Obermatt

Asseco Poland

WSE:ACP · PLSOFTB00016
SoftwareLarge

360

91
EV / EBIT90
Price / Owner Earnings66
Owner Earnings Yield96
Dividend Yield95
Price/Sales77
EV / Gross Profit81
Price/Book57
Return on Capital59
Cash Return on Capital42
Return on Equity42
EBIT Margin52
Gross Profitability17
Cash Conversion67
Accruals66
Owner Earnings Margin34
Sales growth89
Profit Growth79
Long-Term EPS Growth13
Owner Earnings Growth73
Reinvestment33
Price momentum75
Debt load46
Refinancing82
Debt Payback100
Liquidity49
Analyst ratings1
Opinion Changes50
Price Target Upside4
Market mood91
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Asseco Poland generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryPoland
IndustrySoftware
SizeLarge
TypePublic Company
ExchangeWSE
Founded1989
Employees2,038
ISINPLSOFTB00016
Last UpdateApr 2, 2026
Index & Theme
FintechProcess AutomationMachine LearningAnti-FraudDevSecOpsRegTechArtificial IntelligenceSoftware DevelopmentInformation TechnologyIT ManagementSoftware

Description

Asseco Poland S.A. is a leading IT company specializing in the provision of proprietary software solutions across various sectors including finance, healthcare, public administration, and general business. The company’s commitment to innovation and…

Analysis

Bargain bin

Asseco Poland S.A. is priced cheaply, and that invites the natural question of why, since the underlying business scores below average.

On valuation, the picture is attractive. The owner-earnings multiple stands at 10.4×; owner earnings: the cash an owner could take out each year.

Growth is solid; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
93
2023202420252026

All-time high

99

Jan 2023

All-time low

61

Mar 2026

Average rank

85

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
77
75
85
93
Price/Earnings
12
46
67
73
Price/Book
57
56
83
88
Dividend Yield
95
84
96
96
Value (overall)
77
85
99
100

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →