Asseco Poland Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 5/6
Asseco Poland yıllık ortalama 6.2% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 10.2% annual. Gelirler growing yılda ortalama 3.8% oranında artmaktadır. Asseco Poland'in özkaynak karlılığı 10% ve net marjı 4.2%'dir.
Anahtar bilgiler
6.16%
Kazanç büyüme oranı
10.96%
EPS büyüme oranı
| Software Sektör Büyümesi | 14.28% |
| Gelir büyüme oranı | 3.77% |
| Özkaynak getirisi | 9.99% |
| Net Marj | 4.19% |
| Sonraki Kazanç Güncellemesi | 27 Aug 2026 |
Yakın geçmiş performans güncellemeleri
Analiz Makalesi • 6h
Asseco Poland's (WSE:ACP) Solid Earnings Are Supported By Other Strong Factors
Asseco Poland S.A. ( WSE:ACP ) just reported healthy earnings but the stock price didn't move much. Our analysis...Analiz Makalesi • Dec 08
Shareholders Will Be Pleased With The Quality of Asseco Poland's (WSE:ACP) Earnings
Asseco Poland S.A. ( WSE:ACP ) just reported healthy earnings but the stock price didn't move much. Investors are...Recent updates
Analiz Makalesi • 6h
Asseco Poland's (WSE:ACP) Solid Earnings Are Supported By Other Strong Factors
Asseco Poland S.A. ( WSE:ACP ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Anlatı Güncellemesi • Jun 04
ACP: Elevated Future P/E Assumptions Will Constrain Prospective Share Price Returns
Analysts have maintained their fair value estimate for Asseco Poland at PLN 131.00. The updated price target is based on slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E, reflecting a more refined view of the stock's risk and earnings profile.
Anlatı Güncellemesi • May 04
ACP: Cautious Outlook Suggests Execution Risks Will Sustain Rich Future P/E
Analysts have trimmed their price target on Asseco Poland to PLN 157.22, citing slightly more cautious assumptions on revenue growth and discount rate, partly reflected in a recent downgrade in Street research sentiment. Analyst Commentary Bullish Takeaways Bullish analysts see the trimmed PLN 157.22 target as still implying room for upside against recent trading levels.Anlatı Güncellemesi • Apr 19
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.Anlatı Güncellemesi • Apr 05
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.Anlatı Güncellemesi • Mar 21
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.Anlatı Güncellemesi • Mar 07
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.Anlatı Güncellemesi • Feb 21
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.Anlatı Güncellemesi • Feb 06
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).Analiz Makalesi • Feb 05
Asseco Poland S.A.'s (WSE:ACP) Business Is Trailing The Market But Its Shares Aren't
When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 13x, you may consider...Anlatı Güncellemesi • Jan 22
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.Analiz Makalesi • Jan 20
We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Anlatı Güncellemesi • Jan 08
ACP: 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.Analiz Makalesi • Jan 05
These 4 Measures Indicate That Asseco Poland (WSE:ACP) Is Using Debt Safely
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Anlatı Güncellemesi • Dec 24
ACP: 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).Anlatı Güncellemesi • Dec 10
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.Analiz Makalesi • Dec 08
Shareholders Will Be Pleased With The Quality of Asseco Poland's (WSE:ACP) Earnings
Asseco Poland S.A. ( WSE:ACP ) just reported healthy earnings but the stock price didn't move much. Investors are...Anlatı Güncellemesi • Nov 25
ACP: 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).Analiz Makalesi • Nov 03
Some Confidence Is Lacking In Asseco Poland S.A.'s (WSE:ACP) P/E
With a price-to-earnings (or "P/E") ratio of 25.8x Asseco Poland S.A. ( WSE:ACP ) may be sending very bearish signals...Analiz Makalesi • Oct 19
