Some Confidence Is Lacking In Asseco Poland S.A.'s (WSE:ACP) P/E
Nov 03
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Polish (WIG) Tech Sector Analysis
UpdatedNov 07, 2025
DataAggregated Company Financials
Companies84
- 7D-3.9%
- 3M-0.9%
- 1Y49.0%
- YTD42.8%
Over the last 7 days, the Tech industry has dropped 3.4%, driven by a pullback from Asseco Poland of 10%. Over the past 12 months, the industry was up 53%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 07 Nov 2025 | zł39.9b | zł62.4b | zł1.8b | 13.9x | 21.9x | 0.6x |
| Sun, 05 Oct 2025 | zł43.5b | zł62.3b | zł1.8b | 14.7x | 23.7x | 0.7x |
| Tue, 02 Sep 2025 | zł37.6b | zł62.9b | zł1.8b | 15.7x | 20.3x | 0.6x |
| Thu, 31 Jul 2025 | zł40.8b | zł60.6b | zł1.7b | 17x | 24.2x | 0.7x |
| Sat, 28 Jun 2025 | zł39.5b | zł60.3b | zł1.7b | 15.7x | 23.5x | 0.7x |
| Mon, 26 May 2025 | zł35.6b | zł60.2b | zł1.8b | 17.6x | 20.3x | 0.6x |
| Wed, 23 Apr 2025 | zł33.6b | zł42.2b | zł1.7b | 14.7x | 20x | 0.8x |
| Fri, 21 Mar 2025 | zł33.4b | zł60.0b | zł1.6b | 17.3x | 20.2x | 0.6x |
| Sun, 16 Feb 2025 | zł33.5b | zł61.7b | zł1.6b | 15.3x | 21.1x | 0.5x |
| Tue, 14 Jan 2025 | zł29.9b | zł62.4b | zł1.6b | 13.8x | 18.7x | 0.5x |
| Thu, 12 Dec 2024 | zł29.8b | zł62.8b | zł1.6b | 14x | 18.6x | 0.5x |
| Sat, 09 Nov 2024 | zł29.5b | zł62.4b | zł1.6b | 14.7x | 18.6x | 0.5x |
| Mon, 07 Oct 2024 | zł29.6b | zł63.0b | zł1.7b | 14.8x | 17.7x | 0.5x |
| Wed, 04 Sep 2024 | zł31.4b | zł63.1b | zł1.7b | 16.4x | 18.5x | 0.5x |
| Fri, 02 Aug 2024 | zł30.8b | zł63.3b | zł1.8b | 16.7x | 17.6x | 0.5x |
| Sun, 30 Jun 2024 | zł31.2b | zł63.4b | zł1.8b | 16.1x | 17.6x | 0.5x |
| Tue, 28 May 2024 | zł31.2b | zł63.2b | zł1.8b | 15.8x | 16.9x | 0.5x |
| Thu, 25 Apr 2024 | zł30.1b | zł61.3b | zł1.8b | 15.4x | 17.2x | 0.5x |
| Sat, 23 Mar 2024 | zł29.6b | zł63.4b | zł1.8b | 18.3x | 16.3x | 0.5x |
| Mon, 19 Feb 2024 | zł28.6b | zł72.5b | zł2.4b | 14.8x | 12x | 0.4x |
| Wed, 17 Jan 2024 | zł29.4b | zł62.7b | zł2.0b | 15.1x | 15x | 0.5x |
| Fri, 15 Dec 2023 | zł28.9b | zł62.4b | zł1.9b | 15.8x | 14.9x | 0.5x |
| Sun, 12 Nov 2023 | zł28.2b | zł63.4b | zł2.0b | 17x | 14.3x | 0.4x |
| Tue, 10 Oct 2023 | zł27.7b | zł63.6b | zł2.0b | 17.4x | 14.2x | 0.4x |
| Thu, 07 Sep 2023 | zł28.6b | zł63.6b | zł1.9b | 16.3x | 15.2x | 0.4x |
| Sat, 05 Aug 2023 | zł29.4b | zł62.0b | zł1.9b | 17x | 15.6x | 0.5x |
| Mon, 03 Jul 2023 | zł28.6b | zł62.0b | zł1.9b | 17.3x | 15.1x | 0.5x |
| Wed, 31 May 2023 | zł28.5b | zł62.3b | zł1.9b | 17.5x | 15.1x | 0.5x |
| Fri, 28 Apr 2023 | zł29.0b | zł61.1b | zł1.8b | 18.9x | 15.7x | 0.5x |
| Sun, 26 Mar 2023 | zł26.7b | zł61.2b | zł1.9b | 18.9x | 14.4x | 0.4x |
| Tue, 21 Feb 2023 | zł27.1b | zł61.4b | zł1.8b | 18.1x | 14.7x | 0.4x |
| Thu, 19 Jan 2023 | zł25.9b | zł61.1b | zł1.8b | 15.4x | 14.1x | 0.4x |
| Sat, 17 Dec 2022 | zł24.7b | zł61.3b | zł1.8b | 15.7x | 13.4x | 0.4x |
| Mon, 14 Nov 2022 | zł23.6b | zł59.4b | zł1.9b | 13.9x | 12.7x | 0.4x |
Price to Earnings Ratio
12.7x
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 22.3x which is higher than its 3-year average PE of 17.4x.
- The industry is trading close to its 3-year average PS ratio of 0.50x.
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 Market | -0.22% | |
| Tech | -3.94% | |
| Semiconductors | -0.36% | |
| Electronic Equipment and Components | -1.02% | |
| IT | -1.22% | |
| Tech Hardware | -2.34% | |
| Communications | -2.72% | |
| Software | -5.60% | |
Industry PE
- Investors are most optimistic about the Communications industry even though it's trading below its 3-year average PE ratio of 42.3x.
- 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 32% over the next 5 years.
- This is better than its past earnings growth rate of 5.6% per year.
- In contrast, the Software industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ABS Asseco Business Solutions | zł87.20 | 1.4% +zł39.6m | 53.5% | PE23.2x | |
| SVRS Silvair | zł11.60 | 20.2% +zł34.2m | 225.8% | PE94.9x | |
| VRC Vercom | zł124.20 | 0.6% +zł17.7m | 7.1% | PE31.6x | |
| APT Apator | zł23.50 | 1.7% +zł11.6m | 26.3% | PE10.6x | |
| PAC Proacta | zł1.39 | 6.9% +zł10.6m | 114.5% | PS44.7x |
