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Polish (WIG) Software Industry Analysis

UpdatedNov 21, 2024
DataAggregated Company Financials
Companies33
  • 7D-2.6%
  • 3M-6.8%
  • 1Y0.03%
  • YTD1.5%

Over the last 7 days, the Software industry has dropped 3.3%, driven by Asseco Poland declining 3.2%. Meanwhile, DataWalk actually outperformed within the industry, gaining 16% in the last week. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024zł14.7bzł19.9bzł892.9m17.3x16.5x0.7x
Sat, 19 Oct 2024zł15.4bzł19.8bzł861.3m14.4x17.9x0.8x
Mon, 16 Sep 2024zł15.5bzł19.8bzł855.1m16.2x18.1x0.8x
Wed, 14 Aug 2024zł15.1bzł19.7bzł915.3m19.9x16.5x0.8x
Fri, 12 Jul 2024zł15.6bzł19.7bzł909.8m19.4x17.1x0.8x
Sun, 09 Jun 2024zł15.8bzł19.7bzł940.6m20.2x16.8x0.8x
Tue, 07 May 2024zł15.8bzł19.8bzł880.6m19.9x17.9x0.8x
Thu, 04 Apr 2024zł15.6bzł19.8bzł867.1m24.5x18x0.8x
Sat, 02 Mar 2024zł14.7bzł20.2bzł846.1m23x17.3x0.7x
Mon, 29 Jan 2024zł15.2bzł20.0bzł831.1m26.8x18.3x0.8x
Wed, 27 Dec 2023zł15.7bzł20.0bzł831.0m26x18.9x0.8x
Fri, 24 Nov 2023zł16.0bzł20.4bzł838.6m21.7x19.1x0.8x
Sun, 22 Oct 2023zł15.7bzł20.4bzł816.6m23x19.2x0.8x
Tue, 19 Sep 2023zł16.4bzł20.4bzł761.7m21.8x21.5x0.8x
Thu, 17 Aug 2023zł16.4bzł20.4bzł771.0m24.6x21.3x0.8x
Sat, 15 Jul 2023zł17.2bzł20.3bzł754.9m22.8x22.8x0.8x
Mon, 12 Jun 2023zł16.6bzł20.3bzł738.1m20.7x22.4x0.8x
Wed, 10 May 2023zł16.7bzł19.9bzł708.4m23.7x23.6x0.8x
Fri, 07 Apr 2023zł15.1bzł19.6bzł705.5m20.3x21.5x0.8x
Sun, 05 Mar 2023zł15.5bzł19.5bzł698.4m21.9x22.2x0.8x
Tue, 31 Jan 2023zł14.4bzł19.4bzł686.6m15.3x20.9x0.7x
Thu, 29 Dec 2022zł13.5bzł19.4bzł686.3m15.8x19.7x0.7x
Sat, 26 Nov 2022zł13.8bzł19.4bzł683.5m15x20.2x0.7x
Mon, 24 Oct 2022zł13.0bzł18.3bzł678.6m16.8x19.1x0.7x
Wed, 21 Sep 2022zł14.2bzł18.2bzł694.0m17.8x20.5x0.8x
Fri, 19 Aug 2022zł14.7bzł17.3bzł756.5m16.2x19.4x0.8x
Sun, 17 Jul 2022zł14.3bzł17.3bzł754.9m16.4x19x0.8x
Tue, 14 Jun 2022zł13.1bzł17.3bzł752.9m15.8x17.3x0.8x
Thu, 12 May 2022zł14.2bzł16.5bzł750.2m18.4x18.9x0.9x
Sat, 09 Apr 2022zł15.8bzł16.5bzł737.9m20x21.4x1x
Mon, 07 Mar 2022zł14.5bzł15.5bzł731.3m18.5x19.9x0.9x
Wed, 02 Feb 2022zł16.5bzł15.5bzł731.7m17.3x22.6x1.1x
Fri, 31 Dec 2021zł17.9bzł15.5bzł736.5m17.9x24.3x1.2x
Sun, 28 Nov 2021zł18.2bzł15.5bzł808.1m14.6x22.5x1.2x
Price to Earnings Ratio

22.5x


Total Market Cap: zł18.2bTotal Earnings: zł808.1mTotal Revenue: zł15.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Software Industry Price to Earnings3Y Average 20.5x202220232024
Current Industry PE
  • Investors are pessimistic on the Polish Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 16.4x which is lower than its 3-year average PE of 20.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 3.4% per year over the last three years.
  • Revenues for these companies have grown 8.8% 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-3.15%
Tech-2.35%
Software-2.63%
Systems Software-2.57%
Application Software-2.71%
Industry PE
  • Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 45.6x.
    • Analysts are expecting annual earnings growth of 13.4%, which is higher than its past year's earnings decline of 0.3% per year.
  • Investors are most pessimistic about the Systems Software industry, which is trading close to its 3-year average of 14.1x.
Forecasted Growth
  • Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is better than its past earnings decline of 0.3% per year.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 8.2% 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
XPL Xpluszł1.7615.8%
+zł16.7m		9.7%PE69.6x
DAT DataWalkzł43.206.7%
+zł15.2m		38.0%PS10.5x
CLD Cloud Technologieszł67.603.4%
+zł9.9m		-4.8%PE27.2x
SUN Suntechzł3.788.3%
+zł4.6m		-47.2%PE10.6x
IFI Ifirmazł23.201.8%
+zł2.6m		-27.7%PE22x
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zł1.76

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15.8%

1Y

9.7%

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DAT

zł43.20

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6.7%

1Y

38.0%

SHO

zł40.80

Shoper

7D

-6.2%

1Y

21.8%

TXT

zł53.80

Text

7D

-1.3%

1Y

-52.6%

SUN

zł3.78

Suntech

7D

8.3%

1Y

-47.2%

VRC

zł116.50

Vercom

7D

-3.7%

1Y

76.0%

WAS

zł1.55

Wasko

7D

-3.4%

1Y

-5.8%

IFI

zł23.20

Ifirma

7D

1.8%

1Y

-27.7%

ACP

zł85.40

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7D

-2.8%

1Y

5.8%

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ABS

zł56.00

Asseco Business Solutions

7D

-3.1%

1Y

14.5%

LGT

zł3.50

Logintrade

7D

12.2%

1Y

25.0%

ALL

zł21.60

Ailleron

7D

-1.6%

1Y

0.9%

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SVRS

zł3.70

Silvair

7D

3.9%

1Y

-26.0%

CLD

zł67.60

Cloud Technologies

7D

3.4%

1Y

-4.8%

FTH

zł1.32

Fintech

7D

1.5%

1Y

8.2%

YTF

zł0.59

YetiForce

7D

-10.6%

1Y

-76.2%