Narrative Update • Jul 07

Over the last 7 days, the Building industry has dropped 7.4%, driven by a pullback from Carel Industries of 7.6%. Over the past 12 months, the industry was up 20%. Earnings are forecast to grow by 11% annually.
Has the Italian Building Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | €6.0b | €4.4b | €261.5m | 32.9x | 22.9x | 1.4x |
| Tue, 09 Jun 2026 | €6.1b | €4.4b | €261.5m | 27.4x | 23.2x | 1.4x |
| Thu, 07 May 2026 | €5.8b | €4.4b | €249.7m | 26.4x | 23.4x | 1.3x |
| Sat, 04 Apr 2026 | €5.0b | €4.4b | €249.7m | 19.6x | 20.1x | 1.1x |
| Mon, 02 Mar 2026 | €5.4b | €4.3b | €193.8m | 32.5x | 27.9x | 1.3x |
| Wed, 28 Jan 2026 | €5.1b | €4.3b | €193.8m | 31.5x | 26.5x | 1.2x |
| Fri, 26 Dec 2025 | €5.3b | €4.5b | €186.0m | 33.2x | 28.6x | 1.2x |
| Sun, 23 Nov 2025 | €5.0b | €4.5b | €186.0m | 32.3x | 27.1x | 1.1x |
| Tue, 21 Oct 2025 | €4.8b | €4.5b | €177.6m | 34x | 27.2x | 1.1x |
| Thu, 18 Sep 2025 | €5.0b | €4.5b | €175.8m | 22.1x | 28.3x | 1.1x |
| Sat, 16 Aug 2025 | €5.3b | €4.5b | €175.8m | 21x | 30.1x | 1.2x |
| Mon, 14 Jul 2025 | €5.0b | €4.5b | €80.1m | 34.7x | 62.4x | 1.1x |
| Wed, 11 Jun 2025 | €5.1b | €4.3b | €87.8m | 33.3x | 58.3x | 1.2x |
| Fri, 09 May 2025 | €4.5b | €4.3b | €97.4m | 26.5x | 46.6x | 1.1x |
| Sun, 06 Apr 2025 | €3.8b | €4.3b | €100.7m | 16.6x | 37.3x | 0.9x |
| Tue, 04 Mar 2025 | €4.4b | €4.5b | €136.9m | 21.9x | 31.9x | 1x |
| Thu, 30 Jan 2025 | €4.1b | €4.5b | €136.9m | 20.3x | 30.1x | 0.9x |
| Sat, 28 Dec 2024 | €4.1b | €4.7b | €158.8m | 13.6x | 25.7x | 0.9x |
| Mon, 25 Nov 2024 | €4.1b | €4.7b | €158.8m | 13.3x | 25.5x | 0.9x |
| Wed, 23 Oct 2024 | €4.4b | €4.7b | €167.1m | 13.8x | 26.4x | 0.9x |
| Fri, 20 Sep 2024 | €4.4b | €4.7b | €167.4m | 13.9x | 26.1x | 0.9x |
| Sun, 18 Aug 2024 | €4.0b | €4.7b | €170.5m | 12.1x | 23.7x | 0.9x |
| Tue, 16 Jul 2024 | €4.2b | €5.0b | €314.4m | 8.1x | 13.2x | 0.8x |
| Thu, 13 Jun 2024 | €4.3b | €5.0b | €314.4m | 8.6x | 13.8x | 0.9x |
| Sat, 11 May 2024 | €4.7b | €5.0b | €310.0m | 8.9x | 15.1x | 0.9x |
| Mon, 08 Apr 2024 | €3.0b | €1.9b | €120.0m | 14.4x | 25x | 1.6x |
| Wed, 06 Mar 2024 | €3.2b | €1.8b | €122.8m | 13.2x | 26x | 1.7x |
| Fri, 02 Feb 2024 | €3.4b | €1.8b | €122.8m | 15.6x | 28x | 1.9x |
| Sun, 31 Dec 2023 | €3.7b | €1.8b | €122.8m | 16.9x | 29.9x | 2x |
| Tue, 28 Nov 2023 | €2.9b | €1.8b | €122.8m | 10.6x | 23.8x | 1.6x |
| Thu, 26 Oct 2023 | €2.6b | €1.8b | €125.9m | 11.1x | 20.7x | 1.4x |
| Sat, 23 Sep 2023 | €3.1b | €1.8b | €128.1m | 14.6x | 24x | 1.7x |
| Mon, 21 Aug 2023 | €3.5b | €1.8b | €127.8m | 18.1x | 27.7x | 2x |
| Wed, 19 Jul 2023 | €3.7b | €1.7b | €124.5m | 20x | 29.8x | 2.1x |
29.8x
Which industries have driven the changes within the Italian Industrials industry?
| IT Market | -0.58% | |
| Industrials | -4.17% | |
| Building | -7.45% | |
| Building Products | -7.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SOM Somec | €27.20 | 0.4% +€728.1k | 106.8% | PE41.1x |