Narrative Update • Jul 10
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Italian (Borsa Italiana) Healthcare Sector Analysis
UpdatedJul 15, 2026
DataAggregated Company Financials
Companies18
- 7D0.8%
- 3M7.3%
- 1Y-12.7%
- YTD0.7%
Over the last 7 days, the Healthcare industry has remained flat, although notably DiaSorin gained 4.3%. Unfortunately though, the industry is down 13% over the past 12 months. Earnings are forecast to grow by 9.8% annually.
Sector Valuation and Performance
Has the Italian Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 16 Jul 2026 | €21.4b | €9.1b | €1.0b | 25x | 20.5x | 2.4x |
| Sat, 13 Jun 2026 | €21.0b | €9.1b | €1.0b | 24.7x | 20.1x | 2.3x |
| Mon, 11 May 2026 | €20.0b | €9.1b | €1.0b | 21.6x | 19.6x | 2.2x |
| Wed, 08 Apr 2026 | €19.0b | €8.9b | €852.2m | 20.4x | 22.2x | 2.1x |
| Fri, 06 Mar 2026 | €19.8b | €8.8b | €886.9m | 20.1x | 22.3x | 2.2x |
| Sun, 01 Feb 2026 | €20.6b | €8.8b | €886.9m | 20.9x | 23.2x | 2.3x |
| Tue, 30 Dec 2025 | €20.8b | €8.8b | €886.9m | 20.4x | 23.5x | 2.4x |
| Thu, 27 Nov 2025 | €20.7b | €8.8b | €886.9m | 19.2x | 23.3x | 2.3x |
| Sat, 25 Oct 2025 | €22.6b | €8.8b | €896.1m | 21.4x | 25.2x | 2.6x |
| Mon, 22 Sep 2025 | €22.6b | €8.7b | €894.6m | 19.9x | 25.3x | 2.6x |
| Wed, 20 Aug 2025 | €23.0b | €8.7b | €902.9m | 19.7x | 25.5x | 2.6x |
| Fri, 18 Jul 2025 | €24.1b | €8.6b | €941.3m | 20.4x | 25.7x | 2.8x |
| Sun, 15 Jun 2025 | €24.0b | €25.2b | €985.5m | 19.8x | 24.3x | 1x |
| Tue, 13 May 2025 | €23.0b | €20.2b | €914.0m | 18.7x | 25.1x | 1.1x |
| Thu, 10 Apr 2025 | €20.3b | €20.1b | €908.1m | 16.5x | 22.4x | 1x |
| Sat, 08 Mar 2025 | €23.5b | €20.1b | €810.9m | 23.2x | 28.9x | 1.2x |
| Mon, 03 Feb 2025 | €26.0b | €20.0b | €828.0m | 24x | 31.4x | 1.3x |
| Wed, 01 Jan 2025 | €24.2b | €8.0b | €834.7m | 23.1x | 29x | 3x |
| Fri, 29 Nov 2024 | €24.5b | €19.0b | €1.4b | 19.3x | 17.1x | 1.3x |
| Sun, 27 Oct 2024 | €25.7b | €18.9b | €1.4b | 19.4x | 18.6x | 1.4x |
| Tue, 24 Sep 2024 | €24.6b | €18.9b | €1.4b | 16.3x | 17.6x | 1.3x |
| Thu, 22 Aug 2024 | €25.6b | €18.9b | €1.4b | 15x | 18.5x | 1.4x |
| Sat, 20 Jul 2024 | €25.9b | €18.8b | €1.4b | 17.6x | 18.7x | 1.4x |
| Mon, 17 Jun 2024 | €26.1b | €18.8b | €1.4b | 16.4x | 18.8x | 1.4x |
| Wed, 15 May 2024 | €26.8b | €18.8b | €1.4b | 18.8x | 19.3x | 1.4x |
| Fri, 12 Apr 2024 | €24.6b | €18.7b | €1.4b | 19x | 17.9x | 1.3x |
| Sun, 10 Mar 2024 | €26.3b | €18.6b | €1.4b | 18.5x | 18.9x | 1.4x |
| Tue, 06 Feb 2024 | €24.4b | €18.6b | €1.4b | 18.7x | 17.6x | 1.3x |
| Thu, 04 Jan 2024 | €24.4b | €18.6b | €1.4b | 18.4x | 17.5x | 1.3x |
| Sat, 02 Dec 2023 | €22.8b | €18.6b | €1.4b | 18.5x | 16.4x | 1.2x |
| Mon, 30 Oct 2023 | €21.7b | €18.6b | €1.4b | 16.3x | 15x | 1.2x |
| Wed, 27 Sep 2023 | €22.5b | €17.3b | €1.1b | 14.5x | 19.8x | 1.3x |
| Fri, 25 Aug 2023 | €23.7b | €17.3b | €1.1b | 15.6x | 20.8x | 1.4x |
| Sun, 23 Jul 2023 | €23.8b | €7.7b | €822.5m | 15.8x | 29x | 3.1x |
Price to Earnings Ratio
29x
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 21.6x.
- The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have grown 8.3% per year over the last three years.
- Revenues for these companies have grown 5.6% 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 Healthcare sector?
| IT Market | 0.58% | |
| Healthcare | 0.83% | |
| Biotech | 4.54% | |
| Medical Equipment | 3.09% | |
| Life Sciences | 1.79% | |
| Pharma | -0.097% | |
| Healthcare Services | -1.01% | |
| Healthtech | -2.19% | |
Industry PE
- Investors are most optimistic about the Healthcare Services industry which is trading above its 3-year average PE ratio of 32.4x.
- Analysts are expecting annual earnings growth of 20.0%, which is higher than its past year's earnings decline of 25.9% per year.
- Investors are most pessimistic about the Biotech industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Life Sciences industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings decline of 26% per year.
- In contrast, the Biotech industry is expected to see its earnings decline by 105% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DIA DiaSorin | €69.46 | 4.3% +€152.6m | -21.7% | PE26x | |
| AMP Amplifon | €10.78 | 4.3% +€118.0m | -45.5% | PE41.4x | |
| GVS GVS | €4.58 | 7.8% +€61.6m | -6.3% | PE30.6x | |
| ELN EL.En | €16.49 | 1.7% +€22.4m | 46.4% | PE24.6x | |
| FF Fine Foods & Pharmaceuticals N.T.M | €9.08 | 1.1% +€2.4m | 14.9% | PE31x |
