New Narrative • Aug 04

The Machinery industry is up 9.5% in the last week, with Andritz up 12%. 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 |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | €10.2b | €12.6b | €635.8m | 17.3x | 16x | 0.8x |
| Sat, 04 Jul 2026 | €9.5b | €12.4b | €634.0m | 16x | 15.1x | 0.8x |
| Mon, 01 Jun 2026 | €10.0b | €12.4b | €634.0m | 16.7x | 15.7x | 0.8x |
| Wed, 29 Apr 2026 | €9.0b | €12.3b | €603.3m | 14.6x | 14.9x | 0.7x |
| Fri, 27 Mar 2026 | €8.3b | €12.3b | €579.0m | 18.2x | 14.3x | 0.7x |
| Sun, 22 Feb 2026 | €9.5b | €12.2b | €560.0m | 18.9x | 17x | 0.8x |
| Tue, 20 Jan 2026 | €9.1b | €12.2b | €560.0m | 17.6x | 16.3x | 0.7x |
| Thu, 18 Dec 2025 | €8.3b | €12.2b | €560.0m | 16.7x | 14.7x | 0.7x |
| Sat, 15 Nov 2025 | €8.1b | €12.2b | €547.5m | 25.1x | 14.9x | 0.7x |
| Mon, 13 Oct 2025 | €8.0b | €12.3b | €549.4m | 25.8x | 14.6x | 0.6x |
| Wed, 10 Sep 2025 | €8.2b | €12.3b | €549.4m | 27x | 14.9x | 0.7x |
| Fri, 08 Aug 2025 | €8.3b | €12.3b | €580.7m | 15.6x | 14.3x | 0.7x |
| Sun, 06 Jul 2025 | €8.0b | €12.5b | €605.6m | 13.5x | 13.2x | 0.6x |
| Tue, 03 Jun 2025 | €7.7b | €12.5b | €605.6m | 12x | 12.7x | 0.6x |
| Thu, 01 May 2025 | €7.8b | €12.6b | €624.3m | 11.8x | 12.4x | 0.6x |
| Sat, 29 Mar 2025 | €7.1b | €12.6b | €615.3m | 19.1x | 11.6x | 0.6x |
| Mon, 24 Feb 2025 | €7.1b | €12.8b | €630.8m | 15.4x | 11.3x | 0.6x |
| Wed, 22 Jan 2025 | €6.5b | €12.8b | €630.8m | 14.7x | 10.3x | 0.5x |
| Fri, 20 Dec 2024 | €6.0b | €12.8b | €630.8m | 13x | 9.5x | 0.5x |
| Sun, 17 Nov 2024 | €6.4b | €12.8b | €635.5m | 13x | 10.1x | 0.5x |
| Tue, 15 Oct 2024 | €7.5b | €12.8b | €640.9m | 13.7x | 11.7x | 0.6x |
| Thu, 12 Sep 2024 | €7.2b | €12.8b | €641.0m | 13.7x | 11.2x | 0.6x |
| Sat, 10 Aug 2024 | €6.8b | €12.8b | €645.9m | 10.5x | 10.5x | 0.5x |
| Mon, 08 Jul 2024 | €6.9b | €12.8b | €650.4m | 10.3x | 10.6x | 0.5x |
| Wed, 05 Jun 2024 | €7.0b | €12.8b | €650.4m | 11x | 10.7x | 0.5x |
| Fri, 03 May 2024 | €6.4b | €12.8b | €652.5m | 7.8x | 9.8x | 0.5x |
| Sun, 31 Mar 2024 | €7.1b | €12.9b | €637.0m | 8.7x | 11.1x | 0.5x |
| Tue, 27 Feb 2024 | €7.5b | €12.8b | €620.1m | 9.7x | 12x | 0.6x |
| Thu, 25 Jan 2024 | €7.2b | €12.8b | €620.1m | 9.7x | 11.7x | 0.6x |
| Sat, 23 Dec 2023 | €6.9b | €12.8b | €620.1m | 9.5x | 11.1x | 0.5x |
| Mon, 20 Nov 2023 | €6.2b | €12.8b | €620.1m | 8.7x | 10x | 0.5x |
| Wed, 18 Oct 2023 | €5.8b | €12.5b | €573.6m | 8.7x | 10.1x | 0.5x |
| Fri, 15 Sep 2023 | €6.2b | €12.5b | €573.6m | 9.5x | 10.9x | 0.5x |
| Sun, 13 Aug 2023 | €6.0b | €12.5b | €579.8m | 9.6x | 10.4x | 0.5x |
10.4x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 4.81% | |
| Industrials | 4.70% | |
| Machinery | 8.81% | |
| Industrial Machinery | 10.21% | |
| Construction Machinery and Vehicles | 2.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €82.00 | 10.5% +€764.4m | 34.0% | PE17.3x | |
| ROS Rosenbauer International | €65.00 | 4.2% +€26.5m | 32.7% | PE11.2x | |
| PAL Palfinger | €30.15 | 1.9% +€20.7m | -16.9% | PE12x | |
| SEM Semperit Holding | €15.20 | 4.5% +€13.4m | 16.9% | PE18.9x |