Narrative Update • Jul 07

Over the last 7 days, the Machinery industry has risen 2.3%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 10%. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 18 Jul 2026 | €9.4b | €12.4b | €634.0m | 15.8x | 14.8x | 0.8x |
| Mon, 15 Jun 2026 | €9.9b | €12.4b | €634.0m | 16.6x | 15.6x | 0.8x |
| Wed, 13 May 2026 | €9.4b | €12.4b | €608.5m | 15.6x | 15.5x | 0.8x |
| Fri, 10 Apr 2026 | €8.7b | €12.3b | €579.0m | 16.4x | 15x | 0.7x |
| Sun, 08 Mar 2026 | €8.7b | €12.3b | €574.5m | 16.8x | 15.2x | 0.7x |
| Tue, 03 Feb 2026 | €9.3b | €12.2b | €560.0m | 17.8x | 16.7x | 0.8x |
| Thu, 01 Jan 2026 | €8.5b | €12.2b | €560.0m | 16.9x | 15.3x | 0.7x |
| Sat, 29 Nov 2025 | €8.1b | €12.2b | €560.0m | 16.6x | 14.4x | 0.7x |
| Mon, 27 Oct 2025 | €8.2b | €12.3b | €549.4m | 25.5x | 14.9x | 0.7x |
| Wed, 24 Sep 2025 | €8.1b | €12.3b | €549.4m | 26.5x | 14.7x | 0.7x |
| Fri, 22 Aug 2025 | €8.3b | €12.3b | €549.5m | 27.8x | 15.1x | 0.7x |
| Sun, 20 Jul 2025 | €8.5b | €12.5b | €605.6m | 14.6x | 14x | 0.7x |
| Tue, 17 Jun 2025 | €8.0b | €12.5b | €605.6m | 13x | 13.2x | 0.6x |
| Thu, 15 May 2025 | €7.9b | €12.5b | €609.0m | 12.4x | 12.9x | 0.6x |
| Sat, 12 Apr 2025 | €6.5b | €12.6b | €615.3m | 16.2x | 10.5x | 0.5x |
| Mon, 10 Mar 2025 | €7.6b | €12.6b | €618.9m | 16x | 12.2x | 0.6x |
| Wed, 05 Feb 2025 | €6.8b | €12.8b | €630.8m | 14.6x | 10.7x | 0.5x |
| Fri, 03 Jan 2025 | €6.1b | €12.8b | €630.8m | 13.3x | 9.7x | 0.5x |
| Sun, 01 Dec 2024 | €6.5b | €12.8b | €630.8m | 13.2x | 10.3x | 0.5x |
| Tue, 29 Oct 2024 | €7.5b | €12.8b | €640.9m | 13.7x | 11.7x | 0.6x |
| Thu, 26 Sep 2024 | €7.6b | €12.8b | €640.9m | 13.7x | 11.9x | 0.6x |
| Sat, 24 Aug 2024 | €7.2b | €12.8b | €644.7m | 11.5x | 11.2x | 0.6x |
| Mon, 22 Jul 2024 | €6.8b | €12.8b | €650.4m | 10.3x | 10.5x | 0.5x |
| Wed, 19 Jun 2024 | €7.1b | €12.8b | €650.4m | 11.1x | 11x | 0.6x |
| Fri, 17 May 2024 | €6.7b | €12.8b | €648.7m | 8.8x | 10.3x | 0.5x |
| Sun, 14 Apr 2024 | €7.0b | €12.9b | €645.5m | 8.4x | 10.8x | 0.5x |
| Tue, 12 Mar 2024 | €7.1b | €12.9b | €635.6m | 9.1x | 11.2x | 0.6x |
| Thu, 08 Feb 2024 | €7.0b | €12.8b | €620.1m | 9.5x | 11.2x | 0.5x |
| Sat, 06 Jan 2024 | €6.8b | €12.8b | €620.1m | 9.3x | 10.9x | 0.5x |
| Mon, 04 Dec 2023 | €6.3b | €12.8b | €620.1m | 8.7x | 10.2x | 0.5x |
| Wed, 01 Nov 2023 | €5.6b | €12.5b | €573.6m | 8.7x | 9.8x | 0.5x |
| Fri, 29 Sep 2023 | €6.1b | €12.5b | €573.6m | 9.1x | 10.6x | 0.5x |
| Sun, 27 Aug 2023 | €6.1b | €12.4b | €570.4m | 9.7x | 10.6x | 0.5x |
| Tue, 25 Jul 2023 | €6.4b | €12.1b | €544.2m | 10.8x | 11.7x | 0.5x |
11.7x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | -1.48% | |
| Industrials | -0.39% | |
| Machinery | 1.77% | |
| Industrial Machinery | 1.86% | |
| Construction Machinery and Vehicles | 1.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €73.90 | 1.8% +€127.4m | 15.0% | PE15.8x | |
| PAL Palfinger | €31.85 | 1.3% +€15.0m | -18.9% | PE12.1x | |
| SEM Semperit Holding | €14.95 | 3.8% +€11.3m | 11.7% | PE18.6x | |
| ROS Rosenbauer International | €60.60 | 1.7% +€10.2m | 24.9% | PE10.5x |