Narrative Update • May 05

In the last week, the Machinery industry is up 3.7%, with all of the companies up. In the last 12 months, the industry was up 25%. 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 |
|---|---|---|---|---|---|---|
| Fri, 08 May 2026 | €9.8b | €12.4b | €608.5m | 16.3x | 16.1x | 0.8x |
| Sun, 05 Apr 2026 | €8.1b | €12.3b | €579.0m | 13.3x | 13.9x | 0.7x |
| Tue, 03 Mar 2026 | €9.5b | €12.2b | €560.0m | 18.6x | 16.9x | 0.8x |
| Thu, 29 Jan 2026 | €9.3b | €12.2b | €560.0m | 17.9x | 16.5x | 0.8x |
| Sat, 27 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.7x | 15.1x | 0.7x |
| Mon, 24 Nov 2025 | €7.9b | €12.2b | €560.0m | 15.9x | 14.1x | 0.6x |
| Wed, 22 Oct 2025 | €8.0b | €12.3b | €549.4m | 25.8x | 14.6x | 0.7x |
| Fri, 19 Sep 2025 | €8.0b | €12.3b | €549.4m | 25.7x | 14.6x | 0.6x |
| Sun, 17 Aug 2025 | €8.3b | €12.3b | €549.5m | 26.8x | 15.1x | 0.7x |
| Tue, 15 Jul 2025 | €8.3b | €12.5b | €605.6m | 14.4x | 13.7x | 0.7x |
| Thu, 12 Jun 2025 | €8.0b | €12.5b | €605.6m | 13x | 13.2x | 0.6x |
| Sat, 10 May 2025 | €7.6b | €12.5b | €609.0m | 11.9x | 12.6x | 0.6x |
| Mon, 07 Apr 2025 | €6.3b | €12.6b | €615.3m | 15.7x | 10.3x | 0.5x |
| Wed, 05 Mar 2025 | €7.0b | €12.8b | €630.8m | 15.2x | 11.1x | 0.5x |
| Fri, 31 Jan 2025 | €6.7b | €12.8b | €630.8m | 15x | 10.6x | 0.5x |
| Sun, 29 Dec 2024 | €6.0b | €12.8b | €630.8m | 13x | 9.5x | 0.5x |
| Tue, 26 Nov 2024 | €6.5b | €12.8b | €630.8m | 13.1x | 10.3x | 0.5x |
| Thu, 24 Oct 2024 | €7.3b | €12.8b | €640.9m | 13.4x | 11.4x | 0.6x |
| Sat, 21 Sep 2024 | €7.6b | €12.8b | €640.9m | 13.9x | 11.9x | 0.6x |
| Mon, 19 Aug 2024 | €6.9b | €12.8b | €644.7m | 10.9x | 10.7x | 0.5x |
| Wed, 17 Jul 2024 | €6.9b | €12.8b | €650.4m | 10.3x | 10.6x | 0.5x |
| Fri, 14 Jun 2024 | €7.4b | €12.8b | €650.4m | 11.2x | 11.3x | 0.6x |
| Sun, 12 May 2024 | €6.7b | €12.8b | €652.5m | 8x | 10.2x | 0.5x |
| Tue, 09 Apr 2024 | €7.0b | €12.9b | €645.5m | 8.5x | 10.8x | 0.5x |
| Thu, 07 Mar 2024 | €7.2b | €12.9b | €637.1m | 9.1x | 11.3x | 0.6x |
| Sat, 03 Feb 2024 | €7.0b | €12.8b | €620.1m | 9.5x | 11.3x | 0.5x |
| Mon, 01 Jan 2024 | €7.0b | €12.8b | €620.1m | 9.7x | 11.3x | 0.6x |
| Wed, 29 Nov 2023 | €6.2b | €12.8b | €620.1m | 8.7x | 10x | 0.5x |
| Fri, 27 Oct 2023 | €5.4b | €12.5b | €573.6m | 8.1x | 9.5x | 0.4x |
| Sun, 24 Sep 2023 | €6.1b | €12.5b | €573.6m | 9.2x | 10.7x | 0.5x |
| Tue, 22 Aug 2023 | €6.0b | €12.4b | €570.4m | 9.5x | 10.6x | 0.5x |
| Thu, 20 Jul 2023 | €6.4b | €12.1b | €544.2m | 10.9x | 11.7x | 0.5x |
| Sat, 17 Jun 2023 | €6.9b | €12.1b | €544.2m | 11.8x | 12.6x | 0.6x |
| Mon, 15 May 2023 | €7.5b | €12.1b | €544.8m | 12.7x | 13.7x | 0.6x |
13.7x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 1.53% | |
| Industrials | 4.10% | |
| Machinery | 3.73% | |
| Industrial Machinery | 4.47% | |
| Construction Machinery and Vehicles | 0.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €76.00 | 5.1% +€362.6m | 23.8% | PE16.2x | |
| PAL Palfinger | €35.85 | 2.4% +€32.0m | 23.6% | PE13.6x | |
| ROS Rosenbauer International | €60.00 | 5.3% +€30.6m | 50.4% | PE12.3x | |
| SEM Semperit Holding | €15.00 | 0.7% +€2.1m | 11.1% | PE734.8x |