Is Asseco Poland S.A. (WSE:ACP) Trading At A 25% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Asseco Poland fair value estimate is zł286 Asseco Poland's...Analiz Makalesi • Oct 02
Is Now The Time To Put Asseco Poland (WSE:ACP) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analiz Makalesi • Sep 14
Asseco Poland (WSE:ACP) Shareholders Will Want The ROCE Trajectory To Continue
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analiz Makalesi • Aug 31
Is Asseco Poland (WSE:ACP) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Anlatı Güncellemesi • Aug 11
Overvaluation 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.Yeni Anlatı • Jul 17
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.Analiz Makalesi • Jul 08
Optimistic Investors Push Asseco Poland S.A. (WSE:ACP) Shares Up 25% But Growth Is Lacking
Despite an already strong run, Asseco Poland S.A. ( WSE:ACP ) shares have been powering on, with a gain of 25% in the...Analiz Makalesi • Jul 04
Are Investors Undervaluing Asseco Poland S.A. (WSE:ACP) By 30%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Asseco Poland fair value estimate is zł317 Asseco Poland's...Analiz Makalesi • May 23
Does Asseco Poland (WSE:ACP) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analiz Makalesi • May 10
Asseco Poland S.A.'s (WSE:ACP) Shares Climb 25% But Its Business Is Yet to Catch Up
Despite an already strong run, Asseco Poland S.A. ( WSE:ACP ) shares have been powering on, with a gain of 25% in the...Analiz Makalesi • May 03
Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.94
Asseco Poland S.A. ( WSE:ACP ) has announced that it will be increasing its periodic dividend on the 30th of June to...Analiz Makalesi • Apr 18
Asseco Poland (WSE:ACP) Is Paying Out A Larger Dividend Than Last Year
The board of Asseco Poland S.A. ( WSE:ACP ) has announced that the dividend on 30th of June will be increased to...Analiz Makalesi • Apr 14
Does Asseco Poland (WSE:ACP) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Mar 25
Asseco Poland S.A.'s (WSE:ACP) Intrinsic Value Is Potentially 89% Above Its Share Price
Key Insights Asseco Poland's estimated fair value is zł297 based on 2 Stage Free Cash Flow to Equity Asseco Poland is...Analiz Makalesi • Feb 25
Investors Will Want Asseco Poland's (WSE:ACP) Growth In ROCE To Persist
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Analiz Makalesi • Feb 07
Asseco Poland S.A. (WSE:ACP) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Asseco Poland S.A. ( WSE:ACP ) shares have been powering on, with a gain of 27% in the...Analiz Makalesi • Dec 05
We Think Asseco Poland's (WSE:ACP) Solid Earnings Are Understated
Investors signalled that they were pleased with Asseco Poland S.A.'s ( WSE:ACP ) most recent earnings report. This...Analiz Makalesi • Dec 01
Here's What Analysts Are Forecasting For Asseco Poland S.A. (WSE:ACP) After Its Third-Quarter Results
It's been a good week for Asseco Poland S.A. ( WSE:ACP ) shareholders, because the company has just released its latest...Analiz Makalesi • Nov 07
Asseco Poland S.A.'s (WSE:ACP) Shares May Have Run Too Fast Too Soon
There wouldn't be many who think Asseco Poland S.A.'s ( WSE:ACP ) price-to-earnings (or "P/E") ratio of 12.1x is worth...Analiz Makalesi • Oct 17
Returns Are Gaining Momentum At Asseco Poland (WSE:ACP)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analiz Makalesi • Sep 23
Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Jun 13
Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.66
Asseco Poland S.A.'s ( WSE:ACP ) dividend will be increasing from last year's payment of the same period to PLN3.66 on...Analiz Makalesi • May 09
Getting In Cheap On Asseco Poland S.A. (WSE:ACP) Is Unlikely
It's not a stretch to say that Asseco Poland S.A.'s ( WSE:ACP ) price-to-earnings (or "P/E") ratio of 11.7x right now...Analiz Makalesi • Apr 03
There May Be Some Bright Spots In Asseco Poland's (WSE:ACP) Earnings
