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Polish (WIG) Software Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies34
  • 7D1.9%
  • 3M-1.8%
  • 1Y-23.3%
  • YTD-22.9%

In the last week, the Software industry is up 1.9%, with Asseco Poland up 4.5%. Meanwhile, Asseco Business Solutions actually underperformed within the industry, shrinking 12% in the last week. In contrast, the industry has lost 23% in the last 12 months. Looking forward, earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022zł13.8bzł19.4bzł685.3m16.8x20.1x0.7x
Thu, 27 Oct 2022zł13.3bzł18.3bzł679.2m16.8x19.6x0.7x
Sat, 24 Sep 2022zł13.9bzł18.2bzł693.6m17.4x20.1x0.8x
Mon, 22 Aug 2022zł14.7bzł17.3bzł753.3m18.7x19.5x0.8x
Wed, 20 Jul 2022zł14.3bzł17.3bzł754.9m16.4x19x0.8x
Fri, 17 Jun 2022zł12.8bzł17.3bzł752.8m15.8x17.1x0.7x
Sun, 15 May 2022zł14.3bzł16.5bzł750.7m16.7x19.1x0.9x
Tue, 12 Apr 2022zł15.7bzł16.5b-zł1,072,492,262.0020x-14.6x1x
Thu, 10 Mar 2022zł15.0bzł15.5bzł731.9m18x20.5x1x
Sat, 05 Feb 2022zł16.3bzł15.5bzł731.2m17.2x22.3x1x
Mon, 03 Jan 2022zł17.9bzł15.5bzł736.5m17.9x24.3x1.2x
Wed, 01 Dec 2021zł18.0bzł15.5bzł810.8m15.9x22.2x1.2x
Fri, 29 Oct 2021zł19.5bzł14.8bzł772.5m16.9x25.2x1.3x
Sun, 26 Sep 2021zł17.7bzł14.8bzł752.5m15.4x23.5x1.2x
Tue, 24 Aug 2021zł17.3bzł14.8bzł759.8m15.5x22.8x1.2x
Wed, 30 Jun 2021zł15.2bzł14.8bzł745.2m15.1x20.4x1x
Sat, 03 Apr 2021zł12.9bzł14.1bzł687.4m23.8x18.8x0.9x
Tue, 05 Jan 2021zł12.1bzł13.7bzł665.8m15.2x18.2x0.9x
Fri, 09 Oct 2020zł11.6bzł13.1bzł563.5m15.9x20.5x0.9x
Thu, 02 Jul 2020zł10.2bzł12.9bzł537.2m15.1x19x0.8x
Sun, 05 Apr 2020zł8.0bzł12.5bzł466.5m14x17.1x0.6x
Wed, 08 Jan 2020zł8.7bzł12.0bzł455.3m13x19x0.7x
Price to Earnings Ratio

17.4x


Total Market Cap: zł7.9bTotal Earnings: zł453.5mTotal Revenue: zł11.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Software Industry Price to Earnings3Y Average 20.9x202020212022
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 20.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.95x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 18% 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 Market2.04%
Tech2.05%
Software1.92%
Application Software2.36%
Systems Software1.57%
Industry PE
  • Investors are most optimistic about the Application Software industry which is trading above its 3-year average PE ratio of 43.4x.
    • Analysts are expecting annual earnings growth of 17.2%, which is higher than its past year's earnings growth of 0.3% per year.
  • Investors are most pessimistic about the Systems Software industry, which is trading below its 3-year average of 15.4x.
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 growth rate of 0.3% per year.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 5.4% 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
ACP Asseco Polandzł74.305.3%
+zł311.3m
-17.4%PE12.8x
SHO Shoperzł32.1012.8%
+zł104.1m
-52.1%PE52.8x
LVC LiveChat Softwarezł108.603.8%
+zł103.0m
-10.7%PE21.8x
ALL Ailleronzł14.0510.6%
+zł16.7m
6.4%PE13.9x
VRC Vercomzł40.901.7%
+zł15.5m
-15.7%PE40.6x
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Latest News

ALL

zł14.05

Ailleron

7D

10.6%

1Y

6.4%

ACP

zł74.30

Asseco Poland

7D

5.3%

1Y

-17.4%

DAT

zł110.60

DataWalk

7D

-7.7%

1Y

-46.2%

MLM

zł6.40

2Intellect.com

7D

-17.4%

1Y

353.9%

WAS

zł1.48

Wasko

7D

-2.6%

1Y

-6.3%

VRC

zł40.90

Vercom

7D

1.7%

1Y

-15.7%

B24

zł24.30

Brand 24

7D

3.4%

1Y

5.7%

LVC

zł108.60

LiveChat Software

7D

3.8%

1Y

-10.7%

XPL

zł2.66

Xplus

7D

-8.0%

1Y

-16.9%

SHO

zł32.10

Shoper

7D

12.8%

1Y

-52.1%

EMP

zł7.30

Emplocity Spolka Akcyjna

7D

-30.5%

1Y

n/a

LSI

zł10.40

LSI Software

7D

-7.6%

1Y

-21.8%

VEE

zł21.50

Vee

7D

-6.5%

1Y

-80.5%

OPI

zł0.62

Optigis

7D

6.9%

1Y

19.2%

WPR

zł20.80

Woodpecker.co

7D

1.5%

1Y

54.2%