Andritz (VIE:ANDR) Shareholders Will Want The ROCE Trajectory To Continue
Dec 31
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Austrian (ATX) Industrials Sector Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies22
- 7D2.6%
- 3M0.5%
- 1Y1.3%
- YTD3.2%
In the last week, the Industrials industry is up 2.5%, with Andritz up 6.5%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 4.9% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | €21.5b | €45.9b | €1.8b | 13.5x | 11.7x | 0.5x |
| Thu, 19 Dec 2024 | €20.7b | €46.0b | €1.8b | 13.2x | 11.2x | 0.5x |
| Sat, 16 Nov 2024 | €20.8b | €45.5b | €1.8b | 13.5x | 11.3x | 0.5x |
| Mon, 14 Oct 2024 | €21.5b | €45.5b | €1.8b | 13.7x | 11.8x | 0.5x |
| Wed, 11 Sep 2024 | €21.3b | €45.4b | €1.8b | 15.3x | 11.7x | 0.5x |
| Fri, 09 Aug 2024 | €20.9b | €44.9b | €1.8b | 10.8x | 11.5x | 0.5x |
| Sun, 07 Jul 2024 | €21.1b | €45.3b | €1.8b | 10.8x | 11.6x | 0.5x |
| Tue, 04 Jun 2024 | €21.2b | €45.4b | €1.8b | 12.7x | 11.6x | 0.5x |
| Thu, 02 May 2024 | €20.4b | €45.2b | €1.8b | 9.8x | 11.3x | 0.5x |
| Sat, 30 Mar 2024 | €20.5b | €45.0b | €1.7b | 9x | 12.3x | 0.5x |
| Mon, 26 Feb 2024 | €21.2b | €44.9b | €1.6b | 10.1x | 12.9x | 0.5x |
| Wed, 24 Jan 2024 | €20.6b | €44.8b | €1.6b | 11.3x | 12.5x | 0.5x |
| Fri, 22 Dec 2023 | €20.4b | €44.7b | €1.6b | 9.6x | 12.4x | 0.5x |
| Sun, 19 Nov 2023 | €19.3b | €44.6b | €1.6b | 8.9x | 11.7x | 0.4x |
| Tue, 17 Oct 2023 | €18.4b | €44.1b | €1.6b | 8.8x | 11.6x | 0.4x |
| Thu, 14 Sep 2023 | €19.0b | €44.1b | €1.6b | 9.4x | 12x | 0.4x |
| Sat, 12 Aug 2023 | €18.8b | €43.4b | €1.5b | 9x | 12.4x | 0.4x |
| Mon, 10 Jul 2023 | €19.2b | €42.9b | €1.5b | 10.7x | 13.1x | 0.4x |
| Wed, 07 Jun 2023 | €19.8b | €42.8b | €1.5b | 10.9x | 13.6x | 0.5x |
| Fri, 05 May 2023 | €20.1b | €42.4b | €1.4b | 12.3x | 14.1x | 0.5x |
| Sun, 02 Apr 2023 | €20.3b | €40.9b | €1.5b | 13.3x | 13.7x | 0.5x |
| Tue, 28 Feb 2023 | €19.4b | €40.5b | €1.3b | 12.5x | 14.5x | 0.5x |
| Thu, 26 Jan 2023 | €18.9b | €40.2b | €1.3b | 12.4x | 14.2x | 0.5x |
| Sat, 24 Dec 2022 | €18.2b | €40.2b | €1.3b | 11.7x | 13.7x | 0.5x |
| Mon, 21 Nov 2022 | €18.3b | €39.9b | €1.3b | 13.6x | 14.3x | 0.5x |
| Wed, 19 Oct 2022 | €16.9b | €39.2b | €1.4b | 11x | 12.1x | 0.4x |
| Fri, 16 Sep 2022 | €17.0b | €39.2b | €1.4b | 12.5x | 12.3x | 0.4x |
| Sun, 14 Aug 2022 | €18.0b | €38.1b | €1.5b | 13.4x | 12.3x | 0.5x |
| Tue, 12 Jul 2022 | €16.3b | €37.6b | €1.4b | 11.6x | 11.3x | 0.4x |
| Thu, 09 Jun 2022 | €17.5b | €37.4b | €1.4b | 13.2x | 12.1x | 0.5x |
| Sat, 07 May 2022 | €15.9b | €37.3b | €1.5b | 12.8x | 10.4x | 0.4x |
| Mon, 04 Apr 2022 | €16.5b | €36.7b | €1.4b | 14.5x | 11.9x | 0.5x |
| Wed, 02 Mar 2022 | €16.6b | €36.6b | €1.3b | 13.5x | 12.4x | 0.5x |
| Fri, 28 Jan 2022 | €18.2b | €36.3b | €1.3b | 15.7x | 13.6x | 0.5x |
Price to Earnings Ratio
13.6x
Current Industry PE
- Investors are relatively neutral on the Austrian Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 12.4x.
- The industry is trading close to its 3-year average PS ratio of 0.46x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 8.1% 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 | 2.98% | |
| Industrials | 2.56% | |
| Machinery | 6.40% | |
| Logistics | 2.40% | |
| Aerospace & Defense | 2.14% | |
| Commercial Services | 1.97% | |
| Construction | 0.69% | |
| Infrastructure | 0.38% | |
| Building | 0% | 0 |
| Industrials | 0% | 0 |
| Airlines | 0% | 0 |
| Marine and Shipping | 0% | 0 |
| Transportation | 0% | 0 |
| Electrical | -0.073% | |
| Professional Services | -0.71% | |
| Trade Distributors | -0.88% | |
Industry PE
- Investors are most optimistic about the Professional Services industry which is trading above its 3-year average PE ratio of 4.2x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 43% over the next 5 years.
- In contrast, the Construction industry is expected to see its earnings decline by 2.2% per year 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 | |
|---|---|---|---|---|---|
| ANDR Andritz | €52.55 | 6.2% +€304.6m | -6.8% | PE10.4x | |
| STR Strabag | €42.45 | 2.5% +€124.1m | -1.0% | PE7.7x | |
| PAL Palfinger | €20.70 | 7.1% +€48.0m | -13.9% | PE6.7x | |
| POST Österreichische Post | €29.90 | 2.2% +€43.9m | -4.8% | PE13.9x | |
| POS PORR | €19.34 | 5.8% +€40.6m | 40.3% | PE8.2x |
