Executive Summary
Orange Polska S.A., together with its subsidiaries, provides telecommunications services in Poland.
Snowflake
Fundamentals
Fair value with moderate growth potential.
Similar Companies
Share Price & News
How has Orange Polska's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
5.6%
OPL
4.2%
PL Telecom
1.9%
PL Market
1 Year Return
30.9%
OPL
23.2%
PL Telecom
0.2%
PL Market
Return vs Industry: OPL exceeded the Polish Telecom industry which returned 23.2% over the past year.
Return vs Market: OPL exceeded the Polish Market which returned 0.2% over the past year.
Shareholder returns
| OPL | Industry | Market | |
|---|---|---|---|
| 7 Day | 5.6% | 4.2% | 1.9% |
| 30 Day | 4.9% | 4.8% | 0.5% |
| 90 Day | -5.9% | -4.1% | -5.7% |
| 1 Year | 30.9%30.9% | 23.3%23.2% | 3.3%0.2% |
| 3 Year | 8.5%8.5% | 8.5%5.8% | 12.3%4.3% |
| 5 Year | -34.3%-40.8% | -28.1%-36.8% | 0.2%-12.0% |
Price Volatility Vs. Market
How volatile is Orange Polska's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Here's Why Orange Polska (WSE:OPL) Is Weighed Down By Its Debt Load3 weeks ago | Simply Wall St
Should You Worry About Orange Polska S.A.'s (WSE:OPL) CEO Salary Level?1 month ago | Simply Wall St
Why We’re Not Keen On Orange Polska S.A.’s (WSE:OPL) 1.1% Return On CapitalValuation
Is Orange Polska undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: OPL (PLN6.02) is trading below our estimate of fair value (PLN28.74)
Significantly Below Fair Value: OPL is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: OPL is poor value based on its PE Ratio (61.2x) compared to the Telecom industry average (11.8x).
PE vs Market: OPL is poor value based on its PE Ratio (61.2x) compared to the Polish market (10.1x).
Price to Earnings Growth Ratio
PEG Ratio: OPL is poor value based on its PEG Ratio (2.3x)
Price to Book Ratio
PB vs Industry: OPL is good value based on its PB Ratio (0.7x) compared to the PL Telecom industry average (0.8x).
Next Steps
Future Growth
How is Orange Polska forecast to perform in the next 1 to 3 years based on estimates from 12 analysts?
26.7%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: OPL's forecast earnings growth (26.7% per year) is above the savings rate (2.9%).
Earnings vs Market: OPL's earnings (26.7% per year) are forecast to grow faster than the Polish market (10.6% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: OPL's revenue (0.6% per year) is forecast to grow slower than the Polish market (5.8% per year).
High Growth Revenue: OPL's revenue (0.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: OPL's Return on Equity is forecast to be low in 3 years time (4.5%).
Next Steps
Past Performance
How has Orange Polska performed over the past 5 years?
-34.2%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
Earnings Trend: OPL's earnings have declined by -34.2% per year over the past 5 years.
Accelerating Growth: OPL has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: OPL has become profitable in the last year, making it difficult to compare its past year earnings growth to the Telecom industry (67.6%).
Return on Equity
High ROE: OPL's Return on Equity (1.2%) is considered low.
Return on Assets
ROA vs Industry: OPL's Return on Assets is below or equal to the Telecom industry average last year.
Return on Capital Employed
ROCE Improving: OPL's Return on Capital Employed has declined over the past 3 years.
Next Steps
Financial Health
How is Orange Polska's financial position?
Financial Position Analysis
Short Term Liabilities: OPL's short term assets (PLN3.8B) do not cover its short term liabilities (PLN4.3B)
Long Term Liabilities: OPL's short term assets (3.8B) do not cover its long term liabilities (9.6B)
Debt to Equity History and Analysis
Debt Level: OPL's debt to equity ratio (69.7%) is considered high
Reducing Debt: OPL's debt to equity ratio has increased from 35.1% to 69.7% over the past 5 years.
Debt Coverage: OPL's debt is well covered by operating cash flow (29.4%).
Interest Coverage: OPL's interest payments on its debt are not well covered by EBIT (0.9x coverage).
Balance Sheet
Inventory Level: OPL has a high level of physical assets or inventory.
Debt Coverage by Assets: OPL's debt is not covered by short term assets (assets are 0.5x debt).
Next Steps
Dividend
What is Orange Polska's current dividend yield, its reliability and sustainability?
2.10%
Forecast Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Stability and Growth of Payments
Notable Dividend: Unable to evaluate OPL's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate OPL's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stable Dividend: Insufficient data to determine if OPL's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if OPL's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: OPL is not paying a notable dividend for the Polish market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of OPL's dividend in 3 years as they are not forecast to pay a notable one for the Polish market.
Next Steps
Management
What is the CEO of Orange Polska's salary, the management and board of directors tenure and is there insider trading?
