Asseco Poland Beheer
Beheer criteriumcontroles 3/4
Momenteel beschikken wij niet over voldoende informatie over de CEO.
Belangrijke informatie
Adam Goral
Algemeen directeur
zł3.6m
Totale compensatie
| Percentage CEO-salaris | n/a |
| Dienstverband CEO | 35.3yrs |
| Eigendom CEO | n/a |
| Management gemiddelde ambtstermijn | 8.3yrs |
| Gemiddelde ambtstermijn bestuur | 1.3yrs |
Recente managementupdates
Recent updates
ACP: Downgrade And Execution Risks Will Pressure Rich Future P/E
Analysts have adjusted their price outlook on Asseco Poland to PLN 157.22. This reflects updated assumptions for the discount rate and forward P/E, as well as a more cautious stance highlighted by recent Street research downgrades.ACP: Downgrade And Higher Required Return Will Pressure Rich Future P/E
Analysts have raised their fair value estimate for Asseco Poland from PLN 142.12 to PLN 157.22, citing updated assumptions for revenue growth, profit margins and future P/E, even as some recent research has taken a more cautious view on the shares. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of PLN 157.22 as support for a more upbeat view on long term earnings potential, even with differing opinions on the shares.
ACP: Heightened Execution Risks Will Restrain Future Upside Potential
Analysts have reset their PLN fair value estimate for Asseco Poland to PLN 131.00, reflecting a slightly higher implied discount rate and modest tweaks to revenue growth, profit margin and future P/E assumptions after more cautious research commentary, including a recent downgrade. Analyst Commentary Bearish analysts have turned more cautious on Asseco Poland, with recent research pointing to a less supportive backdrop for the shares and helping reset the PLN 131.00 fair value estimate on more conservative assumptions.ACP: Cautious Stance On Cash Flow Risks Will Limit Upside Potential
Analysts have left their PLN 131.00 price target for Asseco Poland unchanged, reflecting slightly updated assumptions for discount rate, revenue growth, profit margin and future P/E, while incorporating a more cautious stance highlighted in recent research that includes a downgrade in rating. Analyst Commentary Bearish analysts have turned more cautious on Asseco Poland, pairing the unchanged PLN 131.00 target with a downgrade in rating and more conservative assumptions around growth, profitability and valuation multiples.ACP: Revised Fair Value Assumptions Will Likely Expose Upside Risk
Analysts have revised their fair value estimate for Asseco Poland to PLN 131.00 from PLN 89.12, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, even as some recent research, such as Erste Group's downgrade, has turned more cautious. Analyst Commentary Recent research has taken a more cautious tone on Asseco Poland, even as some valuation models point to a higher fair value estimate of PLN 131.00.ACP: Higher Required Return And Extraordinary Meeting Will Keep Rich P/E Under Pressure
Analysts have trimmed their fair value estimate for Asseco Poland slightly to about PLN 142.12 from PLN 142.82, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Asseco Poland has scheduled a Special or Extraordinary Shareholders Meeting for February 24, 2026, starting at 13:00 Central European Standard Time (Key Developments).Asseco Poland S.A.'s (WSE:ACP) Business Is Trailing The Market But Its Shares Aren't
Feb 05
ACP: Slightly Higher Required Return Will Likely Keep Rich P/E Vulnerable
Analysts have made only a marginal adjustment to their valuation framework for Asseco Poland, keeping the fair value broadly unchanged at about €142.82 per share. This reflects very small tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions.We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)
