Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Polish (WIG) Telecom Sector Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies117
  • 7D-1.3%
  • 3M10.9%
  • 1Y14.6%
  • YTD5.9%

Over the last 7 days, the Telecom industry has dropped 1.3%, driven by a pullback from Cyfrowy Polsat of 2.8%. This takes the industry's 12 month performance to a gain of 15%. Earnings are forecast to grow by 27% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Mar 2026zł64.3bzł37.8bzł2.4b14x27x1.7x
Wed, 04 Feb 2026zł63.6bzł37.7bzł2.5b14.9x25.4x1.7x
Fri, 02 Jan 2026zł59.8bzł37.7bzł2.5b13.9x23.9x1.6x
Sun, 30 Nov 2025zł59.9bzł37.7bzł2.5b14.2x23.7x1.6x
Tue, 28 Oct 2025zł61.1bzł37.5bzł2.7b14.1x23x1.6x
Thu, 25 Sep 2025zł60.3bzł37.2bzł2.7b14.8x22.7x1.6x
Sat, 23 Aug 2025zł62.6bzł36.9bzł2.7b14.3x23.4x1.7x
Mon, 21 Jul 2025zł64.7bzł36.8bzł2.7b14.3x24.4x1.8x
Wed, 18 Jun 2025zł64.2bzł36.9bzł2.7b14.1x24.1x1.7x
Fri, 16 May 2025zł62.6bzł36.8bzł2.9b16.1x21.9x1.7x
Sun, 13 Apr 2025zł57.4bzł36.9bzł3.0b16.2x19x1.6x
Tue, 11 Mar 2025zł55.9bzł36.6bzł3.0b13.4x19x1.5x
Thu, 06 Feb 2025zł55.7bzł36.7bzł2.8b13.8x19.6x1.5x
Sat, 04 Jan 2025zł52.0bzł36.7bzł2.9b13.4x18.2x1.4x
Mon, 02 Dec 2024zł49.4bzł36.6bzł2.8b13.6x17.4x1.3x
Wed, 30 Oct 2024zł48.5bzł36.6bzł2.8b13.9x17.6x1.3x
Fri, 27 Sep 2024zł51.2bzł36.6bzł2.6b14.9x19.4x1.4x
Sun, 25 Aug 2024zł54.2bzł36.5bzł2.6b15.1x20.6x1.5x
Tue, 23 Jul 2024zł49.9bzł36.4bzł2.5b16.2x20x1.4x
Thu, 20 Jun 2024zł49.2bzł36.4bzł2.5b16.4x19.7x1.4x
Sat, 18 May 2024zł51.6bzł36.0bzł2.4b19.3x21.5x1.4x
Mon, 15 Apr 2024zł46.2bzł35.7bzł2.5b16.3x18.5x1.3x
Wed, 13 Mar 2024zł46.5bzł35.3bzł2.4b16.9x19.6x1.3x
Fri, 09 Feb 2024zł47.5bzł35.2bzł2.4b18.7x19.4x1.3x
Sun, 07 Jan 2024zł47.5bzł35.4bzł2.4b19.8x19.5x1.3x
Tue, 05 Dec 2023zł47.9bzł35.4bzł2.4b18.9x19.7x1.4x
Thu, 02 Nov 2023zł47.6bzł35.0bzł2.5b17.3x19.1x1.4x
Sat, 30 Sep 2023zł49.9bzł35.0bzł2.5b19.2x20.2x1.4x
Mon, 28 Aug 2023zł53.9bzł35.0bzł2.5b20.1x21.9x1.5x
Wed, 26 Jul 2023zł56.3bzł34.7bzł2.7b15.7x20.5x1.6x
Fri, 23 Jun 2023zł55.5bzł34.8bzł2.8b16.9x20x1.6x
Sun, 21 May 2023zł52.1bzł34.7bzł2.7b15.8x19.3x1.5x
Tue, 18 Apr 2023zł50.6bzł34.1bzł2.9b15.5x17.2x1.5x
Thu, 16 Mar 2023zł50.2bzł34.1bzł3.1b14.4x16.2x1.5x
Price to Earnings Ratio

