Andritz (VIE:ANDR) Shareholders Will Want The ROCE Trajectory To Continue
Dec 31
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Austrian (ATX) Machinery Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies7
- 7D6.4%
- 3M-11.2%
- 1Y-6.2%
- YTD6.3%
In the last week, the Machinery industry is up 6.2%, with Andritz up 6.5%. In the past year, the industry is down 6.2%. As for the next few years, earnings are expected to grow by 7.7% per annum.
Industry Valuation and Performance
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | €6.5b | €12.8b | €630.8m | 15x | 10.3x | 0.5x |
| Thu, 19 Dec 2024 | €6.1b | €12.8b | €630.8m | 13.1x | 9.6x | 0.5x |
| Sat, 16 Nov 2024 | €6.4b | €12.7b | €628.3m | 13x | 10.2x | 0.5x |
| Mon, 14 Oct 2024 | €7.5b | €12.8b | €640.9m | 13.7x | 11.7x | 0.6x |
| Wed, 11 Sep 2024 | €7.2b | €12.8b | €641.0m | 13.8x | 11.3x | 0.6x |
| Fri, 09 Aug 2024 | €6.8b | €12.8b | €645.9m | 10.4x | 10.5x | 0.5x |
| Sun, 07 Jul 2024 | €6.9b | €12.8b | €650.4m | 10.3x | 10.6x | 0.5x |
| Tue, 04 Jun 2024 | €7.0b | €12.8b | €650.4m | 11x | 10.7x | 0.5x |
| Thu, 02 May 2024 | €6.4b | €12.8b | €652.5m | 8x | 9.7x | 0.5x |
| Sat, 30 Mar 2024 | €7.1b | €12.9b | €637.0m | 8.7x | 11.1x | 0.5x |
| Mon, 26 Feb 2024 | €7.4b | €12.8b | €620.1m | 9.6x | 12x | 0.6x |
| Wed, 24 Jan 2024 | €7.0b | €12.8b | €620.1m | 9.5x | 11.3x | 0.5x |
| Fri, 22 Dec 2023 | €6.8b | €12.8b | €620.1m | 9.5x | 11x | 0.5x |
| Sun, 19 Nov 2023 | €6.2b | €12.8b | €620.1m | 8.7x | 10x | 0.5x |
| Tue, 17 Oct 2023 | €5.8b | €12.5b | €573.6m | 8.8x | 10.1x | 0.5x |
| Thu, 14 Sep 2023 | €6.2b | €12.5b | €573.6m | 9.4x | 10.7x | 0.5x |
| Sat, 12 Aug 2023 | €6.0b | €12.5b | €582.9m | 9.6x | 10.3x | 0.5x |
| Mon, 10 Jul 2023 | €6.4b | €12.1b | €544.2m | 10.8x | 11.8x | 0.5x |
| Wed, 07 Jun 2023 | €6.9b | €12.1b | €544.2m | 11.9x | 12.7x | 0.6x |
| Fri, 05 May 2023 | €7.5b | €12.0b | €527.9m | 12.9x | 14.2x | 0.6x |
| Sun, 02 Apr 2023 | €7.9b | €11.5b | €511.5m | 14x | 15.5x | 0.7x |
| Tue, 28 Feb 2023 | €7.6b | €11.4b | €432.8m | 15x | 17.5x | 0.7x |
| Thu, 26 Jan 2023 | €7.1b | €11.3b | €429.8m | 14.4x | 16.5x | 0.6x |
| Sat, 24 Dec 2022 | €6.9b | €11.3b | €423.9m | 13.7x | 16.3x | 0.6x |
| Mon, 21 Nov 2022 | €6.8b | €11.3b | €423.5m | 13.7x | 16x | 0.6x |
| Wed, 19 Oct 2022 | €5.9b | €10.8b | €535.4m | 11.9x | 11x | 0.5x |
| Fri, 16 Sep 2022 | €5.9b | €10.8b | €535.4m | 12.7x | 11.1x | 0.6x |
| Sun, 14 Aug 2022 | €6.5b | €10.8b | €607.0m | 13.7x | 10.7x | 0.6x |
| Tue, 12 Jul 2022 | €5.4b | €10.5b | €592.0m | 11.6x | 9.1x | 0.5x |
| Thu, 09 Jun 2022 | €6.1b | €10.5b | €588.3m | 13x | 10.4x | 0.6x |
| Sat, 07 May 2022 | €5.5b | €10.6b | €672.5m | 11.6x | 8.1x | 0.5x |
| Mon, 04 Apr 2022 | €5.7b | €10.5b | €678.5m | 11.3x | 8.5x | 0.5x |
| Wed, 02 Mar 2022 | €5.6b | €10.4b | €667.5m | 12.4x | 8.4x | 0.5x |
| Fri, 28 Jan 2022 | €6.7b | €10.3b | €671.7m | 13.8x | 9.9x | 0.6x |
Price to Earnings Ratio
9.9x
Current Industry PE
- Investors are pessimistic on the Austrian Machinery 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 10.3x which is lower than its 3-year average PE of 11.5x.
- The industry is trading close to its 3-year average PS ratio of 0.56x.
Past Earnings Growth
- The earnings for companies in the Machinery industry have declined 2.1% per year over the last three years.
- Meanwhile revenues for these companies have grown 7.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 2.98% | |
| Industrials | 2.56% | |
| Machinery | 6.40% | |
| Industrial Machinery | 6.93% | |
| Construction Machinery and Vehicles | 3.37% | |
| Agricultural Machinery | 0% | 0 |
Industry PE
- Investors are most optimistic about the Industrial Machinery industry, which is trading close to its 3-year average PE ratio of 11.2x.
- Analysts are expecting annual earnings growth of 6.8%, which is higher than its past year's earnings decline of 19.3% per year.
- Investors are most pessimistic about the Construction Machinery and Vehicles industry, which is trading below its 3-year average of 13.4x.
Forecasted Growth
- Analysts are most optimistic on the Construction Machinery and Vehicles industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 1.5% per year.
- In contrast, the Industrial Machinery industry is expected to see its earnings grow by 6.8% 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 | |
| PAL Palfinger | €20.70 | 7.1% +€48.0m | -13.9% | PE6.7x | |
| SEM Semperit Holding | €13.82 | 7.1% +€18.9m | -6.1% | PE19x | |
| RWT RWT | €3.50 | 40.0% +€13.5m | n/a | n/a | |
| HED Maschinenfabrik Heid | €1.01 | 1.0% +€39.4k | -42.3% | PS95.3x |