Narrative Update • Aug 17

The market has been flat over the last week. As for the longer term, the market has risen 22% in the past 12 months. As for the next few years, earnings are expected to grow by 9.8% per annum.
Has the Irish Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | €108.9b | €51.4b | €7.2b | 13.7x | 15.2x | 2.1x |
| Thu, 16 Jul 2026 | €106.6b | €50.8b | €7.1b | 14.1x | 14.9x | 2.1x |
| Sat, 13 Jun 2026 | €104.0b | €50.7b | €7.1b | 13.9x | 14.6x | 2x |
| Mon, 11 May 2026 | €97.8b | €50.4b | €7.2b | 13.5x | 13.6x | 1.9x |
| Wed, 08 Apr 2026 | €93.3b | €50.5b | €7.2b | 13.1x | 12.9x | 1.8x |
| Fri, 06 Mar 2026 | €96.2b | €50.5b | €7.3b | 12.7x | 13.1x | 1.9x |
| Sun, 01 Feb 2026 | €101.9b | €50.5b | €7.3b | 14.4x | 13.9x | 2x |
| Tue, 30 Dec 2025 | €101.2b | €50.3b | €7.5b | 13.4x | 13.6x | 2x |
| Thu, 27 Nov 2025 | €99.0b | €50.4b | €7.5b | 12.8x | 13.3x | 2x |
| Sat, 25 Oct 2025 | €92.8b | €50.6b | €7.2b | 14.4x | 12.8x | 1.8x |
| Mon, 22 Sep 2025 | €88.2b | €50.3b | €7.2b | 13.3x | 12.2x | 1.8x |
| Wed, 20 Aug 2025 | €93.9b | €50.2b | €7.3b | 16.3x | 12.8x | 1.9x |
| Fri, 18 Jul 2025 | €89.1b | €49.6b | €7.3b | 12.5x | 12.1x | 1.8x |
| Sun, 15 Jun 2025 | €90.9b | €49.6b | €7.3b | 12.6x | 12.4x | 1.8x |
| Tue, 13 May 2025 | €89.5b | €49.6b | €7.4b | 11.3x | 12.1x | 1.8x |
| Thu, 10 Apr 2025 | €76.1b | €49.6b | €7.4b | 10.9x | 10.3x | 1.5x |
| Sat, 08 Mar 2025 | €90.6b | €49.4b | €7.4b | 13.2x | 12.3x | 1.8x |
| Mon, 03 Feb 2025 | €83.0b | €50.3b | €7.3b | 12.6x | 11.3x | 1.6x |
| Wed, 01 Jan 2025 | €79.6b | €50.1b | €7.2b | 12.5x | 11.1x | 1.6x |
| Fri, 29 Nov 2024 | €77.6b | €50.0b | €7.2b | 12.9x | 10.8x | 1.6x |
| Sun, 27 Oct 2024 | €80.1b | €49.8b | €7.3b | 14.4x | 11x | 1.6x |
| Tue, 24 Sep 2024 | €81.2b | €49.7b | €7.2b | 14.6x | 11.3x | 1.6x |
| Thu, 22 Aug 2024 | €79.1b | €49.6b | €7.3b | 13.5x | 10.9x | 1.6x |
| Sat, 20 Jul 2024 | €81.9b | €50.2b | €7.4b | 14.4x | 11.1x | 1.6x |
| Mon, 17 Jun 2024 | €89.7b | €61.6b | €8.1b | 14.3x | 11x | 1.5x |
| Wed, 15 May 2024 | €96.2b | €61.2b | €8.2b | 14.8x | 11.7x | 1.6x |
| Fri, 12 Apr 2024 | €97.1b | €61.2b | €8.2b | 14.2x | 11.8x | 1.6x |
| Sun, 10 Mar 2024 | €94.4b | €61.1b | €8.3b | 13.4x | 11.4x | 1.5x |
| Tue, 06 Feb 2024 | €88.0b | €62.1b | €7.5b | 10.6x | 11.7x | 1.4x |
| Thu, 04 Jan 2024 | €86.6b | €61.7b | €7.7b | 10.9x | 11.2x | 1.4x |
| Sat, 02 Dec 2023 | €86.1b | €61.7b | €7.7b | 10.4x | 11.2x | 1.4x |
| Mon, 30 Oct 2023 | €77.5b | €60.9b | €7.3b | 9.5x | 10.7x | 1.3x |
| Wed, 27 Sep 2023 | €83.1b | €61.1b | €7.3b | 10.2x | 11.4x | 1.4x |
| Fri, 25 Aug 2023 | €86.8b | €60.8b | €7.3b | 10.3x | 11.8x | 1.4x |
11.8x
Which sectors have driven the changes within the Irish Market?
| IE Market | -0.088% | |
| Real Estate | 0.74% | |
| Financials | 0.64% | |
| Consumer Discretionary | 0.20% | |
| Energy | 0% | 0 |
| Materials | 0% | 0 |
| Tech | 0% | 0 |
| Telecom | 0% | 0 |
| Utilities | 0% | 0 |
| Industrials | -0.07% | |
| Healthcare | -0.80% | |
| Consumer Staples | -1.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| KRX Kingspan Group | €99.05 | 2.6% +€458.0m | 37.3% | PE26x | Industrials | |
| A5G AIB Group | €10.87 | 1.3% +€293.2m | 47.3% | PB1.6x | Financials | |
| BIRG Bank of Ireland Group | €19.23 | 1.4% +€254.6m | 46.1% | PB1.4x | Financials | |
| OIZ Origin Enterprises | €4.62 | 5.0% +€23.7m | 23.5% | PE13.1x | Consumer Staples |