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Polish (WIG) Telecom Services and Carriers Industry Analysis
UpdatedDec 03, 2022
DataAggregated Company Financials
Companies12
- 7D-8.1%
- 3M7.2%
- 1Y-22.1%
- YTD-26.5%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 8.1%, driven by Orange Polska declining 8.6%. The industry has fallen 22% in the last year. Looking forward, earnings are forecast to grow by 11% annually.
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, 03 Dec 2022 | zł9.0b | zł12.9b | zł519.3m | 13.6x | 17.3x | 0.7x |
| Mon, 31 Oct 2022 | zł8.4b | zł12.8b | zł529.9m | 10.9x | 15.9x | 0.7x |
| Wed, 28 Sep 2022 | zł7.7b | zł12.6b | zł1.9b | 9.6x | 4x | 0.6x |
| Fri, 26 Aug 2022 | zł8.7b | zł12.6b | zł1.9b | 11x | 4.5x | 0.7x |
| Sun, 24 Jul 2022 | zł9.1b | zł12.5b | zł1.8b | 9.9x | 5x | 0.7x |
| Tue, 21 Jun 2022 | zł8.3b | zł12.5b | zł1.8b | 10.7x | 4.6x | 0.7x |
| Thu, 19 May 2022 | zł8.9b | zł12.5b | zł1.8b | 10.2x | 4.9x | 0.7x |
| Sat, 16 Apr 2022 | zł11.0b | zł12.4b | zł1.7b | 11.2x | 6.4x | 0.9x |
| Mon, 14 Mar 2022 | zł11.1b | zł12.4b | zł1.7b | 11.8x | 6.5x | 0.9x |
| Wed, 09 Feb 2022 | zł11.5b | zł12.3b | zł1.8b | 10.9x | 6.5x | 0.9x |
| Fri, 07 Jan 2022 | zł12.3b | zł12.3b | zł1.8b | 14.8x | 7x | 1x |
| Sun, 05 Dec 2021 | zł11.6b | zł12.3b | zł1.8b | 14.9x | 6.6x | 0.9x |
| Tue, 02 Nov 2021 | zł13.5b | zł13.6b | zł1.8b | 15.3x | 7.5x | 1x |
| Thu, 30 Sep 2021 | zł14.2b | zł13.5b | zł263.8m | 22.1x | 53.7x | 1.1x |
| Sat, 28 Aug 2021 | zł14.2b | zł13.5b | zł263.9m | 22.9x | 53.7x | 1.1x |
| Sun, 04 Jul 2021 | zł12.1b | zł13.5b | zł263.9m | 21.1x | 45.8x | 0.9x |
| Wed, 07 Apr 2021 | zł11.4b | zł13.3b | zł201.7m | 25x | 56.3x | 0.9x |
| Sat, 09 Jan 2021 | zł11.0b | zł13.2b | zł118.3m | 22.7x | 92.9x | 0.8x |
| Fri, 02 Oct 2020 | zł11.1b | zł13.1b | -zł40,581,537.00 | 25.2x | -273.2x | 0.8x |
| Mon, 06 Jul 2020 | zł10.0b | zł13.2b | zł130.8m | 23.3x | 76.3x | 0.8x |
| Thu, 09 Apr 2020 | zł9.6b | zł13.1b | zł130.1m | 9x | 73.5x | 0.7x |
| Wed, 01 Jan 2020 | zł11.3b | zł13.1b | zł163.2m | 13x | 69x | 0.9x |
Price to Earnings Ratio
29.9x
Current Industry PE
- Investors are relatively neutral on the Polish Telecom industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 18.2x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 15% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Polish Telecom industry?
| PL Market | -0.017% | |
| Telecom | -4.36% | |
| Telecom Services and Carriers | -8.11% | |
| Alternative Carriers | -1.03% | |
| Integrated Telecom Services | -8.19% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry even though it's trading below its 3-year average PE ratio of 23.2x.
- Analysts are expecting annual earnings growth of 11.4%, which is higher than its past year's earnings decline of 33.8% per year.
- Investors are most pessimistic about the Alternative Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.0x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 11% over the next 5 years.
- This is better than its past earnings decline of 34% per year.
- In contrast, the Integrated Telecom 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TLS Telestrada | zł14.10 | 3.7% +zł1.0m | -40.8% | PE9.1x | |
| U2K Unima 2000 Systemy Teleinformatyczne | zł5.20 | 7.4% +zł984.8k | 6.1% | PS0.5x | |
| VRB Verbicom | zł1.52 | 5.6% +zł642.0k | -1.9% | PE9.6x | |
| SFN SferaNet Spólka Akcyjna | zł2.44 | 1.7% +zł309.6k | 46.1% | PE45.6x | |
| TLG Przedsiebiorstwa Telekomunikacyjnego TELGAM | zł0.25 | 1.6% +zł135.0k | -22.0% | PE34.8x |