Asseco Poland S.A./zł ACP
1D1W1MYTD1Y5YMAX
Capital at risk
About Asseco Poland S.A.
Asseco Poland S.A. is a prominent player in the information technology industry, primarily focusing on the development and implementation of software solutions. Founded in 1991 and headquartered in Rzeszów, Poland, the company offers a wide range of IT products and services tailored to various sectors such as banking, healthcare, and public administration. One of its notable products includes enterprise resource planning (ERP) systems, along with services in IT infrastructure and digital transformation. Asseco Poland operates with a significant geographic footprint, serving clients not only in Poland but across European and international markets. The company's competitive strength lies in its comprehensive suite of solutions, customized for specific industry needs, and its ability to integrate complex IT systems.
- Ticker
- zł ACP
- Sector
- Software & Cloud Services
- Primary listing
- WSE
- Employees
- 30,932
- Headquarters
- Rzeszów, Poland
- Website
- asseco.com
ACP Metrics
BasicAdvanced
zł 18B
13.46
zł 16.61
0.32
zł 13.05
5.84%
Price and volume
Market cap
zł 18B
Beta
0.32
52-week high
zł 254.00
52-week low
zł 157.10
Average daily volume
156K
Dividend rate
zł 13.05
Financial strength
Current ratio
1.568
Quick ratio
1.453
Long term debt to equity
0.171
Total debt to equity
0.3
Dividend payout ratio (TTM)
81.68%
Interest coverage (TTM)
9.55%
Profitability
EBITDA (TTM)
2,516.8
Gross margin (TTM)
22.42%
Net profit margin (TTM)
7.13%
Operating margin (TTM)
11.76%
Effective tax rate (TTM)
20.99%
Revenue per employee (TTM)
zł 580,000
Management effectiveness
Return on assets (TTM)
6.28%
Return on equity (TTM)
14.01%
Valuation
Price to earnings (TTM)
13.455
Price to revenue (TTM)
0.959
Price to book
2.62
Price to tangible book (TTM)
-38.12
Price to free cash flow (TTM)
8.659
Free cash flow yield (TTM)
11.55%
Free cash flow per share (TTM)
25.806
Dividend yield (TTM)
5.84%
Forward dividend yield
5.84%
Growth
Revenue change (TTM)
15.09%
Earnings per share change (TTM)
99.83%
3-year revenue growth (CAGR)
0.76%
10-year revenue growth (CAGR)
8.86%
3-year earnings per share growth (CAGR)
41.76%
10-year earnings per share growth (CAGR)
14.06%
3-year dividend per share growth (CAGR)
55.07%
10-year dividend per share growth (CAGR)
15.80%
Bulls say / Bears say
Asseco delivered strong underlying momentum in the first half of 2026. Revenue rose about 16%, operating profit 38% and attributable net profit 52%, while second-quarter profit, EBITDA and revenue all exceeded market expectations. (Rzeczpospolita)
The enlarged order book gives investors useful earnings visibility. Backlog for proprietary software and services reached PLN13.4bn, up 18% at current exchange rates and 12% at constant rates, helped by public-sector digitalisation and long-term contracts. (Rzeczpospolita)
Asseco has the balance-sheet capacity to keep expanding and return cash to shareholders. Management described cash as comfortable, plans further acquisitions and organic investment, and bought 96% of Mc Comp to add scalable fuel-station and hospitality software to its energy offering. (BIZNES24, Rzeczpospolita)
The Sapiens disposal creates a difficult comparison. Management said its 2026 operating revenue could be about PLN2bn lower and operating profit about PLN350m lower, while the 2025 result included a roughly PLN500m gain from the sale. (Reuters, EarningsCalls.dev)
Asseco’s acquisition-led growth may not replace Sapiens quickly. The latest Polish deal, Mc Comp, cost PLN47m and serves a focused fuel-station and hospitality niche, so the company must find and integrate further acquisitions to fill the much larger revenue gap. (Rzeczpospolita, Exa)
Delivery capacity could become a margin risk if the order book remains strong. Management said employees were working very long hours, while group wage costs were already up about 5.8% year on year; continued growth may require more hiring or higher pay. (Rzeczpospolita)
Data summarised monthly by Lightyear AI. Last updated on 19 Sept 2026.
Upcoming events
No upcoming events
Funds containing ACP
AllGBPEUR
Fund name | Fund size | zł ACP weighting |
|---|---|---|
L&G Global Quality Dividends£LDGG | £279M | 0.06% |
Amundi STOXX Europe 600£MEUD | £6.6B | 0.02% |
SPDR MSCI All Country World IM€SPYI | €7.5B | 0.01% |
Amundi Prime All Country World€WEBN | €3.2B | 0.00% |
SPDR MSCI All Country World€SPYY | €17B | 0.00% |
Latest price is delayed by 15 minutes. Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.