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Feb 13
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- 7D-0.1%
- 3M-14.2%
- 1Y11.9%
- YTD-11.2%
The IT industry has been flat over the last week, but Software Mansion has lost 6.0%. The past year has been better, since the industry has gained 12% in that time. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the Polish IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 Apr 2026 | zł7.6b | zł6.2b | zł388.5m | 17.3x | 19.6x | 1.2x |
| Sat, 07 Mar 2026 | zł7.9b | zł6.2b | zł393.6m | 16.6x | 20.1x | 1.3x |
| Mon, 02 Feb 2026 | zł8.8b | zł6.2b | zł393.6m | 20.2x | 22.3x | 1.4x |
| Wed, 31 Dec 2025 | zł8.5b | zł6.2b | zł390.7m | 17.1x | 21.7x | 1.4x |
| Fri, 28 Nov 2025 | zł8.6b | zł6.2b | zł387.9m | 17.1x | 22.2x | 1.4x |
| Sun, 26 Oct 2025 | zł9.0b | zł6.1b | zł383.4m | 19.9x | 23.5x | 1.5x |
| Tue, 23 Sep 2025 | zł8.9b | zł6.0b | zł382.3m | 20.2x | 23.2x | 1.5x |
| Thu, 21 Aug 2025 | zł9.4b | zł5.8b | zł361.9m | 21.4x | 26x | 1.6x |
| Sat, 19 Jul 2025 | zł9.7b | zł5.8b | zł373.2m | 19.6x | 26x | 1.7x |
| Mon, 16 Jun 2025 | zł9.0b | zł5.8b | zł371.4m | 17.2x | 24.4x | 1.6x |
| Wed, 14 May 2025 | zł8.4b | zł5.6b | zł344.4m | 18.7x | 24.3x | 1.5x |
| Fri, 11 Apr 2025 | zł7.2b | zł5.5b | zł324.1m | 16.5x | 22.1x | 1.3x |
| Sun, 09 Mar 2025 | zł6.8b | zł5.4b | zł330.8m | 17.8x | 20.5x | 1.2x |
| Tue, 04 Feb 2025 | zł8.9b | zł7.3b | zł371.9m | 16.3x | 23.8x | 1.2x |
| Thu, 02 Jan 2025 | zł8.9b | zł7.3b | zł373.5m | 16.1x | 24x | 1.2x |
| Sat, 30 Nov 2024 | zł8.9b | zł7.3b | zł374.0m | 17.2x | 23.9x | 1.2x |
| Mon, 28 Oct 2024 | zł8.5b | zł7.2b | zł378.3m | 17.4x | 22.4x | 1.2x |
| Wed, 25 Sep 2024 | zł8.5b | zł7.2b | zł379.7m | 20x | 22.3x | 1.2x |
| Fri, 23 Aug 2024 | zł8.7b | zł7.5b | zł438.3m | 13.5x | 19.8x | 1.2x |
| Sun, 21 Jul 2024 | zł8.9b | zł7.6b | zł333.4m | 16.8x | 26.7x | 1.2x |
| Tue, 18 Jun 2024 | zł8.4b | zł7.5b | zł332.6m | 16.4x | 25.4x | 1.1x |
| Thu, 16 May 2024 | zł8.1b | zł7.4b | zł432.6m | 15.4x | 18.8x | 1.1x |
| Sat, 13 Apr 2024 | zł8.2b | zł7.3b | zł419.3m | 13x | 19.7x | 1.1x |
| Mon, 11 Mar 2024 | zł7.9b | zł7.3b | zł408.1m | 12.5x | 19.3x | 1.1x |
| Wed, 07 Feb 2024 | zł7.8b | zł7.1b | zł408.4m | 14x | 19.2x | 1.1x |
| Fri, 05 Jan 2024 | zł7.4b | zł7.3b | zł413.2m | 13.1x | 17.9x | 1x |
| Sun, 03 Dec 2023 | zł6.8b | zł7.2b | zł410.7m | 12.8x | 16.5x | 0.9x |
| Tue, 31 Oct 2023 | zł6.3b | zł7.3b | zł407.3m | 16.9x | 15.4x | 0.9x |
| Thu, 28 Sep 2023 | zł5.8b | zł7.3b | zł399.1m | 17.3x | 14.6x | 0.8x |
| Sat, 26 Aug 2023 | zł6.1b | zł7.2b | zł374.8m | 16.5x | 16.2x | 0.8x |
| Mon, 24 Jul 2023 | zł6.3b | zł7.1b | zł405.5m | 20.8x | 15.6x | 0.9x |
| Wed, 21 Jun 2023 | zł6.1b | zł7.0b | zł377.9m | 18.1x | 16.1x | 0.9x |
| Fri, 19 May 2023 | zł6.3b | zł6.8b | zł392.3m | 20x | 16x | 0.9x |
| Sun, 16 Apr 2023 | zł6.4b | zł6.7b | zł381.2m | 20x | 16.7x | 0.9x |
Price to Earnings Ratio
16.7x
Current Industry PE
- Investors are relatively neutral on the Polish IT 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 20.9x.
- The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the IT industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 2.7% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Polish Tech industry?
| PL Market | 3.65% | |
| Tech | 0.98% | |
| IT | -0.10% | |
| Data Processing Services | 0% | 0 |
| IT Consulting | -0.078% | |
| Internet Services and Infrastructure | -9.84% | |
Industry PE
- Investors are most optimistic about the Internet Services and Infrastructure industry even though it's trading below its 3-year average PE ratio of 45.1x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the IT Consulting industry, which is trading close to its 3-year average of 20.8x.
Forecasted Growth
- Analysts are most optimistic on the IT Consulting industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings decline of 8.5% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| ASE Asseco South Eastern Europe | zł61.40 | 1.7% +zł51.9m | 5.9% | PE16.1x | |
| SGN Sygnity | zł70.00 | 1.2% +zł18.2m | -9.1% | PE20.6x | |
| CMP Comp | zł53.80 | 1.5% +zł16.4m | 49.4% | PE18.3x | |
| SNN Sunway Network | zł2.32 | 5.9% +zł2.5m | 3.1% | n/a | |
| SWM Software Mansion | zł29.20 | 0.7% +zł2.1m | -26.6% | PE15.2x |