3.7yrs
Average management tenure
CEO
Jean-François Fallacher (52yo)
3.4yrs
Tenure
zł4,403,000
Compensation
Mr. Jean-François Fallacher has been President of Management Board and Chief Executive Officer at Orange Polska Spolka Akcyjna (S.A) since May 1, 2016. He is responsible for running Romania's leading mobil ...
CEO Compensation Analysis
Compensation vs. Market: Jean-François's total compensation ($USD1.15M) is about average for companies of similar size in the Polish market ($USD266.65K).
Compensation vs Earnings: Jean-François's compensation has been consistent with company performance over the past year.
Management Age and Tenure
3.7yrs
Average Tenure
54yo
Average Age
Experienced Management: OPL's management team is considered experienced (3.7 years average tenure).
Board Age and Tenure
5.5yrs
Average Tenure
60yo
Average Age
Experienced Board: OPL's board of directors are considered experienced (5.5 years average tenure).
Insider Trading
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Management Team
Jacek Kowalski (55yo)
MD of Human Resources & Member of the Management Board
- Tenure: 8.8yrs
- Compensation: zł1.99m
Jean-François Fallacher (52yo)
President of the Management Board & CEO
- Tenure: 3.4yrs
- Compensation: zł4.40m
Leszek Iwaszko
Director of Investor Relations Department
- Tenure: 5.5yrs
Mariusz Gaca (46yo)
Vice-President of the Management Board for the Consumer Market & Deputy CEO
- Tenure: 5yrs
- Compensation: zł2.82m
Maciej Nowohonski (46yo)
CFO & Member of the Management Board
- Tenure: 0yrs
- Compensation: zł2.02m
Marc Ricau (59yo)
Secretary of the Supervisory Board & Member of Supervisory Board
- Tenure: 7yrs
Jolanta Dudek (55yo)
Member of the Management Board
- Tenure: 4yrs
- Compensation: zł1.59m
Bozena Lesniewska (54yo)
Vice President of the Management Board
- Tenure: 2.8yrs
- Compensation: zł2.25m
Witold Drozdz (45yo)
Executive Director of Corporate Affairs & Strategy and Member of Management Board
- Tenure: 0.9yrs
- Compensation: zł242.00k
Piotr Jaworski (58yo)
CTO & Member of Management Board
- Tenure: 0.9yrs
- Compensation: zł244.00k
Board Members
Henryka Bochniarz (72yo)
Independent Member of the Supervisory Board
- Tenure: 7.5yrs
Maria Wisniewska (60yo)
Independent Member of the Supervisory Board
- Tenure: 1.5yrs
Gervais Gilles Pellissier (60yo)
Deputy Chairman of the Supervisory Board
- Tenure: 0yrs
Jean-Marc Vignolles
Member of Supervisory Board
- Tenure: 1.5yrs
Maciej Witucki (52yo)
Chairman of the Supervisory Board
- Tenure: 6.1yrs
Russ Houlden (60yo)
Independent Member of the Supervisory Board
- Tenure: 5.5yrs
Ramon Fernandez (52yo)
Member of the Supervisory Board
- Tenure: 5yrs
Thierry Bonhomme (63yo)
Member of the Supervisory Board
- Tenure: 1.5yrs
Marc Ricau (59yo)
Secretary of the Supervisory Board & Member of Supervisory Board
- Tenure: 7yrs
Eric Debroeck (61yo)
Member of the Supervisory Board
- Tenure: 6.5yrs
Company Information
Orange Polska S.A.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Orange Polska S.A.
- Ticker: OPL
- Exchange: WSE
- Founded: 1991
- Industry: Integrated Telecommunication Services
- Sector: Telecom
- Market Cap: zł7.900b
- Shares outstanding: 1.31b
- Website: https://www.orange.pl
Number of Employees
Location
- Orange Polska S.A.
- 160 Aleje Jerozolimskie Street
- Warsaw
- 02-326
- Poland
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| PTTW.F | OTCPK (Pink Sheets LLC) | Yes | Ordinary Bearer Shares | US | USD | Nov 1998 |
| OPL | WSE (Warsaw Stock Exchange) | Yes | Ordinary Bearer Shares | PL | PLN | Nov 1998 |
| 0GB7 | LSE (London Stock Exchange) | Yes | Ordinary Bearer Shares | GB | PLN | Nov 1998 |
| TPA1 | DB (Deutsche Boerse AG) | Yes | Ordinary Bearer Shares | DE | EUR | Nov 1998 |
Biography
Orange Polska S.A., together with its subsidiaries, provides telecommunications services in Poland. It offers mobile and fixed telecommunications services, including calls, messaging, content, and access t ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/10/22 20:34 |
| End of Day Share Price | 2019/10/22 00:00 |
| Earnings | 2019/06/30 |
| Annual Earnings | 2018/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.