.5bzł1.8b16.2x17x0.5x
Mon, 13 May 2024zł30.5bzł63.5bzł1.8b15.4x16.9x0.5x
Wed, 10 Apr 2024zł30.8bzł60.8bzł1.7b16.5x17.7x0.5x
Fri, 08 Mar 2024zł29.2bzł63.2bzł1.8b16.2x16x0.5x
Sun, 04 Feb 2024zł29.7bzł62.9bzł2.0b15.4x15.2x0.5x
Tue, 02 Jan 2024zł29.4bzł62.4bzł2.0b15.4x15.1x0.5x
Thu, 30 Nov 2023zł28.6bzł62.4bzł1.9b16.8x14.7x0.5x
Sat, 28 Oct 2023zł27.9bzł63.3bzł2.0b16.6x14.2x0.4x
Mon, 25 Sep 2023zł28.5bzł63.7bzł2.0b17x14.5x0.4x
Wed, 23 Aug 2023zł28.8bzł63.1bzł1.9b17x15.1x0.5x
Fri, 21 Jul 2023zł29.6bzł61.9bzł1.9b17.4x15.5x0.5x
Sun, 18 Jun 2023zł28.3bzł62.0bzł1.9b17.2x15x0.5x
Tue, 16 May 2023zł28.9bzł61.3bzł1.9b20.3x15.5x0.5x
Thu, 13 Apr 2023zł27.7bzł60.9bzł1.9b19x14.9x0.5x
Sat, 11 Mar 2023zł27.4bzł61.3bzł1.9b18.9x14.7x0.4x
Price to Earnings Ratio

14.7x


Total Market Cap: zł27.4bTotal Earnings: zł1.9bTotal Revenue: zł61.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Tech Sector Price to Earnings3Y Average 18.3x202420252026
Current Industry PE
  • Investors are optimistic on the Polish Information Technology industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.7x which is higher than its 3-year average PE of 18.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Information Technology industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the Polish Tech sector?

PL Market0.24%
Tech-1.13%
Electronic Equipment and Components4.26%
Communications2.74%
Tech Hardware0.46%
IT-1.49%
Software-2.61%
Semiconductors-7.06%
Industry PE
  • Investors are most optimistic about the Communications industry even though it's trading below its 3-year average PE ratio of 43.1x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Components industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 0.4% per year.
  • In contrast, the Software industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ASE Asseco South Eastern Europezł67.406.5%
+zł212.8m		32.2%PE17.6x
ABE ABzł131.805.6%
+zł110.0m		33.7%PE10.3x
WAS Waskozł4.8516.9%
+zł63.8m		182.8%PE26.8x
SHO Shoperzł41.303.3%
+zł36.6m		4.3%PE26.8x
CMP Compzł55.603.0%
+zł32.8m		69.5%PE18.9x

Latest News

ASB
zł39.50
ASBISc Enterprises
7D
-2.9%
1Y
73.9%
ABE
zł131.80
AB
7D
5.6%
1Y
33.7%
ALL
zł17.82
Ailleron
7D
1.8%
1Y
-25.0%
SHO
zł41.30
Shoper
7D
3.3%
1Y
4.3%
WAS
zł4.85
Wasko
7D
16.9%
1Y
182.8%
ASE
zł67.40
Asseco South Eastern Europe
7D
6.5%
1Y
32.2%
ABS
zł71.00
Asseco Business Solutions
7D
-11.7%
1Y
2.0%
CMP
zł55.60
Comp
7D
3.0%
1Y
69.5%
ACP
zł170.40
Asseco Poland
7D
-2.2%
1Y
24.4%

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.
DAT
zł153.00
DataWalk
7D
-3.8%
1Y
153.7%
SGN
zł68.60
Sygnity
7D
-3.4%
1Y
-5.0%

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Feb 13
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SCW
zł313.00
Scanway
7D
6.5%
1Y
399.2%
VRC
zł109.20
Vercom
7D
-2.5%
1Y
-3.8%

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Feb 11
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APT
zł23.65
Apator
7D
-6.9%
1Y
32.7%
APN
zł17.35
Aplisens
7D
3.3%
1Y
-17.0%