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Polish (WIG) Telecom Services and Carriers Industry Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies10
  • 7D4.4%
  • 3M1.1%
  • 1Y31.9%
  • YTD2.3%

In the last week, the Telecom Services and Carriers industry is up 4.4%, with Orange Polska up 4.8%. Meanwhile, Internet Union actually underperformed within the industry, shrinking 7.4% in the last week. This means that the industry has gained 33% over the past year. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

Has the Polish Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Mar 2024zł12.5bzł13.6bzł862.9m17.6x14.5x0.9x
Thu, 15 Feb 2024zł12.7bzł13.5bzł959.1m20.5x13.3x0.9x
Sat, 13 Jan 2024zł12.7bzł13.5bzł959.7m29.1x13.3x0.9x
Mon, 11 Dec 2023zł12.3bzł13.5bzł959.4m26.7x12.8x0.9x
Wed, 08 Nov 2023zł11.9bzł13.5bzł953.7m15.5x12.5x0.9x
Fri, 06 Oct 2023zł11.3bzł13.5bzł909.8m14x12.4x0.8x
Sun, 03 Sep 2023zł10.6bzł13.5bzł903.2m17.2x11.7x0.8x
Tue, 01 Aug 2023zł11.0bzł13.5bzł896.3m13.8x12.3x0.8x
Thu, 29 Jun 2023zł10.5bzł13.3bzł900.3m14.3x11.6x0.8x
Sat, 27 May 2023zł10.7bzł13.3bzł900.3m14.9x11.8x0.8x
Mon, 24 Apr 2023zł10.3bzł13.1bzł757.9m15.1x13.6x0.8x
Wed, 22 Mar 2023zł9.6bzł13.1bzł752.1m14x12.8x0.7x
Fri, 17 Feb 2023zł10.1bzł12.9bzł516.7m18.3x19.5x0.8x
Sun, 15 Jan 2023zł9.9bzł12.9bzł517.4m10.4x19.1x0.8x
Tue, 13 Dec 2022zł8.9bzł12.9bzł519.3m13.6x17.1x0.7x
Thu, 10 Nov 2022zł9.4bzł12.8bzł529.9m10.8x17.8x0.7x
Sat, 08 Oct 2022zł7.8bzł12.6bzł1.9b9.1x4.1x0.6x
Mon, 05 Sep 2022zł8.4bzł12.6bzł1.9b12.8x4.4x0.7x
Wed, 03 Aug 2022zł8.8bzł12.6bzł1.9b9.9x4.5x0.7x
Fri, 01 Jul 2022zł9.0bzł12.5bzł1.8b10.3x4.9x0.7x
Sun, 29 May 2022zł8.7bzł12.5bzł1.8b10.2x4.8x0.7x
Tue, 26 Apr 2022zł10.2bzł12.4bzł1.7b8.4x5.9x0.8x
Thu, 24 Mar 2022zł11.6bzł12.4bzł1.7b10.5x6.7x0.9x
Sat, 19 Feb 2022zł11.7bzł12.3bzł1.8b11.2x6.6x1x
Mon, 17 Jan 2022zł12.0bzł12.3bzł1.8b14.9x6.8x1x
Wed, 15 Dec 2021zł10.9bzł12.3bzł1.8b15.4x6.2x0.9x
Fri, 12 Nov 2021zł13.4bzł13.6bzł1.8b15.3x7.5x1x
Sun, 10 Oct 2021zł14.0bzł13.5bzł263.8m22.7x53.1x1x
Tue, 07 Sep 2021zł13.9bzł13.5bzł263.9m23.1x52.8x1x
Thu, 05 Aug 2021zł13.3bzł13.5bzł263.9m21.2x50.3x1x
Sun, 09 May 2021zł11.9bzł13.3bzł201.7m25x59.1x0.9x
Price to Earnings Ratio

56.3x


Total Market Cap: zł11.4bTotal Earnings: zł201.7mTotal Revenue: zł13.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Services and Carriers Industry Price to Earnings3Y Average 18.8x202220232024
Current Industry PE
  • Investors are pessimistic on the Polish Telecom industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 14.5x which is lower than its 3-year average PE of 18.9x.
  • 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 62% 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 Market0.021%
Telecom0.57%
Telecom Services and Carriers4.38%
Integrated Telecom Services4.48%
Alternative Carriers-4.63%
Industry PE
  • Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio of 17.2x.
    • 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, which is trading below its 3-year average of 19.2x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 74% 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?

CompanyLast Price7D1YValuation
OPL Orange Polskazł8.244.8%
+zł490.8m
26.8%PE13.2x
CBF Cyber_Folkszł102.001.0%
+zł14.1m
85.8%PE38x
TLS Telestradazł17.804.7%
+zł1.6m
23.6%PE6.1x
TLG Przedsiebiorstwa Telekomunikacyjnego TELGAMzł0.452.3%
+zł352.0k
18.6%PE35.7x
VRB Verbicomzł1.310.8%
+zł80.2k
-21.1%PS0.2x
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