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Polish (WIG) Tech Sector Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies85
  • 7D-0.5%
  • 3M-3.3%
  • 1Y22.2%
  • YTD-9.6%

The Tech industry is up 1.1% in the last week, with Vercom up 14%. This takes the industry's 12 month performance to a gain of 23%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Tue, 14 Mar 2023zł27.2bzł61.2bzł1.9b18.8x14.6x0.4x
Price to Earnings Ratio

14.6x


Total Market Cap: zł27.2bTotal Earnings: zł1.9bTotal Revenue: zł61.2bTotal 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 20.6x 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
  • The earnings for companies in the Information Technology industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

PL Market-4.79%
Tech-0.48%
Tech Hardware1.26%
Software0.28%
Communications0%0
IT-0.40%
Electronic Equipment and Components-2.88%
Semiconductors-3.50%
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 21% 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 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
VRC Vercomzł126.6013.8%
+zł338.3m		11.5%PE31.8x
WAS Waskozł5.5020.6%
+zł85.7m		217.9%PE9.8x
SCW Scanwayzł359.008.8%
+zł40.5m		460.9%PS19.3x
DAT DataWalkzł160.003.2%
+zł31.3m		164.5%PS25.4x
SHO Shoperzł44.002.3%
+zł28.1m		7.1%PE28.5x

Latest News

SHO
zł44.00
Shoper
7D
2.3%
1Y
7.1%
APT
zł24.40
Apator
7D
-4.7%
1Y
25.8%
WAS
zł5.50
Wasko
7D
20.6%
1Y
217.9%
ASB
zł41.20
ASBISc Enterprises
7D
-2.8%
1Y
74.3%
ABE
zł127.60
AB
7D
-5.8%
1Y
25.7%
ALL
zł19.34
Ailleron
7D
6.1%
1Y
-13.3%
ASE
zł63.30
Asseco South Eastern Europe
7D
0.6%
1Y
22.7%
ABS
zł76.00
Asseco Business Solutions
7D
-3.3%
1Y
7.3%
CMP
zł57.20
Comp
7D
2.1%
1Y
65.3%
ACP
zł172.90
Asseco Poland
7D
-1.9%
1Y
23.5%

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
zł160.00
DataWalk
7D
3.2%
1Y
164.5%
SCW
zł359.00
Scanway
7D
8.8%
1Y
460.9%
VRC
zł126.60
Vercom
7D
13.8%
1Y
11.5%

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
TXT
zł36.32
Text
7D
-4.4%
1Y
-28.5%
ACT
zł29.90
Action
7D
-6.6%
1Y
42.7%

Action's (WSE:ACT) Profits Appear To Have Quality Issues

Dec 06
Action's (WSE:ACT) Profits Appear To Have Quality Issues