Kino Polska TV Spolka Akcyjna (WSE:KPL) Has Announced A Dividend Of PLN0.63
Jul 01
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Polish (WIG) Telecom Sector Analysis
UpdatedJul 01, 2025
DataAggregated Company Financials
Companies123
- 7D2.9%
- 3M15.6%
- 1Y33.6%
- YTD27.6%
In the last week, the Telecom industry is up 2.9%, with Cyfrowy Polsat leading the way, up 10%. In the last 12 months, the industry was up 34%. As for the next few years, earnings are expected to grow by 33% per annum.
Sector Valuation and Performance
Has the Polish Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 02 Jul 2025 | zł66.4b | zł36.8b | zł2.6b | 14.1x | 25.1x | 1.8x |
| Fri, 30 May 2025 | zł60.6b | zł36.8b | zł2.7b | 16.5x | 22.1x | 1.6x |
| Sun, 27 Apr 2025 | zł61.4b | zł36.7b | zł2.9b | 16.4x | 21x | 1.7x |
| Tue, 25 Mar 2025 | zł58.7b | zł36.7b | zł3.0b | 14.4x | 19.8x | 1.6x |
| Thu, 20 Feb 2025 | zł58.2b | zł36.6b | zł3.0b | 14x | 19.6x | 1.6x |
| Sat, 18 Jan 2025 | zł54.7b | zł36.7b | zł2.9b | 13.8x | 19.1x | 1.5x |
| Mon, 16 Dec 2024 | zł50.9b | zł36.7b | zł2.8b | 13.1x | 17.9x | 1.4x |
| Wed, 13 Nov 2024 | zł47.5b | zł36.6b | zł2.8b | 13.4x | 17.2x | 1.3x |
| Fri, 11 Oct 2024 | zł49.4b | zł36.6b | zł2.7b | 14.3x | 18.1x | 1.3x |
| Sun, 08 Sep 2024 | zł53.2b | zł36.6b | zł2.7b | 15.6x | 19.8x | 1.5x |
| Tue, 06 Aug 2024 | zł48.8b | zł36.3b | zł2.5b | 15x | 19.6x | 1.3x |
| Thu, 04 Jul 2024 | zł49.5b | zł36.5b | zł2.5b | 16.2x | 19.7x | 1.4x |
| Sat, 01 Jun 2024 | zł49.2b | zł36.4b | zł2.5b | 17.7x | 19.7x | 1.4x |
| Mon, 29 Apr 2024 | zł45.4b | zł35.8b | zł2.5b | 18.2x | 18.4x | 1.3x |
| Wed, 27 Mar 2024 | zł46.0b | zł35.5b | zł2.5b | 15x | 18.2x | 1.3x |
| Fri, 23 Feb 2024 | zł47.8b | zł35.3b | zł2.4b | 17.4x | 20.2x | 1.4x |
| Sun, 21 Jan 2024 | zł45.7b | zł35.4b | zł2.4b | 19.1x | 18.8x | 1.3x |
| Tue, 19 Dec 2023 | zł49.0b | zł35.4b | zł2.4b | 18.7x | 20.1x | 1.4x |
| Thu, 16 Nov 2023 | zł49.0b | zł35.1b | zł2.4b | 21.4x | 20.8x | 1.4x |
| Sat, 14 Oct 2023 | zł47.5b | zł35.0b | zł2.5b | 18.4x | 19.3x | 1.4x |
| Mon, 11 Sep 2023 | zł53.1b | zł35.1b | zł2.4b | 18.8x | 21.7x | 1.5x |
| Wed, 09 Aug 2023 | zł55.8b | zł34.9b | zł2.8b | 16.2x | 20.2x | 1.6x |
| Fri, 07 Jul 2023 | zł53.6b | zł34.8b | zł2.8b | 15.6x | 19.3x | 1.5x |
| Sun, 04 Jun 2023 | zł52.2b | zł34.8b | zł2.8b | 15.8x | 18.7x | 1.5x |
| Tue, 02 May 2023 | zł51.2b | zł34.5b | zł2.9b | 15.2x | 17.6x | 1.5x |
| Thu, 30 Mar 2023 | zł48.8b | zł34.0b | zł3.0b | 14.1x | 16.3x | 1.4x |
| Sat, 25 Feb 2023 | zł51.0b | zł34.1b | zł3.1b | 14.7x | 16.5x | 1.5x |
| Mon, 23 Jan 2023 | zł52.6b | zł33.8b | zł2.9b | 12.8x | 18.5x | 1.6x |
| Wed, 21 Dec 2022 | zł48.9b | zł33.8b | zł2.9b | 11x | 17.1x | 1.4x |
| Fri, 18 Nov 2022 | zł50.9b | zł33.6b | zł2.8b | 12.3x | 18x | 1.5x |
| Sun, 16 Oct 2022 | zł44.6b | zł33.3b | zł7.1b | 11.7x | 6.3x | 1.3x |
| Tue, 13 Sep 2022 | zł44.8b | zł33.1b | zł7.1b | 11.8x | 6.3x | 1.4x |
| Thu, 11 Aug 2022 | zł46.7b | zł33.0b | zł7.4b | 13.1x | 6.3x | 1.4x |
| Sat, 09 Jul 2022 | zł49.3b | zł32.9b | zł7.2b | 12.4x | 6.8x | 1.5x |
Price to Earnings Ratio
6.8x
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 25.1x which is higher than its 3-year average PE of 17.7x.
- The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have declined 28% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.8% 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 | 5.11% | |
| Telecom | 2.89% | |
| Media | 9.15% | |
| Interactive Media and Services | 4.80% | |
| Entertainment | 2.96% | |
| Telecom Services and Carriers | -2.52% | |
Industry PE
- Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 26.9x.
- Analysts are expecting annual earnings growth of 48.6%, which is higher than its past year's earnings decline of 0.1% per year.
- Investors are most pessimistic about the Telecom Services and Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.1x.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings decline of 0.1% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 9.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPS Cyfrowy Polsat | zł17.64 | 9.0% +zł930.5m | 46.2% | PE18.4x | |
| OPL Orange Polska | zł9.28 | 3.7% +zł435.7m | 17.3% | PE13.9x | |
| CBF Cyber_Folks | zł166.40 | 3.2% +zł73.5m | 27.5% | PE20.5x | |
| WPL Wirtualna Polska Holding | zł80.00 | 2.6% +zł59.6m | -24.0% | PE15.3x | |
| CRJ Creepy Jar | zł452.00 | 6.6% +zł19.6m | -11.7% | PE18x |
