Narrative Update • Jun 18

The Machinery industry is up 2.6% in the last week, with Palfinger up 1.6%. This means that the industry has gained 26% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Austrian Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | €9.9b | €12.4b | €634.0m | 16.7x | 15.6x | 0.8x |
| Mon, 18 May 2026 | €9.5b | €12.4b | €624.7m | 15.8x | 15.2x | 0.8x |
| Wed, 15 Apr 2026 | €8.9b | €12.3b | €607.7m | 14.6x | 14.7x | 0.7x |
| Fri, 13 Mar 2026 | €8.6b | €12.3b | €574.5m | 16.6x | 14.9x | 0.7x |
| Sun, 08 Feb 2026 | €9.2b | €12.2b | €560.0m | 18.4x | 16.4x | 0.8x |
| Tue, 06 Jan 2026 | €8.7b | €12.2b | €560.0m | 17.1x | 15.5x | 0.7x |
| Thu, 04 Dec 2025 | €8.1b | €12.2b | €560.0m | 16.4x | 14.4x | 0.7x |
| Sat, 01 Nov 2025 | €8.4b | €12.3b | €549.2m | 25.5x | 15.3x | 0.7x |
| Mon, 29 Sep 2025 | €7.9b | €12.3b | €549.4m | 26.1x | 14.4x | 0.6x |
| Wed, 27 Aug 2025 | €8.3b | €12.3b | €549.5m | 27x | 15.2x | 0.7x |
| Fri, 25 Jul 2025 | €8.7b | €12.5b | €605.6m | 14.5x | 14.4x | 0.7x |
| Sun, 22 Jun 2025 | €7.8b | €12.5b | €605.6m | 12.8x | 12.8x | 0.6x |
| Tue, 20 May 2025 | €7.8b | €12.5b | €606.0m | 11.9x | 12.9x | 0.6x |
| Thu, 17 Apr 2025 | €6.7b | €12.7b | €634.8m | 10.2x | 10.5x | 0.5x |
| Sat, 15 Mar 2025 | €7.3b | €12.6b | €618.9m | 15.4x | 11.7x | 0.6x |
| Mon, 10 Feb 2025 | €6.7b | €12.8b | €630.8m | 14.9x | 10.7x | 0.5x |
| Wed, 08 Jan 2025 | €6.2b | €12.8b | €630.8m | 13.6x | 9.8x | 0.5x |
| Fri, 06 Dec 2024 | €6.2b | €12.8b | €630.8m | 12.9x | 9.8x | 0.5x |
| Sun, 03 Nov 2024 | €6.8b | €12.7b | €629.2m | 12.8x | 10.7x | 0.5x |
| Tue, 01 Oct 2024 | €7.7b | €12.8b | €640.9m | 13.7x | 12x | 0.6x |
| Thu, 29 Aug 2024 | €7.2b | €12.8b | €644.7m | 11.4x | 11.2x | 0.6x |
| Sat, 27 Jul 2024 | €6.9b | €12.8b | €647.8m | 9.9x | 10.7x | 0.5x |
| Mon, 24 Jun 2024 | €7.1b | €12.8b | €650.4m | 11x | 11x | 0.6x |
| Wed, 22 May 2024 | €6.8b | €12.8b | €648.7m | 9x | 10.5x | 0.5x |
| Fri, 19 Apr 2024 | €6.9b | €12.9b | €645.5m | 8.3x | 10.8x | 0.5x |
| Sun, 17 Mar 2024 | €7.1b | €12.9b | €635.6m | 8.7x | 11.2x | 0.6x |
| Tue, 13 Feb 2024 | €7.0b | €12.8b | €620.1m | 9.6x | 11.3x | 0.6x |
| Thu, 11 Jan 2024 | €6.9b | €12.8b | €620.1m | 9.4x | 11.1x | 0.5x |
| Sat, 09 Dec 2023 | €6.6b | €12.8b | €620.1m | 9.1x | 10.6x | 0.5x |
| Mon, 06 Nov 2023 | €6.1b | €12.8b | €611.3m | 8.4x | 9.9x | 0.5x |
| Wed, 04 Oct 2023 | €6.0b | €12.5b | €573.6m | 8.9x | 10.5x | 0.5x |
| Fri, 01 Sep 2023 | €6.4b | €12.4b | €570.4m | 10.3x | 11.2x | 0.5x |
| Sun, 30 Jul 2023 | €6.2b | €12.5b | €582.9m | 10x | 10.7x | 0.5x |
| Tue, 27 Jun 2023 | €6.5b | €12.1b | €544.2m | 11.5x | 12x | 0.5x |
12x
Which industries have driven the changes within the Austrian Industrials industry?
| AT Market | 2.89% | |
| Industrials | -0.91% | |
| Machinery | 0.092% | |
| Industrial Machinery | 0.21% | |
| Construction Machinery and Vehicles | -0.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAL Palfinger | €33.90 | 1.6% +€20.7m | -1.7% | PE12.8x | |
| ANDR Andritz | €78.00 | 0.1% +€9.8m | 31.5% | PE16.7x | |
| SEM Semperit Holding | €15.20 | 2.4% +€7.2m | 16.9% | PE18.9x |