Investors Will Want Strabag's (VIE:STR) Growth In ROCE To Persist
Nov 23
Austrian (ATX) Industrials Sector Analysis
UpdatedDec 01, 2023
DataAggregated Company Financials
Companies20
- 7D1.6%
- 3M0.6%
- 1Y6.0%
- YTD7.0%
Over the last 7 days, the Industrials industry has remained flat. As for the the longer term, the industry is up 4.9% over the past 12 months. Looking forward, earnings are forecast to grow by 7.6% annually.
Sector Valuation and Performance
Has the Austrian Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 01 Dec 2023 | €19.3b | €44.7b | €1.7b | 8.8x | 11.7x | 0.4x |
| Sun, 29 Oct 2023 | €17.9b | €44.1b | €1.6b | 8.3x | 11.3x | 0.4x |
| Tue, 26 Sep 2023 | €18.5b | €44.1b | €1.6b | 9.1x | 11.7x | 0.4x |
| Thu, 24 Aug 2023 | €18.7b | €43.5b | €1.5b | 9.6x | 12.1x | 0.4x |
| Sat, 22 Jul 2023 | €19.4b | €42.9b | €1.5b | 10.5x | 13.2x | 0.5x |
| Mon, 19 Jun 2023 | €20.1b | €43.0b | €1.5b | 11.7x | 13.7x | 0.5x |
| Wed, 17 May 2023 | €19.6b | €42.5b | €1.4b | 11.2x | 13.6x | 0.5x |
| Fri, 14 Apr 2023 | €20.0b | €40.9b | €1.5b | 13.9x | 13.7x | 0.5x |
| Sun, 12 Mar 2023 | €20.2b | €40.9b | €1.4b | 12.4x | 14.9x | 0.5x |
| Tue, 07 Feb 2023 | €19.0b | €40.2b | €1.3b | 12.3x | 14.3x | 0.5x |
| Thu, 05 Jan 2023 | €18.4b | €40.2b | €1.3b | 12.1x | 13.8x | 0.5x |
| Sat, 03 Dec 2022 | €18.5b | €40.1b | €1.3b | 12x | 14.1x | 0.5x |
| Mon, 31 Oct 2022 | €17.2b | €39.2b | €1.4b | 12.1x | 12.4x | 0.4x |
| Wed, 28 Sep 2022 | €16.4b | €39.2b | €1.4b | 11.2x | 11.8x | 0.4x |
| Fri, 26 Aug 2022 | €17.5b | €38.2b | €1.4b | 13.6x | 12.2x | 0.5x |
| Sun, 24 Jul 2022 | €16.8b | €37.6b | €1.4b | 11.9x | 11.6x | 0.4x |
| Tue, 21 Jun 2022 | €17.2b | €37.5b | €1.5b | 12.4x | 11.7x | 0.5x |
| Thu, 19 May 2022 | €16.7b | €37.2b | €1.5b | 12.5x | 10.9x | 0.4x |
| Sat, 16 Apr 2022 | €16.2b | €36.7b | €1.4b | 14.3x | 11.6x | 0.4x |
| Mon, 14 Mar 2022 | €16.4b | €36.7b | €1.4b | 13.4x | 11.5x | 0.4x |
| Wed, 09 Feb 2022 | €18.5b | €36.3b | €1.3b | 16.1x | 13.8x | 0.5x |
| Fri, 07 Jan 2022 | €18.7b | €36.3b | €1.3b | 16.1x | 13.9x | 0.5x |
| Sun, 05 Dec 2021 | €17.2b | €36.3b | €1.3b | 15.2x | 12.8x | 0.5x |
| Tue, 02 Nov 2021 | €18.4b | €36.1b | €1.2b | 15.2x | 15.5x | 0.5x |
| Thu, 30 Sep 2021 | €18.5b | €36.1b | €1.2b | 14.7x | 15.6x | 0.5x |
| Sat, 28 Aug 2021 | €18.5b | €36.1b | €1.2b | 14.1x | 15.6x | 0.5x |
| Sun, 04 Jul 2021 | €18.6b | €36.0b | €1.2b | 14.1x | 15.9x | 0.5x |
| Wed, 07 Apr 2021 | €16.4b | €35.3b | €900.1m | 15.5x | 18.2x | 0.5x |
| Sat, 09 Jan 2021 | €14.9b | €35.1b | €677.9m | 16.4x | 22x | 0.4x |
Price to Earnings Ratio
20x
Current Industry PE
- Investors are pessimistic on the Austrian Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 11.6x which is lower than its 3-year average PE of 14.5x.
- The industry is trading close to its 3-year average PS ratio of 0.47x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 32% per year over the last three years.
- Revenues for these companies have grown 7.6% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Austrian Industrials sector?
| AT Market | 1.70% | |
| Industrials | 1.64% | |
| Infrastructure | 6.64% | |
| Electrical | 4.09% | |
| Commercial Services | 2.77% | |
| Machinery | 2.04% | |
| Building | 0% | |
| Industrials | 0% | |
| Trade Distributors | 0% | |
| Airlines | 0% | |
| Marine and Shipping | 0% | |
| Transportation | 0% | |
| Aerospace & Defense | -1.20% | |
| Construction | -1.35% | |
| Logistics | -1.41% | |
| Professional Services | -17.44% | |
Industry PE
- Investors are most pessimistic about the Electrical industry, which is trading below its 3-year average of 24.8x.
Forecasted Growth
- Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 83% over the next 5 years.
- In contrast, the Logistics industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FLU Flughafen Wien | €49.25 | 4.3% +€171.9m | 51.5% | PE24.7x | |
| ANDR Andritz | €50.30 | 2.0% +€96.9m | -6.2% | PE10.1x | |
| DOC DO & CO | €128.00 | 2.7% +€36.3m | 41.0% | PE24.8x | |
| ZAG Zumtobel Group | €6.30 | 5.9% +€15.1m | -7.4% | PE4.6x | |
| POS PORR | €12.10 | 2.4% +€10.7m | -7.1% | PE6x |