Jan 20ACP: Stable Assumptions And High Multiple Will Likely Sustain Overvaluation
Analysts have made a small downward adjustment to their price target for Asseco Poland, now set at approximately zł142.82. This reflects slightly updated assumptions for the discount rate, revenue growth, profit margin and future P/E.These 4 Measures Indicate That Asseco Poland (WSE:ACP) Is Using Debt Safely
Jan 05ACP: Upcoming Shareholder Meeting Will Likely Expose Overvaluation And Pressure Share Price
Analysts have nudged their price target on Asseco Poland slightly higher to 142.82 PLN, reflecting marginally updated assumptions around discount rates, long term growth, and future earnings multiples, while maintaining a broadly stable fair value outlook. What's in the News Asseco Poland S.A. has scheduled a Special or Extraordinary Shareholders Meeting for November 4, 2025, at 10:00 Central European Standard Time, signaling forthcoming shareholder decisions on strategic or corporate matters (Key Developments).ACP: Upcoming Shareholder Meeting Will Likely Leave Shares Vulnerable To Downside
Analysts have nudged their price target for Asseco Poland slightly higher, from PLN 140.42 to around PLN 142.82. This reflects modestly improved expectations for profit margins and a marginally lower discount rate, despite a small tempering of long term revenue growth and future valuation multiples.Shareholders Will Be Pleased With The Quality of Asseco Poland's (WSE:ACP) Earnings
Dec 08ACP: Reduced Discount Rate Will Not Offset Overvaluation Risk
Analysts have raised their price target for Asseco Poland from PLN 126.92 to PLN 140.42, citing modest improvements in profit margin assumptions, a slightly reduced discount rate, and enhanced revenue growth expectations. What's in the News Asseco Poland S.A. announced a Special/Extraordinary Shareholders Meeting scheduled for November 4, 2025, at 10:00 Central European Standard Time (Key Developments).Some Confidence Is Lacking In Asseco Poland S.A.'s (WSE:ACP) P/E
Nov 03Is Asseco Poland S.A. (WSE:ACP) Trading At A 25% Discount?
Oct 19Is Now The Time To Put Asseco Poland (WSE:ACP) On Your Watchlist?
Oct 02Asseco Poland (WSE:ACP) Shareholders Will Want The ROCE Trajectory To Continue
Sep 14Is Asseco Poland (WSE:ACP) A Risky Investment?
Aug 31Overvaluation Risk Will Remain As European And US Markets Expand
The notable increase in Asseco Poland’s consensus price target primarily reflects a substantial upward revision in its future P/E multiple despite unchanged revenue growth forecasts, with fair value raised from PLN105.46 to PLN123.22. What's in the News Asseco Poland has completed the share buyback program announced in June 2023, repurchasing 14,808,872 shares (17.84%) for PLN 1,184.71 million, with no additional shares repurchased in subsequent tranches.Overvaluation Risk Will Remain As European And US Markets Expand
Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability.Optimistic Investors Push Asseco Poland S.A. (WSE:ACP) Shares Up 25% But Growth Is Lacking
Jul 08Are Investors Undervaluing Asseco Poland S.A. (WSE:ACP) By 30%?
Jul 04Does Asseco Poland (WSE:ACP) Deserve A Spot On Your Watchlist?
May 23Asseco Poland S.A.'s (WSE:ACP) Shares Climb 25% But Its Business Is Yet to Catch Up
May 10Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.94
May 03Asseco Poland (WSE:ACP) Is Paying Out A Larger Dividend Than Last Year
Apr 18Does Asseco Poland (WSE:ACP) Have A Healthy Balance Sheet?
