Does Asseco Poland (WSE:ACP) Have A Healthy Balance Sheet?
Apr 14
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Polish (WIG) Software Industry Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies33
- 7D4.9%
- 3M23.9%
- 1Y24.4%
- YTD18.4%
Last week, the Software industry hasn't moved much but Shoper is up 7.8% in that time. As for the the longer term, the industry is up 24% over the past 12 months. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Tue, 15 Apr 2025 | zł18.8b | zł20.4b | zł985.3m | 16.8x | 19.1x | 0.9x |
| Thu, 13 Mar 2025 | zł19.0b | zł20.1b | zł932.6m | 18.9x | 20.3x | 0.9x |
| Sat, 08 Feb 2025 | zł17.3b | zł20.1b | zł927.0m | 16.1x | 18.7x | 0.9x |
| Mon, 06 Jan 2025 | zł16.3b | zł20.1b | zł926.9m | 15.6x | 17.6x | 0.8x |
| Wed, 04 Dec 2024 | zł15.2b | zł20.1b | zł926.9m | 16x | 16.4x | 0.8x |
| Fri, 01 Nov 2024 | zł15.1b | zł19.8b | zł863.2m | 15.9x | 17.5x | 0.8x |
| Sun, 29 Sep 2024 | zł15.9b | zł19.8b | zł862.8m | 16.6x | 18.4x | 0.8x |
| Tue, 27 Aug 2024 | zł15.6b | zł19.7b | zł909.9m | 18.8x | 17.1x | 0.8x |
| Thu, 25 Jul 2024 | zł15.5b | zł19.7b | zł909.8m | 18.7x | 17x | 0.8x |
| Sat, 22 Jun 2024 | zł15.6b | zł19.7b | zł939.7m | 20.9x | 16.6x | 0.8x |
| Mon, 20 May 2024 | zł16.1b | zł19.8b | zł920.2m | 20.3x | 17.5x | 0.8x |
| Wed, 17 Apr 2024 | zł15.5b | zł19.8b | zł879.0m | 22.2x | 17.6x | 0.8x |
| Fri, 15 Mar 2024 | zł15.1b | zł20.2b | zł843.1m | 25.4x | 17.9x | 0.7x |
| Sun, 11 Feb 2024 | zł15.3b | zł20.1b | zł830.5m | 24.7x | 18.4x | 0.8x |
| Tue, 09 Jan 2024 | zł15.3b | zł20.0b | zł831.0m | 25.8x | 18.4x | 0.8x |
| Thu, 07 Dec 2023 | zł15.7b | zł20.0b | zł815.9m | 25.3x | 19.2x | 0.8x |
| Sat, 04 Nov 2023 | zł16.3b | zł20.4b | zł823.5m | 23.1x | 19.8x | 0.8x |
| Mon, 02 Oct 2023 | zł16.0b | zł20.4b | zł813.6m | 22.3x | 19.7x | 0.8x |
| Wed, 30 Aug 2023 | zł15.9b | zł20.4b | zł763.3m | 22.9x | 20.9x | 0.8x |
| Fri, 28 Jul 2023 | zł16.9b | zł20.3b | zł754.3m | 21.8x | 22.4x | 0.8x |
| Sun, 25 Jun 2023 | zł15.9b | zł20.3b | zł732.9m | 20.4x | 21.7x | 0.8x |
| Tue, 23 May 2023 | zł17.4b | zł19.9b | zł715.6m | 21.5x | 24.3x | 0.9x |
| Thu, 20 Apr 2023 | zł16.0b | zł19.6b | zł685.2m | 20.7x | 23.3x | 0.8x |
| Sat, 18 Mar 2023 | zł15.3b | zł19.5b | zł705.7m | 21.7x | 21.7x | 0.8x |
| Mon, 13 Feb 2023 | zł15.7b | zł19.4b | zł686.1m | 17x | 22.9x | 0.8x |
| Wed, 11 Jan 2023 | zł14.4b | zł19.4b | zł686.5m | 15x | 21x | 0.7x |
| Fri, 09 Dec 2022 | zł13.9b | zł19.4b | zł689.5m | 15.5x | 20.2x | 0.7x |
| Sun, 06 Nov 2022 | zł13.8b | zł18.3b | zł681.8m | 17.9x | 20.3x | 0.8x |
| Tue, 04 Oct 2022 | zł13.4b | zł18.3b | zł678.3m | 16.8x | 19.8x | 0.7x |
| Thu, 01 Sep 2022 | zł13.8b | zł17.3b | zł766.6m | 17.5x | 18x | 0.8x |
| Sat, 30 Jul 2022 | zł14.1b | zł17.3b | zł755.2m | 16.1x | 18.6x | 0.8x |
| Mon, 27 Jun 2022 | zł13.9b | zł17.3b | zł752.9m | 15.8x | 18.4x | 0.8x |
| Wed, 25 May 2022 | zł14.2b | zł16.5b | zł747.0m | 16.7x | 19x | 0.9x |
| Fri, 22 Apr 2022 | zł15.4b | zł16.5b | zł737.3m | 20x | 20.9x | 0.9x |
Price to Earnings Ratio
20.9x
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 20.1x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Software industry have grown 10% per year over the last three years.
- Revenues for these companies have grown 7.4% 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 | 3.48% | |
| Tech | 3.45% | |
| Software | 4.85% | |
| Systems Software | 5.37% | |
| Application Software | 3.77% | |
Industry PE
- Investors are most optimistic about the Systems Software industry which is trading above its 3-year average PE ratio of 14.3x.
- Analysts expect its future annual earnings growth (7.2%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Application Software industry, which is trading below its 3-year average of 42.0x.
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 growth rate of 0.1% per year.
- In contrast, the Systems Software industry is expected to see its earnings grow by 7.2% 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 | zł149.20 | 9.5% +zł879.7m | 93.0% | PE19.6x | |
| ABS Asseco Business Solutions | zł74.00 | 8.5% +zł193.8m | 18.2% | PE21.5x | |
| SHO Shoper | zł43.00 | 14.4% +zł151.9m | 36.9% | PE32.3x | |
| TXT Text | zł51.15 | 5.1% +zł64.1m | -44.8% | PE8x | |
| XPL Xplus | zł3.20 | 14.3% +zł27.9m | 86.0% | PE70.9x |
