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Italian (Borsa Italiana) Luxury Industry Analysis

UpdatedAug 31, 2024
DataAggregated Company Financials
Companies20
  • 7D-0.7%
  • 3M-8.2%
  • 1Y-8.4%
  • YTD-2.8%

Over the last 7 days, the Luxury industry has remained flat, although notably OVS gained 4.5%. Unfortunately though, the industry is down 8.4% over the past 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the Italian Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 Aug 2024€24.4b€10.5b€788.2m13.8x30.9x2.3x
Mon, 29 Jul 2024€24.6b€10.5b€805.4m11.9x30.5x2.3x
Wed, 26 Jun 2024€25.7b€10.4b€770.0m12x33.4x2.5x
Fri, 24 May 2024€27.9b€11.5b€803.7m14.1x34.7x2.4x
Sun, 21 Apr 2024€29.2b€11.5b€818.1m12x35.7x2.5x
Tue, 19 Mar 2024€31.2b€11.6b€791.1m13.7x39.5x2.7x
Thu, 15 Feb 2024€28.9b€11.5b€761.7m15.2x37.9x2.5x
Sat, 13 Jan 2024€25.4b€11.6b€764.1m15x33.2x2.2x
Mon, 11 Dec 2023€25.1b€11.6b€764.1m14.5x32.8x2.2x
Wed, 08 Nov 2023€23.8b€11.6b€788.6m15.4x30.2x2x
Fri, 06 Oct 2023€24.7b€11.6b€788.0m17.1x31.3x2.1x
Sun, 03 Sep 2023€28.0b€11.5b€760.4m20.9x36.8x2.4x
Tue, 01 Aug 2023€29.2b€11.4b€842.0m17x34.7x2.6x
Thu, 29 Jun 2023€28.4b€11.2b€903.2m16.6x31.4x2.5x
Sat, 27 May 2023€28.8b€11.1b€902.3m17.4x31.9x2.6x
Mon, 24 Apr 2023€30.9b€11.0b€908.1m18.9x34x2.8x
Wed, 22 Mar 2023€28.7b€11.1b€933.0m20.7x30.8x2.6x
Fri, 17 Feb 2023€28.1b€10.5b€871.8m23x32.3x2.7x
Sun, 15 Jan 2023€26.1b€10.5b€871.8m23.2x29.9x2.5x
Tue, 13 Dec 2022€24.7b€10.5b€871.8m23.3x28.3x2.3x
Thu, 10 Nov 2022€23.6b€10.4b€874.4m23.3x27x2.3x
Sat, 08 Oct 2022€21.4b€10.4b€875.3m21.1x24.4x2.1x
Mon, 05 Sep 2022€21.9b€10.1b€831.3m21.5x26.3x2.2x
Wed, 03 Aug 2022€22.9b€9.9b€771.1m24.8x29.7x2.3x
Fri, 01 Jul 2022€19.5b€9.5b€608.5m22.2x32.1x2x
Sun, 29 May 2022€21.0b€9.5b€600.6m21.8x34.9x2.2x
Tue, 26 Apr 2022€22.4b€9.3b€574.2m27.6x39x2.4x
Thu, 24 Mar 2022€23.4b€9.2b€674.8m29.8x34.7x2.5x
Sat, 19 Feb 2022€26.0b€8.5b€575.3m28.4x45.3x3.1x
Mon, 17 Jan 2022€26.7b€8.5b€575.3m27.3x46.4x3.1x
Wed, 15 Dec 2021€28.9b€8.5b€575.3m26.7x50.3x3.4x
Fri, 12 Nov 2021€30.2b€8.5b€609.8m36.7x49.4x3.6x
Sun, 10 Oct 2021€25.3b€8.4b€584.2m31.5x43.2x3x
Tue, 07 Sep 2021€25.4b€8.1b€477.4m40.5x53.2x3.1x
Price to Earnings Ratio

53.2x


Total Market Cap: €25.4bTotal Earnings: €477.4mTotal Revenue: €8.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Luxury Industry Price to Earnings3Y Average 35x202220232024
Current Industry PE
  • Investors are pessimistic on the Italian Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.9x which is lower than its 3-year average PE of 35.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 8.7% 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 Market1.78%
Consumer Discretionary0.75%
Luxury-0.68%
Footwear2.20%
Apparel, Accessories and Luxury Goods-0.58%
Textiles-9.07%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 32.6x.
    • Analysts are expecting annual earnings growth of 12.9%, which is higher than its past year's earnings growth of 6.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 122% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
OVS OVS€2.814.5%
+€29.3m
21.6%PE13.2x
SFL Safilo Group€1.235.3%
+€25.7m
24.6%PE266.8x
GEO Geox€0.602.2%
+€3.4m
-22.3%PS0.2x
GM Gentili Mosconi€2.655.6%
+€2.7m
-22.1%PE9.7x
AEF Aeffe€0.703.9%
+€2.6m
-33.6%PS0.2x
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Latest News

ECNL

€2.35

Aquafil

7D

-19.8%

1Y

-26.9%

SFER

€7.49

Salvatore Ferragamo

7D

-1.4%

1Y

-48.6%

GEO

€0.60

Geox

7D

2.2%

1Y

-22.3%

PQ

€2.01

Piquadro

7D

-2.0%

1Y

-6.9%

GM

€2.65

Gentili Mosconi

7D

5.6%

1Y

-22.1%

PTR

€6.04

Pattern

7D

0.7%

1Y

-18.9%

FPE

€26.80

Fope

7D

-0.7%

1Y

-16.3%

TOD

€42.96

TOD'S

7D

0.09%

1Y

11.9%

CLF

€0.87

Caleffi

7D

3.6%

1Y

-10.9%