Asseco Poland S.A. (ASOZY) Q4 2025 Earnings Call Transcript
Asseco Poland S.A. (ASOZY) Q3 2025 Earnings Call Transcript

Asseco Poland: Value Gap Closed

04:22am, Sunday, 30'th Mar 2025
Asseco Poland's stock price has surged, aligning its P/E ratio with Accenture, leading us to rate it at fair value and no longer a buy. The company continues to show solid profit growth, easily overco
Asseco Poland's earnings were impacted by FX effects, but adjusted performance showed solid growth. Formula Systems continues to grow despite revenue model changes at Sapiens International, which is a
Asseco Poland is an under-the-radar pick in the Polish markets, strategically exposed to Israel's defense budget and cybersecurity. The company's tech consulting and software businesses are experienci
Asseco Poland is essentially a more vigorous IBM, with none of the concerns around accounting gimmickry, while existing at a meaningfully lower multiple.
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