Soft earnings didn't appear to concern Asseco Poland S.A.'s ( WSE:ACP ) shareholders over the last week. We did some...Analiz Makalesi • Mar 26
Returns on Capital Paint A Bright Future For Asseco Poland (WSE:ACP)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analiz Makalesi • Dec 19
Asseco Poland S.A. (WSE:ACP) Could Be Riskier Than It Looks
It's not a stretch to say that Asseco Poland S.A.'s ( WSE:ACP ) price-to-earnings (or "P/E") ratio of 12.9x right now...Analiz Makalesi • Nov 18
Asseco Poland (WSE:ACP) Seems To Use Debt Rather Sparingly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analiz Makalesi • Aug 27
We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analiz Makalesi • Aug 09
Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Jun 05
Asseco Poland's (WSE:ACP) Shareholders Will Receive A Bigger Dividend Than Last Year
Asseco Poland S.A. ( WSE:ACP ) has announced that it will be increasing its dividend from last year's comparable...Analiz Makalesi • May 19
Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.50
Asseco Poland S.A.'s ( WSE:ACP ) dividend will be increasing from last year's payment of the same period to PLN3.50 on...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Asseco Poland nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 17,135 | 718 | 1,933 | 0 |
| 31 Dec 25 | 16,780 | 618 | 1,900 | 0 |
| 30 Sep 25 | 18,386 | 608 | 2,235 | 0 |
| 30 Jun 25 | 17,790 | 568 | 2,176 | 0 |
| 31 Mar 25 | 14,814 | 492 | 1,744 | 0 |
| 31 Dec 24 | 15,020 | 489 | 1,782 | 0 |
| 30 Sep 24 | 15,286 | 485 | 1,800 | 0 |
| 30 Jun 24 | 15,710 | 473 | 1,895 | 0 |
| 31 Mar 24 | 16,811 | 500 | 2,062 | 0 |
| 31 Dec 23 | 16,897 | 483 | 2,106 | 0 |
| 30 Sep 23 | 17,274 | 471 | 2,204 | 0 |
| 30 Jun 23 | 17,636 | 485 | 2,232 | 0 |
| 31 Mar 23 | 17,658 | 503 | 2,220 | 0 |
| 31 Dec 22 | 17,370 | 502 | 2,171 | 0 |
| 30 Sep 22 | 16,912 | 481 | 2,065 | 0 |
| 30 Jun 22 | 15,957 | 474 | 1,956 | 0 |
| 31 Mar 22 | 15,207 | 473 | 1,881 | 0 |
| 31 Dec 21 | 14,498 | 468 | 1,776 | 0 |
| 30 Sep 21 | 13,777 | 496 | 1,687 | 0 |
| 30 Jun 21 | 13,213 | 467 | 1,591 | 0 |
| 31 Mar 21 | 12,612 | 422 | 1,468 | 0 |
| 31 Dec 20 | 12,193 | 402 | 1,432 | 0 |
| 30 Sep 20 | 11,647 | 351 | 1,373 | 0 |
| 30 Jun 20 | 11,447 | 339 | 1,363 | 0 |
| 31 Mar 20 | 11,136 | 324 | 1,368 | 0 |
| 31 Dec 19 | 10,667 | 322 | 1,314 | 0 |
| 30 Sep 19 | 10,380 | 336 | 1,268 | 0 |
| 30 Jun 19 | 9,860 | 336 | 1,223 | 0 |
| 31 Mar 19 | 9,632 | 344 | 1,219 | 0 |
| 31 Dec 18 | 9,329 | 333 | 1,180 | 0 |
| 30 Sep 18 | 9,104 | 303 | 1,209 | 0 |
| 30 Jun 18 | 8,127 | 511 | 1,094 | 0 |
| 31 Mar 18 | 7,910 | 475 | 1,061 | 0 |
| 31 Dec 17 | 7,829 | 467 | 1,080 | 0 |
| 30 Sep 17 | 7,663 | 475 | 1,043 | 0 |
| 30 Jun 17 | 8,323 | 272 | 1,135 | 0 |
| 31 Mar 17 | 8,156 | 297 | 1,127 | 0 |
| 31 Dec 16 | 7,932 | 301 | 1,102 | 0 |
| 30 Sep 16 | 7,869 | 350 | 1,084 | 0 |
| 30 Jun 16 | 7,722 | 370 | 1,060 | 0 |
| 31 Mar 16 | 7,509 | 353 | 1,028 | 0 |
| 31 Dec 15 | 7,256 | 365 | 995 | 0 |
| 30 Sep 15 | 6,893 | 329 | 948 | 0 |
| 30 Jun 15 | 6,624 | 313 | 921 | 0 |
Kaliteli Kazançlar: ACP yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: ACP 'nin mevcut net kar marjları (4.2%) geçen yılın (3.3%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: ACP şirketinin kazancı son 5 yılda yılda 6.2% oranında arttı.
Büyüme Hızlandırma: ACP 'un son bir yıldaki kazanç büyümesi ( 45.8% ) 5 yıllık ortalamasını (yıllık 6.2% ) aşıyor.
Kazançlar vs. Sektör: ACP geçen yılki kazanç büyümesi ( 45.8% ) Software sektörünün 35.8% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: ACP 'nin Özsermaye Getirisi ( 10% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/08 10:12 |
| Gün Sonu Hisse Fiyatı | 2026/06/08 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Asseco Poland S.A. 12 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Pawel Szpigiel | Biuro maklerskie mBanku |
| Beata Szparaga-Wasniewska | Biuro maklerskie mBanku |
| Witold Samborski | Citigroup Inc |