Home Compare ACP.WA vs SGE.L
Stock Comparison · Industry comparison · Software - Application

Asseco Poland vs The Sage Group: Which Stock Looks Stronger in 2026?

Asseco Poland leads structurally, with profitability as the clearest single gap between the two profiles. The remaining gap is narrow enough that the comparison remains open to different readings. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the STOXX 600 universe, making them directly comparable.

Updated 2026-07-05

Profitability still does most of the heavy lifting in this comparison.

INDUSTRY COMPARISON

Both operate in: Software - Application

This comparison is based on industry proximity, not on functional trajectory similarity. ACP.WA and SGE.L share the same industry classification.

For a similarity-based comparison, see how Asseco Poland and The Sage each position within their functional peer groups in AssetNext.

Peer-Relative Score
ACP.WA
Asseco Poland S.A.
69
Peer-Score
Signal qualitylow
Peer basis: STOXX 600
vs
SGE.L
The Sage Group plc
62
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in profitability.

Dimension spread: ACP.WA vs SGE.L Profitability 78 53 Stability 75 83 Valuation 65 59 Growth 57 60 ACP.WA SGE.L
Gap Ranking
#1 Profitability +25
#2 Stability +8
#3 Valuation +6
#4 Growth +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ACP.WA and SGE.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ACP.WASGE.L Relative valuation Structural strength

Asseco Poland S.A. and The Sage Group plc look relatively close on structure, but the price setup still leans toward Asseco Poland S.A..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
Both rank well on profitability, but Asseco Poland S.A. still sits higher.
Stability
On stability, the same pattern holds: both rank well, but The Sage Group plc still sits higher.
Profitability — Dominant Gap
ACP.WA
78
SGE.L
53
Gap+25in favour of ACP.WA

The profitability gap is wide, with the stronger side earning materially better operating marks.

What keeps the gap from being one-sided

The Sage Group plc still looks less cycle-sensitive — that keeps the result from looking completely one-sided.

What this means for the comparison

Profitability answers the question more clearly than the overall score separation does.

Explore full peer positioning in AssetNext

Break down the ACP.WA vs SGE.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-driven comparisons

Explore how ACP.WA and SGE.L each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.