Apr 14Asseco Poland S.A.'s (WSE:ACP) Intrinsic Value Is Potentially 89% Above Its Share Price
Mar 25Investors Will Want Asseco Poland's (WSE:ACP) Growth In ROCE To Persist
Feb 25Asseco Poland S.A. (WSE:ACP) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Feb 07We Think Asseco Poland's (WSE:ACP) Solid Earnings Are Understated
Dec 05Here's What Analysts Are Forecasting For Asseco Poland S.A. (WSE:ACP) After Its Third-Quarter Results
Dec 01Asseco Poland S.A.'s (WSE:ACP) Shares May Have Run Too Fast Too Soon
Nov 07Returns Are Gaining Momentum At Asseco Poland (WSE:ACP)
Oct 17Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly
Sep 23Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.66
Jun 13Getting In Cheap On Asseco Poland S.A. (WSE:ACP) Is Unlikely
May 09There May Be Some Bright Spots In Asseco Poland's (WSE:ACP) Earnings
Apr 03Returns on Capital Paint A Bright Future For Asseco Poland (WSE:ACP)
Mar 26Asseco Poland S.A. (WSE:ACP) Could Be Riskier Than It Looks
Dec 19Asseco Poland (WSE:ACP) Seems To Use Debt Rather Sparingly
Nov 18We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)
Aug 27Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly
Aug 09Asseco Poland's (WSE:ACP) Shareholders Will Receive A Bigger Dividend Than Last Year
Jun 05Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.50
May 19Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.50
May 05We Think Asseco Poland (WSE:ACP) Can Manage Its Debt With Ease
May 03Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly
Jan 28CEO
Adam Goral
35.3yrs
Tenure
zł3,600,000
Compensatie
Mr. Adam Tadeusz Goral, PhD, is Founder of Asseco Poland S.A. Mr. Goral has been the Chief Executive Officer and President of the Management Board at Asseco Poland Spólka Akcyjna (Alternatively, COMP Rzesz...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 35.3yrs | zł3.60m | geen gegevens | |
| Vice President of the Management Board | 1.3yrs | zł200.00k | geen gegevens | |
| Vice President of the Management Board | 19.3yrs | zł1.40m | 0.00037% PLN 54.3k | |
| Vice President of the Management Board | 19.3yrs | zł3.90m | 0.00087% PLN 127.8k | |
| Vice President of the Management Board | 8.5yrs | zł200.00k | geen gegevens | |
| Vice President of Management Board | 8.1yrs | zł2.10m | geen gegevens | |
| Vice President of the Management Board | 9.8yrs | zł1.80m | geen gegevens | |
| Vice President of Management Board | 8.5yrs | zł2.10m | 0.00019% PLN 27.9k | |
| Vice President of the Management Board | 6.8yrs | zł5.80m | geen gegevens | |
| Vice President of the Management Board & CFO | 5yrs | zł2.10m | geen gegevens | |
| Vice President of the Management Board | 3.8yrs | zł1.80m | geen gegevens | |
| Vice President of the Management Board | 1yr | zł1.10m | geen gegevens |
8.3yrs
Gemiddelde duur
51yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van ACP is doorgewinterd en ervaren (gemiddelde ambtstermijn van 8.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chief Executive Officer of Formula Systems & Magic and Chairman of Sapiens & Matrix | no data | geen gegevens | geen gegevens | |
| Chairman of the Supervisory Board | 19.3yrs | zł300.00k | 0.039% PLN 5.7m | |
| Vice President of the Supervisory Board | 19.3yrs | zł190.00k | 0.00019% PLN 27.9k | |
| Member of the Supervisory Board | 17.2yrs | zł150.00k | geen gegevens | |
| Member of the Supervisory Board | less than a year | zł30.00k | geen gegevens | |
| Independent Member of the Supervisory Board | 4.3yrs | zł210.00k | geen gegevens | |
| Member of the Supervisory Board | 1.3yrs | zł110.00k | geen gegevens | |
| Member of the Supervisory Board | less than a year | zł30.00k | geen gegevens | |
| Member of the Supervisory Board | 1.3yrs | zł100.00k | geen gegevens | |
| Member of the Supervisory Board | less than a year | zł30.00k | geen gegevens |
1.3yrs
Gemiddelde duur
67.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van ACP wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.3 jaar), wat duidt op een nieuw bestuur.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/04/29 15:46 |
| Aandelenkoers aan het einde van de dag | 2026/04/29 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Asseco Poland S.A. wordt gevolgd door 13 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Pawel Szpigiel | Biuro maklerskie mBanku |
| Beata Szparaga-Wasniewska | Biuro maklerskie mBanku |
| Witold Samborski | Citigroup Inc |