Internet Union S.A.'s (WSE:IUS) P/E Is Still On The Mark Following 28% Share Price Bounce
May 08
Polish (WIG) Telecom Services and Carriers Industry Analysis
UpdatedMay 17, 2024
DataAggregated Company Financials
Companies10
- 7D5.5%
- 3M4.9%
- 1Y24.8%
- YTD9.5%
Over the last 7 days, the Telecom Services and Carriers industry has risen 7.3%, driven by gains from Orange Polska of 6.3%. Meanwhile, DG-Net actually underperformed within the industry, shrinking 26% in the last week. In the last 12 months, the industry was up 24%. Looking forward, earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the Polish Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 17 May 2024 | zł13.3b | zł13.6b | zł833.0m | 25.1x | 16x | 1x |
| Sun, 14 Apr 2024 | zł12.1b | zł13.6b | zł875.7m | 18.2x | 13.8x | 0.9x |
| Tue, 12 Mar 2024 | zł11.9b | zł13.6b | zł869.2m | 19x | 13.7x | 0.9x |
| Thu, 08 Feb 2024 | zł12.9b | zł13.5b | zł959.5m | 20x | 13.4x | 1x |
| Sat, 06 Jan 2024 | zł12.5b | zł13.5b | zł959.7m | 31.6x | 13x | 0.9x |
| Mon, 04 Dec 2023 | zł12.1b | zł13.5b | zł959.4m | 26.9x | 12.6x | 0.9x |
| Wed, 01 Nov 2023 | zł11.5b | zł13.5b | zł953.8m | 14x | 12.1x | 0.9x |
| Fri, 29 Sep 2023 | zł11.1b | zł13.5b | zł909.8m | 14x | 12.2x | 0.8x |
| Sun, 27 Aug 2023 | zł10.5b | zł13.5b | zł899.4m | 17.2x | 11.6x | 0.8x |
| Tue, 25 Jul 2023 | zł10.9b | zł13.3b | zł900.3m | 14.2x | 12.1x | 0.8x |
| Thu, 22 Jun 2023 | zł10.6b | zł13.3b | zł900.0m | 13.6x | 11.8x | 0.8x |
| Sat, 20 May 2023 | zł10.8b | zł13.3b | zł902.9m | 14.3x | 12x | 0.8x |
| Mon, 17 Apr 2023 | zł10.4b | zł13.1b | zł757.9m | 15.6x | 13.7x | 0.8x |
| Wed, 15 Mar 2023 | zł9.4b | zł13.1b | zł752.1m | 14x | 12.5x | 0.7x |
| Fri, 10 Feb 2023 | zł9.8b | zł12.9b | zł517.4m | 12.3x | 18.9x | 0.8x |
| Sun, 08 Jan 2023 | zł9.9b | zł12.9b | zł517.4m | 11x | 19.1x | 0.8x |
| Tue, 06 Dec 2022 | zł9.1b | zł12.9b | zł519.3m | 13.8x | 17.4x | 0.7x |
| Thu, 03 Nov 2022 | zł8.7b | zł12.8b | zł529.9m | 10.9x | 16.4x | 0.7x |
| Sat, 01 Oct 2022 | zł7.5b | zł12.6b | zł1.9b | 9.1x | 3.9x | 0.6x |
| Mon, 29 Aug 2022 | zł8.7b | zł12.6b | zł1.9b | 13.3x | 4.5x | 0.7x |
| Wed, 27 Jul 2022 | zł8.6b | zł12.5b | zł1.8b | 10x | 4.8x | 0.7x |
| Fri, 24 Jun 2022 | zł8.4b | zł12.5b | zł1.8b | 10.6x | 4.7x | 0.7x |
| Sun, 22 May 2022 | zł8.6b | zł12.5b | zł1.8b | 10.2x | 4.8x | 0.7x |
| Tue, 19 Apr 2022 | zł11.0b | zł12.4b | zł1.7b | 11.2x | 6.4x | 0.9x |
| Thu, 17 Mar 2022 | zł11.0b | zł12.4b | zł1.7b | 10.5x | 6.4x | 0.9x |
| Sat, 12 Feb 2022 | zł11.5b | zł12.3b | zł1.8b | 11.4x | 6.5x | 0.9x |
| Mon, 10 Jan 2022 | zł12.1b | zł12.3b | zł1.8b | 15.1x | 6.9x | 1x |
| Wed, 08 Dec 2021 | zł11.6b | zł12.3b | zł1.8b | 17.2x | 6.6x | 0.9x |
| Fri, 05 Nov 2021 | zł13.5b | zł13.6b | zł1.8b | 14.9x | 7.5x | 1x |
| Sun, 03 Oct 2021 | zł14.0b | zł13.5b | zł263.8m | 22.4x | 52.9x | 1x |
| Tue, 31 Aug 2021 | zł14.2b | zł13.5b | zł263.9m | 23x | 53.7x | 1.1x |
| Wed, 07 Jul 2021 | zł12.1b | zł13.5b | zł263.9m | 21.1x | 45.8x | 0.9x |
Price to Earnings Ratio
57.9x
Current Industry PE
- Investors are relatively neutral on the Polish Telecom industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 16.4x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 60% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Polish Telecom industry?
| PL Market | 0.037% | |
| Telecom | 7.29% | |
| Telecom Services and Carriers | 5.54% | |
| Integrated Telecom Services | 5.79% | |
| Alternative Carriers | -10.00% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio of 25.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Integrated Telecom Services industry, which is trading close to its 3-year average of 16.6x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 11% over the next 5 years.
- However this is lower than its past earnings growth rate of 74% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| OPL Orange Polska | zł8.52 | 3.4% +zł372.7m | 16.0% | PE14.4x | |
| CBF Cyber_Folks | zł135.00 | 22.7% +zł353.7m | 114.3% | PE37.6x | |
| ECL easyCALL.pl | zł5.80 | 39.4% +zł2.3m | 18.4% | PB4x | |
| YRL yarrl | zł6.15 | 3.4% +zł1.4m | 21.1% | PS2x | |
| KOR Korbank | zł7.95 | 3.2% +zł1.2m | -1.9% | PE6.9x |
