Narrative Update • Jul 22

Over the last 7 days, the Medical Equipment industry has risen 4.7%, driven by gains from DiaSorin of 7.7%. In contrast, the industry has lost 8.0% in the last 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Italian Medical Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | €6.0b | €2.4b | €231.6m | 26.9x | 25.7x | 2.5x |
| Tue, 30 Jun 2026 | €6.0b | €2.4b | €231.6m | 26.2x | 25.8x | 2.5x |
| Thu, 28 May 2026 | €5.6b | €2.4b | €231.6m | 24.5x | 24.2x | 2.3x |
| Sat, 25 Apr 2026 | €5.1b | €2.4b | €232.3m | 20.8x | 22x | 2.1x |
| Mon, 23 Mar 2026 | €5.1b | €2.4b | €231.0m | 20.7x | 22.1x | 2.1x |
| Wed, 18 Feb 2026 | €5.6b | €2.4b | €268.1m | 20.2x | 20.9x | 2.3x |
| Fri, 16 Jan 2026 | €6.2b | €2.4b | €268.1m | 22.1x | 23x | 2.6x |
| Sun, 14 Dec 2025 | €5.3b | €2.4b | €268.1m | 19.2x | 19.8x | 2.2x |
| Tue, 11 Nov 2025 | €5.0b | €2.4b | €261.2m | 17.8x | 19.1x | 2.1x |
| Thu, 09 Oct 2025 | €6.2b | €2.4b | €268.6m | 20.2x | 23.2x | 2.6x |
| Sat, 06 Sep 2025 | €6.3b | €2.4b | €277.4m | 19.1x | 22.8x | 2.6x |
| Mon, 04 Aug 2025 | €6.5b | €2.4b | €287.4m | 19.6x | 22.8x | 2.7x |
| Wed, 02 Jul 2025 | €5.9b | €19.0b | €334.7m | 10.8x | 17.5x | 0.3x |
| Fri, 30 May 2025 | €5.9b | €19.0b | €334.7m | 10.6x | 17.5x | 0.3x |
| Sun, 27 Apr 2025 | €6.1b | €14.0b | €256.7m | 11.4x | 23.8x | 0.4x |
| Tue, 25 Mar 2025 | €5.9b | €13.5b | €228.0m | 15.3x | 25.8x | 0.4x |
| Thu, 20 Feb 2025 | €6.3b | €14.0b | €247.0m | 13.7x | 25.4x | 0.4x |
| Sat, 18 Jan 2025 | €6.4b | €2.0b | €248.1m | 13.8x | 25.8x | 3.2x |
| Mon, 16 Dec 2024 | €6.5b | €12.7b | €838.0m | 9.5x | 7.8x | 0.5x |
| Wed, 13 Nov 2024 | €6.8b | €12.7b | €836.6m | 9.9x | 8.1x | 0.5x |
| Fri, 11 Oct 2024 | €6.4b | €12.7b | €815.4m | 9.7x | 7.9x | 0.5x |
| Sun, 08 Sep 2024 | €6.2b | €12.7b | €811.0m | 10.9x | 7.7x | 0.5x |
| Tue, 06 Aug 2024 | €6.3b | €12.8b | €815.1m | 12.9x | 7.7x | 0.5x |
| Thu, 04 Jul 2024 | €6.2b | €12.8b | €810.1m | 13.5x | 7.6x | 0.5x |
| Sat, 01 Jun 2024 | €6.3b | €12.8b | €810.1m | 14.4x | 7.7x | 0.5x |
| Mon, 29 Apr 2024 | €6.2b | €12.8b | €807.3m | 15.6x | 7.7x | 0.5x |
| Wed, 27 Mar 2024 | €5.6b | €12.8b | €806.9m | 14x | 7x | 0.4x |
| Fri, 23 Feb 2024 | €5.8b | €12.8b | €797.6m | 13.6x | 7.3x | 0.5x |
| Sun, 21 Jan 2024 | €5.4b | €12.8b | €797.6m | 14.2x | 6.8x | 0.4x |
| Tue, 19 Dec 2023 | €5.8b | €12.8b | €797.6m | 14.8x | 7.3x | 0.5x |
| Thu, 16 Nov 2023 | €5.6b | €12.8b | €802.0m | 12.7x | 7x | 0.4x |
| Sat, 14 Oct 2023 | €5.3b | €12.9b | €839.6m | 12.2x | 6.3x | 0.4x |
| Mon, 11 Sep 2023 | €5.9b | €11.6b | €534.9m | 13.9x | 11x | 0.5x |
| Wed, 09 Aug 2023 | €6.0b | €2.1b | €252.5m | 15x | 23.8x | 2.8x |
23.8x
Which industries have driven the changes within the Italian Healthcare industry?
| IT Market | 0.71% | |
| Healthcare | 3.14% | |
| Medical Equipment | 4.69% | |
| Medical Equipment | 4.73% | |
| Medical Supplies | 0.49% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DIA DiaSorin | €71.86 | 7.7% +€271.4m | -16.6% | PE26.9x | |
| GVS GVS | €4.34 | 0.2% +€1.9m | -8.8% | PE29x | |
| SVS Svas Biosana | €8.78 | 3.3% +€1.5m | 14.0% | PE6.8x |