Narrative Update • Aug 08

Over the last 7 days, the Diversified Financial industry has remained flat. The past year has been better, since the industry has gained 23% in that time. As for the next few years, earnings are expected to grow by 10% per annum.
Has the Italian Diversified Financial Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | €59.3b | €24.5b | €648.1m | 12x | 91.5x | 2.4x |
| Fri, 10 Jul 2026 | €59.7b | €24.2b | €754.6m | 10x | 79.1x | 2.5x |
| Sun, 07 Jun 2026 | €53.8b | €24.1b | €755.6m | 8.6x | 71.2x | 2.2x |
| Tue, 05 May 2026 | €49.1b | €23.8b | €504.8m | 8.1x | 97.3x | 2.1x |
| Thu, 02 Apr 2026 | €46.3b | €23.8b | €504.8m | 7.5x | 91.7x | 1.9x |
| Sat, 28 Feb 2026 | €49.6b | €23.4b | €4.1b | 10.9x | 12x | 2.1x |
| Mon, 26 Jan 2026 | €50.6b | €23.8b | €4.3b | 11.7x | 11.7x | 2.1x |
| Wed, 24 Dec 2025 | €50.7b | €23.8b | €4.3b | 12.2x | 11.7x | 2.1x |
| Fri, 21 Nov 2025 | €49.2b | €23.8b | €4.3b | 11.8x | 11.4x | 2.1x |
| Sun, 19 Oct 2025 | €21.0b | €9.9b | €1.8b | 10.1x | 11.9x | 2.1x |
| Tue, 16 Sep 2025 | €22.2b | €9.8b | €1.8b | 10.6x | 12.6x | 2.3x |
| Thu, 14 Aug 2025 | €22.5b | €9.8b | €1.8b | 10.2x | 12.8x | 2.3x |
| Sat, 12 Jul 2025 | €21.2b | €10.0b | €1.7b | 9.4x | 12.9x | 2.1x |
| Mon, 09 Jun 2025 | €20.7b | €10.0b | €1.7b | 8.4x | 12.5x | 2.1x |
| Wed, 07 May 2025 | €19.9b | €10.0b | €1.6b | 8.1x | 12.1x | 2x |
| Fri, 04 Apr 2025 | €19.3b | €10.1b | €1.7b | 8.1x | 11.5x | 1.9x |
| Sun, 02 Mar 2025 | €19.5b | €9.9b | €1.7b | 9x | 11.5x | 2x |
| Tue, 28 Jan 2025 | €18.6b | €9.9b | €348.1m | 7x | 53.6x | 1.9x |
| Thu, 26 Dec 2024 | €18.2b | €9.9b | €348.1m | 6.8x | 52.3x | 1.8x |
| Sat, 23 Nov 2024 | €18.0b | €9.9b | €348.1m | 6.8x | 51.6x | 1.8x |
| Mon, 21 Oct 2024 | €19.6b | €10.0b | €357.2m | 7.5x | 55x | 2x |
| Wed, 18 Sep 2024 | €19.6b | €10.0b | €355.0m | 6.9x | 55.3x | 2x |
| Fri, 16 Aug 2024 | €18.7b | €10.0b | €355.0m | 7x | 52.6x | 1.9x |
| Sun, 14 Jul 2024 | €19.3b | €9.5b | €293.9m | 8.1x | 65.7x | 2x |
| Tue, 11 Jun 2024 | €19.7b | €9.9b | €270.7m | 8x | 72.9x | 2x |
| Thu, 09 May 2024 | €19.5b | €9.9b | €225.7m | 8.3x | 86.6x | 2x |
| Sat, 06 Apr 2024 | €19.1b | €9.9b | €225.7m | 7.6x | 84.6x | 1.9x |
| Mon, 04 Mar 2024 | €20.2b | €9.7b | €1.4b | 8x | 14.3x | 2.1x |
| Wed, 31 Jan 2024 | €34.3b | €45.8b | €3.1b | 7.6x | 10.9x | 0.7x |
| Fri, 29 Dec 2023 | €34.1b | €45.8b | €3.1b | 7.7x | 10.9x | 0.7x |
| Sun, 26 Nov 2023 | €33.2b | €45.8b | €3.1b | 7.6x | 10.6x | 0.7x |
| Tue, 24 Oct 2023 | €31.8b | €45.7b | €3.1b | 7.2x | 10.4x | 0.7x |
| Thu, 21 Sep 2023 | €32.2b | €45.7b | €3.1b | 7.8x | 10.5x | 0.7x |
| Sat, 19 Aug 2023 | €32.7b | €45.7b | €3.1b | 7.8x | 10.6x | 0.7x |
10.6x
Which industries have driven the changes within the Italian Financials industry?
| IT Market | 0.12% | |
| Financials | -0.014% | |
| Diversified Financial | -0.89% | |
| Specialized Finance | 3.06% | |
| Multi-Sector Holdings | -0.79% | |
| Other Diversified Financial Services | -0.82% | |
| Transaction and Payment Processing Services | -2.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BMED Banca Mediolanum | €24.16 | 0.3% +€51.9m | 44.6% | PE13.6x | |
| IF Banca IFIS | €15.26 | 3.5% +€31.9m | -33.1% | PE3.8x | |
| BFF BFF Bank | €3.16 | 3.4% +€19.6m | -72.5% | PE33.3x | |
| MET Met.Extra Group | €2.56 | 1.6% +€168.6k | 61.0% | PE3.3x |