Narrative Update • May 25

In the last week, the Machinery industry is up 2.0%, with Semperit Holding up 1.6%. This means that the industry has gained 28% over the past year. Earnings are forecast to grow by 13% annually.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 04 Jun 2026 | €10.0b | €12.4b | €634.0m | 16.8x | 15.7x | 0.8x |
| Sat, 02 May 2026 | €9.3b | €12.4b | €605.9m | 15.4x | 15.4x | 0.8x |
| Mon, 30 Mar 2026 | €8.2b | €12.3b | €579.0m | 13.4x | 14.2x | 0.7x |
| Wed, 25 Feb 2026 | €9.4b | €12.2b | €560.0m | 18.7x | 16.7x | 0.8x |
| Fri, 23 Jan 2026 | €9.2b | €12.2b | €560.0m | 17.9x | 16.3x | 0.7x |
| Sun, 21 Dec 2025 | €8.4b | €12.2b | €560.0m | 16.5x | 15x | 0.7x |
| Tue, 18 Nov 2025 | €8.1b | €12.2b | €547.5m | 25x | 14.8x | 0.7x |
| Thu, 16 Oct 2025 | €7.9b | €12.3b | €549.4m | 24.7x | 14.3x | 0.6x |
| Sat, 13 Sep 2025 | €8.1b | €12.3b | €549.4m | 26.5x | 14.8x | 0.7x |
| Mon, 11 Aug 2025 | €8.4b | €12.3b | €580.7m | 15.6x | 14.4x | 0.7x |
| Wed, 09 Jul 2025 | €8.1b | €12.5b | €605.6m | 13.9x | 13.4x | 0.6x |
| Fri, 06 Jun 2025 | €7.7b | €12.5b | €605.6m | 12.5x | 12.8x | 0.6x |
| Sun, 04 May 2025 | €7.7b | €12.5b | €609.0m | 12x | 12.6x | 0.6x |
| Tue, 01 Apr 2025 | €6.7b | €12.6b | €615.3m | 18.4x | 10.8x | 0.5x |
| Thu, 27 Feb 2025 | €7.2b | €12.8b | €630.8m | 15.3x | 11.4x | 0.6x |
| Sat, 25 Jan 2025 | €6.7b | €12.8b | €630.8m | 15x | 10.6x | 0.5x |
| Mon, 23 Dec 2024 | €6.0b | €12.8b | €630.8m | 13x | 9.5x | 0.5x |
| Wed, 20 Nov 2024 | €6.3b | €12.8b | €635.5m | 12.8x | 9.9x | 0.5x |
| Fri, 18 Oct 2024 | €7.3b | €12.8b | €640.9m | 13.3x | 11.5x | 0.6x |
| Sun, 15 Sep 2024 | €7.4b | €12.8b | €640.9m | 13.7x | 11.6x | 0.6x |
| Tue, 13 Aug 2024 | €6.7b | €12.8b | €650.2m | 10.5x | 10.4x | 0.5x |
| Thu, 11 Jul 2024 | €6.9b | €12.8b | €650.4m | 10.4x | 10.6x | 0.5x |
| Sat, 08 Jun 2024 | €7.1b | €12.8b | €650.4m | 11.1x | 10.9x | 0.6x |
| Mon, 06 May 2024 | €6.4b | €12.8b | €652.5m | 7.9x | 9.9x | 0.5x |
| Wed, 03 Apr 2024 | €6.9b | €12.9b | €637.0m | 8.5x | 10.9x | 0.5x |
| Fri, 01 Mar 2024 | €7.1b | €12.8b | €620.1m | 9.3x | 11.5x | 0.6x |
| Sun, 28 Jan 2024 | €7.3b | €12.8b | €620.1m | 9.8x | 11.7x | 0.6x |
| Tue, 26 Dec 2023 | €6.9b | €12.8b | €620.1m | 9.5x | 11.1x | 0.5x |
| Thu, 23 Nov 2023 | €6.2b | €12.8b | €620.1m | 8.6x | 10x | 0.5x |
| Sat, 21 Oct 2023 | €5.5b | €12.5b | €573.6m | 8.3x | 9.6x | 0.4x |
| Mon, 18 Sep 2023 | €6.2b | €12.5b | €573.6m | 9.4x | 10.8x | 0.5x |
| Wed, 16 Aug 2023 | €6.0b | €12.5b | €579.8m | 9.6x | 10.4x | 0.5x |
| Fri, 14 Jul 2023 | €6.3b | €12.1b | €544.2m | 10.7x | 11.6x | 0.5x |
| Sun, 11 Jun 2023 | €7.0b | €12.1b | €544.2m | 11.9x | 12.8x | 0.6x |
12.8x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 0.18% | |
| Industrials | 0.54% | |
| Machinery | -0.70% | |
| Industrial Machinery | -0.52% | |
| Construction Machinery and Vehicles | -1.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SEM Semperit Holding | €15.45 | 1.6% +€5.1m | 12.0% | PE19.2x | |
| HED Maschinenfabrik Heid | €1.25 | 66.7% +€2.0m | n/a | PE50.8x |