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Polish (WIG) IT Industry Analysis
UpdatedSep 16, 2025
DataAggregated Company Financials
Companies24
- 7D2.0%
- 3M1.0%
- 1Y58.4%
- YTD46.6%
Over the last 7 days, the IT industry has risen 2.0%, driven by gains from Asseco South Eastern Europe of 4.2%. During this same period, the Software Mansion underperformed, falling 11%. In the last 12 months, the industry was up 58%. Earnings are forecast to grow by 15% annually.
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 |
|---|---|---|---|---|---|---|
| Tue, 16 Sep 2025 | zł9.1b | zł6.0b | zł383.3m | 20.5x | 23.7x | 1.5x |
| Thu, 14 Aug 2025 | zł9.6b | zł5.8b | zł375.4m | 18.7x | 25.6x | 1.6x |
| Sat, 12 Jul 2025 | zł9.8b | zł5.8b | zł373.2m | 19.5x | 26.3x | 1.7x |
| Mon, 09 Jun 2025 | zł8.9b | zł5.7b | zł340.8m | 17.1x | 26.2x | 1.6x |
| Wed, 07 May 2025 | zł7.8b | zł5.5b | zł339.2m | 17.3x | 23.1x | 1.4x |
| Fri, 04 Apr 2025 | zł7.3b | zł5.5b | zł326.1m | 17.2x | 22.5x | 1.3x |
| Sun, 02 Mar 2025 | zł6.7b | zł5.5b | zł326.0m | 17.8x | 20.6x | 1.2x |
| Tue, 28 Jan 2025 | zł8.9b | zł7.3b | zł371.9m | 16.6x | 23.9x | 1.2x |
| Thu, 26 Dec 2024 | zł8.9b | zł7.3b | zł373.5m | 15.1x | 24x | 1.2x |
| Sat, 23 Nov 2024 | zł8.7b | zł7.3b | zł380.3m | 17.3x | 23x | 1.2x |
| Mon, 21 Oct 2024 | zł8.5b | zł7.2b | zł386.9m | 18x | 22x | 1.2x |
| Wed, 18 Sep 2024 | zł8.4b | zł7.2b | zł379.7m | 20.6x | 22x | 1.2x |
| Fri, 16 Aug 2024 | zł8.6b | zł7.6b | zł322.7m | 16.4x | 26.8x | 1.1x |
| Sun, 14 Jul 2024 | zł8.6b | zł7.6b | zł333.4m | 16.8x | 25.8x | 1.1x |
| Tue, 11 Jun 2024 | zł8.4b | zł7.5b | zł333.3m | 14.7x | 25.2x | 1.1x |
| Thu, 09 May 2024 | zł8.0b | zł7.4b | zł420.0m | 14.9x | 19.1x | 1.1x |
| Sat, 06 Apr 2024 | zł8.1b | zł7.3b | zł419.3m | 12.6x | 19.4x | 1.1x |
| Mon, 04 Mar 2024 | zł7.7b | zł7.3b | zł412.2m | 12.5x | 18.8x | 1.1x |
| Wed, 31 Jan 2024 | zł7.7b | zł7.3b | zł413.2m | 13.5x | 18.7x | 1.1x |
| Fri, 29 Dec 2023 | zł7.4b | zł7.3b | zł413.2m | 12.9x | 18x | 1x |
| Sun, 26 Nov 2023 | zł6.8b | zł7.2b | zł416.0m | 12.8x | 16.4x | 0.9x |
| Tue, 24 Oct 2023 | zł6.1b | zł7.3b | zł395.2m | 17.3x | 15.5x | 0.8x |
| Thu, 21 Sep 2023 | zł5.9b | zł7.3b | zł399.1m | 17.3x | 14.9x | 0.8x |
| Sat, 19 Aug 2023 | zł6.0b | zł7.2b | zł372.9m | 18.3x | 16.2x | 0.8x |
| Mon, 17 Jul 2023 | zł6.4b | zł7.1b | zł407.2m | 19.9x | 15.8x | 0.9x |
| Wed, 14 Jun 2023 | zł6.2b | zł7.0b | zł384.1m | 17.5x | 16.1x | 0.9x |
| Fri, 12 May 2023 | zł6.4b | zł6.8b | zł392.3m | 18.4x | 16.2x | 0.9x |
| Sun, 09 Apr 2023 | zł6.4b | zł6.7b | zł381.2m | 18.9x | 16.7x | 0.9x |
| Tue, 07 Mar 2023 | zł6.3b | zł6.6b | zł392.3m | 21.1x | 16.2x | 1x |
| Thu, 02 Feb 2023 | zł6.0b | zł6.5b | zł383.9m | 21.9x | 15.5x | 0.9x |
| Sat, 31 Dec 2022 | zł5.9b | zł6.5b | zł383.7m | 22x | 15.3x | 0.9x |
| Mon, 28 Nov 2022 | zł5.5b | zł6.5b | zł400.9m | 20.5x | 13.8x | 0.8x |
| Wed, 26 Oct 2022 | zł5.2b | zł6.2b | zł382.9m | 13.6x | 13.7x | 0.8x |
| Fri, 23 Sep 2022 | zł5.6b | zł6.2b | zł374.7m | 16.5x | 15x | 0.9x |
Price to Earnings Ratio
15x
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 23.7x which is higher than its 3-year average PE of 19.6x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- Both revenue and earnings for companies in the IT 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 industry?
| PL Market | -0.16% | |
| Tech | 0.61% | |
| IT | 1.98% | |
| IT Consulting | 2.00% | |
| Data Processing Services | 0% | 0 |
| Internet Services and Infrastructure | -5.83% | |
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 32.0x.
- 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, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 19.5x.
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 2.2% 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 | zł67.70 | 4.2% +zł140.1m | 42.2% | PE18.5x | |
| CMP Comp | zł298.00 | 8.4% +zł94.3m | 161.4% | PE23.5x | |
| PAS Passus | zł80.40 | 10.4% +zł13.6m | 203.4% | PE12.3x | |
| PRO A.P.N. Promise | zł8.90 | 8.5% +zł8.0m | 56.1% | PE13.9x | |
| PAC Proacta | zł1.05 | 5.0% +zł5.9m | 47.9% | PS33.8x |
