Orange Polska S.A.'s (WSE:OPL) Intrinsic Value Is Potentially 95% Above Its Share Price
Feb 16
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Polish (WIG) Telecom Services and Carriers Industry Analysis
UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies11
- 7D5.0%
- 3M29.6%
- 1Y26.4%
- YTD14.3%
The Telecom Services and Carriers industry is up 5.0% in the last week, with Orange Polska up 9.0%. In the last 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Thu, 19 Feb 2026 | zł28.7b | zł28.7b | zł1.4b | 19.1x | 20.9x | 1x |
| Sat, 17 Jan 2026 | zł25.9b | zł28.7b | zł1.4b | 16.6x | 18.9x | 0.9x |
| Mon, 15 Dec 2025 | zł23.4b | zł28.7b | zł1.4b | 16.9x | 17.1x | 0.8x |
| Wed, 12 Nov 2025 | zł23.5b | zł28.8b | zł1.6b | 13.8x | 15.2x | 0.8x |
| Fri, 10 Oct 2025 | zł23.8b | zł28.5b | zł1.6b | 13.4x | 14.7x | 0.8x |
| Sun, 07 Sep 2025 | zł23.9b | zł28.5b | zł1.6b | 14.7x | 14.7x | 0.8x |
| Tue, 05 Aug 2025 | zł13.9b | zł13.8b | zł1.1b | 14x | 13.2x | 1x |
| Thu, 03 Jul 2025 | zł14.8b | zł13.8b | zł1.0b | 14.5x | 14.6x | 1.1x |
| Sat, 31 May 2025 | zł15.4b | zł13.8b | zł1.0b | 15.4x | 15.2x | 1.1x |
| Mon, 28 Apr 2025 | zł15.1b | zł13.7b | zł1.0b | 17.6x | 14.9x | 1.1x |
| Wed, 26 Mar 2025 | zł14.3b | zł13.6b | zł1.1b | 18x | 13.6x | 1x |
| Fri, 21 Feb 2025 | zł13.2b | zł13.6b | zł1.0b | 16.6x | 12.7x | 1x |
| Sun, 19 Jan 2025 | zł12.2b | zł13.7b | zł915.4m | 16.6x | 13.3x | 0.9x |
| Tue, 17 Dec 2024 | zł12.2b | zł13.7b | zł915.4m | 17.5x | 13.4x | 0.9x |
| Thu, 14 Nov 2024 | zł12.0b | zł13.6b | zł860.5m | 15.7x | 14x | 0.9x |
| Sat, 12 Oct 2024 | zł13.0b | zł13.6b | zł843.5m | 16.5x | 15.4x | 1x |
| Mon, 09 Sep 2024 | zł13.5b | zł13.6b | zł843.1m | 15.9x | 16x | 1x |
| Wed, 07 Aug 2024 | zł12.4b | zł13.6b | zł835.1m | 13.6x | 14.8x | 0.9x |
| Fri, 05 Jul 2024 | zł12.5b | zł13.7b | zł843.1m | 13.5x | 14.8x | 0.9x |
| Sun, 02 Jun 2024 | zł12.8b | zł13.6b | zł839.9m | 23.4x | 15.3x | 0.9x |
| Tue, 30 Apr 2024 | zł12.3b | zł13.6b | zł832.7m | 18.2x | 14.8x | 0.9x |
| Thu, 28 Mar 2024 | zł12.3b | zł13.6b | zł862.9m | 20.8x | 14.2x | 0.9x |
| Sat, 24 Feb 2024 | zł13.0b | zł13.6b | zł869.2m | 16.4x | 14.9x | 1x |
| Mon, 22 Jan 2024 | zł12.6b | zł13.5b | zł959.7m | 26.9x | 13.1x | 0.9x |
| Wed, 20 Dec 2023 | zł12.4b | zł13.5b | zł959.7m | 30.6x | 12.9x | 0.9x |
| Fri, 17 Nov 2023 | zł12.0b | zł13.5b | zł960.2m | 20.3x | 12.5x | 0.9x |
| Sun, 15 Oct 2023 | zł11.3b | zł13.5b | zł909.8m | 14x | 12.4x | 0.8x |
| Tue, 12 Sep 2023 | zł10.8b | zł13.5b | zł909.8m | 17.2x | 11.8x | 0.8x |
| Thu, 10 Aug 2023 | zł10.6b | zł13.5b | zł896.3m | 13.3x | 11.8x | 0.8x |
| Sat, 08 Jul 2023 | zł10.6b | zł13.3b | zł900.3m | 15.4x | 11.8x | 0.8x |
| Mon, 05 Jun 2023 | zł10.7b | zł13.3b | zł900.4m | 14.9x | 11.9x | 0.8x |
| Wed, 03 May 2023 | zł10.7b | zł13.3b | zł902.9m | 14.2x | 11.8x | 0.8x |
| Fri, 31 Mar 2023 | zł9.7b | zł13.1b | zł752.2m | 14x | 12.9x | 0.7x |
| Sun, 26 Feb 2023 | zł9.8b | zł13.1b | zł752.0m | 13.4x | 13x | 0.8x |
Price to Earnings Ratio
13x
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 20.9x which is higher than its 3-year average PE of 14.1x.
- The 3-year average PS ratio of 0.90x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 30% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Polish Telecom industry?
| PL Market | -0.72% | |
| Telecom | 1.98% | |
| Telecom Services and Carriers | 5.00% | |
| Integrated Telecom Services | 5.01% | |
| Alternative Carriers | 1.96% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 90.7x.
- 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 14.0x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 16% over the next 5 years.
- This is better than its past earnings decline of 18% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 16% 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 | |
|---|---|---|---|---|---|
| OPL Orange Polska | zł13.00 | 9.0% +zł1.4b | 56.9% | PE19.1x | |
| CPS Cyfrowy Polsat | zł13.20 | 1.1% +zł92.7m | -8.7% | PE21.1x | |
| KOR Korbank | zł12.10 | 2.5% +zł1.5m | 74.1% | PE14.6x | |
| DGN DG-Net | zł9.18 | 2.0% +zł1.0m | 22.4% | PE59.8x | |
| TLS Telestrada | zł24.60 | 0.8% +zł405.8k | 25.5% | PE5.9x |
