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Polish (WIG) Telecom Sector Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies118
  • 7D0.6%
  • 3M-5.4%
  • 1Y-7.6%
  • YTD-2.6%

In the last week, the Telecom industry is up 1.7%, with CD Projekt leading the way, up 4.9%. Meanwhile, 11 bit studios actually underperformed within the industry, shrinking 6.5% in the last week. In contrast, the industry has lost 7.4% in the last 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Mar 2024zł46.3bzł35.3bzł2.5b17.3x18.9x1.3x
Thu, 15 Feb 2024zł47.2bzł35.3bzł2.5b18.5x19.2x1.3x
Sat, 13 Jan 2024zł47.6bzł35.4bzł2.4b19.8x19.5x1.3x
Mon, 11 Dec 2023zł48.1bzł35.3bzł2.4b18.8x19.8x1.4x
Wed, 08 Nov 2023zł48.9bzł35.0bzł2.5b19x19.7x1.4x
Fri, 06 Oct 2023zł49.5bzł35.0bzł2.5b18.6x20.1x1.4x
Sun, 03 Sep 2023zł53.1bzł35.1bzł2.4b18.9x21.8x1.5x
Tue, 01 Aug 2023zł56.8bzł34.9bzł2.8b15.5x20.6x1.6x
Thu, 29 Jun 2023zł54.3bzł34.8bzł2.8b16.9x19.5x1.6x
Sat, 27 May 2023zł51.5bzł34.7bzł2.7b16.2x19.1x1.5x
Mon, 24 Apr 2023zł50.3bzł34.1bzł2.8b15.1x18x1.5x
Wed, 22 Mar 2023zł49.5bzł34.0bzł3.0b14.8x16.3x1.5x
Fri, 17 Feb 2023zł52.8bzł33.8bzł2.9b13.6x18.5x1.6x
Sun, 15 Jan 2023zł51.9bzł33.8bzł2.9b13.1x18.2x1.5x
Tue, 13 Dec 2022zł49.9bzł33.8bzł2.9b11.1x17.5x1.5x
Thu, 10 Nov 2022zł51.3bzł33.4bzł5.7b12.4x8.9x1.5x
Sat, 08 Oct 2022zł45.0bzł33.3bzł7.1b11.7x6.3x1.4x
Mon, 05 Sep 2022zł44.6bzł33.3bzł7.1b12.1x6.3x1.3x
Wed, 03 Aug 2022zł46.1bzł33.0bzł7.4b13.5x6.3x1.4x
Fri, 01 Jul 2022zł47.6bzł32.8bzł7.2b12x6.6x1.5x
Sun, 29 May 2022zł49.7bzł32.8bzł6.6b14.3x7.6x1.5x
Tue, 26 Apr 2022zł56.5bzł32.5bzł6.6b13.7x8.6x1.7x
Thu, 24 Mar 2022zł65.9bzł33.7bzł7.4b14.2x8.9x2x
Sat, 19 Feb 2022zł67.0bzł33.5bzł7.5b14.8x9x2x
Mon, 17 Jan 2022zł73.6bzł33.4bzł7.4b18.2x9.9x2.2x
Wed, 15 Dec 2021zł71.2bzł33.4bzł7.4b17.5x9.6x2.1x
Fri, 12 Nov 2021zł75.7bzł34.2bzł7.3b20x10.3x2.2x
Sun, 10 Oct 2021zł80.3bzł34.1bzł3.0b20.4x26.8x2.4x
Tue, 07 Sep 2021zł79.2bzł33.9bzł3.1b20.5x25.4x2.3x
Thu, 05 Aug 2021zł76.3bzł33.9bzł3.1b20.4x24.5x2.2x
Sun, 09 May 2021zł71.7bzł33.2bzł2.7b25.5x26.5x2.2x
Price to Earnings Ratio

27.6x


Total Market Cap: zł74.4bTotal Earnings: zł2.7bTotal Revenue: zł33.1bTotal 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 19.5x 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 4.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.2% 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 Market0.021%
Telecom0.57%
Telecom Services and Carriers4.38%
Interactive Media and Services1.77%
Wireless Telecom0%
Entertainment-0.91%
Media-1.41%
Industry PE
  • Investors are most optimistic about the Interactive Media and Services industry, which is trading close to its 3-year average PE ratio of 22.3x.
    • 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 Entertainment industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 16% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 11% 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
OPL Orange Polskazł8.244.8%
+zł490.8m
26.8%PE13.2x
BLO Bloober Teamzł24.955.1%
+zł23.2m
10.9%PE49.2x
DIG Digital Networkzł47.6010.7%
+zł19.2m
266.2%PE10.9x
CDA CDAzł22.406.7%
+zł14.4m
14.9%PE9.3x
CBF Cyber_Folkszł102.001.0%
+zł14.1m
85.8%PE38x
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Huuuge

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-7.5%

1Y

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CDA

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CDA

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6.7%

1Y

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GOP

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MPL Verbum

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11 bit studios

7D

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Movie Games

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