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Polish (WIG) Telecom Sector Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies120
  • 7D2.1%
  • 3M16.0%
  • 1Y-29.9%
  • YTD-32.0%

Over the last 7 days, the Telecom industry has risen 2.1%, driven by gains from Cyfrowy Polsat of 6.7%. However, the industry is down 30% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Sector Valuation and Performance

Has the Polish Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022zł51.9bzł33.7bzł2.8b11.3x18.5x1.5x
Thu, 27 Oct 2022zł46.2bzł33.4bzł5.7b11.6x8.1x1.4x
Sat, 24 Sep 2022zł43.2bzł33.2bzł7.1b12x6.1x1.3x
Mon, 22 Aug 2022zł47.2bzł33.3bzł16.9b13.5x2.8x1.4x
Wed, 20 Jul 2022zł45.9bzł32.9bzł7.2b13.3x6.3x1.4x
Fri, 17 Jun 2022zł43.6bzł32.8bzł7.2b12.4x6x1.3x
Sun, 15 May 2022zł51.2bzł32.6bzł6.5b13.8x7.9x1.6x
Tue, 12 Apr 2022zł65.0bzł34.0bzł7.5b13.9x8.7x1.9x
Thu, 10 Mar 2022zł60.9bzł33.7bzł7.4b14.5x8.3x1.8x
Sat, 05 Feb 2022zł67.9bzł33.4bzł7.4b14.9x9.1x2x
Mon, 03 Jan 2022zł74.7bzł33.4bzł7.4b17.5x10x2.2x
Wed, 01 Dec 2021zł74.2bzł33.3bzł7.4b17.9x10.1x2.2x
Fri, 29 Oct 2021zł75.6bzł34.2bzł4.5b19.9x16.7x2.2x
Sun, 26 Sep 2021zł76.9bzł34.0bzł3.1b19.2x24.7x2.3x
Tue, 24 Aug 2021zł77.2bzł33.9bzł3.1b20.6x24.7x2.3x
Wed, 30 Jun 2021zł73.4bzł33.9bzł3.1b20.6x23.5x2.2x
Sat, 03 Apr 2021zł74.4bzł33.1bzł2.7b25.6x27.6x2.2x
Tue, 05 Jan 2021zł78.9bzł31.4bzł3.0b24.4x26.7x2.5x
Fri, 09 Oct 2020zł85.6bzł29.7bzł1.9b26.5x45.9x2.9x
Thu, 02 Jul 2020zł81.1bzł29.6bzł1.9b24.9x43.7x2.7x
Sun, 05 Apr 2020zł62.6bzł29.6bzł1.7b20.4x37.9x2.1x
Wed, 08 Jan 2020zł65.3bzł29.3bzł1.7b21.2x38.2x2.2x
Price to Earnings Ratio

41x


Total Market Cap: zł61.9bTotal Earnings: zł1.5bTotal Revenue: zł28.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Sector Price to Earnings3Y Average 25.7x202020212022
Current Industry PE
  • Investors are pessimistic on the Polish Communication Services 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 18.5x which is lower than its 3-year average PE of 25.7x.
  • The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 5.2% 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 Telecom sector?

PL Market2.04%
Telecom2.07%
Media5.90%
Telecom Services and Carriers4.67%
Wireless Telecom0%
Entertainment-0.32%
Interactive Media and Services-1.44%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 50.8x.
    • Analysts are expecting annual earnings growth of 29.7%, which is higher than its past year's earnings growth of 17.9% per year.
  • Investors are most pessimistic about the Media industry, which is trading close to its 3-year average of 13.0x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 18% per year.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings grow by 7.0% 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
CPS Cyfrowy Polsatzł18.704.1%
+zł466.9m
-45.1%PE11.1x
OPL Orange Polskazł6.824.3%
+zł367.5m
-18.4%PE18.2x
TEN Ten Square Gameszł134.0028.1%
+zł213.6m
-62.4%PE10.8x
HUG Huuugezł23.744.6%
+zł62.2m
-18.1%PE9.4x
11B 11 bit studioszł524.004.8%
+zł57.1m
7.1%PE39.9x
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Latest News

TEN

zł134.00

Ten Square Games

7D

28.1%

1Y

-62.4%

ATG

zł3.65

ATM Grupa

7D

12.7%

1Y

-12.9%

HUG

zł23.74

Huuuge

7D

4.6%

1Y

-18.1%

DTR

zł12.80

Digitree Group

7D

-24.3%

1Y

66.2%

R22

zł42.50

R22

7D

6.3%

1Y

-16.3%

AGO

zł4.42

Agora

7D

-5.8%

1Y

-39.5%

11B

zł524.00

11 bit studios

7D

4.8%

1Y

7.1%

PCF

zł42.70

PCF Group Spólka Akcyjna

7D

-3.0%

1Y

6.5%

CPS

zł18.70

Cyfrowy Polsat

7D

4.1%

1Y

-45.1%

BBT

zł11.30

BoomBit

7D

-1.7%

1Y

-30.2%

OPL

zł6.82

Orange Polska

7D

4.3%

1Y

-18.4%

RND

zł121.00

Render Cube

7D

-4.7%

1Y

n/a

CRJ

zł655.00

Creepy Jar

7D

-0.8%

1Y

-17.4%