Narrative Update • Jun 05
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- 7D-1.4%
- 3M-1.5%
- 1Y-9.1%
- YTDn/a
Over the last 7 days, the Application Software industry has dropped 3.6%, driven by Vercom declining 4.9%. Overall the industry is down 9.5% in 12 months. Looking forward, earnings are forecast to grow by 16% annually.
Industry Valuation and Performance
Has the Polish Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | zł6.9b | zł1.9b | zł315.1m | 18.7x | 22x | 3.6x |
| Sat, 09 May 2026 | zł7.8b | zł1.9b | zł238.5m | 19.8x | 32.6x | 4.1x |
| Mon, 06 Apr 2026 | zł7.7b | zł1.9b | zł230.7m | 26.2x | 33.2x | 3.9x |
| Wed, 04 Mar 2026 | zł7.7b | zł2.0b | zł244.4m | 28.4x | 31.7x | 3.9x |
| Fri, 30 Jan 2026 | zł8.2b | zł2.1b | zł244.2m | 32.2x | 33.6x | 4x |
| Sun, 28 Dec 2025 | zł7.2b | zł2.0b | zł248.6m | 28.4x | 29x | 3.6x |
| Tue, 25 Nov 2025 | zł7.0b | zł2.1b | zł261.7m | 13.3x | 26.6x | 3.3x |
| Thu, 23 Oct 2025 | zł7.6b | zł2.1b | zł260.3m | 23.5x | 29.1x | 3.6x |
| Sat, 20 Sep 2025 | zł7.6b | zł2.1b | zł258.1m | 23.4x | 29.5x | 3.6x |
| Mon, 18 Aug 2025 | zł6.6b | zł2.1b | zł333.7m | 19.7x | 19.8x | 3.2x |
| Wed, 16 Jul 2025 | zł6.6b | zł2.1b | zł332.3m | 20.2x | 20x | 3.2x |
| Fri, 13 Jun 2025 | zł6.6b | zł2.1b | zł333.8m | 19x | 19.8x | 3.2x |
| Sun, 11 May 2025 | zł6.6b | zł2.0b | zł330.0m | 17.9x | 20.1x | 3.3x |
| Tue, 08 Apr 2025 | zł5.8b | zł2.0b | zł325.8m | 14.7x | 17.9x | 3x |
| Thu, 06 Mar 2025 | zł6.5b | zł2.0b | zł292.3m | 18.3x | 22.2x | 3.3x |
| Sat, 01 Feb 2025 | zł6.7b | zł1.9b | zł288.2m | 17.5x | 23.3x | 3.6x |
| Mon, 30 Dec 2024 | zł7.1b | zł1.9b | zł288.2m | 16.5x | 24.6x | 3.8x |
| Wed, 27 Nov 2024 | zł6.6b | zł1.8b | zł279.8m | 20.6x | 23.6x | 3.6x |
| Fri, 25 Oct 2024 | zł6.7b | zł1.7b | zł254.6m | 19.1x | 26.3x | 3.8x |
| Sun, 22 Sep 2024 | zł6.9b | zł1.7b | zł252.9m | 23.1x | 27.5x | 4.1x |
| Tue, 20 Aug 2024 | zł7.0b | zł1.6b | zł305.0m | 24.1x | 23x | 4.3x |
| Thu, 18 Jul 2024 | zł7.4b | zł1.7b | zł305.1m | 20.7x | 24.4x | 4.4x |
| Sat, 15 Jun 2024 | zł7.2b | zł1.7b | zł330.0m | 20.4x | 21.8x | 4.2x |
| Mon, 13 May 2024 | zł7.6b | zł1.7b | zł290.8m | 20.1x | 26.1x | 4.4x |
| Wed, 10 Apr 2024 | zł7.5b | zł1.7b | zł274.7m | 18.6x | 27.5x | 4.4x |
| Fri, 08 Mar 2024 | zł7.2b | zł1.7b | zł261.6m | 24.4x | 27.3x | 4.2x |
| Sun, 04 Feb 2024 | zł6.9b | zł1.7b | zł264.0m | 25.5x | 26.1x | 4.2x |
| Tue, 02 Jan 2024 | zł7.4b | zł1.7b | zł264.0m | 25.1x | 28x | 4.5x |
| Thu, 30 Nov 2023 | zł7.0b | zł1.6b | zł251.4m | 23x | 28x | 4.3x |
| Sat, 28 Oct 2023 | zł7.3b | zł1.6b | zł242.1m | 24.8x | 30.2x | 4.5x |
| Mon, 25 Sep 2023 | zł8.3b | zł1.6b | zł244.0m | 23.3x | 34.2x | 5.2x |
| Wed, 23 Aug 2023 | zł8.1b | zł1.6b | zł165.3m | 24.7x | 48.9x | 5.2x |
| Fri, 21 Jul 2023 | zł8.3b | zł1.5b | zł148.3m | 32.6x | 56x | 5.6x |
| Sun, 18 Jun 2023 | zł7.6b | zł1.4b | zł129.0m | 28.8x | 58.5x | 5.2x |
Price to Earnings Ratio
58.5x
Current Industry PE
- Investors are pessimistic on the Polish Application 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 21.9x which is lower than its 3-year average PE of 28.8x.
- The 3-year average PS ratio of 4.0x is higher than the industry's current PS ratio of 3.6x.
Past Earnings Growth
- The earnings for companies in the Application Software industry have grown 35% per year over the last three years.
- Revenues for these companies have grown 10% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Polish Application Software compare with similar industries?
| PL Market | -1.62% | |
| Tech | -1.51% | |
| Software | -2.19% | |
| Application Software | -1.42% | |
| Systems Software | -2.46% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CLD Cloud Technologies | zł77.00 | 5.8% +zł18.4m | 67.4% | PE30.9x | |
| M4B M4B | zł12.00 | 20.0% +zł14.8m | 0% | PE158.1x | |
| ALL Ailleron | zł16.94 | 4.2% +zł8.4m | -12.2% | PE7x | |
| VEE Vee | zł11.75 | 4.9% +zł1.5m | -8.2% | PE16.9x | |
| CST CStore | zł6.35 | 1.6% +zł1.2m | n/a | n/a |