Narrative Update • Jun 26

The Leisure Products is pretty flat in the last 7 days, but Sanlorenzo has stood out, gaining 5.1%. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are expected to grow by 8.1% per annum.
Has the Italian Leisure Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | €5.7b | €4.0b | €336.8m | 18.9x | 16.8x | 1.4x |
| Mon, 08 Jun 2026 | €6.2b | €4.0b | €336.8m | 19.8x | 18.4x | 1.5x |
| Wed, 06 May 2026 | €6.7b | €4.0b | €335.6m | 21.4x | 19.9x | 1.7x |
| Fri, 03 Apr 2026 | €6.5b | €4.1b | €336.6m | 24.3x | 19.3x | 1.6x |
| Sun, 01 Mar 2026 | €6.6b | €3.9b | €313.6m | 27.4x | 21.2x | 1.7x |
| Tue, 27 Jan 2026 | €5.2b | €2.4b | €223.9m | 29.7x | 23.4x | 2.1x |
| Thu, 25 Dec 2025 | €4.8b | €2.4b | €223.9m | 30.9x | 21.4x | 2x |
| Sat, 22 Nov 2025 | €4.6b | €2.4b | €223.9m | 30.6x | 20.7x | 1.9x |
| Mon, 20 Oct 2025 | €4.5b | €2.5b | €228.2m | 28.5x | 19.6x | 1.8x |
| Wed, 17 Sep 2025 | €4.7b | €2.5b | €228.2m | 22.9x | 20.4x | 1.9x |
| Fri, 15 Aug 2025 | €4.4b | €2.4b | €226.7m | 22.1x | 19.4x | 1.8x |
| Sun, 13 Jul 2025 | €4.0b | €2.4b | €234.1m | 22.2x | 17.3x | 1.7x |
| Tue, 10 Jun 2025 | €4.1b | €2.4b | €234.1m | 21.4x | 17.3x | 1.7x |
| Thu, 08 May 2025 | €3.9b | €2.4b | €232.3m | 19.4x | 16.9x | 1.6x |
| Sat, 05 Apr 2025 | €3.5b | €2.4b | €231.7m | 18.9x | 15.3x | 1.5x |
| Mon, 03 Mar 2025 | €4.0b | €2.3b | €232.8m | 19.8x | 17.2x | 1.8x |
| Wed, 29 Jan 2025 | €3.9b | €2.3b | €232.8m | 19.5x | 16.9x | 1.7x |
| Fri, 27 Dec 2024 | €3.7b | €2.3b | €232.8m | 18.4x | 15.9x | 1.6x |
| Sun, 24 Nov 2024 | €3.6b | €2.3b | €232.8m | 16.2x | 15.5x | 1.6x |
| Tue, 22 Oct 2024 | €3.9b | €2.2b | €233.6m | 18.9x | 16.6x | 1.7x |
| Thu, 19 Sep 2024 | €3.6b | €2.2b | €230.8m | 18.2x | 15.7x | 1.7x |
| Sat, 17 Aug 2024 | €3.7b | €2.1b | €213.3m | 18.4x | 17.5x | 1.7x |
| Mon, 15 Jul 2024 | €3.9b | €2.1b | €210.7m | 19.2x | 18.6x | 1.8x |
| Wed, 12 Jun 2024 | €3.9b | €2.1b | €210.7m | 17.8x | 18.7x | 1.9x |
| Fri, 10 May 2024 | €4.0b | €2.1b | €208.2m | 18.5x | 19x | 1.9x |
| Sun, 07 Apr 2024 | €3.8b | €2.1b | €208.9m | 17.8x | 18.4x | 1.8x |
| Tue, 05 Mar 2024 | €3.8b | €2.0b | €193.0m | 18.4x | 19.7x | 1.9x |
| Thu, 01 Feb 2024 | €4.0b | €2.0b | €193.0m | 21.1x | 20.8x | 2x |
| Sat, 30 Dec 2023 | €3.9b | €2.0b | €193.0m | 20.6x | 20x | 1.9x |
| Mon, 27 Nov 2023 | €3.5b | €2.0b | €193.0m | 19.2x | 18.1x | 1.7x |
| Wed, 25 Oct 2023 | €3.2b | €2.0b | €184.8m | 18.1x | 17.2x | 1.6x |
| Fri, 22 Sep 2023 | €3.3b | €2.0b | €184.8m | 18.5x | 17.6x | 1.7x |
| Sun, 20 Aug 2023 | €3.4b | €1.9b | €180.9m | 18.2x | 18.9x | 1.8x |
| Tue, 18 Jul 2023 | €3.5b | €1.9b | €172.6m | 18.3x | 20.1x | 1.9x |
20.1x
How does Italian Leisure Products compare with similar industries?
| IT Market | -0.58% | |
| Consumer Discretionary | -0.98% | |
| Leisure | -2.85% | |
| Leisure Products | -2.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SL Sanlorenzo | €37.74 | 3.1% +€39.6m | 26.6% | PE12.3x | |
| RFG Racing Force | €5.10 | 3.7% +€4.9m | 8.3% | PE25.6x | |
| TISG Italian Sea Group | €1.05 | 1.6% +€848.0k | -81.7% | PE4.3x | |
| NOVA Novamarine | €9.25 | 0.5% +€625.0k | 71.3% | PE48.6x |