New Narrative • Aug 04

Over the last 7 days, the Machinery industry has dropped 2.0%, driven by Andritz declining 2.8%. Over the past 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | €10.1b | €12.6b | €648.3m | 17.1x | 15.6x | 0.8x |
| Fri, 10 Jul 2026 | €9.3b | €12.4b | €634.0m | 15.5x | 14.6x | 0.7x |
| Sun, 07 Jun 2026 | €9.7b | €12.4b | €634.0m | 16.3x | 15.4x | 0.8x |
| Tue, 05 May 2026 | €9.4b | €12.4b | €605.9m | 15.5x | 15.4x | 0.8x |
| Thu, 02 Apr 2026 | €8.2b | €12.3b | €579.0m | 13.6x | 14.1x | 0.7x |
| Sat, 28 Feb 2026 | €9.5b | €12.2b | €560.0m | 18.6x | 16.9x | 0.8x |
| Mon, 26 Jan 2026 | €9.2b | €12.2b | €560.0m | 17.9x | 16.4x | 0.8x |
| Wed, 24 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.7x | 15.1x | 0.7x |
| Fri, 21 Nov 2025 | €8.0b | €12.2b | €560.0m | 16.2x | 14.3x | 0.7x |
| Sun, 19 Oct 2025 | €7.9b | €12.3b | €549.4m | 24.8x | 14.4x | 0.6x |
| Tue, 16 Sep 2025 | €8.1b | €12.3b | €549.4m | 26.9x | 14.7x | 0.7x |
| Thu, 14 Aug 2025 | €8.2b | €12.4b | €558.0m | 26x | 14.7x | 0.7x |
| Sat, 12 Jul 2025 | €8.4b | €12.5b | €605.6m | 14.5x | 13.8x | 0.7x |
| Mon, 09 Jun 2025 | €8.0b | €12.5b | €605.6m | 12.8x | 13.2x | 0.6x |
| Wed, 07 May 2025 | €7.6b | €12.5b | €609.0m | 11.8x | 12.4x | 0.6x |
| Fri, 04 Apr 2025 | €6.6b | €12.6b | €615.3m | 16.8x | 10.7x | 0.5x |
| Sun, 02 Mar 2025 | €7.1b | €12.8b | €630.8m | 15.2x | 11.2x | 0.6x |
| Tue, 28 Jan 2025 | €6.7b | €12.8b | €630.8m | 14.9x | 10.6x | 0.5x |
| Thu, 26 Dec 2024 | €6.0b | €12.8b | €630.8m | 13x | 9.5x | 0.5x |
| Sat, 23 Nov 2024 | €6.4b | €12.8b | €635.5m | 13x | 10.1x | 0.5x |
| Mon, 21 Oct 2024 | €7.3b | €12.8b | €640.9m | 13.4x | 11.4x | 0.6x |
| Wed, 18 Sep 2024 | €7.5b | €12.8b | €640.9m | 13.7x | 11.7x | 0.6x |
| Fri, 16 Aug 2024 | €6.9b | €12.8b | €645.0m | 10.9x | 10.7x | 0.5x |
| Sun, 14 Jul 2024 | €7.0b | €12.8b | €650.4m | 10.5x | 10.8x | 0.5x |
| Tue, 11 Jun 2024 | €7.1b | €12.8b | €650.4m | 11x | 10.9x | 0.6x |
| Thu, 09 May 2024 | €6.6b | €12.8b | €652.5m | 8x | 10x | 0.5x |
| Sat, 06 Apr 2024 | €7.0b | €12.9b | €637.0m | 8.4x | 10.9x | 0.5x |
| Mon, 04 Mar 2024 | €7.2b | €13.0b | €637.1m | 9.3x | 11.3x | 0.6x |
| Wed, 31 Jan 2024 | €7.1b | €12.8b | €620.1m | 9.6x | 11.5x | 0.6x |
| Fri, 29 Dec 2023 | €7.0b | €12.8b | €620.1m | 9.6x | 11.3x | 0.5x |
| Sun, 26 Nov 2023 | €6.2b | €12.8b | €620.1m | 8.6x | 10x | 0.5x |
| Tue, 24 Oct 2023 | €5.4b | €12.5b | €573.6m | 8.2x | 9.5x | 0.4x |
| Thu, 21 Sep 2023 | €6.2b | €12.5b | €573.6m | 9.3x | 10.8x | 0.5x |
| Sat, 19 Aug 2023 | €6.0b | €12.4b | €570.4m | 9.6x | 10.6x | 0.5x |
10.6x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 0.13% | |
| Industrials | -1.66% | |
| Machinery | -2.03% | |
| Construction Machinery and Vehicles | 0.85% | |
| Industrial Machinery | -2.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAL Palfinger | €30.65 | 1.3% +€15.0m | -18.8% | PE12.2x | |
| SEM Semperit Holding | €14.90 | 0.3% +€1.0m | 13.7% | PE18.5x |