Narrative Update • Jul 31

All of the companies in the Machinery industry have been up over the last week, with the industry up 2.6%. This takes the industry's 12 month performance to a gain of 24%. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | €10.3b | €12.6b | €635.8m | 17.7x | 16.3x | 0.8x |
| Thu, 02 Jul 2026 | €9.3b | €12.4b | €634.0m | 15.6x | 14.7x | 0.7x |
| Sat, 30 May 2026 | €10.0b | €12.4b | €634.0m | 16.7x | 15.7x | 0.8x |
| Mon, 27 Apr 2026 | €9.0b | €12.3b | €603.3m | 14.7x | 15x | 0.7x |
| Wed, 25 Mar 2026 | €8.1b | €12.3b | €579.0m | 18x | 13.9x | 0.7x |
| Fri, 20 Feb 2026 | €9.4b | €12.2b | €560.0m | 18.9x | 16.8x | 0.8x |
| Sun, 18 Jan 2026 | €9.2b | €12.2b | €560.0m | 18.1x | 16.4x | 0.8x |
| Tue, 16 Dec 2025 | €8.2b | €12.2b | €560.0m | 16.8x | 14.6x | 0.7x |
| Thu, 13 Nov 2025 | €8.1b | €12.2b | €542.2m | 24.4x | 15x | 0.7x |
| Sat, 11 Oct 2025 | €8.0b | €12.3b | €549.4m | 25.8x | 14.6x | 0.6x |
| Mon, 08 Sep 2025 | €8.1b | €12.3b | €549.5m | 25.8x | 14.7x | 0.7x |
| Wed, 06 Aug 2025 | €8.2b | €12.3b | €580.7m | 14.9x | 14.1x | 0.7x |
| Fri, 04 Jul 2025 | €8.1b | €12.5b | €605.6m | 13.6x | 13.3x | 0.6x |
| Sun, 01 Jun 2025 | €7.6b | €12.5b | €606.1m | 11.9x | 12.6x | 0.6x |
| Tue, 29 Apr 2025 | €7.2b | €12.6b | €624.3m | 11.3x | 11.5x | 0.6x |
| Thu, 27 Mar 2025 | €7.3b | €12.6b | €615.3m | 19.3x | 11.9x | 0.6x |
| Sat, 22 Feb 2025 | €7.1b | €12.8b | €630.8m | 15.4x | 11.3x | 0.6x |
| Mon, 20 Jan 2025 | €6.5b | €12.8b | €630.8m | 14.9x | 10.3x | 0.5x |
| Wed, 18 Dec 2024 | €6.0b | €12.8b | €630.8m | 13x | 9.6x | 0.5x |
| Fri, 15 Nov 2024 | €6.4b | €12.7b | €628.3m | 13x | 10.2x | 0.5x |
| Sun, 13 Oct 2024 | €7.5b | €12.8b | €640.9m | 13.7x | 11.7x | 0.6x |
| Tue, 10 Sep 2024 | €7.2b | €12.8b | €641.0m | 13.7x | 11.2x | 0.6x |
| Thu, 08 Aug 2024 | €6.9b | €12.8b | €645.9m | 10.2x | 10.6x | 0.5x |
| Sat, 06 Jul 2024 | €6.9b | €12.8b | €650.4m | 10.3x | 10.6x | 0.5x |
| Mon, 03 Jun 2024 | €6.8b | €12.8b | €650.4m | 10.7x | 10.5x | 0.5x |
| Wed, 01 May 2024 | €6.4b | €12.8b | €652.5m | 8x | 9.7x | 0.5x |
| Fri, 29 Mar 2024 | €7.1b | €12.9b | €637.0m | 8.7x | 11.1x | 0.5x |
| Sun, 25 Feb 2024 | €7.4b | €12.8b | €620.1m | 9.6x | 12x | 0.6x |
| Tue, 23 Jan 2024 | €6.9b | €12.8b | €620.1m | 9.5x | 11.2x | 0.5x |
| Thu, 21 Dec 2023 | €6.8b | €12.8b | €620.1m | 9.5x | 11x | 0.5x |
| Sat, 18 Nov 2023 | €6.2b | €12.8b | €620.1m | 8.7x | 10x | 0.5x |
| Mon, 16 Oct 2023 | €5.8b | €12.5b | €573.6m | 8.7x | 10.1x | 0.5x |
| Wed, 13 Sep 2023 | €6.3b | €12.5b | €573.6m | 9.5x | 11x | 0.5x |
| Fri, 11 Aug 2023 | €6.2b | €12.5b | €582.9m | 9.8x | 10.6x | 0.5x |
10.6x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 2.91% | |
| Industrials | 4.66% | |
| Machinery | 9.92% | |
| Industrial Machinery | 12.07% | |
| Construction Machinery and Vehicles | 0.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €83.50 | 12.1% +€882.0m | 33.6% | PE17.6x | |
| PAL Palfinger | €30.25 | 1.3% +€15.0m | -16.9% | PE12x |