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Italian (Borsa Italiana) Healthcare Sector Analysis

UpdatedJan 13, 2026
DataAggregated Company Financials
Companies18
  • 7D3.1%
  • 3M-2.5%
  • 1Y-16.3%
  • YTD2.6%

Over the last 7 days, the Healthcare industry has risen 3.1%, driven by gains from Recordati Industria Chimica e Farmaceutica of 5.1%. However, the industry is down 16% over the past year. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the Italian Healthcare Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Jan 2026€21.4b€8.8b€886.9m21.5x24.1x2.4x
Thu, 11 Dec 2025€20.0b€8.8b€886.9m19.5x22.6x2.3x
Sat, 08 Nov 2025€20.6b€8.7b€878.6m20x23.4x2.4x
Mon, 06 Oct 2025€22.9b€8.8b€895.5m20.8x25.6x2.6x
Wed, 03 Sep 2025€23.0b€8.7b€902.9m19.8x25.4x2.6x
Fri, 01 Aug 2025€22.4b€8.7b€930.6m20.2x24x2.6x
Sun, 29 Jun 2025€23.4b€25.2b€985.5m19.7x23.8x0.9x
Tue, 27 May 2025€22.9b€25.2b€985.5m19.3x23.2x0.9x
Thu, 24 Apr 2025€21.8b€20.1b€908.1m18.6x24x1.1x
Sat, 22 Mar 2025€22.9b€19.6b€796.9m21.2x28.7x1.2x
Mon, 17 Feb 2025€26.3b€20.0b€821.4m23.5x32x1.3x
Wed, 15 Jan 2025€24.8b€8.0b€834.7m21.1x29.7x3.1x
Fri, 13 Dec 2024€24.7b€19.0b€1.4b18.7x17.3x1.3x
Sun, 10 Nov 2024€24.8b€19.0b€1.4b16.5x17.4x1.3x
Tue, 08 Oct 2024€25.5b€18.9b€1.4b17.2x18.5x1.3x
Thu, 05 Sep 2024€25.5b€18.9b€1.4b14.8x18.4x1.4x
Sat, 03 Aug 2024€25.3b€18.9b€1.4b16.5x18.2x1.3x
Mon, 01 Jul 2024€25.6b€18.8b€1.4b16.4x18.5x1.4x
Wed, 29 May 2024€26.0b€18.8b€1.4b17.9x18.8x1.4x
Fri, 26 Apr 2024€25.2b€18.7b€1.4b19.1x18.3x1.3x
Sun, 24 Mar 2024€25.5b€18.6b€1.4b20.7x18.3x1.4x
Tue, 20 Feb 2024€25.1b€18.6b€1.4b18.5x18.1x1.4x
Thu, 18 Jan 2024€24.7b€18.6b€1.4b18.2x17.7x1.3x
Sat, 16 Dec 2023€24.7b€18.6b€1.4b18.5x17.7x1.3x
Mon, 13 Nov 2023€22.5b€18.6b€1.4b16.9x16.2x1.2x
Wed, 11 Oct 2023€22.9b€18.6b€1.4b17.1x15.8x1.2x
Fri, 08 Sep 2023€23.3b€17.3b€1.1b15.5x20.5x1.3x
Sun, 06 Aug 2023€23.3b€7.8b€857.4m14.9x27.2x3x
Tue, 04 Jul 2023€23.8b€7.7b€822.5m18.6x29x3.1x
Thu, 01 Jun 2023€23.3b€7.7b€822.5m21.7x28.3x3x
Sat, 29 Apr 2023€24.0b€7.6b€826.9m21.9x29x3.2x
Mon, 27 Mar 2023€23.0b€7.6b€868.1m19.1x26.5x3x
Wed, 22 Feb 2023€23.6b€7.4b€886.1m24.5x26.7x3.2x
Fri, 20 Jan 2023€24.2b€7.4b€886.1m23.9x27.3x3.3x
Price to Earnings Ratio

27.3x


Total Market Cap: €24.2bTotal Earnings: €886.1mTotal Revenue: €7.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Healthcare Sector Price to Earnings3Y Average 22.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the Italian Healthcare industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 22.8x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Italian Healthcare sector?

