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Polish (WIG) Tech Sector Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies84
  • 7D0.7%
  • 3M-14.3%
  • 1Y19.2%
  • YTD-12.2%

The Tech is pretty flat in the last 7 days, but Cloud Technologies has stood out, gaining 4.0%. The past year has been better, since the industry has gained 19% in that time. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Apr 2026zł42.1bzł63.8bzł2.0b12.9x20.8x0.7x
Sat, 07 Mar 2026zł39.5bzł65.5bzł1.9b13.9x20.7x0.6x
Mon, 02 Feb 2026zł43.1bzł63.3bzł1.8b16.2x23.7x0.7x
Wed, 31 Dec 2025zł41.8bzł63.4bzł1.8b13.2x22.9x0.7x
Fri, 28 Nov 2025zł38.8bzł63.1bzł1.9b12.3x20.9x0.6x
Sun, 26 Oct 2025zł41.5bzł62.3bzł1.8b14.8x22.8x0.7x
Tue, 23 Sep 2025zł40.7bzł61.9bzł1.8b14.5x22.3x0.7x
Thu, 21 Aug 2025zł39.3bzł61.5bzł1.7b14.1x23.2x0.6x
Sat, 19 Jul 2025zł41.0bzł60.4bzł1.7b17.1x24.4x0.7x
Mon, 16 Jun 2025zł37.4bzł60.5bzł1.7b15.8x22.1x0.6x
Wed, 14 May 2025zł37.0bzł59.7bzł1.7b16.7x21.8x0.6x
Fri, 11 Apr 2025zł31.9bzł59.5bzł1.7b14.2x19.1x0.5x
Sun, 09 Mar 2025zł31.8bzł59.9bzł1.7b17x19.2x0.5x
Tue, 04 Feb 2025zł32.2bzł62.2bzł1.6b14.4x20.2x0.5x
Thu, 02 Jan 2025zł30.4bzł63.0bzł1.6b13.7x19.1x0.5x
Sat, 30 Nov 2024zł29.4bzł62.8bzł1.6b14.7x18x0.5x
Mon, 28 Oct 2024zł29.5bzł63.4bzł1.7b15x17.7x0.5x
Wed, 25 Sep 2024zł30.3bzł62.7bzł1.7b15.3x18.2x0.5x
Fri, 23 Aug 2024zł30.8bzł62.7bzł1.7b15.6x17.6x0.5x
Sun, 21 Jul 2024zł31.4bzł63.2bzł1.7b15.4x18x0.5x
Tue, 18 Jun 2024zł30.7bzł63.4bzł1.8b17.5x17.3x0.5x
Thu, 16 May 2024zł31.5bzł63.3bzł1.8b15.4x17.5x0.5x
Sat, 13 Apr 2024zł30.5bzł61.2bzł1.8b15.9x17.4x0.5x
Mon, 11 Mar 2024zł29.1bzł63.2bzł1.8b16.4x15.9x0.5x
Wed, 07 Feb 2024zł29.4bzł62.8bzł2.0b15.4x14.9x0.5x
Fri, 05 Jan 2024zł29.1bzł62.5bzł2.0b15.3x14.9x0.5x
Sun, 03 Dec 2023zł28.4bzł62.5bzł1.9b17.6x14.6x0.5x
Tue, 31 Oct 2023zł28.1bzł63.3bzł2.0b16.6x14.3x0.4x
Thu, 28 Sep 2023zł27.8bzł63.8bzł2.0b17.1x14.2x0.4x
Sat, 26 Aug 2023zł28.2bzł63.1bzł1.9b16.5x14.8x0.4x
Mon, 24 Jul 2023zł29.5bzł61.9bzł1.9b16.6x15.5x0.5x
Wed, 21 Jun 2023zł28.0bzł62.0bzł1.9b17.2x14.9x0.5x
Fri, 19 May 2023zł28.9bzł61.5bzł1.9b20x15.4x0.5x
Sun, 16 Apr 2023zł27.9bzł60.9bzł1.8b19.4x15.1x0.5x
Price to Earnings Ratio

15.1x


Total Market Cap: zł27.9bTotal Earnings: zł1.8bTotal Revenue: zł60.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Tech Sector Price to Earnings3Y Average 18.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the Polish Information Technology industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
  • The earnings for companies in the Information Technology industry have grown 3.2% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

PL Market2.12%
Tech0.69%
Communications4.83%
Software1.24%
Electronic Equipment and Components0.79%
IT-0.99%
Tech Hardware-3.91%
Semiconductors-7.11%
Industry PE
  • Investors are most optimistic about the Communications industry even though it's trading below its 3-year average PE ratio of 43.2x.
    • 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 23% over the next 5 years.
  • This is better than its past earnings growth rate of 1.6% per year.
  • In contrast, the Software industry is expected to see its earnings grow by 11% 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
ACP Asseco Polandzł183.002.5%
+zł362.3m		35.4%PE23.8x
VRC Vercomzł121.803.6%
+zł92.3m		17.1%PE30.6x
ASB ASBISc Enterpriseszł45.723.2%
+zł78.8m		116.5%PE11.5x
ASE Asseco South Eastern Europezł62.901.6%
+zł51.9m		14.2%PE16.5x
APT Apatorzł24.105.5%
+zł36.3m		42.1%PE8.8x

Latest News

ASB
zł45.72
ASBISc Enterprises
7D
3.2%
1Y
116.5%
CMP
zł53.60
Comp
7D
-0.7%
1Y
54.9%
SWM
zł28.00
Software Mansion
7D
-6.0%
1Y
-27.8%
ACP
zł183.00
Asseco Poland
7D
2.5%
1Y
35.4%

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.
TXT
zł38.20
Text
7D
2.4%
1Y
-22.0%

TXT: Steady PLN 45 Fair Value Will Support Constructive Long Term Outlook

Analysts are keeping the price target steady at PLN 45.00. This reflects slightly higher assumed revenue growth and a marginally lower discount rate, partly offset by a more conservative profit margin and a modestly lower future P/E assumption.
ABE
zł125.20
AB
7D
1.8%
1Y
28.3%
SEV
zł11.55
Sevenet
7D
-13.5%
1Y
425.0%
SHO
zł40.20
Shoper
7D
1.0%
1Y
0.8%

We Like Shoper's (WSE:SHO) Earnings For More Than Just Statutory Profit

Mar 26
We Like Shoper's (WSE:SHO) Earnings For More Than Just Statutory Profit
ABS
zł80.80
Asseco Business Solutions
7D
-1.7%
1Y
15.4%
ACT
zł28.30
Action
7D
-4.9%
1Y
43.1%
SPR
zł417.00
Spyrosoft Spólka Akcyjna
7D
-1.7%
1Y
2.2%
APT
zł24.10
Apator
7D
5.5%
1Y
42.1%
ALL
zł16.58
Ailleron
7D
-6.1%
1Y
-21.0%
ASE
zł62.90
Asseco South Eastern Europe
7D
1.6%
1Y
14.2%
VRC
zł121.80
Vercom
7D
3.6%
1Y
17.1%

Getting In Cheap On Vercom S.A. (WSE:VRC) Might Be Difficult

Feb 11
Getting In Cheap On Vercom S.A. (WSE:VRC) Might Be Difficult