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Polish (WIG) Telecom Sector Analysis

UpdatedFeb 29, 2024
DataAggregated Company Financials
Companies118
  • 7D0.2%
  • 3M0.3%
  • 1Y-7.7%
  • YTD0.1%

The Telecom is pretty flat in the last 7 days, but Cyfrowy Polsat has stood out, gaining 7.8%. Unfortunately though, the industry is down 7.7% over the past 12 months. Earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 Mar 2024zł47.6bzł35.3bzł2.4b17.8x20.1x1.3x
Sun, 28 Jan 2024zł46.8bzł35.4bzł2.4b18.8x19.2x1.3x
Tue, 26 Dec 2023zł48.4bzł35.4bzł2.4b19.2x19.9x1.4x
Thu, 23 Nov 2023zł49.1bzł35.3bzł2.4b18.3x20.9x1.4x
Sat, 21 Oct 2023zł47.2bzł35.0bzł2.5b17.5x19.3x1.4x
Mon, 18 Sep 2023zł54.2bzł35.1bzł2.5b18x21.8x1.5x
Wed, 16 Aug 2023zł54.7bzł34.9bzł2.8b15.1x19.8x1.6x
Fri, 14 Jul 2023zł55.9bzł34.7bzł2.8b16.1x20.1x1.6x
Sun, 11 Jun 2023zł52.9bzł34.8bzł2.8b16x19x1.5x
Tue, 09 May 2023zł51.7bzł34.4bzł2.9b14.8x18x1.5x
Thu, 06 Apr 2023zł49.3bzł33.9bzł2.9b14.5x16.7x1.5x
Sat, 04 Mar 2023zł51.7bzł34.1bzł3.1b14.4x16.7x1.5x
Mon, 30 Jan 2023zł53.0bzł33.8bzł2.9b12.7x18.6x1.6x
Wed, 28 Dec 2022zł49.0bzł33.8bzł2.9b11.1x17.1x1.4x
Fri, 25 Nov 2022zł51.6bzł33.7bzł2.8b12.2x18.4x1.5x
Sun, 23 Oct 2022zł45.2bzł33.3bzł7.1b11.5x6.3x1.4x
Tue, 20 Sep 2022zł43.1bzł33.1bzł7.1b11.5x6.1x1.3x
Thu, 18 Aug 2022zł48.4bzł33.2bzł7.4b13.5x6.6x1.5x
Sat, 16 Jul 2022zł45.9bzł32.9bzł7.2b13.3x6.3x1.4x
Mon, 13 Jun 2022zł45.2bzł32.8bzł6.6b13x6.9x1.4x
Wed, 11 May 2022zł51.2bzł32.6bzł6.7b13.9x7.7x1.6x
Fri, 08 Apr 2022zł63.8bzł34.0bzł7.5b14.2x8.5x1.9x
Sun, 06 Mar 2022zł61.4bzł33.8bzł7.4b14x8.3x1.8x
Tue, 01 Feb 2022zł69.4bzł33.4bzł7.4b14.7x9.4x2.1x
Thu, 30 Dec 2021zł74.5bzł33.4bzł7.4b17.2x10x2.2x
Sat, 27 Nov 2021zł75.9bzł34.5bzł7.4b19.5x10.3x2.2x
Mon, 25 Oct 2021zł77.4bzł34.1bzł3.0b20.9x25.8x2.3x
Wed, 22 Sep 2021zł77.9bzł34.0bzł3.1b20.2x25.1x2.3x
Fri, 20 Aug 2021zł76.2bzł33.9bzł3.1b21.2x24.4x2.2x
Fri, 04 Jun 2021zł71.1bzł33.2bzł2.7b24.3x26.3x2.1x
Mon, 08 Mar 2021zł73.6bzł31.4bzł3.0b26.2x24.9x2.3x
Price to Earnings Ratio

24.9x


Total Market Cap: zł73.6bTotal Earnings: zł3.0bTotal Revenue: zł31.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Sector Price to Earnings3Y Average 16.4x202220232024
Current Industry PE
  • Investors are optimistic on the Polish Communication Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.1x which is higher than its 3-year average PE of 16.4x.
  • The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 7.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Polish Telecom sector?

PL Market0.50%
Telecom0.20%
Media6.63%
Interactive Media and Services4.57%
Wireless Telecom0%
Entertainment-1.31%
Telecom Services and Carriers-2.94%
Industry PE
  • Investors are most optimistic about the Interactive Media and Services industry which is trading above its 3-year average PE ratio of 22.2x.
    • Analysts are expecting annual earnings growth of 17.0%, which is higher than its past year's earnings decline of 50.0% per year.
  • Investors are most pessimistic about the Telecom Services and Carriers industry, which is trading below its 3-year average of 18.9x.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 12% 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 Polsatzł11.722.4%
+zł172.7m
-32.4%PE22.2x
CBF Cyber_Folkszł109.508.4%
+zł120.2m
127.9%PE40.8x
WPL Wirtualna Polska Holdingzł118.402.4%
+zł82.1m
19.2%PE23.3x
HUG Huuugezł28.052.9%
+zł50.3m
5.8%PE7.1x
BLO Bloober Teamzł24.507.5%
+zł32.8m
1.9%PE48.3x
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Latest News

PCF

zł24.00

PCF Group Spólka Akcyjna

7D

-3.8%

1Y

-33.9%

CPS

zł11.72

Cyfrowy Polsat

7D

2.4%

1Y

-32.4%

WPL

zł118.40

Wirtualna Polska Holding

7D

2.4%

1Y

19.2%

OPL

zł8.17

Orange Polska

7D

-4.7%

1Y

21.0%

BLO

zł24.50

Bloober Team

7D

7.5%

1Y

1.9%

11B

zł565.00

11 bit studios

7D

-0.7%

1Y

-12.3%

GOP

zł35.50

Games Operators

7D

-11.0%

1Y

134.3%

PLW

zł304.50

PlayWay

7D

-3.0%

1Y

-28.1%

CBF

zł109.50

Cyber_Folks

7D

8.4%

1Y

127.9%

HUG

zł28.05

Huuuge

7D

2.9%

1Y

5.8%

CIG

zł1.72

CI Games

7D

6.3%

1Y

-32.1%

IMS

zł4.39

IMS

7D

10.9%

1Y

60.8%

ART

zł24.00

Artifex Mundi

7D

4.8%

1Y

178.4%

TEN

zł95.55

Ten Square Games

7D

-11.0%

1Y

-26.3%