Is De'Longhi (BIT:DLG) A Risky Investment?
Dec 06
Italian (Borsa Italiana) Consumer Durables Industry Analysis
UpdatedDec 08, 2022
DataAggregated Company Financials
Companies13
- 7D-2.1%
- 3M23.8%
- 1Y-21.0%
- YTD-22.0%
In the last week, the Consumer Durables industry is flat overall, with Emak standing out by going down 3.3%. As for the longer term, the industry has declined 22% in the last year. Looking forward, earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the Italian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 08 Dec 2022 | €7.5b | €7.4b | €408.9m | 15.2x | 18.3x | 1x |
| Sat, 05 Nov 2022 | €6.4b | €7.4b | €447.1m | 12.7x | 14.3x | 0.9x |
| Mon, 03 Oct 2022 | €6.2b | €7.4b | €449.9m | 10.7x | 13.8x | 0.8x |
| Wed, 31 Aug 2022 | €6.3b | €7.4b | €457.9m | 11.8x | 13.8x | 0.9x |
| Fri, 29 Jul 2022 | €6.4b | €7.2b | €549.3m | 12.4x | 11.6x | 0.9x |
| Sun, 26 Jun 2022 | €6.5b | €7.2b | €549.3m | 12.2x | 11.8x | 0.9x |
| Tue, 24 May 2022 | €7.8b | €7.2b | €555.1m | 11.8x | 14.1x | 1.1x |
| Thu, 21 Apr 2022 | €8.1b | €7.1b | €571.0m | 11.4x | 14.3x | 1.2x |
| Sat, 19 Mar 2022 | €8.4b | €7.1b | €566.0m | 11.2x | 14.9x | 1.2x |
| Mon, 14 Feb 2022 | €9.3b | €6.8b | €625.0m | 15.4x | 14.9x | 1.4x |
| Wed, 12 Jan 2022 | €9.4b | €6.8b | €633.3m | 15.4x | 14.8x | 1.4x |
| Fri, 10 Dec 2021 | €9.4b | €4.9b | €469.1m | 13.4x | 20.1x | 1.9x |
| Sun, 07 Nov 2021 | €6.7b | €4.7b | €460.5m | 15.2x | 14.6x | 1.4x |
| Tue, 05 Oct 2021 | €6.1b | €4.7b | €457.3m | 14.1x | 13.4x | 1.3x |
| Thu, 02 Sep 2021 | €7.4b | €4.6b | €438.2m | 17.6x | 16.8x | 1.6x |
| Sat, 31 Jul 2021 | €6.9b | €4.6b | €438.2m | 16.5x | 15.9x | 1.5x |
| Tue, 04 May 2021 | €6.7b | €4.2b | €343.4m | 16.8x | 19.4x | 1.6x |
| Fri, 05 Feb 2021 | €5.5b | €3.8b | €253.4m | 17.7x | 21.5x | 1.4x |
| Mon, 09 Nov 2020 | €4.9b | €3.7b | €240.9m | 12x | 20.4x | 1.3x |
| Sun, 02 Aug 2020 | €4.8b | €3.5b | €208.5m | 14.1x | 22.9x | 1.4x |
| Wed, 06 May 2020 | €3.2b | €3.5b | €215.9m | 13.5x | 15x | 0.9x |
| Sat, 08 Feb 2020 | €3.5b | €3.6b | €225.6m | 15.3x | 15.6x | 1x |
Price to Earnings Ratio
16.9x
Current Industry PE
- Investors are relatively neutral on the Italian Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 16.9x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 28% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary industry?
| IT Market | -1.58% | |
| Consumer Discretionary | -1.75% | |
| Consumer Durables | -2.08% | |
| Home Furnishings | 4.44% | |
| Housewares and Specialties | 1.39% | |
| Consumer Electronics | -1.51% | |
| Household Appliances | -2.12% | |
| Homebuilding | -5.10% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 16.8x.
- Analysts are expecting annual earnings growth of 17.0%, which is higher than its past year's earnings decline of 25.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 66% over the next 5 years.
- This is better than its past earnings decline of 12% per year.
- In contrast, the Consumer Electronics industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| DLG De'Longhi | €21.50 | 0.7% +€24.0m | -28.6% | PE18.1x | |
| GBUS Gibus | €14.75 | 5.0% +€3.5m | -11.7% | PE4.9x | |
| SAB Sabaf | €18.60 | 1.1% +€2.2m | -19.5% | PE15.2x | |
| POZ Pozzi Milano | €1.46 | 1.4% +€680.0k | n/a | n/a | |
| BIA Bialetti Industrie | €0.28 | 1.1% +€463.9k | 3.3% | PE5.6x |
