Narrative Update • Aug 14

In the last week, the Industrial Machinery industry is up 3.3%, with Andritz up 3.5%. In the last 12 months, the industry was up 41%. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Austrian Industrial Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 02 Sep 2026 | €8.6b | €8.8b | €505.8m | 17.6x | 17x | 1x |
| Fri, 31 Jul 2026 | €8.3b | €8.6b | €475.5m | 18.3x | 17.5x | 1x |
| Sun, 28 Jun 2026 | €7.9b | €8.6b | €475.5m | 18.7x | 16.6x | 0.9x |
| Tue, 26 May 2026 | €8.0b | €8.6b | €475.5m | 18.8x | 16.8x | 0.9x |
| Thu, 23 Apr 2026 | €7.1b | €8.6b | €456.7m | 16.4x | 15.4x | 0.8x |
| Sat, 21 Mar 2026 | €6.2b | €8.6b | €456.7m | 45.3x | 13.6x | 0.7x |
| Mon, 16 Feb 2026 | €7.4b | €8.5b | €452.8m | 33.3x | 16.3x | 0.9x |
| Wed, 14 Jan 2026 | €7.1b | €8.5b | €452.8m | 35x | 15.7x | 0.8x |
| Fri, 12 Dec 2025 | €6.5b | €8.5b | €452.8m | 29.8x | 14.5x | 0.8x |
| Sun, 09 Nov 2025 | €6.5b | €8.5b | €447.6m | 29.4x | 14.4x | 0.8x |
| Tue, 07 Oct 2025 | €6.3b | €8.6b | €454.6m | 29.1x | 13.9x | 0.7x |
| Thu, 04 Sep 2025 | €6.1b | €8.6b | €454.7m | 30.9x | 13.5x | 0.7x |
| Sat, 02 Aug 2025 | €6.2b | €8.7b | €463.2m | 37.8x | 13.5x | 0.7x |
| Mon, 30 Jun 2025 | €6.4b | €8.9b | €480.5m | 32.6x | 13.3x | 0.7x |
| Wed, 28 May 2025 | €6.3b | €8.9b | €480.5m | 32.4x | 13x | 0.7x |
| Fri, 25 Apr 2025 | €5.8b | €9.0b | €507.9m | 17.4x | 11.5x | 0.6x |
| Sun, 23 Mar 2025 | €6.0b | €9.0b | €507.9m | 18.9x | 11.8x | 0.7x |
| Tue, 18 Feb 2025 | €6.1b | €9.2b | €515.8m | 15.4x | 11.7x | 0.7x |
| Thu, 16 Jan 2025 | €5.3b | €9.2b | €515.8m | 14.2x | 10.4x | 0.6x |
| Sat, 14 Dec 2024 | €5.2b | €9.2b | €515.9m | 13.1x | 10x | 0.6x |
| Mon, 11 Nov 2024 | €5.5b | €9.2b | €516.7m | 12.7x | 10.7x | 0.6x |
| Wed, 09 Oct 2024 | €6.6b | €9.3b | €523.3m | 13.8x | 12.6x | 0.7x |
| Fri, 06 Sep 2024 | €6.1b | €9.3b | €523.3m | 13.6x | 11.6x | 0.7x |
| Sun, 04 Aug 2024 | €5.8b | €9.3b | €532.6m | 10.5x | 10.9x | 0.6x |
| Tue, 02 Jul 2024 | €6.1b | €9.3b | €535.2m | 10.8x | 11.3x | 0.7x |
| Thu, 30 May 2024 | €5.7b | €9.3b | €535.2m | 10.5x | 10.6x | 0.6x |
| Sat, 27 Apr 2024 | €5.4b | €9.3b | €538.8m | 9.4x | 10x | 0.6x |
| Mon, 25 Mar 2024 | €6.2b | €9.4b | €538.9m | 9.3x | 11.6x | 0.7x |
| Wed, 21 Feb 2024 | €6.3b | €9.3b | €520.5m | 11.6x | 12.2x | 0.7x |
| Fri, 19 Jan 2024 | €5.7b | €9.3b | €520.5m | 10.9x | 11x | 0.6x |
| Sun, 17 Dec 2023 | €5.7b | €9.3b | €520.5m | 10.9x | 11x | 0.6x |
| Tue, 14 Nov 2023 | €5.1b | €9.3b | €520.5m | 9.7x | 9.8x | 0.5x |
| Thu, 12 Oct 2023 | €4.9b | €9.1b | €502.2m | 9.7x | 9.8x | 0.5x |
| Sat, 09 Sep 2023 | €5.4b | €9.1b | €502.2m | 10.4x | 10.7x | 0.6x |
10.7x
How does Austrian Industrial Machinery compare with similar industries?
| AT Market | 1.19% | |
| Industrials | 3.51% | |
| Machinery | 3.39% | |
| Industrial Machinery | 3.27% | |
| Construction Machinery and Vehicles | 3.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANDR Andritz | €83.20 | 0.5% +€39.2m | 39.9% | PE17.5x | |
| SEM Semperit Holding | €17.30 | 1.8% +€6.2m | 32.1% | PE8.9x | |
| RWT RWT | €2.82 | 11.0% +€3.8m | -18.5% | n/a |