Narrative Update • Jun 22
Over the last 7 days, the Systems Software industry has dropped 1.2%, driven by Asseco Poland declining 1.9%. Overall the industry is down 7.8% in 12 months. Looking forward, earnings are forecast to grow by 5.0% annually.
Has the Polish Systems Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | zł18.7b | zł18.5b | zł962.4m | 15.4x | 19.4x | 1x |
| Tue, 23 Jun 2026 | zł17.9b | zł18.6b | zł966.2m | 14.6x | 18.6x | 1x |
| Thu, 21 May 2026 | zł19.5b | zł18.2b | zł852.8m | 16.4x | 22.9x | 1.1x |
| Sat, 18 Apr 2026 | zł19.5b | zł18.2b | zł830.3m | 17.7x | 23.5x | 1.1x |
| Mon, 16 Mar 2026 | zł15.4b | zł19.8b | zł822.1m | 16.3x | 18.7x | 0.8x |
| Wed, 11 Feb 2026 | zł16.6b | zł19.7b | zł778.7m | 21.6x | 21.4x | 0.8x |
| Fri, 09 Jan 2026 | zł19.5b | zł19.7b | zł778.7m | 18.7x | 25x | 1x |
| Sun, 07 Dec 2025 | zł17.9b | zł19.7b | zł777.7m | 16.4x | 23x | 0.9x |
| Tue, 04 Nov 2025 | zł18.4b | zł19.1b | zł731.9m | 17.5x | 25.1x | 1x |
| Thu, 02 Oct 2025 | zł17.9b | zł19.1b | zł726.4m | 17.1x | 24.7x | 0.9x |
| Sat, 30 Aug 2025 | zł16.2b | zł18.8b | zł681.0m | 22.8x | 23.9x | 0.9x |
| Mon, 28 Jul 2025 | zł17.7b | zł18.8b | zł680.8m | 23.9x | 26x | 0.9x |
| Wed, 25 Jun 2025 | zł16.1b | zł18.8b | zł680.8m | 22.8x | 23.6x | 0.9x |
| Fri, 23 May 2025 | zł14.9b | zł18.5b | zł669.4m | 21.9x | 22.3x | 0.8x |
| Sun, 20 Apr 2025 | zł13.5b | zł1.3b | zł655.4m | 19.9x | 20.6x | 10.5x |
| Tue, 18 Mar 2025 | zł13.0b | zł18.1b | zł641.4m | 20x | 20.3x | 0.7x |
| Thu, 13 Feb 2025 | zł11.5b | zł18.2b | zł638.8m | 9.9x | 17.9x | 0.6x |
| Sat, 11 Jan 2025 | zł8.8b | zł18.2b | zł638.6m | 9.7x | 13.8x | 0.5x |
| Mon, 09 Dec 2024 | zł8.7b | zł18.2b | zł638.8m | 10.5x | 13.7x | 0.5x |
| Wed, 06 Nov 2024 | zł8.5b | zł18.1b | zł608.6m | 12.5x | 13.9x | 0.5x |
| Fri, 04 Oct 2024 | zł8.1b | zł18.1b | zł604.1m | 13.6x | 13.4x | 0.4x |
| Sun, 01 Sep 2024 | zł8.7b | zł18.0b | zł593.3m | 18.3x | 14.7x | 0.5x |
| Tue, 30 Jul 2024 | zł8.1b | zł18.0b | zł604.6m | 18.4x | 13.4x | 0.4x |
| Thu, 27 Jun 2024 | zł8.0b | zł18.0b | zł604.5m | 21x | 13.3x | 0.4x |
| Sat, 25 May 2024 | zł8.3b | zł18.1b | zł595.7m | 17.5x | 14x | 0.5x |
| Mon, 22 Apr 2024 | zł7.7b | zł18.1b | zł584.9m | 21.2x | 13.2x | 0.4x |
| Wed, 20 Mar 2024 | zł7.5b | zł18.5b | zł581.5m | 27.9x | 12.8x | 0.4x |
| Fri, 16 Feb 2024 | zł7.2b | zł18.4b | zł569.3m | 26.4x | 12.7x | 0.4x |
| Sun, 14 Jan 2024 | zł8.4b | zł18.4b | zł567.1m | 42.1x | 14.9x | 0.5x |
| Tue, 12 Dec 2023 | zł8.5b | zł18.4b | zł567.1m | 38.4x | 15x | 0.5x |
| Thu, 09 Nov 2023 | zł8.5b | zł18.8b | zł578.9m | 19.3x | 14.7x | 0.5x |
| Sat, 07 Oct 2023 | zł8.2b | zł18.8b | zł574.3m | 18.8x | 14.3x | 0.4x |
| Mon, 04 Sep 2023 | zł8.1b | zł18.8b | zł588.9m | 21.8x | 13.8x | 0.4x |
| Wed, 02 Aug 2023 | zł8.6b | zł18.8b | zł606.5m | 16.5x | 14.2x | 0.5x |
14.2x
How does Polish Systems Software compare with similar industries?
| PL Market | 1.05% | |
| Tech | 0.73% | |
| Software | -0.69% | |
| Systems Software | -1.23% | |
| Application Software | 0.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ABS Asseco Business Solutions | zł87.40 | 2.8% +zł78.8m | -1.6% | PE19.4x | |
| LSI LSI Software | zł57.60 | 6.7% +zł11.7m | 121.5% | PE9.9x | |
| QNT Quantum software | zł34.40 | 5.5% +zł2.5m | 22.9% | PE11.4x | |
| IFA Generationis.Ai | zł2.36 | 4.4% +zł187.5k | -14.5% | PS15.7x |