Narrative Update • Jul 15

The Energy industry has stayed flat over the last week. The past year has been better, since the industry has gained 56% in that time. Earnings are forecast to grow by 8.7% annually.
Has the Italian Energy Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | €99.1b | €111.9b | €4.9b | 23.3x | 20.2x | 0.9x |
| Thu, 18 Jun 2026 | €101.6b | €111.8b | €4.9b | 19.4x | 20.8x | 0.9x |
| Sat, 16 May 2026 | €107.4b | €111.7b | €5.1b | 19.6x | 21x | 1x |
| Mon, 13 Apr 2026 | €106.3b | €110.5b | €4.5b | 20.7x | 23.8x | 1x |
| Wed, 11 Mar 2026 | €93.6b | €110.6b | €4.7b | 18.4x | 19.9x | 0.8x |
| Fri, 06 Feb 2026 | €80.8b | €113.1b | €4.8b | 17.7x | 17x | 0.7x |
| Sun, 04 Jan 2026 | €73.2b | €113.2b | €4.8b | 16.1x | 15.3x | 0.6x |
| Tue, 02 Dec 2025 | €74.0b | €113.3b | €4.8b | 16x | 15.5x | 0.7x |
| Thu, 30 Oct 2025 | €71.7b | €113.3b | €4.8b | 15.7x | 14.9x | 0.6x |
| Sat, 27 Sep 2025 | €68.9b | €113.5b | €4.4b | 15.6x | 15.5x | 0.6x |
| Mon, 25 Aug 2025 | €68.5b | €113.5b | €4.4b | 16.3x | 15.4x | 0.6x |
| Wed, 23 Jul 2025 | €65.8b | €117.3b | €4.5b | 13.6x | 14.7x | 0.6x |
| Fri, 20 Jun 2025 | €64.4b | €117.5b | €4.5b | 13.7x | 14.2x | 0.5x |
| Sun, 18 May 2025 | €60.8b | €117.9b | €4.6b | 11.2x | 13.3x | 0.5x |
| Tue, 15 Apr 2025 | €55.3b | €117.9b | €4.8b | 9.2x | 11.5x | 0.5x |
| Thu, 13 Mar 2025 | €65.2b | €118.2b | €5.0b | 11.6x | 13x | 0.6x |
| Sat, 08 Feb 2025 | €67.9b | €119.5b | €5.6b | 11.6x | 12.2x | 0.6x |
| Mon, 06 Jan 2025 | €68.2b | €119.6b | €5.6b | 13.9x | 12.3x | 0.6x |
| Wed, 04 Dec 2024 | €68.2b | €119.3b | €5.5b | 12x | 12.4x | 0.6x |
| Fri, 01 Nov 2024 | €65.7b | €119.2b | €5.5b | 10.5x | 11.9x | 0.6x |
| Sun, 29 Sep 2024 | €63.9b | €119.7b | €6.8b | 9.1x | 9.4x | 0.5x |
| Tue, 27 Aug 2024 | €67.6b | €131.7b | €7.1b | 5.8x | 9.5x | 0.5x |
| Thu, 25 Jul 2024 | €68.1b | €128.0b | €7.5b | 6.1x | 9.1x | 0.5x |
| Sat, 22 Jun 2024 | €67.5b | €128.2b | €7.5b | 6.1x | 9x | 0.5x |
| Mon, 20 May 2024 | €73.2b | €128.4b | €7.5b | 5.7x | 9.7x | 0.6x |
| Wed, 17 Apr 2024 | €78.0b | €227.9b | €13.9b | 5.4x | 5.6x | 0.3x |
| Fri, 15 Mar 2024 | €73.8b | €133.8b | €9.1b | 5.7x | 8.1x | 0.6x |
| Sun, 11 Feb 2024 | €68.1b | €140.3b | €9.0b | 5.1x | 7.6x | 0.5x |
| Tue, 09 Jan 2024 | €71.8b | €140.1b | €8.9b | 4.8x | 8x | 0.5x |
| Thu, 07 Dec 2023 | €71.9b | €140.3b | €9.0b | 4.8x | 8x | 0.5x |
| Sat, 04 Nov 2023 | €74.4b | €141.6b | €8.9b | 5.6x | 8.4x | 0.5x |
| Mon, 02 Oct 2023 | €72.6b | €156.3b | €12.9b | 5.2x | 5.6x | 0.5x |
| Wed, 30 Aug 2023 | €70.4b | €155.9b | €12.7b | 5.3x | 5.5x | 0.5x |
| Fri, 28 Jul 2023 | €64.9b | €158.2b | €16.1b | 4.9x | 4x | 0.4x |
4x
Which industries have driven the changes within the Italian Energy sector?
| IT Market | -1.20% | |
| Energy | 0.44% | |
| Energy Services | 0.66% | |
| Oil and Gas | 0.31% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TEN Tenaris | €24.89 | 1.4% +€353.4m | 56.2% | PE14.6x | |
| ENI Eni | €21.64 | 0.4% +€234.9m | 52.8% | PE23.3x |