Narrative Update • Aug 17

Over the last 7 days, the Machinery industry has dropped 1.6%, driven by a pullback from Andritz of 2.1%. Meanwhile, Semperit Holding actually outperformed within the industry, gaining 12% in the last week. In the past year, the industry has gained 17%. Looking forward, earnings are forecast to grow by 14% annually.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | €10.0b | €12.6b | €671.9m | 11.9x | 14.8x | 0.8x |
| Fri, 17 Jul 2026 | €9.5b | €12.4b | €634.0m | 15.8x | 15x | 0.8x |
| Sun, 14 Jun 2026 | €9.9b | €12.4b | €634.0m | 16.6x | 15.6x | 0.8x |
| Tue, 12 May 2026 | €9.6b | €12.4b | €608.5m | 16x | 15.8x | 0.8x |
| Thu, 09 Apr 2026 | €8.5b | €12.3b | €579.0m | 16.4x | 14.6x | 0.7x |
| Sat, 07 Mar 2026 | €8.7b | €12.4b | €574.5m | 16.8x | 15.2x | 0.7x |
| Mon, 02 Feb 2026 | €9.3b | €12.2b | €560.0m | 17.8x | 16.6x | 0.8x |
| Wed, 31 Dec 2025 | €8.5b | €12.2b | €560.0m | 16.9x | 15.3x | 0.7x |
| Fri, 28 Nov 2025 | €8.1b | €12.2b | €560.0m | 16.6x | 14.4x | 0.7x |
| Sun, 26 Oct 2025 | €8.2b | €12.3b | €549.4m | 25.5x | 14.9x | 0.7x |
| Tue, 23 Sep 2025 | €8.1b | €12.3b | €549.4m | 26.7x | 14.7x | 0.7x |
| Thu, 21 Aug 2025 | €8.3b | €12.3b | €549.5m | 27.2x | 15.1x | 0.7x |
| Sat, 19 Jul 2025 | €8.5b | €12.5b | €605.6m | 14.6x | 14x | 0.7x |
| Mon, 16 Jun 2025 | €7.9b | €12.5b | €605.6m | 12.8x | 13x | 0.6x |
| Wed, 14 May 2025 | €7.9b | €12.5b | €609.0m | 12.4x | 12.9x | 0.6x |
| Fri, 11 Apr 2025 | €6.4b | €12.6b | €615.3m | 16.1x | 10.4x | 0.5x |
| Sun, 09 Mar 2025 | €7.6b | €12.6b | €618.9m | 16x | 12.2x | 0.6x |
| Tue, 04 Feb 2025 | €6.8b | €12.8b | €630.8m | 15.1x | 10.8x | 0.5x |
| Thu, 02 Jan 2025 | €6.1b | €12.8b | €630.8m | 13x | 9.6x | 0.5x |
| Sat, 30 Nov 2024 | €6.5b | €12.8b | €630.8m | 13.2x | 10.3x | 0.5x |
| Mon, 28 Oct 2024 | €7.4b | €12.8b | €640.9m | 13.4x | 11.5x | 0.6x |
| Wed, 25 Sep 2024 | €7.6b | €12.8b | €640.9m | 13.7x | 11.8x | 0.6x |
| Fri, 23 Aug 2024 | €7.1b | €12.8b | €644.7m | 11.2x | 11x | 0.6x |
| Sun, 21 Jul 2024 | €6.8b | €12.8b | €650.4m | 10.3x | 10.5x | 0.5x |
| Tue, 18 Jun 2024 | €7.2b | €12.8b | €650.4m | 11x | 11x | 0.6x |
| Thu, 16 May 2024 | €6.7b | €12.8b | €652.5m | 8.3x | 10.2x | 0.5x |
| Sat, 13 Apr 2024 | €7.0b | €12.9b | €645.5m | 8.4x | 10.8x | 0.5x |
| Mon, 11 Mar 2024 | €7.2b | €12.9b | €635.6m | 9.2x | 11.4x | 0.6x |
| Wed, 07 Feb 2024 | €6.9b | €12.8b | €620.1m | 9.5x | 11.2x | 0.5x |
| Fri, 05 Jan 2024 | €6.8b | €12.8b | €620.1m | 9.4x | 11x | 0.5x |
| Sun, 03 Dec 2023 | €6.3b | €12.8b | €620.1m | 8.7x | 10.2x | 0.5x |
| Tue, 31 Oct 2023 | €5.6b | €12.5b | €573.6m | 8.6x | 9.7x | 0.4x |
| Thu, 28 Sep 2023 | €6.0b | €12.5b | €573.6m | 9x | 10.5x | 0.5x |
| Sat, 26 Aug 2023 | €6.1b | €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 | -0.066% | |
| Industrials | -1.44% | |
| Machinery | -1.56% | |
| Industrial Machinery | -1.56% | |
| Construction Machinery and Vehicles | -1.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SEM Semperit Holding | €16.35 | 8.6% +€26.7m | 25.0% | PE8.4x | |
| ROS Rosenbauer International | €60.80 | 1.3% +€8.2m | 28.5% | PE8.7x |