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AB S.a.ABE.WACompetitor analysis, valuation and peers

Poland · PLN·Information Technology›Electronics Distributors
Momentum weak 35
Mkt cap
$556M
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$264,693
20-day average traded
Fwd P/E
9.0×
forward earnings
ROIC−WACC
+3.1 pp
WACC 10.2%
Hurdle
n/a
no reverse DCF
Next earnings
26 days
2 Dec 2026
Close · PLNPLN 135.00
1D-2.0%
1W-8.8%
1M-13.0%
3M-4.1%
6M+3.4%
YTD+25.2%
1Y+40.6%
ATR %3.8%
52w lowhigh16.7% off high

What AB S.a. does

Employees: 1,137

AB S.a. at a glance

Size AB S.a. (ABE.WA) is a Poland Information Technology company (Electronics Distributors) with a market value of $556M, the 57th largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 135.00 on 6 Nov 2026.

Performance Over six months the shares gained 3.4%, against -0.9% for the median peer and +14.3% for the Poland market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 14.9% over the last twelve months (peer median +24.3%); the operating margin is 2.1% (peer median 3.8%).

Valuation It trades at 9.0× forward earnings against a peer median of 11.4× (2nd cheapest of 9).

Capital Return on invested capital runs 3.1 points above its cost of capital (10.2% WACC).

Next results Next results expected around 2 Dec 2026 (exchange calendar; dates can move).

Relative performance

10011012011 May 202611 Aug 20266 Nov 2026ABE.WA 100Peer median 99
Six months, rebased to 100: AB S.a. against the median of its 20 peers (local-currency closes).

AB S.a. financials

Reported figures in PLN; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenuePLN 17.0BPLN 14.9BPLN 14.7BPLN 15.4BPLN 14.0B
Revenue growth—+2%-5%+10%—
Gross profitPLN 688MPLN 592MPLN 596MPLN 577MPLN 529M
EBITDAPLN 372MPLN 286MPLN 304MPLN 291MPLN 226M
Net incomePLN 230MPLN 174MPLN 175MPLN 153MPLN 151M
Free cash flow-PLN 371MPLN 83.8MPLN 196MPLN 97.9M-PLN 40.5M
Capital expenditurePLN 9.29MPLN 4.82MPLN 10.7MPLN 15.2MPLN 24.1M
Total debtPLN 593MPLN 215MPLN 246MPLN 354MPLN 378M

Quarterly statements and history in the cockpit →

AB S.a. competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-25%0%+25%+50%-30%-20%-10%0%808400129811843033743304008059300050546A167A276003219076093010853028CLMB08613015583147ABE.WA6-month return →1-month return →
Up and to the right = strong over both horizons. AB S.a. is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%10×15×20×04008059276076093028CLMB3147PRTABE.WARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. AB S.a. is the large dot.

AB S.a. competitors and peer comparison

How AB S.a. compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

AB S.a. against its 20 peers (data as of 6 Nov 2026)
MeasureABE.WAPeer medianRank in peer set
1-month return-13.0%-12.0%10th lowest of 21
6-month return+3.4%-0.9%10th highest of 21
Distance from 52-week high-16.7%-29.6%5th highest of 21
Revenue growth (TTM)+14.9%+24.3%7th lowest of 21
Operating margin2.1%3.8%4th lowest of 21
Forward P/E9.0×11.4×2nd cheapest of 9
ROIC minus cost of capital+3.1 pp+2.3 pp10th highest of 20
Net debt / EBITDA1.4×1.8×7th least indebted of 15

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
AB S.a. ABE.WAPoland$556M+3%+15%2%9.0×n/an/a
Ryoden 8084.TJapan$558M+45%+13%3%n/an/an/a
Shenzhen Best of Best 001298.SZChina$559M-38%+78%3%n/an/an/a
S.A.S. Dragon 1184.HKHong Kong$542M+16%+92%4%n/an/an/a
Weikeng Industrial 3033.TWTaiwan$596M-3%+19%3%n/an/an/a
Hakuto 7433.TJapan$598M+34%+8%4%n/a3.8%+1.8%
IngDan 0400.HKHong Kong$629M+33%+81%3%11.2×n/an/a
Daiichi Jitsugyo 8059.TJapan$633M-2%-7%6%10.0×-19.3%+9.4%
Dingli 300050.SZChina$478M-18%+24%8%n/a27.1%-15.4%
Miraini 546A.TJapan$470M+11%+32%3%n/a-1.0%+16.3%
Ryoyo Ryosan Holdings,Inc 167A.TJapan$676M+9%+7%3%n/an/an/a
Tokyo Electron Device 2760.TJapan$676M0%+16%6%8.7×5.9%+7.3%
Daou Data 032190.KSSouth Korea$444M-32%+130%6%n/an/an/a
Daitron 7609.TJapan$438M+15%+57%8%10.1×-5.0%+12.4%
Beijing Asiacom Information Technology 301085.SZChina$717M-21%+47%-4%n/an/an/a
Zenitron 3028.TWTaiwan$430M-19%+76%4%15.3×n/an/a
Climb Global Solutions CLMBUnited States$741M+97%+24%4%19.3×13.1%+21.0%
Digital China 0861.HKHong Kong$410M-14%+16%1%n/a1.5%+2.8%
SFC 301558.SZChina$793M-19%-8%4%n/a30.3%-3.2%
Jetwell Computer 3147.TWOTaiwan$384M+63%+105%7%11.9×-6.9%+25.9%
Esprinet PRT.MIItaly$379M-9%+5%1%11.6×2.7%-0.9%

Questions

Which companies are AB S.a.'s closest peers?
The cockpit's peer set: Ryoden (8084.T), Shenzhen Best of Best (001298.SZ), S.A.S. Dragon (1184.HK), Weikeng Industrial (3033.TW), Hakuto (7433.T), IngDan (0400.HK), Daiichi Jitsugyo (8059.T), Dingli (300050.SZ).
Is AB S.a. expensive compared with its peers?
On forward p/e it trades at 9.0× against a peer median of 11.4×, 2nd cheapest of 9 in its peer set.
How has AB S.a. stock performed?
Over six months to 6 Nov 2026 the shares returned +3.4% against -0.9% for the median peer; over one year +40.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.