Narrative Update • Aug 10

Over the last 7 days, the Machinery industry has dropped 2.3%, driven by KONE Oyj declining 3.5%. Meanwhile, Exel Composites Oyj actually outperformed within the industry, gaining 13% in the last week. In the past year, the industry has gained 7.0%. Earnings are forecast to grow by 13% annually.
Has the Finnish Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | €75.1b | €37.9b | €3.1b | 21x | 23.9x | 2x |
| Fri, 17 Jul 2026 | €73.4b | €37.6b | €3.1b | 26.2x | 23.7x | 2x |
| Sun, 14 Jun 2026 | €74.3b | €37.6b | €3.1b | 25.4x | 24x | 2x |
| Tue, 12 May 2026 | €77.0b | €37.6b | €3.1b | 24.9x | 24.9x | 2x |
| Thu, 09 Apr 2026 | €82.5b | €37.6b | €3.1b | 20.7x | 26.5x | 2.2x |
| Sat, 07 Mar 2026 | €81.9b | €37.6b | €3.1b | 20.8x | 26.2x | 2.2x |
| Mon, 02 Feb 2026 | €85.4b | €37.3b | €3.0b | 21.3x | 28.6x | 2.3x |
| Wed, 31 Dec 2025 | €81.1b | €37.3b | €3.0b | 21.1x | 27.1x | 2.2x |
| Fri, 28 Nov 2025 | €77.1b | €37.3b | €3.0b | 21x | 25.8x | 2.1x |
| Sun, 26 Oct 2025 | €75.6b | €37.2b | €2.9b | 20.5x | 26x | 2x |
| Tue, 23 Sep 2025 | €71.8b | €37.3b | €2.9b | 20.7x | 24.3x | 1.9x |
| Thu, 21 Aug 2025 | €70.1b | €37.4b | €3.0b | 20.5x | 23.7x | 1.9x |
| Sat, 19 Jul 2025 | €68.6b | €37.3b | €3.0b | 23.3x | 23.1x | 1.8x |
| Mon, 16 Jun 2025 | €66.3b | €37.3b | €3.0b | 21.1x | 22.4x | 1.8x |
| Wed, 14 May 2025 | €64.1b | €37.3b | €3.0b | 19.1x | 21.6x | 1.7x |
| Fri, 11 Apr 2025 | €53.8b | €36.9b | €2.9b | 17.3x | 18.6x | 1.5x |
| Sun, 09 Mar 2025 | €64.5b | €36.9b | €2.9b | 22.7x | 22.3x | 1.7x |
| Tue, 04 Feb 2025 | €60.1b | €39.7b | €3.0b | 16.8x | 19.8x | 1.5x |
| Thu, 02 Jan 2025 | €57.1b | €39.5b | €3.1b | 15.1x | 18.7x | 1.4x |
| Sat, 30 Nov 2024 | €57.9b | €39.5b | €3.1b | 14.3x | 18.9x | 1.5x |
| Mon, 28 Oct 2024 | €61.5b | €39.3b | €3.0b | 15.4x | 20.3x | 1.6x |
| Wed, 25 Sep 2024 | €61.1b | €39.4b | €3.0b | 15.8x | 20.5x | 1.6x |
| Fri, 23 Aug 2024 | €58.7b | €39.4b | €3.0b | 15.7x | 19.6x | 1.5x |
| Sun, 21 Jul 2024 | €57.8b | €39.7b | €2.9b | 16.8x | 19.7x | 1.5x |
| Tue, 18 Jun 2024 | €59.3b | €37.7b | €2.8b | 19x | 21.5x | 1.6x |
| Thu, 16 May 2024 | €61.6b | €37.7b | €2.8b | 18.2x | 22.4x | 1.6x |
| Sat, 13 Apr 2024 | €54.9b | €38.0b | €2.7b | 17.7x | 20.2x | 1.4x |
| Mon, 11 Mar 2024 | €52.4b | €38.0b | €2.7b | 15.5x | 19.2x | 1.4x |
| Wed, 07 Feb 2024 | €52.8b | €38.4b | €2.8b | 19.1x | 19.2x | 1.4x |
| Fri, 05 Jan 2024 | €50.5b | €38.6b | €2.5b | 18.7x | 19.9x | 1.3x |
| Sun, 03 Dec 2023 | €47.7b | €38.6b | €2.5b | 19.4x | 18.9x | 1.2x |
| Tue, 31 Oct 2023 | €42.6b | €38.6b | €2.5b | 19.2x | 17.4x | 1.1x |
| Thu, 28 Sep 2023 | €44.9b | €38.7b | €2.4b | 19.6x | 19x | 1.2x |
| Sat, 26 Aug 2023 | €47.0b | €38.7b | €2.4b | 19.2x | 20x | 1.2x |
20x
Which industries have driven the changes within the Finnish Industrials industry?
| FI Market | 0.98% | |
| Industrials | -2.04% | |
| Machinery | -2.33% | |
| Agricultural Machinery | 0.81% | |
| Industrial Machinery | -2.05% | |
| Construction Machinery and Vehicles | -3.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EXEL Exel Composites Oyj | €13.50 | 13.0% +€10.9m | 130.8% | PE46.3x | |
| CTH1V Componenta | €8.50 | 8.1% +€6.3m | 109.9% | PE8.1x | |
| EAGLE Eagle Filters Group Oyj | €0.091 | 32.6% +€6.1m | 31.8% | PS8x | |
| PON1V Ponsse Oyj | €23.60 | 0.9% +€5.6m | -20.0% | PE25.1x | |
| ROBIT Robit Oyj | €1.31 | 2.3% +€634.4k | 8.3% | PE15.4x |