Operating Margin

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Price: 11.13 PLN 0.27%

Market Cap: zł14.6B

10.2%

Improving

by 0.5%

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin

10.2%

Operating Income

zł1.3B

Revenue

zł13.1B

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin

10.2%

Operating Income

zł1.3B

Revenue

zł13.1B

Peer Comparison

Country		Company	Market Cap	Operating Margin
PL	O	Orange Polska SA WSE:OPL	14.6B PLN	Loading...
US		AT&T Inc NYSE:T	167.6B USD	Loading...
US		Verizon Communications Inc NYSE:VZ	166.5B USD	Loading...
DE		Deutsche Telekom AG XETRA:DTE	131.8B EUR	Loading...
JP		Nippon Telegraph and Telephone Corp TSE:9432	12.9T JPY	Loading...
CN		China Telecom Corp Ltd SSE:601728	532.6B CNY	Loading...
SG		Singapore Telecommunications Ltd SGX:Z74	73.2B SGD	Loading...
SA		Saudi Telecom Company SJSC SAU:7010	189.1B SAR	Loading...
FR		Orange SA PAR:ORA	39.6B EUR	Loading...
CH		Swisscom AG SIX:SCMN	31.2B CHF	Loading...
AU		Telstra Corporation Ltd ASX:TLS	53.9B AUD	Loading...

Market Distribution

Min	-10 083 900%
30th Percentile	-1.5%
Median	5.4%
70th Percentile	11.7%
Max	195 905.3%

Other Profitability Ratios

Orange Polska SA
Glance View

Market Cap

14.6B PLN

Industry

Telecommunication

Orange Polska SA, entrenched within the Polish telecommunications landscape, stands as a pivotal player in providing a comprehensive suite of connectivity services. Rooted in its historical ties to France Télécom, now known as Orange S.A., the company leverages the formidable brand and technological expertise of its parent to distinguish itself in the Polish market. Its operations encompass a broad spectrum, primarily focusing on mobile telephony, broadband internet, digital TV, and an array of enterprise services. The evolution of Orange Polska from a state-controlled entity to a leading telecommunications pioneer mirrors Poland's own economic transformation and technological advancement over the years. The company generates revenue through an integrated approach that caters to both individual consumers and businesses. For consumers, Orange Polska offers bundled services that include mobile, internet, and television solutions – a strategy that enhances customer loyalty and average revenue per user (ARPU). On the business front, its services extend into managed services, IoT solutions, and cloud computing for businesses, capitalizing on the digital transformation trends sweeping across industries. The company's financial performance is underpinned by ongoing investments in expanding its fiber-optic network and 5G infrastructure, aimed at meeting the growing demand for faster and more reliable connectivity. By consistently adapting to technological changes and consumer preferences, Orange Polska maintains a dynamic presence in the competitive Polish telecom market.

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What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Orange Polska SA
WSE:OPL

Peer Comparison

Market Distribution

Other Profitability Ratios

Orange Polska SA
Glance View

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Orange Polska SA WSE:OPL