Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.94
May 03
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Polish (WIG) Market Analysis & Valuation
UpdatedMay 05, 2025
DataAggregated Company Financials
Companies654
- 7D0.5%
- 3M16.2%
- 1Y12.1%
- YTD24.5%
The Communication Services sector gained 6.1% while the market remained flat over the last week. More promisingly, the market is up 12% over the past year. Looking forward, earnings are forecast to grow by 14% annually.
Market Valuation and Performance
Has the Polish Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 05 May 2025 | zł1.0t | zł1.2t | zł47.4b | 13.1x | 21.6x | 0.8x |
| Wed, 02 Apr 2025 | zł988.2b | zł1.2t | zł51.2b | 12.7x | 19.3x | 0.8x |
| Fri, 28 Feb 2025 | zł937.4b | zł1.2t | zł48.2b | 12.7x | 19.5x | 0.8x |
| Sun, 26 Jan 2025 | zł869.1b | zł1.2t | zł42.9b | 11.6x | 20.3x | 0.7x |
| Tue, 24 Dec 2024 | zł804.9b | zł1.2t | zł42.9b | 10.6x | 18.8x | 0.7x |
| Thu, 21 Nov 2024 | zł792.2b | zł1.2t | zł50.7b | 11.3x | 15.6x | 0.7x |
| Sat, 19 Oct 2024 | zł839.2b | zł1.2t | zł53.5b | 11.7x | 15.7x | 0.7x |
| Mon, 16 Sep 2024 | zł824.8b | zł1.2t | zł53.4b | 11.7x | 15.5x | 0.7x |
| Wed, 14 Aug 2024 | zł826.6b | zł1.2t | zł57.8b | 11.6x | 14.3x | 0.7x |
| Fri, 12 Jul 2024 | zł893.2b | zł1.2t | zł58.1b | 12.4x | 15.4x | 0.7x |
| Sun, 09 Jun 2024 | zł862.9b | zł1.2t | zł57.9b | 12.3x | 14.9x | 0.7x |
| Tue, 07 May 2024 | zł891.6b | zł1.3t | zł65.8b | 12.1x | 13.5x | 0.7x |
| Thu, 04 Apr 2024 | zł875.9b | zł1.3t | zł85.3b | 12.5x | 10.3x | 0.7x |
| Sat, 02 Mar 2024 | zł868.2b | zł1.3t | zł86.8b | 12.8x | 10x | 0.7x |
| Mon, 29 Jan 2024 | zł810.8b | zł1.3t | zł90.7b | 12.5x | 8.9x | 0.6x |
| Wed, 27 Dec 2023 | zł840.6b | zł1.3t | zł90.6b | 12.4x | 9.3x | 0.7x |
| Fri, 24 Nov 2023 | zł798.6b | zł1.3t | zł93.0b | 11.9x | 8.6x | 0.6x |
| Sun, 22 Oct 2023 | zł733.9b | zł1.3t | zł88.1b | 11.9x | 8.3x | 0.6x |
| Tue, 19 Sep 2023 | zł717.9b | zł1.3t | zł90.9b | 12.4x | 7.9x | 0.6x |
| Thu, 17 Aug 2023 | zł749.2b | zł1.2t | zł94.0b | 12.8x | 8x | 0.6x |
| Sat, 15 Jul 2023 | zł769.6b | zł1.2t | zł92.8b | 13x | 8.3x | 0.6x |
| Mon, 12 Jun 2023 | zł738.0b | zł1.2t | zł92.4b | 12x | 8x | 0.6x |
| Wed, 10 May 2023 | zł704.3b | zł1.1t | zł87.9b | 11.9x | 8x | 0.6x |
| Fri, 07 Apr 2023 | zł657.4b | zł1.1t | zł90.0b | 11.5x | 7.3x | 0.6x |
| Sun, 05 Mar 2023 | zł674.4b | zł1.1t | zł94.3b | 11.4x | 7.1x | 0.6x |
| Tue, 31 Jan 2023 | zł682.7b | zł1.0t | zł76.9b | 10.6x | 8.9x | 0.7x |
| Thu, 29 Dec 2022 | zł640.1b | zł1.0t | zł76.9b | 10x | 8.3x | 0.6x |
| Sat, 26 Nov 2022 | zł637.5b | zł998.7b | zł70.7b | 10.2x | 9x | 0.6x |
| Mon, 24 Oct 2022 | zł533.9b | zł1.1t | zł90.7b | 9.3x | 5.9x | 0.5x |
| Wed, 21 Sep 2022 | zł571.1b | zł1.1t | zł90.2b | 9.8x | 6.3x | 0.5x |
| Fri, 19 Aug 2022 | zł640.4b | zł1.0t | zł86.8b | 9.8x | 7.4x | 0.6x |
| Sun, 17 Jul 2022 | zł603.1b | zł1.0t | zł88.4b | 9.8x | 6.8x | 0.6x |
| Tue, 14 Jun 2022 | zł614.7b | zł1.0t | zł88.1b | 9.8x | 7x | 0.6x |
| Thu, 12 May 2022 | zł627.2b | zł937.7b | zł81.3b | 10.1x | 7.7x | 0.7x |
Price to Earnings Ratio
7.7x
Current Market PE
- Investors are optimistic on the Polish market, and appear confident in strong long term growth rates.
- The market is trading at a PE ratio of 21.6x which is higher than its 3-year average PE of 11.2x.
Past Earnings Growth
- The earnings for Polish listed companies have declined 16% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.8% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Sector Trends
Which sectors have driven the changes within the Polish Market?
| PL Market | 0.54% | |
| Telecom | 6.09% | |
| Real Estate | 3.44% | |
| Industrials | 3.20% | |
| Tech | 2.33% | |
| Healthcare | 2.22% | |
| Utilities | 2.11% | |
| Consumer Staples | 1.33% | |
| Consumer Discretionary | 0.32% | |
| Materials | -0.037% | |
| Energy | -0.32% | |
| Financials | -0.99% | |
Sector PE
- Investors favour the Energy sector the most for future growth, which is trading above its 3-year average PE ratio of 15.4x.
- The market's confidence is likely because analysts are expecting annual earnings growth of 18.3% which is higher than its past year's earnings decline of 71.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Materials sector, expecting annual earnings growth of 51% over the next 5 years.
- This is better than its past earnings decline of 24% per year.
- In contrast, the Financials sector is expected to see its earnings grow by 3.8% 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 | Sector | |
|---|---|---|---|---|---|---|
| CDR CD Projekt | zł257.60 | 12.9% +zł2.9b | 107.6% | PE54.8x | Telecom | |
| PZU Powszechny Zaklad Ubezpieczen | zł61.08 | 2.8% +zł1.4b | 14.9% | PE9.9x | Financials | |
| PGE PGE Polska Grupa Energetyczna | zł8.31 | 3.0% +zł543.0m | 33.1% | PS0.3x | Utilities | |
| BFT Benefit Systems | zł3.38k | 5.5% +zł524.3m | 17.4% | PE22.5x | Industrials | |
| BDX Budimex | zł662.20 | 2.4% +zł403.4m | -8.3% | PE27.4x | Industrials |
