Narrative Update • Jul 24

The Integrated Telecom Services is pretty flat in the last 7 days, but Cyber_Folks has stood out, gaining 3.2%. As for the the longer term, the industry is up 34% over the past 12 months. As for the next few years, earnings are expected to grow by 32% per annum.
Has the Polish Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | zł32.5b | zł28.7b | -zł1,556,762,261.00 | 17.9x | -20.9x | 1.1x |
| Tue, 23 Jun 2026 | zł33.8b | zł28.7b | -zł1,554,811,195.00 | 17.9x | -21.7x | 1.2x |
| Thu, 21 May 2026 | zł34.9b | zł28.5b | -zł1,609,466,319.00 | 20.5x | -21.7x | 1.2x |
| Sat, 18 Apr 2026 | zł29.2b | zł28.7b | zł1.2b | 18.7x | 23.6x | 1x |
| Mon, 16 Mar 2026 | zł27.4b | zł28.6b | zł1.2b | 18.9x | 22.2x | 1x |
| Wed, 11 Feb 2026 | zł27.1b | zł28.6b | zł1.4b | 17.4x | 19.8x | 0.9x |
| Fri, 09 Jan 2026 | zł24.9b | zł28.6b | zł1.4b | 17.5x | 18.2x | 0.9x |
| Sun, 07 Dec 2025 | zł22.7b | zł28.6b | zł1.4b | 15.7x | 16.6x | 0.8x |
| Tue, 04 Nov 2025 | zł23.2b | zł28.7b | zł1.6b | 13.6x | 14.5x | 0.8x |
| Thu, 02 Oct 2025 | zł23.5b | zł28.5b | zł1.6b | 12.8x | 14.5x | 0.8x |
| Sat, 30 Aug 2025 | zł14.7b | zł13.7b | zł1.1b | 14x | 14x | 1.1x |
| Mon, 28 Jul 2025 | zł14.1b | zł13.7b | zł1.0b | 15x | 14x | 1x |
| Wed, 25 Jun 2025 | zł14.1b | zł13.7b | zł1.0b | 13.7x | 14.1x | 1x |
| Fri, 23 May 2025 | zł15.4b | zł13.7b | zł1.0b | 14.8x | 15.3x | 1.1x |
| Sun, 20 Apr 2025 | zł14.6b | zł13.6b | zł1.0b | 15.8x | 14x | 1.1x |
| Tue, 18 Mar 2025 | zł14.0b | zł13.5b | zł1.0b | 15.4x | 13.5x | 1x |
| Thu, 13 Feb 2025 | zł12.9b | zł13.6b | zł915.0m | 16.1x | 14.1x | 1x |
| Sat, 11 Jan 2025 | zł11.6b | zł13.6b | zł915.0m | 14.9x | 12.7x | 0.9x |
| Mon, 09 Dec 2024 | zł12.2b | zł13.6b | zł915.0m | 14.6x | 13.4x | 0.9x |
| Wed, 06 Nov 2024 | zł12.1b | zł13.5b | zł859.8m | 19.2x | 14x | 0.9x |
| Fri, 04 Oct 2024 | zł12.8b | zł13.5b | zł842.8m | 21.3x | 15.2x | 0.9x |
| Sun, 01 Sep 2024 | zł13.3b | zł13.5b | zł835.0m | 23.1x | 15.9x | 1x |
| Tue, 30 Jul 2024 | zł12.2b | zł13.5b | zł834.1m | 13.4x | 14.6x | 0.9x |
| Thu, 27 Jun 2024 | zł12.2b | zł13.6b | zł842.1m | 13.4x | 14.5x | 0.9x |
| Sat, 25 May 2024 | zł13.1b | zł13.5b | zł838.7m | 24.2x | 15.6x | 1x |
| Mon, 22 Apr 2024 | zł11.9b | zł13.6b | zł874.8m | 22.6x | 13.6x | 0.9x |
| Wed, 20 Mar 2024 | zł12.1b | zł13.5b | zł861.9m | 24x | 14x | 0.9x |
| Fri, 16 Feb 2024 | zł12.6b | zł13.4b | zł954.2m | 24.2x | 13.2x | 0.9x |
| Sun, 14 Jan 2024 | zł12.6b | zł13.4b | zł954.2m | 23.7x | 13.2x | 0.9x |
| Tue, 12 Dec 2023 | zł12.1b | zł13.4b | zł953.9m | 22.5x | 12.7x | 0.9x |
| Thu, 09 Nov 2023 | zł11.4b | zł13.4b | zł949.0m | 11.5x | 12x | 0.9x |
| Sat, 07 Oct 2023 | zł11.0b | zł13.4b | zł905.0m | 12x | 12.2x | 0.8x |
| Mon, 04 Sep 2023 | zł10.5b | zł13.4b | zł898.4m | 12.2x | 11.7x | 0.8x |
| Wed, 02 Aug 2023 | zł10.8b | zł13.4b | zł890.4m | 19.6x | 12.2x | 0.8x |
12.2x
How does Polish Integrated Telecom Services compare with similar industries?
| PL Market | 1.05% | |
| Telecom | -0.77% | |
| Telecom Services and Carriers | 0.20% | |
| Integrated Telecom Services | 0.22% | |
| Alternative Carriers | -3.04% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CBF Cyber_Folks | zł192.50 | 3.2% +zł91.4m | 21.5% | PE40.4x | |
| OPL Orange Polska | zł14.56 | 0.3% +zł52.5m | 62.8% | PE22.1x | |
| TLG Przedsiebiorstwa Telekomunikacyjnego TELGAM | zł0.42 | 5.5% +zł774.4k | -0.2% | PE17.9x | |
| VRB Verbicom | zł1.45 | 6.6% +zł722.2k | 38.1% | PS0.2x |