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Italian (Borsa Italiana) Healthcare Sector Analysis

UpdatedFeb 28, 2026
DataAggregated Company Financials
Companies18
  • 7D0.05%
  • 3M0.3%
  • 1Y-18.4%
  • YTD0.4%

DiaSorin is up 1.4%, leading the way for the Healthcare industry, which has gained 1.1%. During this same period, the GVS underperformed, falling 7.0%. In contrast, the industry has lost 19% in the last 12 months. 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
Sat, 28 Feb 2026€20.9b€8.8b€886.9m21.5x23.5x2.4x
Mon, 26 Jan 2026€20.8b€8.8b€886.9m21.4x23.5x2.4x
Wed, 24 Dec 2025€20.7b€8.8b€886.9m20.5x23.4x2.3x
Fri, 21 Nov 2025€20.3b€8.8b€887.5m18.9x22.9x2.3x
Sun, 19 Oct 2025€22.2b€8.8b€896.1m20.5x24.8x2.5x
Tue, 16 Sep 2025€22.7b€8.7b€894.6m20x25.4x2.6x
Thu, 14 Aug 2025€22.4b€8.7b€902.9m19.4x24.8x2.6x
Sat, 12 Jul 2025€24.7b€8.6b€941.3m20.1x26.3x2.9x
Mon, 09 Jun 2025€23.9b€25.2b€985.5m19.6x24.2x0.9x
Wed, 07 May 2025€23.2b€20.1b€904.9m18.5x25.6x1.2x
Fri, 04 Apr 2025€22.2b€20.1b€906.3m16.8x24.4x1.1x
Sun, 02 Mar 2025€24.7b€20.0b€821.4m23.3x30.1x1.2x
Tue, 28 Jan 2025€25.5b€7.9b€829.1m23.6x30.8x3.2x
Thu, 26 Dec 2024€24.3b€18.7b€1.4b21x17.1x1.3x
Sat, 23 Nov 2024€24.7b€19.0b€1.4b19x17.3x1.3x
Mon, 21 Oct 2024€26.0b€18.9b€1.4b18.1x18.8x1.4x
Wed, 18 Sep 2024€25.2b€18.9b€1.4b16.1x18x1.3x
Fri, 16 Aug 2024€25.1b€18.9b€1.4b16.4x18.1x1.3x
Sun, 14 Jul 2024€26.1b€18.8b€1.4b17.3x18.8x1.4x
Tue, 11 Jun 2024€26.5b€18.8b€1.4b17x19.1x1.4x
Thu, 09 May 2024€26.2b€18.7b€1.4b19.3x18.9x1.4x
Sat, 06 Apr 2024€24.6b€18.7b€1.4b19.1x17.9x1.3x
Mon, 04 Mar 2024€25.4b€18.6b€1.4b18.4x18.1x1.4x
Wed, 31 Jan 2024€24.6b€18.6b€1.4b19.5x17.7x1.3x
Fri, 29 Dec 2023€24.9b€18.6b€1.4b18.6x17.9x1.3x
Sun, 26 Nov 2023€23.1b€18.6b€1.4b18.5x16.5x1.2x
Tue, 24 Oct 2023€22.3b€18.6b€1.4b16.3x15.4x1.2x
Thu, 21 Sep 2023€23.9b€17.3b€1.1b16.4x21x1.4x
Sat, 19 Aug 2023€23.1b€17.3b€1.1b15.3x20.3x1.3x
Mon, 17 Jul 2023€23.6b€7.7b€822.5m16.3x28.7x3.1x
Wed, 14 Jun 2023€25.2b€7.7b€822.5m19.6x30.6x3.3x
Fri, 12 May 2023€25.1b€7.6b€825.6m22.1x30.4x3.3x
Sun, 09 Apr 2023€23.4b€7.5b€823.6m21.6x28.4x3.1x
Tue, 07 Mar 2023€23.8b€7.5b€867.3m24.8x27.5x3.2x
Price to Earnings Ratio

