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Action S.A (ACT) Fair Value & Analysis

Technology · PL · Market cap 470M PLN

AS Action S.A ACT · WAR
Price36.40 PLN
Fair Value43.29 PLN
Upside+18.9%
Quality91/100
Evidence: High Range 30.44 PLN – 62.87 PLN

Fair value as of: Jun 24, 2026

From 24 valuation models · updated 5 days ago

Share price +5.3% over the past month.

Price vs Fair Value (12 months)

36.40 PLN 22.15 PLN Fair Value 43.29 PLN Jun 2025 Jun 2026

12‑month range 22.15 PLN – 36.40 PLN · fair‑value band 30.44 PLN – 62.87 PLN · the 36.40 PLN price screens below the 43.29 PLN fair value. As of Jun 24, 2026.

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Analysis

Action S.A (ACT) currently trades at 36.40 PLN, while our model-based Fair Value estimate is 43.29 PLN — implying the stock looks roughly 18.9% undervalued today. We read business quality at 91/100 (high quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Action S.A generated revenue of 2.9B PLN at a net margin of 1.5%. Revenue grew 18.7% year over year. It earns a return on equity of 10.5%. The balance sheet holds a net cash position of 14.5M PLN. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 2.9B PLN
Revenue growth (YoY) +18.7%
Net margin 1.5%
Return on equity 10.5%
Free cash flow 34.3M PLN FY2024
P/E ratio 14.4
More key figures
Operating margin 1.5%
EPS (TTM) 2.54 PLN
EPS growth (YoY) +55.7%
Net cash 14.5M PLN FY2024

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Action S.A., together with its subsidiaries, engages in the wholesale trade of computer accessories in Poland and internationally. The company provides distribution solutions in IT, network installations, ICT, photovoltaics, smart home, CCTV, and emergency power supply. It also operates e-commerce platform, such as pomoceDlaSeniora.pl, bron.pl, 1.pl, sferis.pl, krakvet.pl, gram.pl, testoria.pl, and tablety.pl. In addition, the company distributes home and office items, such as furniture, lighting, textiles, as well as home and outdoor training equipment; and computer equipment, inks, toners, lighting, power supply equipment, fans and air conditioners, shredders, photo paper, accessories, and cleaning products. Further, it offers its products under the Activejet, Actina, and Actis brands. Action S.A. was founded in 1991 and is headquartered in Piaseczno, Poland.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Action S.A reported revenue of 2.5B PLN in FY2024 versus 2.1B PLN in FY2020, a compound +5.3%/yr. Reported net income was 41.2M PLN in FY2024, compounding −31.3%/yr from FY2020.

Revenue +5.3%/yr
FY20 2.1B PLN
FY21 2.3B PLN
FY22 2.4B PLN
FY23 2.5B PLN
FY24 2.5B PLN
Net income −31.3%/yr
FY20 185M PLN
FY21 101M PLN
FY22 49.0M PLN
FY23 36.8M PLN
FY24 41.2M PLN

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6 more Computer Hardware stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

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Frequently asked questions

Is Action S.A (ACT) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 43.29 PLN versus a price of 36.40 PLN — about +19% (undervalued). Model-based estimate, not financial advice.
What is the fair value of ACT?
Our 21-model fair value for Action S.A is 43.29 PLN (as of Jun 24, 2026), built from audited fundamentals. The current price is 36.40 PLN.
What is the quality score of ACT?
Action S.A has a Quality Score of 91/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Action S.A (ACT)?
Action S.A reported trailing-twelve-month revenue of about 2.9B PLN (latest available figure, as of Jun 24, 2026).
What is the net profit margin of ACT?
The net profit margin of Action S.A is about 1.5%, meaning it keeps roughly 1.5% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.