De'Longhi S.p.A. (BIT:DLG) Looks Inexpensive But Perhaps Not Attractive Enough
Aug 28
Have your own idea? Try our Stock Screener
Italian (Borsa Italiana) Consumer Discretionary Sector Analysis
UpdatedAug 28, 2025
DataAggregated Company Financials
Companies72
- 7D0.3%
- 3M-4.1%
- 1Y-13.3%
- YTD-6.6%
The Consumer Discretionary industry has been flat over the last week, but Stellantis has lost 3.0%. As for the longer term, the industry has declined 14% in the last year. Looking forward, earnings are forecast to grow by 19% annually.
Sector Valuation and Performance
Has the Italian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 Aug 2025 | €147.1b | €193.1b | €1.4b | 19.1x | 102.3x | 0.8x |
| Sat, 26 Jul 2025 | €153.4b | €203.9b | €9.3b | 15.3x | 16.5x | 0.8x |
| Mon, 23 Jun 2025 | €143.2b | €203.8b | €9.3b | 15.2x | 15.4x | 0.7x |
| Wed, 21 May 2025 | €159.3b | €203.5b | €9.3b | 15.9x | 17.1x | 0.8x |
| Fri, 18 Apr 2025 | €139.6b | €202.9b | €9.3b | 13.8x | 15.1x | 0.7x |
| Sun, 16 Mar 2025 | €159.0b | €203.2b | €9.3b | 14.1x | 17.1x | 0.8x |
| Tue, 11 Feb 2025 | €88.2b | €216.8b | €15.6b | 14.6x | 5.6x | 0.4x |
| Thu, 09 Jan 2025 | €82.7b | €216.8b | €15.6b | 14x | 5.3x | 0.4x |
| Sat, 07 Dec 2024 | €83.8b | €216.8b | €15.6b | 13.5x | 5.4x | 0.4x |
| Mon, 04 Nov 2024 | €82.7b | €219.4b | €15.6b | 13.5x | 5.3x | 0.4x |
| Wed, 02 Oct 2024 | €83.7b | €219.2b | €15.6b | 13.9x | 5.4x | 0.4x |
| Fri, 30 Aug 2024 | €93.0b | €218.6b | €15.6b | 14.5x | 6x | 0.4x |
| Sun, 28 Jul 2024 | €110.9b | €232.0b | €21.0b | 13.9x | 5.3x | 0.5x |
| Tue, 25 Jun 2024 | €125.1b | €232.0b | €20.9b | 13.5x | 6x | 0.5x |
| Thu, 23 May 2024 | €131.4b | €233.3b | €21.0b | 13.9x | 6.2x | 0.6x |
| Sat, 20 Apr 2024 | €150.1b | €236.6b | €21.2b | 13.2x | 7.1x | 0.6x |
| Mon, 18 Mar 2024 | €160.1b | €236.2b | €21.2b | 12.8x | 7.5x | 0.7x |
| Wed, 14 Feb 2024 | €122.9b | €236.6b | €22.2b | 13.9x | 5.5x | 0.5x |
| Fri, 12 Jan 2024 | €116.5b | €241.2b | €22.2b | 13.1x | 5.3x | 0.5x |
| Sun, 10 Dec 2023 | €117.4b | €241.1b | €22.2b | 13.2x | 5.3x | 0.5x |
| Tue, 07 Nov 2023 | €105.8b | €241.4b | €22.2b | 12.7x | 4.8x | 0.4x |
| Thu, 05 Oct 2023 | €106.3b | €241.4b | €22.1b | 13.1x | 4.8x | 0.4x |
| Sat, 02 Sep 2023 | €108.0b | €241.1b | €22.1b | 16x | 4.9x | 0.4x |
| Mon, 31 Jul 2023 | €113.9b | €238.9b | €22.1b | 15.9x | 5.2x | 0.5x |
| Wed, 28 Jun 2023 | €101.1b | €228.1b | €19.1b | 15.2x | 5.3x | 0.4x |
| Fri, 26 May 2023 | €100.0b | €227.5b | €19.1b | 16.5x | 5.2x | 0.4x |
| Sun, 23 Apr 2023 | €107.6b | €227.0b | €19.1b | 16.8x | 5.6x | 0.5x |
| Tue, 21 Mar 2023 | €104.0b | €226.4b | €19.1b | 15.5x | 5.4x | 0.5x |
| Thu, 16 Feb 2023 | €104.6b | €210.4b | €17.8b | 18.9x | 5.9x | 0.5x |
| Sat, 14 Jan 2023 | €97.2b | €210.3b | €17.8b | 19.2x | 5.5x | 0.5x |
| Mon, 12 Dec 2022 | €92.7b | €210.4b | €17.8b | 17.1x | 5.2x | 0.4x |
| Wed, 09 Nov 2022 | €89.2b | €209.7b | €17.8b | 17x | 5x | 0.4x |
| Fri, 07 Oct 2022 | €82.7b | €208.6b | €17.7b | 16.3x | 4.7x | 0.4x |
| Sun, 04 Sep 2022 | €85.9b | €208.4b | €17.7b | 18.7x | 4.9x | 0.4x |
Price to Earnings Ratio
4.9x
Current Industry PE
- Investors are optimistic on the Italian Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 102x which is higher than its 3-year average PE of 9.2x.
- The industry is trading close to its 3-year average PS ratio of 0.51x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 57% per year over the last three years,
- Revenues have also declined 2.5% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary sector?
| IT Market | -0.78% | |
| Consumer Discretionary | 0.33% | |
| Hospitality | 2.44% | |
| Luxury | 2.40% | |
| Leisure | 1.70% | |
| Consumer Durables | 1.52% | |
| Specialty Stores | 1.25% | |
| Consumer Services | 1.12% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto | -0.32% | |
| General Merchandise and Department Stores | -0.56% | |
| Auto Components | -0.72% | |
| Retail Distributors | -1.69% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 30.1x.
- Analysts are expecting annual earnings growth of 60.9%, which is higher than its past year's earnings decline of 49.8% per year.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 83% over the next 5 years.
- This is better than its past earnings growth rate of 25% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 9.9% 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 | |
|---|---|---|---|---|---|
| RACE Ferrari | €408.40 | 2.0% +€1.4b | -8.3% | PE45.7x | |
| MONC Moncler | €50.60 | 6.6% +€847.4m | -9.0% | PE22.4x | |
| BC Brunello Cucinelli | €100.90 | 3.0% +€199.8m | 14.4% | PE57.4x | |
| BRE Brembo | €9.50 | 2.6% +€78.1m | -8.7% | PE14.8x | |
| OVS OVS | €4.14 | 6.4% +€61.7m | 49.0% | PE19.7x |