16.2x


Total Market Cap: zł50.2bTotal Earnings: zł3.1bTotal Revenue: zł34.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Sector Price to Earnings3Y Average 20.5x202420252026
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 27.0x which is higher than its 3-year average PE of 20.5x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 8.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.6% 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 Market-4.79%
Telecom-1.28%
Entertainment0.57%
Media0.25%
Telecom Services and Carriers-2.98%
Interactive Media and Services-7.04%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 30.0x.
    • Analysts are expecting annual earnings growth of 37.1%, which is higher than its past year's earnings growth of 14.8% per year.
  • Investors are most pessimistic about the Interactive Media and Services industry, which is trading below its 3-year average of 19.6x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Interactive Media and Services 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
CDR CD Projektzł245.300.6%
+zł139.9m		15.4%PE43x
CBF Cyber_Folkszł182.002.5%
+zł67.3m		22.6%PE46.5x
BLO Bloober Teamzł24.552.7%
+zł12.5m		-19.5%PE9.4x
KPL Kino Polska TV Spolka Akcyjnazł22.602.7%
+zł11.9m		11.9%PE6.1x
CRJ Creepy Jarzł656.002.5%
+zł11.2m		73.5%PE26.7x

Latest News

TEN
zł103.60
Ten Square Games
7D
0.6%
1Y
33.2%
OPL
zł13.70
Orange Polska
7D
-0.8%
1Y
57.3%

OPL: Higher Dividend Assumptions Will Likely Leave Shares Looking Overvalued

Analysts have adjusted their price target on Orange Polska to PLN 10.66 from PLN 10.24, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E expectations. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with an ex-dividend date of June 23, 2026, a record date of June 24, 2026, and payment scheduled for July 8, 2026 (Key Developments).
CDR
zł245.30
CD Projekt
7D
0.6%
1Y
15.4%

CDR: Future P/E And XR Partnership Will Support Balanced Risk Profile

Analysts have kept their CD Projekt price target broadly unchanged at PLN 232.06, with only minor tweaks to inputs such as the discount rate and the assumed forward P/E multiple informing this steady view of fair value. What's in the News VITURE announced its first collaboration with CD PROJEKT RED to create the VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition XR glasses, a limited-run product tied to the Cyberpunk 2077 franchise.
CPS
zł12.00
Cyfrowy Polsat
7D
-2.8%
1Y
-17.2%

CPS: Stable Margins And Upcoming Meeting Will Support Measured Future Returns

Analysts have maintained their PLN fair value estimate for Cyfrowy Polsat at PLN 12.64, making only very small adjustments to inputs such as the discount rate, revenue growth assumptions and future P/E, which results in an unchanged overall price target. What's in the News A Special or Extraordinary Shareholders Meeting is scheduled for December 29, 2025, at 11:00 Central European Standard Time at the registered office at ul.
CIG
zł2.36
CI Games
7D
-2.7%
1Y
42.9%

We Think CI Games (WSE:CIG) Has A Fair Chunk Of Debt

Feb 11
We Think CI Games (WSE:CIG) Has A Fair Chunk Of Debt
ART
zł14.00
Artifex Mundi
7D
-6.2%
1Y
-13.0%

Artifex Mundi S.A. (WSE:ART) Soars 30% But It's A Story Of Risk Vs Reward

Feb 03
Artifex Mundi S.A. (WSE:ART) Soars 30% But It's A Story Of Risk Vs Reward
CRJ
zł656.00
Creepy Jar
7D
2.5%
1Y
73.5%

Optimistic Investors Push Creepy Jar S.A. (WSE:CRJ) Shares Up 47% But Growth Is Lacking

Jan 08
Optimistic Investors Push Creepy Jar S.A. (WSE:CRJ) Shares Up 47% But Growth Is Lacking
CBF
zł182.00
Cyber_Folks
7D
2.5%
1Y
22.6%
DIG
zł161.20
Digital Network
7D
1.3%
1Y
151.9%
BLO
zł24.55
Bloober Team
7D
2.7%
1Y
-19.5%

There May Be Underlying Issues With The Quality Of Bloober Team's (WSE:BLO) Earnings

Dec 07
There May Be Underlying Issues With The Quality Of Bloober Team's (WSE:BLO) Earnings
HUG
zł23.65
Huuuge
7D
-2.1%
1Y
27.7%
ATG
zł3.80
ATM Grupa
7D
-2.6%
1Y
-2.6%
PRH
zł2.82
Red Dev Studio
7D
-5.4%
1Y
90.5%
WPL
zł56.40
Wirtualna Polska Holding
7D
-3.1%
1Y
-22.8%

Wirtualna Polska Holding's (WSE:WPL) Soft Earnings Don't Show The Whole Picture

Nov 26
Wirtualna Polska Holding's (WSE:WPL) Soft Earnings Don't Show The Whole Picture
KPL
zł22.60
Kino Polska TV Spolka Akcyjna
7D
2.7%
1Y
11.9%
OML
zł2.54
One More Level
7D
3.0%
1Y
88.1%