Narrative Update • Aug 18

In the last week, Healthcare has been flat. Unfortunately though, the industry is down 4.9% over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.
Has the Italian Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 30 Aug 2026 | €22.1b | €9.2b | €1.1b | 23x | 20.4x | 2.4x |
| Tue, 28 Jul 2026 | €21.3b | €9.1b | €1.0b | 23.4x | 20.4x | 2.3x |
| Thu, 25 Jun 2026 | €21.0b | €9.1b | €1.0b | 25.9x | 20.2x | 2.3x |
| Sat, 23 May 2026 | €20.3b | €9.1b | €1.0b | 23.4x | 19.5x | 2.2x |
| Mon, 20 Apr 2026 | €19.9b | €9.1b | €1.0b | 22.4x | 19.1x | 2.2x |
| Wed, 18 Mar 2026 | €18.3b | €8.8b | €857.2m | 19.4x | 21.3x | 2.1x |
| Fri, 13 Feb 2026 | €21.0b | €8.8b | €886.9m | 20.8x | 23.6x | 2.4x |
| Sun, 11 Jan 2026 | €21.3b | €8.8b | €886.9m | 21.3x | 24x | 2.4x |
| Tue, 09 Dec 2025 | €20.4b | €8.8b | €886.9m | 19.5x | 23.1x | 2.3x |
| Thu, 06 Nov 2025 | €21.9b | €8.8b | €886.0m | 20.9x | 24.7x | 2.5x |
| Sat, 04 Oct 2025 | €22.9b | €8.8b | €895.5m | 20.8x | 25.6x | 2.6x |
| Mon, 01 Sep 2025 | €23.1b | €8.7b | €902.9m | 20x | 25.6x | 2.7x |
| Wed, 30 Jul 2025 | €24.7b | €8.6b | €941.3m | 20.5x | 26.2x | 2.9x |
| Fri, 27 Jun 2025 | €23.8b | €25.2b | €985.5m | 19.9x | 24.2x | 0.9x |
| Sun, 25 May 2025 | €22.7b | €25.2b | €985.5m | 19.3x | 23x | 0.9x |
| Tue, 22 Apr 2025 | €21.4b | €20.1b | €908.1m | 18.3x | 23.6x | 1.1x |
| Thu, 20 Mar 2025 | €23.0b | €19.6b | €796.9m | 21.2x | 28.8x | 1.2x |
| Sat, 15 Feb 2025 | €26.3b | €20.0b | €828.0m | 23.5x | 31.7x | 1.3x |
| Mon, 13 Jan 2025 | €24.9b | €8.0b | €834.7m | 22.1x | 29.8x | 3.1x |
| Wed, 11 Dec 2024 | €24.6b | €19.0b | €1.4b | 18.9x | 17.2x | 1.3x |
| Fri, 08 Nov 2024 | €25.0b | €19.0b | €1.4b | 16.3x | 18x | 1.3x |
| Sun, 06 Oct 2024 | €25.0b | €18.9b | €1.4b | 17.3x | 18.1x | 1.3x |
| Tue, 03 Sep 2024 | €25.8b | €18.9b | €1.4b | 15.1x | 18.6x | 1.4x |
| Thu, 01 Aug 2024 | €25.5b | €18.9b | €1.4b | 16.9x | 18.4x | 1.3x |
| Sat, 29 Jun 2024 | €25.6b | €18.8b | €1.4b | 16.4x | 18.5x | 1.4x |
| Mon, 27 May 2024 | €26.0b | €18.8b | €1.4b | 17.2x | 18.8x | 1.4x |
| Wed, 24 Apr 2024 | €26.3b | €18.7b | €1.4b | 19x | 19.1x | 1.4x |
| Fri, 22 Mar 2024 | €25.5b | €18.6b | €1.4b | 20.7x | 18.2x | 1.4x |
| Sun, 18 Feb 2024 | €25.2b | €18.6b | €1.4b | 18.6x | 18.1x | 1.4x |
| Tue, 16 Jan 2024 | €24.9b | €18.6b | €1.4b | 18.1x | 17.9x | 1.3x |
| Thu, 14 Dec 2023 | €24.0b | €18.6b | €1.4b | 18.2x | 17.2x | 1.3x |
| Sat, 11 Nov 2023 | €22.5b | €18.6b | €1.4b | 16.9x | 16.2x | 1.2x |
| Mon, 09 Oct 2023 | €22.7b | €18.6b | €1.4b | 16.5x | 15.7x | 1.2x |
| Wed, 06 Sep 2023 | €23.7b | €17.3b | €1.1b | 16.1x | 20.8x | 1.4x |
20.8x
Which industries have driven the changes within the Italian Healthcare sector?
| IT Market | 0.038% | |
| Healthcare | 0.61% | |
| Life Sciences | 4.45% | |
| Healthcare Services | 2.07% | |
| Medical Equipment | 1.64% | |
| Biotech | -0.16% | |
| Pharma | -0.38% | |
| Healthtech | -1.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DIA DiaSorin | €76.62 | 2.0% +€73.3m | -11.1% | PE27x | |
| AMP Amplifon | €12.15 | 2.2% +€69.1m | -22.0% | PE44.6x | |
| ELN EL.En | €15.45 | 2.0% +€24.8m | 30.9% | PE23.1x | |
| FF Fine Foods & Pharmaceuticals N.T.M | €8.92 | 4.4% +€8.9m | 2.8% | PE30.5x | |
| GHC Garofalo Health Care | €5.66 | 1.1% +€5.3m | 17.2% | PE23x |