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Polish (WIG) IT Industry Analysis

UpdatedDec 17, 2024
DataAggregated Company Financials
Companies27
  • 7D-0.8%
  • 3M5.0%
  • 1Y28.6%
  • YTD23.6%

Over the last 7 days, the IT industry has remained flat, although notably Comp gained 4.9%. As for the the longer term, the industry is up 34% over the past 12 months. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

Has the Polish IT Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Dec 2024zł8.9bzł7.3bzł373.5m16.3x23.8x1.2x
Thu, 14 Nov 2024zł8.8bzł7.3bzł377.4m17.4x23.4x1.2x
Sat, 12 Oct 2024zł8.5bzł7.2bzł386.9m18x22.1x1.2x
Mon, 09 Sep 2024zł8.6bzł7.4bzł427.9m20x20.2x1.2x
Wed, 07 Aug 2024zł8.4bzł7.6bzł326.3m16.3x25.9x1.1x
Fri, 05 Jul 2024zł8.6bzł7.6bzł333.4m16.7x25.9x1.1x
Sun, 02 Jun 2024zł8.3bzł7.4bzł430.6m15.2x19.3x1.1x
Tue, 30 Apr 2024zł8.0bzł7.4bzł422.7m13.1x19x1.1x
Thu, 28 Mar 2024zł8.1bzł7.3bzł419.3m11.8x19.2x1.1x
Sat, 24 Feb 2024zł7.7bzł7.2bzł414.4m12.9x18.6x1.1x
Mon, 22 Jan 2024zł7.7bzł7.3bzł413.2m13.3x18.6x1.1x
Wed, 20 Dec 2023zł7.2bzł7.3bzł413.2m12.7x17.4x1x
Fri, 17 Nov 2023zł6.6bzł7.3bzł417.5m13.5x15.8x0.9x
Sun, 15 Oct 2023zł5.8bzł7.3bzł395.2m17.7x14.8x0.8x
Tue, 12 Sep 2023zł6.0bzł7.3bzł361.8m17x16.5x0.8x
Thu, 10 Aug 2023zł6.2bzł7.1bzł388.2m19.7x16.1x0.9x
Sat, 08 Jul 2023zł6.3bzł7.1bzł404.0m17.5x15.7x0.9x
Mon, 05 Jun 2023zł6.2bzł9.3bzł1.1b15.5x5.7x0.7x
Wed, 03 May 2023zł6.5bzł6.8bzł392.3m18.6x16.5x1x
Fri, 31 Mar 2023zł6.3bzł6.7bzł377.2m20.4x16.6x0.9x
Sun, 26 Feb 2023zł6.4bzł6.6bzł390.7m19.9x16.3x1x
Tue, 24 Jan 2023zł6.2bzł6.5bzł383.9m22.5x16.1x0.9x
Thu, 22 Dec 2022zł5.8bzł6.5bzł383.7m21.1x15.1x0.9x
Sat, 19 Nov 2022zł5.4bzł6.3bzł394.7m15.6x13.7x0.9x
Mon, 17 Oct 2022zł5.2bzł6.2bzł382.9m13.2x13.7x0.8x
Wed, 14 Sep 2022zł5.8bzł6.2bzł399.4m14.4x14.5x0.9x
Fri, 12 Aug 2022zł6.2bzł5.9bzł668.4m15.3x9.2x1x
Sun, 10 Jul 2022zł5.2bzł5.8bzł667.2m20.2x7.8x0.9x
Tue, 07 Jun 2022zł5.7bzł5.8bzł662.7m18.9x8.5x1x
Thu, 05 May 2022zł5.7bzł5.7bzł666.8m15.9x8.6x1x
Sat, 02 Apr 2022zł6.2bzł5.8bzł710.6m16.3x8.7x1.1x
Mon, 28 Feb 2022zł5.8bzł5.8bzł715.4m15.7x8.1x1x
Wed, 26 Jan 2022zł6.3bzł5.7bzł724.4m14.3x8.8x1.1x
Fri, 24 Dec 2021zł6.4bzł5.6bzł720.2m16.1x8.9x1.1x
Price to Earnings Ratio

8.9x


Total Market Cap: zł6.4bTotal Earnings: zł720.2mTotal Revenue: zł5.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish IT Industry Price to Earnings3Y Average 15.8x202220232024
Current Industry PE
  • Investors are optimistic on the Polish IT industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 24.0x which is higher than its 3-year average PE of 15.8x.
  • The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the IT industry have declined 20% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.1% 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, which has decreased profits.

Industry Trends

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

PL Market-1.32%
Tech-0.92%
IT-0.76%
Data Processing Services0%
IT Consulting-0.73%
Internet Services and Infrastructure-19.32%
Industry PE
  • Investors are most optimistic about the IT Consulting industry which is trading above its 3-year average PE ratio of 15.6x.
    • Analysts are expecting annual earnings growth of 22.5%, which is higher than its past year's earnings decline of 25.1% per year.
  • Investors are most pessimistic about the Internet Services and Infrastructure industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 15.0x.
Forecasted Growth
  • Analysts are most optimistic on the IT Consulting industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 25% per year.
  • In contrast, the IT Consulting industry is expected to see its earnings grow by 23% 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
CMP Compzł143.508.3%
+zł48.1m		95.0%PE16.1x
ASE Asseco South Eastern Europezł49.501.2%
+zł31.1m		3.6%PE13.8x
PAC Proactazł0.991.2%
+zł1.4m		8.8%PS33.7x
EXM e-Xim ITzł170.004.9%
+zł1.1m		209.1%PE146.6x
PRO A.P.N. Promisezł6.000.8%
+zł569.7k		51.5%PE6.4x
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CMP

zł143.50

Comp

7D

8.3%

1Y

95.0%

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BCM

zł4.18

Betacom

7D

3.0%

1Y

-14.7%

PAS

zł29.20

Passus

7D

-6.4%

1Y

35.2%

SPR

zł460.00

Spyrosoft Spólka Akcyjna

7D

-4.2%

1Y

-5.9%

P2B

zł0.035

Planet B2B

7D

-19.3%

1Y

-36.4%

EXM

zł170.00

e-Xim IT

7D

4.9%

1Y

209.1%

SGN

zł65.00

Sygnity

7D

-5.8%

1Y

71.1%

ATD

zł2.33

Atende

7D

-2.5%

1Y

-33.2%

ASE

zł49.50

Asseco South Eastern Europe

7D

1.2%

1Y

3.6%

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Oct 31
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LUK

zł0.39

Lukardi

7D

0.5%

1Y

-14.4%

Lukardi S.A. (WSE:LUK) Might Not Be As Mispriced As It Looks After Plunging 30%

Oct 20
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PRO

zł6.00

A.P.N. Promise

7D

0.8%

1Y

51.5%

Is A.P.N. Promise (WSE:PRO) Using Too Much Debt?

Oct 17
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PAC

zł0.99

Proacta

7D

1.2%

1Y

8.8%

VAR

zł0.47

VARSAV Game Studios

7D

1.5%

1Y

-33.6%

YOS

zł2.39

Yoshi Innovation

7D

-17.0%

1Y

43.1%

SWM

zł30.00

Software Mansion Spolka Akcyjna

7D

-3.8%

1Y

21.0%

SNN

zł1.58

Sunway Network

7D

-4.9%

1Y

-1.6%