Narrative Update • May 22

Over the last 7 days, the Diversified Banks industry has risen 4.8%, driven by gains from AIB Group of 5.1%. This takes the industry's 12 month performance to a gain of 52%. Earnings are forecast to grow by 7.4% annually.
Has the Irish Diversified Banks Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | €39.5b | €9.0b | €3.2b | 14.9x | 12.2x | 4.4x |
| Wed, 22 Apr 2026 | €38.4b | €9.0b | €3.2b | 14.4x | 11.8x | 4.3x |
| Fri, 20 Mar 2026 | €35.8b | €9.0b | €3.2b | 13.3x | 11.1x | 4x |
| Sun, 15 Feb 2026 | €34.9b | €9.3b | €3.3b | 12.6x | 10.4x | 3.8x |
| Tue, 13 Jan 2026 | €37.9b | €9.3b | €3.3b | 13.6x | 11.4x | 4.1x |
| Thu, 11 Dec 2025 | €36.0b | €9.3b | €3.3b | 13x | 10.8x | 3.9x |
| Sat, 08 Nov 2025 | €33.4b | €9.3b | €3.3b | 11.9x | 10x | 3.6x |
| Mon, 06 Oct 2025 | €32.1b | €9.3b | €3.3b | 11.8x | 9.6x | 3.5x |
| Wed, 03 Sep 2025 | €28.4b | €9.3b | €3.3b | 10.3x | 8.5x | 3.1x |
| Fri, 01 Aug 2025 | €27.3b | €9.6b | €3.6b | 9.5x | 7.6x | 2.9x |
| Sun, 29 Jun 2025 | €27.5b | €9.9b | €3.8b | 8x | 7.1x | 2.8x |
| Tue, 27 May 2025 | €26.8b | €9.9b | €3.8b | 7.8x | 7x | 2.7x |
| Thu, 24 Apr 2025 | €25.1b | €9.9b | €3.8b | 7.1x | 6.5x | 2.5x |
| Sat, 22 Mar 2025 | €28.0b | €9.9b | €3.8b | 7.6x | 7.3x | 2.8x |
| Mon, 17 Feb 2025 | €25.0b | €9.7b | €3.9b | 6.4x | 6.5x | 2.6x |
| Wed, 15 Jan 2025 | €22.8b | €9.7b | €3.9b | 5.9x | 5.9x | 2.4x |
| Fri, 13 Dec 2024 | €22.0b | €9.7b | €3.9b | 5.7x | 5.7x | 2.3x |
| Sun, 10 Nov 2024 | €22.0b | €9.7b | €3.9b | 5.7x | 5.7x | 2.3x |
| Tue, 08 Oct 2024 | €22.2b | €9.7b | €3.9b | 6.2x | 5.8x | 2.3x |
| Thu, 05 Sep 2024 | €23.5b | €9.7b | €3.9b | 6.6x | 6.1x | 2.4x |
| Sat, 03 Aug 2024 | €22.2b | €9.4b | €3.6b | 6.1x | 6.2x | 2.4x |
| Mon, 01 Jul 2024 | €22.7b | €9.2b | €3.5b | 6.7x | 6.5x | 2.5x |
| Wed, 29 May 2024 | €24.1b | €9.2b | €3.5b | 7.2x | 6.9x | 2.6x |
| Fri, 26 Apr 2024 | €24.9b | €9.2b | €3.5b | 7.4x | 7.1x | 2.7x |
| Sun, 24 Mar 2024 | €22.1b | €9.2b | €3.5b | 6.5x | 6.3x | 2.4x |
| Tue, 20 Feb 2024 | €20.9b | €7.7b | €2.7b | 6.6x | 7.8x | 2.7x |
| Thu, 18 Jan 2024 | €19.4b | €7.7b | €2.7b | 6.2x | 7.2x | 2.5x |
| Sat, 16 Dec 2023 | €19.4b | €7.7b | €2.7b | 6.5x | 7.2x | 2.5x |
| Mon, 13 Nov 2023 | €20.8b | €7.7b | €2.7b | 6.6x | 7.7x | 2.7x |
| Wed, 11 Oct 2023 | €22.3b | €7.7b | €2.7b | 7.4x | 8.3x | 2.9x |
| Fri, 08 Sep 2023 | €20.6b | €7.7b | €2.7b | 6.7x | 7.7x | 2.7x |
| Sun, 06 Aug 2023 | €22.8b | €7.6b | €2.6b | 7.7x | 8.6x | 3x |
| Tue, 04 Jul 2023 | €21.0b | €6.4b | €1.7b | 11.7x | 12.1x | 3.3x |
| Thu, 01 Jun 2023 | €20.7b | €6.4b | €1.7b | 11.4x | 11.9x | 3.3x |
11.9x
How does Irish Diversified Banks compare with similar industries?
| IE Market | 4.64% | |
| Financials | 4.19% | |
| Banks | 4.30% | |
| Diversified Banks | 4.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A5G AIB Group | €10.13 | 4.1% +€838.7m | 51.2% | PB1.5x | |
| BIRG Bank of Ireland Group | €17.39 | 4.1% +€647.5m | 47.2% | PB1.3x | |
| PTSB Permanent TSB Group Holdings | €2.91 | 0.3% +€5.4m | 71.2% | PB0.6x |