Narrative Update • Aug 19

The Building industry is up 2.6% in the last week, with Carel Industries up 3.0%. In the last 12 months, the industry was up 11%. Earnings are forecast to grow by 12% annually.
Has the Italian Building Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | €5.8b | €4.6b | €249.2m | 29.5x | 23.3x | 1.3x |
| Fri, 24 Jul 2026 | €5.8b | €4.4b | €261.5m | 31x | 22.1x | 1.3x |
| Sun, 21 Jun 2026 | €6.3b | €4.4b | €261.5m | 34.8x | 23.9x | 1.4x |
| Tue, 19 May 2026 | €6.5b | €4.4b | €261.5m | 24.9x | 24.9x | 1.5x |
| Thu, 16 Apr 2026 | €5.5b | €4.4b | €249.7m | 22.1x | 22x | 1.2x |
| Sat, 14 Mar 2026 | €4.8b | €4.4b | €241.4m | 28.5x | 19.8x | 1.1x |
| Mon, 09 Feb 2026 | €5.0b | €4.3b | €193.8m | 29.9x | 26.1x | 1.2x |
| Wed, 07 Jan 2026 | €5.3b | €4.3b | €193.8m | 33.5x | 27.5x | 1.2x |
| Fri, 05 Dec 2025 | €5.3b | €4.5b | €186.0m | 33.3x | 28.4x | 1.2x |
| Sun, 02 Nov 2025 | €4.7b | €4.5b | €177.6m | 33.5x | 26.6x | 1x |
| Tue, 30 Sep 2025 | €4.9b | €4.5b | €179.6m | 24x | 27.1x | 1.1x |
| Thu, 28 Aug 2025 | €5.1b | €4.5b | €175.8m | 20.9x | 29.1x | 1.1x |
| Sat, 26 Jul 2025 | €5.1b | €4.5b | €80.1m | 35.1x | 63.8x | 1.1x |
| Mon, 23 Jun 2025 | €5.0b | €4.3b | €87.8m | 33.4x | 57x | 1.2x |
| Wed, 21 May 2025 | €4.7b | €4.3b | €87.8m | 31.8x | 53.7x | 1.1x |
| Fri, 18 Apr 2025 | €3.9b | €4.3b | €100.7m | 17.6x | 38.7x | 0.9x |
| Sun, 16 Mar 2025 | €4.5b | €4.3b | €94.2m | 19.4x | 47.8x | 1x |
| Tue, 11 Feb 2025 | €4.4b | €4.5b | €136.9m | 20.6x | 32.5x | 1x |
| Thu, 09 Jan 2025 | €4.1b | €4.5b | €136.9m | 21.2x | 29.8x | 0.9x |
| Sat, 07 Dec 2024 | €4.3b | €4.7b | €158.8m | 13.7x | 26.8x | 0.9x |
| Mon, 04 Nov 2024 | €4.3b | €4.7b | €167.1m | 13.3x | 25.5x | 0.9x |
| Wed, 02 Oct 2024 | €4.5b | €4.7b | €166.5m | 13.8x | 27.1x | 1x |
| Fri, 30 Aug 2024 | €4.3b | €4.7b | €170.5m | 12.6x | 25.1x | 0.9x |
| Sun, 28 Jul 2024 | €4.1b | €5.0b | €314.4m | 7.9x | 13.1x | 0.8x |
| Tue, 25 Jun 2024 | €4.3b | €5.0b | €314.4m | 8.5x | 13.6x | 0.9x |
| Thu, 23 May 2024 | €4.5b | €5.0b | €310.0m | 9.2x | 14.5x | 0.9x |
| Sat, 20 Apr 2024 | €2.8b | €1.9b | €120.9m | 8.4x | 23.2x | 1.5x |
| Mon, 18 Mar 2024 | €2.9b | €1.8b | €125.8m | 13.5x | 23.2x | 1.6x |
| Wed, 14 Feb 2024 | €3.3b | €1.8b | €122.8m | 14.6x | 27.1x | 1.8x |
| Fri, 12 Jan 2024 | €3.4b | €1.8b | €122.8m | 15.3x | 27.6x | 1.8x |
| Sun, 10 Dec 2023 | €3.0b | €1.8b | €122.8m | 15.6x | 24.8x | 1.7x |
| Tue, 07 Nov 2023 | €2.8b | €1.8b | €126.9m | 10.9x | 22.3x | 1.5x |
| Thu, 05 Oct 2023 | €3.0b | €1.8b | €125.7m | 14.3x | 24.2x | 1.7x |
| Sat, 02 Sep 2023 | €3.6b | €1.8b | €127.8m | 17.6x | 28.4x | 2x |
28.4x
Which industries have driven the changes within the Italian Industrials industry?
| IT Market | -0.26% | |
| Industrials | -2.75% | |
| Building | 2.62% | |
| Building Products | 2.62% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARIS Ariston Holding | €3.90 | 8.0% +€100.2m | -14.5% | PE12.3x | |
| CRL Carel Industries | €27.35 | 1.5% +€45.0m | 14.9% | PE33.1x | |
| LUVE LU-VE | €55.20 | 0.4% +€4.4m | 68.5% | PE29.4x | |
| SOM Somec | €20.60 | 1.5% +€2.2m | 44.6% | PE31.1x | |
| NUS Nusco | €0.44 | 2.6% +€219.4k | -57.2% | PE12.2x |