Narrative Update • Sep 03

The Integrated Telecom Services industry is up 2.7% in the last week, with Cyfrowy Polsat up 5.1%. In the last 12 months, the industry was up 38%. Earnings are forecast to grow by 32% annually.
Has the Polish Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 11 Sep 2026 | zł30.4b | zł29.2b | -zł1,476,303,410.00 | 13.8x | -20.6x | 1x |
| Sun, 09 Aug 2026 | zł34.2b | zł29.1b | -zł1,549,762,261.00 | 17.8x | -22.1x | 1.2x |
| Tue, 07 Jul 2026 | zł32.0b | zł28.7b | -zł1,556,762,261.00 | 18.8x | -20.5x | 1.1x |
| Thu, 04 Jun 2026 | zł33.7b | zł28.7b | -zł1,554,952,195.00 | 17.6x | -21.7x | 1.2x |
| Sat, 02 May 2026 | zł32.0b | zł28.7b | zł1.3b | 22.5x | 23.8x | 1.1x |
| Mon, 30 Mar 2026 | zł28.1b | zł28.7b | zł1.2b | 18.2x | 22.7x | 1x |
| Wed, 25 Feb 2026 | zł28.6b | zł28.6b | zł1.2b | 20.1x | 23.2x | 1x |
| Fri, 23 Jan 2026 | zł26.4b | zł28.6b | zł1.4b | 16.3x | 19.3x | 0.9x |
| Sun, 21 Dec 2025 | zł22.8b | zł28.6b | zł1.4b | 17.2x | 16.7x | 0.8x |
| Tue, 18 Nov 2025 | zł22.7b | zł28.7b | zł1.5b | 13.2x | 14.6x | 0.8x |
| Thu, 16 Oct 2025 | zł23.7b | zł28.5b | zł1.6b | 12.9x | 14.6x | 0.8x |
| Sat, 13 Sep 2025 | zł23.8b | zł28.5b | zł1.6b | 14.9x | 14.6x | 0.8x |
| Mon, 11 Aug 2025 | zł14.0b | zł13.7b | zł1.0b | 14.1x | 13.4x | 1x |
| Wed, 09 Jul 2025 | zł14.5b | zł13.7b | zł1.0b | 14.1x | 14.4x | 1.1x |
| Fri, 06 Jun 2025 | zł15.1b | zł13.7b | zł1.0b | 14.2x | 15x | 1.1x |
| Sun, 04 May 2025 | zł15.2b | zł13.6b | zł1.0b | 16.1x | 15.1x | 1.1x |
| Tue, 01 Apr 2025 | zł13.8b | zł13.6b | zł1.0b | 15.4x | 13.2x | 1x |
| Thu, 27 Feb 2025 | zł13.4b | zł13.5b | zł1.0b | 14.5x | 12.8x | 1x |
| Sat, 25 Jan 2025 | zł12.2b | zł13.6b | zł915.0m | 16.2x | 13.4x | 0.9x |
| Mon, 23 Dec 2024 | zł11.9b | zł13.6b | zł915.0m | 14.8x | 13x | 0.9x |
| Wed, 20 Nov 2024 | zł11.9b | zł13.6b | zł912.3m | 14x | 13x | 0.9x |
| Fri, 18 Oct 2024 | zł12.8b | zł13.5b | zł842.8m | 20x | 15.2x | 0.9x |
| Sun, 15 Sep 2024 | zł13.5b | zł13.5b | zł842.5m | 20.7x | 16x | 1x |
| Tue, 13 Aug 2024 | zł12.6b | zł13.5b | zł834.3m | 22.9x | 15.1x | 0.9x |
| Thu, 11 Jul 2024 | zł12.3b | zł13.6b | zł842.1m | 14.1x | 14.6x | 0.9x |
| Sat, 08 Jun 2024 | zł12.6b | zł13.5b | zł838.7m | 22.4x | 15x | 0.9x |
| Mon, 06 May 2024 | zł12.1b | zł13.5b | zł831.8m | 22.1x | 14.5x | 0.9x |
| Wed, 03 Apr 2024 | zł12.4b | zł13.6b | zł874.8m | 22.1x | 14.1x | 0.9x |
| Fri, 01 Mar 2024 | zł12.3b | zł13.5b | zł861.9m | 24.8x | 14.3x | 0.9x |
| Sun, 28 Jan 2024 | zł12.6b | zł13.4b | zł954.2m | 23.1x | 13.2x | 0.9x |
| Tue, 26 Dec 2023 | zł12.1b | zł13.4b | zł954.2m | 22.2x | 12.6x | 0.9x |
| Thu, 23 Nov 2023 | zł11.7b | zł13.4b | zł953.9m | 21.2x | 12.3x | 0.9x |
| Sat, 21 Oct 2023 | zł11.0b | zł13.4b | zł905.0m | 12.2x | 12.1x | 0.8x |
| Mon, 18 Sep 2023 | zł11.1b | zł13.4b | zł905.0m | 12x | 12.3x | 0.8x |
12.3x
How does Polish Integrated Telecom Services compare with similar industries?
| PL Market | 1.72% | |
| Telecom | 1.09% | |
| Telecom Services and Carriers | 1.91% | |
| Integrated Telecom Services | 1.93% | |
| Alternative Carriers | -2.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPS Cyfrowy Polsat | zł16.72 | 5.1% +zł448.8m | 19.4% | PS0.6x | |
| CBF Cyber_Folks | zł200.60 | 7.8% +zł221.3m | 8.4% | PE55.8x | |
| VRB Verbicom | zł1.80 | 10.4% +zł1.4m | 68.2% | PE4.4x |