Investors Still Aren't Entirely Convinced By Sevenet S.A.'s (WSE:SEV) Revenues Despite 27% Price Jump
Jan 16
Have your own idea? Try our Stock Screener
Polish (WIG) IT Industry Analysis
UpdatedJan 17, 2026
DataAggregated Company Financials
Companies26
- 7D-3.1%
- 3M-0.3%
- 1Y45.7%
- YTD3.4%
Over the last 7 days, the IT industry has dropped 3.1%, driven by a pullback from Asseco South Eastern Europe of 3.9%. Meanwhile, Passus actually outperformed within the industry, gaining 14% in the last week. Over the past 12 months, the industry was up 46%. 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 |
|---|---|---|---|---|---|---|
| Sat, 17 Jan 2026 | zł9.1b | zł6.2b | zł388.6m | 19.7x | 23.3x | 1.5x |
| Mon, 15 Dec 2025 | zł8.7b | zł6.2b | zł391.2m | 16.3x | 22.2x | 1.4x |
| Wed, 12 Nov 2025 | zł8.8b | zł6.1b | zł384.0m | 19.5x | 22.9x | 1.5x |
| Fri, 10 Oct 2025 | zł9.3b | zł6.1b | zł383.4m | 20.2x | 24.1x | 1.5x |
| Sun, 07 Sep 2025 | zł9.2b | zł6.0b | zł381.4m | 19.9x | 24x | 1.5x |
| Tue, 05 Aug 2025 | zł9.8b | zł5.8b | zł375.4m | 20.1x | 26x | 1.7x |
| Thu, 03 Jul 2025 | zł9.7b | zł5.8b | zł373.2m | 17.4x | 26x | 1.7x |
| Sat, 31 May 2025 | zł8.9b | zł5.7b | zł342.1m | 18.4x | 26x | 1.6x |
| Mon, 28 Apr 2025 | zł7.6b | zł5.5b | zł318.7m | 15.6x | 23.7x | 1.4x |
| Wed, 26 Mar 2025 | zł7.3b | zł5.4b | zł331.6m | 17.8x | 22x | 1.3x |
| Fri, 21 Feb 2025 | zł9.6b | zł7.3b | zł378.5m | 18.4x | 25.2x | 1.3x |
| Sun, 19 Jan 2025 | zł8.9b | zł7.3b | zł371.9m | 16.6x | 24x | 1.2x |
| Tue, 17 Dec 2024 | zł8.9b | zł7.3b | zł373.5m | 16.3x | 23.8x | 1.2x |
| Thu, 14 Nov 2024 | zł8.8b | zł7.3b | zł377.4m | 17.4x | 23.4x | 1.2x |
| Sat, 12 Oct 2024 | zł8.5b | zł7.2b | zł386.9m | 18x | 22.1x | 1.2x |
| Mon, 09 Sep 2024 | zł8.6b | zł7.4b | zł427.9m | 20x | 20.2x | 1.2x |
| Wed, 07 Aug 2024 | zł8.4b | zł7.6b | zł326.3m | 16.3x | 25.9x | 1.1x |
| Fri, 05 Jul 2024 | zł8.6b | zł7.6b | zł333.4m | 16.7x | 25.9x | 1.1x |
| Sun, 02 Jun 2024 | zł8.3b | zł7.4b | zł430.6m | 15.2x | 19.3x | 1.1x |
| Tue, 30 Apr 2024 | zł8.0b | zł7.4b | zł422.7m | 13.1x | 19x | 1.1x |
| Thu, 28 Mar 2024 | zł8.1b | zł7.3b | zł419.3m | 11.8x | 19.2x | 1.1x |
| Sat, 24 Feb 2024 | zł7.7b | zł7.2b | zł414.4m | 12.9x | 18.6x | 1.1x |
| Mon, 22 Jan 2024 | zł7.7b | zł7.3b | zł413.2m | 13.3x | 18.6x | 1.1x |
| Wed, 20 Dec 2023 | zł7.2b | zł7.3b | zł413.2m | 12.7x | 17.4x | 1x |
| Fri, 17 Nov 2023 | zł6.6b | zł7.3b | zł417.5m | 13.5x | 15.8x | 0.9x |
| Sun, 15 Oct 2023 | zł5.8b | zł7.3b | zł395.2m | 17.7x | 14.8x | 0.8x |
| Tue, 12 Sep 2023 | zł6.0b | zł7.3b | zł361.8m | 17x | 16.5x | 0.8x |
| Thu, 10 Aug 2023 | zł6.2b | zł7.1b | zł388.2m | 19.7x | 16.1x | 0.9x |
| Sat, 08 Jul 2023 | zł6.3b | zł7.1b | zł404.0m | 17.5x | 15.7x | 0.9x |
| Mon, 05 Jun 2023 | zł6.2b | zł9.3b | zł1.1b | 15.5x | 5.7x | 0.7x |
| Wed, 03 May 2023 | zł6.5b | zł6.8b | zł392.3m | 18.6x | 16.5x | 1x |
| Fri, 31 Mar 2023 | zł6.3b | zł6.7b | zł377.2m | 20.4x | 16.6x | 0.9x |
| Sun, 26 Feb 2023 | zł6.4b | zł6.6b | zł390.7m | 19.9x | 16.3x | 1x |
| Tue, 24 Jan 2023 | zł6.2b | zł6.5b | zł383.9m | 22.5x | 16.1x | 0.9x |
Price to Earnings Ratio
16.1x
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 23.3x which is higher than its 3-year average PE of 20.5x.
- The 3-year average PS ratio of 1.2x 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 | -0.02% | |
| Tech | -1.23% | |
| IT | -3.11% | |
| Data Processing Services | 0% | 0 |
| IT Consulting | -3.11% | |
| Internet Services and Infrastructure | -3.21% | |
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 44.1x.
- 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, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 20.5x.
Forecasted Growth
- Analysts are most optimistic on the IT Consulting industry, expecting annual earnings growth of 15% over the next 5 years.
- However this is lower than its past earnings growth rate of 36% 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 | |
|---|---|---|---|---|---|
| PAS Passus | zł144.50 | 13.8% +zł31.3m | 366.1% | PE21.1x | |
| SWM Software Mansion | zł40.00 | 5.8% +zł23.5m | 37.0% | PE18.3x | |
| EXM e-Xim IT | zł123.00 | 20.6% +zł2.8m | -24.1% | PS0.7x | |
| SEV Sevenet | zł3.30 | 3.1% +zł1.0m | 51.4% | PE16.4x | |
| BTC BTC Studios | zł0.23 | 15.0% +zł978.3k | n/a | PS125x |
