Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet
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Polish (WIG) Telecom Services and Carriers Industry Analysis
UpdatedJun 07, 2025
DataAggregated Company Financials
Companies11
- 7D-1.3%
- 3M10.3%
- 1Y18.7%
- YTD24.3%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 1.3%, driven by pullbacks in Orange Polska and Cyber_Folks of 0.9% and 4.1%, respectively. Meanwhile, DG-Net actually outperformed within the industry, gaining 8.4% in the last week. In the past year, the industry has gained 19%. As for the next few years, earnings are expected to grow by 10% per annum.
Industry Valuation and Performance
Has the Polish Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 07 Jun 2025 | zł15.2b | zł13.8b | zł1.0b | 14.3x | 15x | 1.1x |
| Mon, 05 May 2025 | zł15.4b | zł13.7b | zł1.0b | 17.6x | 15.2x | 1.1x |
| Wed, 02 Apr 2025 | zł14.2b | zł13.7b | zł1.1b | 18.2x | 13.6x | 1x |
| Fri, 28 Feb 2025 | zł13.4b | zł13.6b | zł1.0b | 16.8x | 12.8x | 1x |
| Sun, 26 Jan 2025 | zł12.4b | zł13.7b | zł915.4m | 16.6x | 13.5x | 0.9x |
| Tue, 24 Dec 2024 | zł11.9b | zł13.7b | zł915.4m | 16.8x | 13x | 0.9x |
| Thu, 21 Nov 2024 | zł12.0b | zł13.7b | zł913.0m | 13.9x | 13.2x | 0.9x |
| Sat, 19 Oct 2024 | zł13.0b | zł13.6b | zł843.5m | 16.3x | 15.4x | 1x |
| Mon, 16 Sep 2024 | zł13.6b | zł13.6b | zł843.2m | 16x | 16.1x | 1x |
| Wed, 14 Aug 2024 | zł12.7b | zł13.5b | zł835.3m | 16.5x | 15.2x | 0.9x |
| Fri, 12 Jul 2024 | zł12.6b | zł13.7b | zł843.1m | 15.1x | 14.9x | 0.9x |
| Sun, 09 Jun 2024 | zł12.8b | zł13.6b | zł839.7m | 18.7x | 15.2x | 0.9x |
| Tue, 07 May 2024 | zł12.5b | zł13.6b | zł832.7m | 23x | 15.1x | 0.9x |
| Thu, 04 Apr 2024 | zł12.4b | zł13.6b | zł875.7m | 20.4x | 14.1x | 0.9x |
| Sat, 02 Mar 2024 | zł12.6b | zł13.6b | zł869.2m | 16.4x | 14.5x | 0.9x |
| Mon, 29 Jan 2024 | zł12.8b | zł13.5b | zł959.7m | 27.4x | 13.3x | 0.9x |
| Wed, 27 Dec 2023 | zł12.2b | zł13.5b | zł959.7m | 29.8x | 12.8x | 0.9x |
| Fri, 24 Nov 2023 | zł11.8b | zł13.5b | zł959.4m | 24.2x | 12.3x | 0.9x |
| Sun, 22 Oct 2023 | zł11.1b | zł13.5b | zł909.8m | 14x | 12.2x | 0.8x |
| Tue, 19 Sep 2023 | zł11.1b | zł13.5b | zł909.8m | 16.7x | 12.2x | 0.8x |
| Thu, 17 Aug 2023 | zł10.3b | zł13.5b | zł896.1m | 13.3x | 11.5x | 0.8x |
| Sat, 15 Jul 2023 | zł10.9b | zł13.3b | zł900.3m | 14.3x | 12.1x | 0.8x |
| Mon, 12 Jun 2023 | zł10.8b | zł13.3b | zł896.6m | 18.6x | 12x | 0.8x |
| Wed, 10 May 2023 | zł11.0b | zł13.3b | zł902.9m | 14.2x | 12.2x | 0.8x |
| Fri, 07 Apr 2023 | zł10.2b | zł13.1b | zł752.2m | 13.6x | 13.5x | 0.8x |
| Sun, 05 Mar 2023 | zł9.8b | zł13.1b | zł752.0m | 13.4x | 13x | 0.7x |
| Tue, 31 Jan 2023 | zł10.0b | zł12.9b | zł517.4m | 11.2x | 19.3x | 0.8x |
| Thu, 29 Dec 2022 | zł9.3b | zł12.9b | zł519.3m | 14x | 17.8x | 0.7x |
| Sat, 26 Nov 2022 | zł9.8b | zł12.9b | zł524.2m | 14.2x | 18.6x | 0.8x |
| Mon, 24 Oct 2022 | zł8.1b | zł12.6b | zł1.9b | 9.1x | 4.2x | 0.6x |
| Wed, 21 Sep 2022 | zł8.1b | zł12.6b | zł1.9b | 9.8x | 4.2x | 0.6x |
| Fri, 19 Aug 2022 | zł9.0b | zł12.6b | zł1.9b | 11.1x | 4.6x | 0.7x |
| Sun, 17 Jul 2022 | zł8.9b | zł12.5b | zł1.8b | 10x | 4.9x | 0.7x |
| Tue, 14 Jun 2022 | zł8.2b | zł12.5b | zł1.8b | 10.8x | 4.5x | 0.7x |
Price to Earnings Ratio
4.5x
Current Industry PE
- Investors are optimistic on the Polish Telecom industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 15.0x which is higher than its 3-year average PE of 12.9x.
- The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 18% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.4% 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 industry?
| PL Market | -2.43% | |
| Telecom | 6.66% | |
| Telecom Services and Carriers | -1.35% | |
| Alternative Carriers | 1.82% | |
| Integrated Telecom Services | -1.39% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 86.1x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Integrated Telecom Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.8x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 10% over the next 5 years.
- However this is lower than its past earnings growth rate of 35% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| DGN DG-Net | zł9.00 | 8.4% +zł3.9m | 30.8% | PE66.8x | |
| TLS Telestrada | zł20.80 | 5.6% +zł2.2m | 20.9% | PE5.1x | |
| KOR Korbank | zł9.50 | 0.5% +zł246.8k | 24.2% | PE9.2x | |
| ECL easyCALL.pl | zł7.35 | 1.4% +zł139.1k | 27.8% | PB6x | |
| VRB Verbicom | zł1.11 | 0.9% +zł80.2k | 11.0% | PE9.4x |
