We Like Shoper's (WSE:SHO) Earnings For More Than Just Statutory Profit
Mar 26
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- 7D4.8%
- 3M-15.7%
- 1Y12.9%
- YTD-15.7%
The Software industry is up 4.8% in the last week, with Asseco Poland up 9.7%. Meanwhile, Euvic actually underperformed within the industry, shrinking 16% in the last week. This means that the industry has gained 13% over the past year. Earnings are forecast to grow by 10% annually.
Industry Valuation and Performance
Has the Polish Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 Apr 2026 | zł23.6b | zł20.1b | zł1.1b | 19.7x | 22.2x | 1.2x |
| Sun, 01 Mar 2026 | zł23.6b | zł21.7b | zł1.0b | 24.5x | 23x | 1.1x |
| Tue, 27 Jan 2026 | zł26.6b | zł21.8b | zł1.0b | 24.1x | 26x | 1.2x |
| Thu, 25 Dec 2025 | zł26.1b | zł21.7b | zł1.0b | 23.1x | 25.4x | 1.2x |
| Sat, 22 Nov 2025 | zł23.0b | zł21.2b | zł996.5m | 12.7x | 23x | 1.1x |
| Mon, 20 Oct 2025 | zł25.5b | zł21.2b | zł986.7m | 18.6x | 25.8x | 1.2x |
| Wed, 17 Sep 2025 | zł25.3b | zł21.2b | zł977.8m | 19.3x | 25.9x | 1.2x |
| Fri, 15 Aug 2025 | zł22.7b | zł20.8b | zł1.0b | 21.6x | 22.4x | 1.1x |
| Sun, 13 Jul 2025 | zł24.7b | zł20.8b | zł1.0b | 21.5x | 24.4x | 1.2x |
| Tue, 10 Jun 2025 | zł22.9b | zł20.8b | zł1.0b | 19.7x | 22.5x | 1.1x |
| Thu, 08 May 2025 | zł21.1b | zł20.4b | zł995.6m | 19.9x | 21.2x | 1x |
| Sat, 05 Apr 2025 | zł18.8b | zł20.4b | zł980.9m | 17x | 19.1x | 0.9x |
| Mon, 03 Mar 2025 | zł19.0b | zł20.0b | zł923.5m | 17.6x | 20.5x | 0.9x |
| Wed, 29 Jan 2025 | zł16.2b | zł20.1b | zł927.0m | 15.7x | 17.5x | 0.8x |
| Fri, 27 Dec 2024 | zł15.7b | zł20.1b | zł926.9m | 14x | 16.9x | 0.8x |
| Sun, 24 Nov 2024 | zł14.6b | zł19.9b | zł893.3m | 16.6x | 16.4x | 0.7x |
| Tue, 22 Oct 2024 | zł15.2b | zł19.8b | zł861.3m | 14.9x | 17.7x | 0.8x |
| Thu, 19 Sep 2024 | zł15.5b | zł19.8b | zł857.4m | 16.7x | 18.1x | 0.8x |
| Sat, 17 Aug 2024 | zł15.4b | zł19.7b | zł915.3m | 20.5x | 16.8x | 0.8x |
| Mon, 15 Jul 2024 | zł15.7b | zł19.7b | zł909.9m | 19.4x | 17.2x | 0.8x |
| Wed, 12 Jun 2024 | zł15.6b | zł19.7b | zł942.6m | 20.5x | 16.5x | 0.8x |
| Fri, 10 May 2024 | zł15.9b | zł19.8b | zł880.7m | 19.8x | 18x | 0.8x |
| Sun, 07 Apr 2024 | zł15.7b | zł19.8b | zł867.1m | 24x | 18.1x | 0.8x |
| Tue, 05 Mar 2024 | zł14.5b | zł20.2b | zł843.1m | 23.1x | 17.2x | 0.7x |
| Thu, 01 Feb 2024 | zł15.3b | zł20.0b | zł831.1m | 27.3x | 18.4x | 0.8x |
| Sat, 30 Dec 2023 | zł15.6b | zł20.0b | zł831.0m | 27x | 18.8x | 0.8x |
| Mon, 27 Nov 2023 | zł15.7b | zł20.0b | zł814.0m | 22.7x | 19.3x | 0.8x |
| Wed, 25 Oct 2023 | zł15.5b | zł20.4b | zł816.6m | 23.2x | 18.9x | 0.8x |
| Fri, 22 Sep 2023 | zł16.3b | zł20.4b | zł816.9m | 22x | 20x | 0.8x |
| Sun, 20 Aug 2023 | zł16.2b | zł20.4b | zł772.7m | 23.1x | 21x | 0.8x |
| Tue, 18 Jul 2023 | zł16.9b | zł20.3b | zł754.9m | 21.4x | 22.4x | 0.8x |
| Thu, 15 Jun 2023 | zł16.5b | zł20.3b | zł738.1m | 18.7x | 22.4x | 0.8x |
| Sat, 13 May 2023 | zł17.0b | zł19.9b | zł708.3m | 24.8x | 24.1x | 0.9x |
| Mon, 10 Apr 2023 | zł15.1b | zł19.6b | zł705.4m | 20.3x | 21.5x | 0.8x |
Price to Earnings Ratio
21.5x
Current Industry PE
- Investors are relatively neutral on the Polish Software 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 20.6x.
- The 3-year average PS ratio of 0.96x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Software industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 3.6% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Polish Tech industry?
| PL Market | 3.70% | |
| Tech | 3.35% | |
| Software | 4.84% | |
| Systems Software | 8.00% | |
| Application Software | -1.17% | |
Industry PE
- Investors are most optimistic about the Application Software industry, which is trading close to its 3-year average PE ratio of 30.9x.
- Analysts are expecting annual earnings growth of 17.4%, which is higher than its past year's earnings decline of 10.5% per year.
- Investors are most pessimistic about the Systems Software industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 17.4x.
Forecasted Growth
- Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 17% over the next 5 years.
- This is better than its past earnings decline of 10% per year.
- In contrast, the Systems Software industry is expected to see its earnings grow by 7.4% 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 | |
|---|---|---|---|---|---|
| ACP Asseco Poland | zł178.20 | 9.7% +zł1.1b | 11.2% | PE19.7x | |
| WAS Wasko | zł7.54 | 10.9% +zł67.5m | 322.4% | PE13.5x | |
| ABS Asseco Business Solutions | zł81.40 | 2.0% +zł52.8m | 15.3% | PE20.2x | |
| VRC Vercom | zł116.00 | 1.0% +zł26.4m | 4.1% | PE29.1x | |
| TXT Text | zł37.38 | 2.6% +zł24.2m | -24.0% | PE7.7x |