IT Market0.24%
Healthcare3.11%
Pharma5.11%
Medical Equipment4.12%
Life Sciences1.27%
Healthtech0%0
Biotech-1.62%
Healthcare Services-2.07%
Industry PE
  • Investors are most optimistic about the Healthtech industry even though it's trading below its 3-year average PE ratio of 56.0x.
    • Analysts are expecting annual earnings growth of 24.9%, which is lower than the prior year's growth of 116.9% per year.
  • Investors are most pessimistic about the Life Sciences industry, which is trading below its 3-year average of 35.0x.
Forecasted Growth
  • Analysts are most optimistic on the Healthtech industry, expecting annual earnings growth of 25% over the next 5 years.
  • However this is lower than its past earnings growth rate of 117% per year.
  • In contrast, the Biotech industry is expected to see its earnings decline by 77% 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
REC Recordati Industria Chimica e Farmaceutica€49.785.1%
+€495.0m		-5.4%PE25.2x
DIA DiaSorin€73.445.5%
+€205.0m		-27.6%PE21.5x
GVS GVS€4.082.6%
+€19.7m		-11.5%PE33.4x
ELN EL.En€14.240.9%
+€10.4m		30.3%PE21.5x
FF Fine Foods & Pharmaceuticals N.T.M€9.541.3%
+€2.9m		29.3%PE18.6x

Latest News

FF
€9.54
Fine Foods & Pharmaceuticals N.T.M
7D
1.3%
1Y
29.3%
AMP
€13.62
Amplifon
7D
-2.4%
1Y
-47.3%

AMP: Shares Should Recover As Margin Plan Outweighs Weak End Markets

Analysts have nudged their price target for Amplifon slightly lower to about €17.24 from roughly €17.30, reflecting updated assumptions on fair value, discount rate and revenue growth after recent research pointing to weaker end markets, trimmed Street targets around €15 to €19 and a more measured view on the timing of margin improvement. Analyst Commentary Recent research on Amplifon shows a mix of cautious and more constructive views, with price targets clustered between €15 and €19 and ratings spanning Neutral to Outperform.
SVS
€8.24
Svas Biosana
7D
3.5%
1Y
10.6%
ELN
€14.24
EL.En
7D
0.9%
1Y
30.3%

At €14.63, Is It Time To Put EL.En. S.p.A. (BIT:ELN) On Your Watch List?

Jan 10
At €14.63, Is It Time To Put EL.En. S.p.A. (BIT:ELN) On Your Watch List?
PHIL
€22.60
Philogen
7D
-1.7%
1Y
22.2%

PHIL: Future Sarcoma Trial Data Will Support Upside Potential

Analysts have adjusted their price target for Philogen to €26.00. The change reflects slightly higher perceived risk through a modestly higher discount rate and a broadly unchanged outlook for margins and future P/E assumptions.
DIA
€73.44
DiaSorin
7D
5.5%
1Y
-27.6%
REC
€49.78
Recordati Industria Chimica e Farmaceutica
7D
5.1%
1Y
-5.4%

REC: Shareholder Returns Will Rise As Interim Dividend And Buyback Support Bullish Outlook

Analysts have kept their price target for Recordati Industria Chimica e Farmaceutica broadly unchanged, with only minor adjustments to revenue growth, profit margin and future P/E assumptions, resulting in a stable implied fair value of €60.60 per share. What's in the News The Board of Directors approved an interim dividend for 2025 of €0.63 per share, payable from 26 November 2025, with shareholders needing to be registered by 24 November 2025 to receive it.
OTO
€5.06
Otofarma
7D
-2.3%
1Y
n/a
HI
€296.00
Health Italia
7D
-0.3%
1Y
117.6%
GVS
€4.08
GVS
7D
2.6%
1Y
-11.5%
GHC
€5.50
Garofalo Health Care
7D
-0.5%
1Y
8.7%

Garofalo Health Care's (BIT:GHC) Performance Is Even Better Than Its Earnings Suggest

Nov 23
Garofalo Health Care's (BIT:GHC) Performance Is Even Better Than Its Earnings Suggest
PRE
€0.75
Predict
7D
-3.8%
1Y
21.0%

Calculating The Intrinsic Value Of Predict S.p.A. (BIT:PRE)

Nov 14
Calculating The Intrinsic Value Of Predict S.p.A. (BIT:PRE)
EUK
€0.74
EuKedos
7D
3.5%
1Y
-5.7%

Sentiment Still Eluding EuKedos S.p.A. (BIT:EUK)

Oct 22
Sentiment Still Eluding EuKedos S.p.A. (BIT:EUK)
HLX
€0.80
Helyx Industries
7D
-0.5%
1Y
-15.6%
IVN
€1.69
iVision Tech
7D
-3.7%
1Y
-1.5%
IMD
€1.48
I.M.D. International Medical Devices
7D
5.7%
1Y
-1.3%