Narrative Update • Jun 08

The Leisure industry is up 3.3% in the last week, with Technogym up 4.8%. This takes the industry's 12 month performance to a gain of 24%. Looking forward, earnings are forecast to grow by 8.3% annually.
Has the Italian Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | €6.2b | €4.0b | €336.8m | 19.2x | 18.4x | 1.5x |
| Fri, 15 May 2026 | €7.3b | €4.0b | €336.8m | 22.1x | 21.7x | 1.8x |
| Sun, 12 Apr 2026 | €6.8b | €4.0b | €336.2m | 23.6x | 20.1x | 1.7x |
| Tue, 10 Mar 2026 | €6.0b | €3.9b | €313.6m | 26.9x | 19.2x | 1.5x |
| Thu, 05 Feb 2026 | €5.3b | €2.6b | €226.1m | 30.1x | 23.4x | 2.1x |
| Sat, 03 Jan 2026 | €4.8b | €2.4b | €223.9m | 31.2x | 21.5x | 2x |
| Mon, 01 Dec 2025 | €4.8b | €2.4b | €223.9m | 31.3x | 21.4x | 2x |
| Wed, 29 Oct 2025 | €4.7b | €2.5b | €228.2m | 29.9x | 20.4x | 1.9x |
| Fri, 26 Sep 2025 | €4.6b | €2.5b | €227.0m | 27.9x | 20.2x | 1.9x |
| Sun, 24 Aug 2025 | €4.6b | €2.4b | €226.7m | 22.7x | 20.2x | 1.9x |
| Tue, 22 Jul 2025 | €4.1b | €2.4b | €234.1m | 22.1x | 17.4x | 1.7x |
| Thu, 19 Jun 2025 | €4.0b | €2.4b | €234.1m | 22x | 17.2x | 1.7x |
| Sat, 17 May 2025 | €4.2b | €2.4b | €234.1m | 19.8x | 17.8x | 1.7x |
| Mon, 14 Apr 2025 | €3.5b | €2.4b | €232.3m | 18.6x | 15x | 1.5x |
| Wed, 12 Mar 2025 | €3.7b | €2.3b | €237.1m | 19.2x | 15.6x | 1.6x |
| Fri, 07 Feb 2025 | €4.1b | €2.3b | €232.8m | 19.3x | 17.5x | 1.8x |
| Sun, 05 Jan 2025 | €3.8b | €2.3b | €232.8m | 18.5x | 16.3x | 1.7x |
| Tue, 03 Dec 2024 | €3.7b | €2.3b | €232.8m | 17.1x | 15.9x | 1.6x |
| Thu, 31 Oct 2024 | €3.8b | €2.2b | €233.6m | 19x | 16.3x | 1.7x |
| Sat, 28 Sep 2024 | €3.8b | €2.2b | €231.3m | 17.9x | 16.5x | 1.7x |
| Mon, 26 Aug 2024 | €3.8b | €2.1b | €213.3m | 18.4x | 18x | 1.8x |
| Wed, 24 Jul 2024 | €3.8b | €2.1b | €210.7m | 19.2x | 18.2x | 1.8x |
| Fri, 21 Jun 2024 | €3.9b | €2.1b | €210.7m | 17.9x | 18.7x | 1.9x |
| Sun, 19 May 2024 | €4.0b | €2.1b | €210.7m | 18x | 18.8x | 1.9x |
| Tue, 16 Apr 2024 | €3.7b | €2.1b | €208.9m | 17.6x | 17.8x | 1.8x |
| Thu, 14 Mar 2024 | €4.0b | €2.0b | €193.0m | 19.4x | 21x | 2x |
| Sat, 10 Feb 2024 | €4.0b | €2.0b | €193.0m | 19.1x | 21x | 2x |
| Mon, 08 Jan 2024 | €3.7b | €2.0b | €193.0m | 20x | 19.4x | 1.9x |
| Wed, 06 Dec 2023 | €3.7b | €2.0b | €193.0m | 20.4x | 19x | 1.8x |
| Fri, 03 Nov 2023 | €3.3b | €2.0b | €184.8m | 18.9x | 17.8x | 1.7x |
| Sun, 01 Oct 2023 | €3.2b | €2.0b | €184.8m | 18.4x | 17.5x | 1.6x |
| Tue, 29 Aug 2023 | €3.4b | €1.9b | €180.9m | 18.2x | 18.8x | 1.8x |
| Thu, 27 Jul 2023 | €3.4b | €1.9b | €172.6m | 18x | 19.7x | 1.8x |
| Sat, 24 Jun 2023 | €3.5b | €1.9b | €172.6m | 18.2x | 20.5x | 1.9x |
20.5x
Which industries have driven the changes within the Italian Consumer Discretionary industry?
| IT Market | 4.07% | |
| Consumer Discretionary | 1.88% | |
| Leisure | 3.26% | |
| Leisure Products | 3.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TGYM Technogym | €17.03 | 5.4% +€175.4m | 37.4% | PE29.5x | |
| SL Sanlorenzo | €38.22 | 2.1% +€28.3m | 25.9% | PE12.5x | |
| YACHT Ferretti | €3.13 | 1.2% +€12.9m | 16.1% | PE11.8x | |
| TISG Italian Sea Group | €1.34 | 0.9% +€636.0k | -76.7% | PE5.5x | |
| RFG Racing Force | €4.53 | 0.2% +€272.3k | -2.8% | PE22.7x |