Returns On Capital Are Showing Encouraging Signs At Ryanair Holdings (ISE:RYA)
Apr 15
Irish (ISEQ) Industrials Sector Analysis
UpdatedApr 26, 2024
DataAggregated Company Financials
Companies2
- 7D-0.4%
- 3M8.5%
- 1Y37.0%
- YTD5.9%
Over the last 7 days, the Industrials industry has risen 2.9%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 40%. Looking forward, earnings are forecast to grow by 9.7% annually.
Sector Valuation and Performance
Has the Irish Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Apr 2024 | €38.1b | €21.2b | €2.7b | 17.4x | 14.2x | 1.8x |
| Sun, 24 Mar 2024 | €39.4b | €21.2b | €2.7b | 17.9x | 14.7x | 1.9x |
| Tue, 20 Feb 2024 | €38.2b | €21.2b | €2.7b | 17.5x | 14.2x | 1.8x |
| Thu, 18 Jan 2024 | €34.0b | €21.0b | €2.8b | 15.6x | 12x | 1.6x |
| Sat, 16 Dec 2023 | €36.1b | €21.0b | €2.8b | 16.9x | 12.7x | 1.7x |
| Mon, 13 Nov 2023 | €31.1b | €21.0b | €2.8b | 14.2x | 11x | 1.5x |
| Wed, 11 Oct 2023 | €31.2b | €20.1b | €2.4b | 15.9x | 13x | 1.6x |
| Fri, 08 Sep 2023 | €31.5b | €20.1b | €2.4b | 16.1x | 13.1x | 1.6x |
| Sun, 06 Aug 2023 | €31.9b | €20.2b | €2.4b | 16.5x | 13.4x | 1.6x |
| Tue, 04 Jul 2023 | €30.6b | €19.1b | €1.9b | 16.6x | 16x | 1.6x |
| Thu, 01 Jun 2023 | €30.0b | €19.1b | €1.9b | 16.6x | 15.7x | 1.6x |
| Sat, 29 Apr 2023 | €28.3b | €18.4b | €2.0b | 15.7x | 14.4x | 1.5x |
| Mon, 27 Mar 2023 | €26.8b | €18.4b | €2.0b | 14.8x | 13.6x | 1.5x |
| Wed, 22 Feb 2023 | €28.0b | €18.4b | €2.0b | 15.6x | 14.3x | 1.5x |
| Fri, 20 Jan 2023 | €27.2b | €17.0b | €1.7b | 16.2x | 16.1x | 1.6x |
| Sun, 18 Dec 2022 | €23.6b | €17.0b | €1.7b | 14.1x | 13.9x | 1.4x |
| Tue, 15 Nov 2022 | €26.0b | €17.0b | €1.7b | 15.9x | 15.4x | 1.5x |
| Thu, 13 Oct 2022 | €19.9b | €14.8b | €842.6m | 33.3x | 23.7x | 1.4x |
| Sat, 10 Sep 2022 | €25.5b | €14.8b | €842.6m | 41.9x | 30.2x | 1.7x |
| Mon, 08 Aug 2022 | €26.1b | €13.5b | €773.4m | 43.3x | 33.7x | 1.9x |
| Wed, 06 Jul 2022 | €22.7b | €11.3b | €313.3m | 17.8x | 72.4x | 2x |
| Fri, 03 Jun 2022 | €29.1b | €11.3b | €313.3m | 23.9x | 92.7x | 2.6x |
| Sun, 01 May 2022 | €32.8b | €10.2b | €126.9m | 29.2x | 258.1x | 3.2x |
| Tue, 29 Mar 2022 | €31.9b | €10.2b | €126.9m | 29.9x | 251.5x | 3.1x |
| Thu, 24 Feb 2022 | €34.5b | €10.2b | €126.9m | 29x | 271.6x | 3.4x |
| Sat, 22 Jan 2022 | €35.1b | €8.0b | -€182,800,000.00 | 34.6x | -192.1x | 4.4x |
| Mon, 20 Dec 2021 | €34.2b | €8.0b | -€182,800,000.00 | 37.9x | -187x | 4.3x |
| Wed, 17 Nov 2021 | €37.0b | €8.0b | -€182,800,000.00 | 38.6x | -202.6x | 4.6x |
| Fri, 15 Oct 2021 | €35.5b | €7.3b | -€633,200,000.00 | 34.9x | -56.1x | 4.9x |
| Sun, 12 Sep 2021 | €34.9b | €7.3b | -€633,200,000.00 | 37.1x | -55.1x | 4.8x |
| Tue, 10 Aug 2021 | €35.7b | €7.3b | -€633,200,000.00 | 36.3x | -56.3x | 4.9x |
| Mon, 03 May 2021 | €32.5b | €6.6b | -€593,600,000.00 | 31.9x | -54.8x | 4.9x |
Price to Earnings Ratio
-54.8x
Current Industry PE
- There are only 2 companies in the Irish Industrials industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- Total earnings for the Industrials industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 47% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Irish Industrials sector?
| IE Market | -0.18% | |
| Industrials | -0.42% | |
| Building | 1.91% | |
| Aerospace & Defense | 0% | |
| Construction | 0% | |
| Electrical | 0% | |
| Industrials | 0% | |
| Machinery | 0% | |
| Trade Distributors | 0% | |
| Commercial Services | 0% | |
| Professional Services | 0% | |
| Logistics | 0% | |
| Marine and Shipping | 0% | |
| Transportation | 0% | |
| Infrastructure | 0% | |
| Airlines | -1.90% | |
Industry PE
- Investors are most optimistic about the Building industry, which is trading close to its 3-year average PE ratio of 24.6x.
- Analysts are expecting annual earnings growth of 8.8%, which is higher than its past year's earnings growth of 7.1% per year.
- Investors are most pessimistic about the Airlines industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 10% over the next 5 years.
- However this is lower than its past earnings growth rate of 49% per year.
- In contrast, the Building industry is expected to see its earnings grow by 8.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KRX Kingspan Group | €82.50 | 1.9% +€283.8m | 36.0% | PE23.6x |