Narrative Update • Jul 15

The Telecom is pretty flat in the last 7 days, but Cyber_Folks has stood out, gaining 3.2%. The past year has been better, since the industry has gained 7.3% in that time. Earnings are forecast to grow by 38% annually.
Has the Polish Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | zł66.5b | zł38.2b | -zł514,196,195.00 | 13.3x | -129.3x | 1.7x |
| Mon, 22 Jun 2026 | zł68.4b | zł38.1b | -zł520,616,093.40 | 14.3x | -131.3x | 1.8x |
| Wed, 20 May 2026 | zł71.8b | zł37.7b | -zł681,043,964.00 | 13.5x | -105.4x | 1.9x |
| Fri, 17 Apr 2026 | zł67.9b | zł37.8b | zł2.2b | 13.4x | 31.2x | 1.8x |
| Sun, 15 Mar 2026 | zł63.4b | zł37.9b | zł2.4b | 13.5x | 26.6x | 1.7x |
| Tue, 10 Feb 2026 | zł63.7b | zł37.7b | zł2.5b | 14.5x | 25.4x | 1.7x |
| Thu, 08 Jan 2026 | zł61.8b | zł37.7b | zł2.5b | 13.7x | 24.6x | 1.6x |
| Sat, 06 Dec 2025 | zł57.8b | zł37.8b | zł2.5b | 14.1x | 23x | 1.5x |
| Mon, 03 Nov 2025 | zł59.9b | zł37.4b | zł2.6b | 14.1x | 22.7x | 1.6x |
| Wed, 01 Oct 2025 | zł62.2b | zł37.2b | zł2.7b | 14.1x | 23.2x | 1.7x |
| Fri, 29 Aug 2025 | zł61.5b | zł37.1b | zł2.6b | 14.8x | 23.4x | 1.7x |
| Sun, 27 Jul 2025 | zł61.7b | zł36.8b | zł2.6b | 14.1x | 23.3x | 1.7x |
| Tue, 24 Jun 2025 | zł64.5b | zł36.9b | zł2.7b | 14.2x | 24.2x | 1.7x |
| Thu, 22 May 2025 | zł61.9b | zł36.8b | zł2.8b | 15.3x | 21.8x | 1.7x |
| Sat, 19 Apr 2025 | zł60.2b | zł36.9b | zł3.0b | 16.6x | 20.2x | 1.6x |
| Mon, 17 Mar 2025 | zł56.9b | zł36.6b | zł2.9b | 13.3x | 19.3x | 1.6x |
| Wed, 12 Feb 2025 | zł57.3b | zł36.7b | zł2.8b | 13.7x | 20.1x | 1.6x |
| Fri, 10 Jan 2025 | zł51.1b | zł36.7b | zł2.9b | 13.3x | 17.9x | 1.4x |
| Sun, 08 Dec 2024 | zł53.1b | zł36.7b | zł2.8b | 13.7x | 18.6x | 1.4x |
| Tue, 05 Nov 2024 | zł48.2b | zł36.6b | zł2.8b | 14.4x | 17.5x | 1.3x |
| Thu, 03 Oct 2024 | zł51.1b | zł36.6b | zł2.7b | 14.3x | 18.8x | 1.4x |
| Sat, 31 Aug 2024 | zł55.4b | zł36.6b | zł2.7b | 15.2x | 20.8x | 1.5x |
| Mon, 29 Jul 2024 | zł50.1b | zł36.3b | zł2.5b | 15.3x | 20.1x | 1.4x |
| Wed, 26 Jun 2024 | zł49.4b | zł36.5b | zł2.5b | 16.2x | 19.6x | 1.4x |
| Fri, 24 May 2024 | zł51.5b | zł36.3b | zł2.5b | 17.7x | 20.3x | 1.4x |
| Sun, 21 Apr 2024 | zł45.2b | zł35.9b | zł2.5b | 17.1x | 18x | 1.3x |
| Tue, 19 Mar 2024 | zł45.6b | zł35.3b | zł2.5b | 17x | 18.6x | 1.3x |
| Thu, 15 Feb 2024 | zł47.2b | zł35.3b | zł2.5b | 18.5x | 19.2x | 1.3x |
| Sat, 13 Jan 2024 | zł47.6b | zł35.4b | zł2.4b | 19.8x | 19.5x | 1.3x |
| Mon, 11 Dec 2023 | zł48.1b | zł35.3b | zł2.4b | 18.8x | 19.8x | 1.4x |
| Wed, 08 Nov 2023 | zł48.9b | zł35.0b | zł2.5b | 19x | 19.7x | 1.4x |
| Fri, 06 Oct 2023 | zł49.5b | zł35.0b | zł2.5b | 18.6x | 20.1x | 1.4x |
| Sun, 03 Sep 2023 | zł53.1b | zł35.1b | zł2.4b | 18.9x | 21.8x | 1.5x |
| Tue, 01 Aug 2023 | zł56.8b | zł34.9b | zł2.8b | 15.5x | 20.6x | 1.6x |
20.6x
Which industries have driven the changes within the Polish Telecom sector?
| PL Market | 1.05% | |
| Telecom | -0.77% | |
| Interactive Media and Services | 2.31% | |
| Media | 0.60% | |
| Telecom Services and Carriers | 0.20% | |
| Entertainment | -2.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CBF Cyber_Folks | zł192.50 | 3.2% +zł91.4m | 21.5% | PE40.4x | |
| OPL Orange Polska | zł14.56 | 0.3% +zł52.5m | 62.8% | PE22.1x | |
| WPL Wirtualna Polska Holding | zł57.90 | 2.5% +zł41.7m | -24.0% | PS0.7x | |
| TEN Ten Square Games | zł93.00 | 5.1% +zł28.6m | 14.8% | PE9.4x | |
| DIG Digital Network | zł296.80 | 1.6% +zł20.0m | 254.6% | PE31.2x |