27.5x


Total Market Cap: €23.8bTotal Earnings: €867.3mTotal Revenue: €7.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Healthcare Sector Price to Earnings3Y Average 22.6x202420252026
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 22.6x.
  • 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 5.7% 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 Market1.29%
Healthcare0.051%
Healthtech2.97%
Pharma0.50%
Life Sciences0.43%
Healthcare Services-0.021%
Medical Equipment-0.62%
Biotech-1.88%
Industry PE
  • Investors are most optimistic about the Healthtech industry even though it's trading below its 3-year average PE ratio of 55.7x.
    • 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 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 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 76% 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
DIA DiaSorin€71.201.4%
+€52.9m		-29.8%PE20.9x
REC Recordati Industria Chimica e Farmaceutica€48.420.5%
+€49.1m		-10.8%PE24.5x
GPI GPI€17.363.0%
+€14.4m		93.3%PE31.6x
GHC Garofalo Health Care€5.632.6%
+€12.4m		13.5%PE18.9x
FF Fine Foods & Pharmaceuticals N.T.M€11.550.4%
+€1.2m		74.5%PE22.6x

Latest News

AMP
€13.18
Amplifon
7D
-0.5%
1Y
-46.0%

AMP: Fair Outlook As Cash Flow Assumptions And P/E Support Balanced Risk

Analysts have modestly raised their price target on Amplifon to €14.00 from €14.00, reflecting slightly adjusted assumptions for the discount rate, revenue growth, and future P/E, while keeping their fair value view unchanged. What's in the News Board meeting scheduled for March 4, 2026, to approve the 2025 consolidated financial statements, the draft Amplifon S.p.A. financial statements at December 31, 2025, the proposed allocation of the 2025 net result, and the 2025 Sustainability Statement (company filing).
PHIL
€21.00
Philogen
7D
-1.9%
1Y
15.1%

PHIL: 2026 Board Milestones Will Support Confidence In Future Upside

Analysts have made only a marginal adjustment to their valuation framework for Philogen, keeping the fair value anchor steady at around €26 while fine tuning inputs such as the discount rate, revenue growth assumptions and future P/E to reflect updated risk and earnings expectations. What's in the News Board meeting scheduled for March 27, 2026, to approve the draft financial statements and the 2025 consolidated financial statements (company event calendar).
REC
€48.42
Recordati Industria Chimica e Farmaceutica
7D
0.5%
1Y
-10.8%
FF
€11.55
Fine Foods & Pharmaceuticals N.T.M
7D
0.4%
1Y
74.5%
OTO
€4.50
Otofarma
7D
-2.8%
1Y
n/a
DIA
€71.20
DiaSorin
7D
1.4%
1Y
-29.8%

DIA: Slower Earnings Conversion And Margin Strain Will Keep Upside Limited

Analysts have trimmed DiaSorin's Street price target to €68 from €75.40, reflecting updated views on its revenue growth, margin outlook and appropriate future P/E multiple. Analyst Commentary Recent research points to a more cautious tone around DiaSorin, with the reduced Street price target to €68 reflecting reassessments of revenue resilience, margin durability and what investors may be willing to pay on a P/E basis.
IVN
€2.03
iVision Tech
7D
-1.0%
1Y
-12.5%

iVision Tech (BIT:IVN) Might Have The Makings Of A Multi-Bagger

Feb 02
iVision Tech (BIT:IVN) Might Have The Makings Of A Multi-Bagger
GPI
€17.36
GPI
7D
3.0%
1Y
93.3%

Why Investors Shouldn't Be Surprised By GPI S.p.A.'s (BIT:GPI) P/E

Jan 24
Why Investors Shouldn't Be Surprised By GPI S.p.A.'s (BIT:GPI) P/E
ARBS
€2.90
Arterra Bioscience
7D
-3.3%
1Y
46.5%
SVS
€9.00
Svas Biosana
7D
2.3%
1Y
16.9%
ELN
€14.20
EL.En
7D
-2.9%
1Y
21.6%

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?
HI
€299.00
Health Italia
7D
0.3%
1Y
183.4%
GVS
€4.00
GVS
7D
-7.0%
1Y
-19.0%
GHC
€5.63
Garofalo Health Care
7D
2.6%
1Y
13.5%

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
HLX
€0.77
Helyx Industries
7D
-1.0%
1Y
-7.0%
IMD
€1.37
I.M.D. International Medical Devices
7D
1.5%
1Y
-4.2%