Narrative Update • Aug 14

The Machinery is pretty flat in the last 7 days, but Semperit Holding has stood out, gaining 6.0%. The past year has been better, since the industry has gained 22% in that time. 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 |
|---|---|---|---|---|---|---|
| Sun, 16 Aug 2026 | €10.1b | €12.6b | €671.9m | 12.1x | 15x | 0.8x |
| Tue, 14 Jul 2026 | €9.2b | €12.4b | €634.0m | 15.4x | 14.5x | 0.7x |
| Thu, 11 Jun 2026 | €9.7b | €12.4b | €634.0m | 16.2x | 15.2x | 0.8x |
| Sat, 09 May 2026 | €9.6b | €12.4b | €608.5m | 16x | 15.8x | 0.8x |
| Mon, 06 Apr 2026 | €8.1b | €12.3b | €579.0m | 13.3x | 13.9x | 0.7x |
| Wed, 04 Mar 2026 | €8.9b | €12.2b | €560.0m | 17.5x | 16x | 0.7x |
| Fri, 30 Jan 2026 | €9.3b | €12.2b | €560.0m | 18x | 16.6x | 0.8x |
| Sun, 28 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.7x | 15.1x | 0.7x |
| Tue, 25 Nov 2025 | €7.9b | €12.2b | €560.0m | 15.9x | 14.2x | 0.6x |
| Thu, 23 Oct 2025 | €8.0b | €12.3b | €549.4m | 25.6x | 14.6x | 0.6x |
| Sat, 20 Sep 2025 | €8.0b | €12.3b | €549.4m | 26.2x | 14.6x | 0.6x |
| Mon, 18 Aug 2025 | €8.3b | €12.3b | €549.5m | 26.8x | 15.1x | 0.7x |
| Wed, 16 Jul 2025 | €8.3b | €12.5b | €605.6m | 14.3x | 13.8x | 0.7x |
| Fri, 13 Jun 2025 | €7.9b | €12.5b | €605.6m | 13x | 13.1x | 0.6x |
| Sun, 11 May 2025 | €7.6b | €12.5b | €609.0m | 11.9x | 12.6x | 0.6x |
| Tue, 08 Apr 2025 | €6.3b | €12.6b | €615.3m | 16.7x | 10.3x | 0.5x |
| Thu, 06 Mar 2025 | €7.3b | €12.8b | €630.8m | 15.5x | 11.6x | 0.6x |
| Sat, 01 Feb 2025 | €6.8b | €12.8b | €630.8m | 15x | 10.8x | 0.5x |
| Mon, 30 Dec 2024 | €6.0b | €12.8b | €630.8m | 13x | 9.5x | 0.5x |
| Wed, 27 Nov 2024 | €6.5b | €12.8b | €630.8m | 13x | 10.3x | 0.5x |
| Fri, 25 Oct 2024 | €7.3b | €12.8b | €640.9m | 13.4x | 11.4x | 0.6x |
| Sun, 22 Sep 2024 | €7.6b | €12.8b | €640.9m | 13.9x | 11.9x | 0.6x |
| Tue, 20 Aug 2024 | €7.1b | €12.8b | €644.7m | 11.2x | 11x | 0.6x |
| Thu, 18 Jul 2024 | €6.9b | €12.8b | €650.4m | 10.5x | 10.6x | 0.5x |
| Sat, 15 Jun 2024 | €7.2b | €12.8b | €650.4m | 11.1x | 11.1x | 0.6x |
| Mon, 13 May 2024 | €6.7b | €12.8b | €652.5m | 8x | 10.2x | 0.5x |
| Wed, 10 Apr 2024 | €7.1b | €12.9b | €645.5m | 8.6x | 10.9x | 0.5x |
| Fri, 08 Mar 2024 | €7.2b | €12.9b | €635.6m | 9.1x | 11.3x | 0.6x |
| Sun, 04 Feb 2024 | €7.0b | €12.8b | €620.1m | 9.5x | 11.3x | 0.5x |
| Tue, 02 Jan 2024 | €7.0b | €12.8b | €620.1m | 9.7x | 11.3x | 0.6x |
| Thu, 30 Nov 2023 | €6.3b | €12.8b | €620.1m | 8.7x | 10.1x | 0.5x |
| Sat, 28 Oct 2023 | €5.4b | €12.5b | €573.6m | 8.2x | 9.5x | 0.4x |
| Mon, 25 Sep 2023 | €6.1b | €12.5b | €573.6m | 9.2x | 10.7x | 0.5x |
| Wed, 23 Aug 2023 | €6.0b | €12.4b | €570.4m | 9.7x | 10.6x | 0.5x |
10.6x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 0.91% | |
| Industrials | -0.41% | |
| Machinery | -0.68% | |
| Industrial Machinery | -0.25% | |
| Construction Machinery and Vehicles | -2.69% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SEM Semperit Holding | €15.80 | 6.0% +€18.5m | 20.1% | PE8.1x | |
| HED Maschinenfabrik Heid | €1.65 | 3.1% +€197.0k | 4.4% | PE67.1x |