Narrative Update • Jun 15

Over the last 7 days, the Construction industry has dropped 1.9%, driven by Webuild declining 4.7%. However, the industry is down 3.6% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Italian Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | €9.6b | €21.8b | €632.7m | 16.7x | 15.1x | 0.4x |
| Sun, 07 Jun 2026 | €10.0b | €21.8b | €632.7m | 14.8x | 15.7x | 0.5x |
| Tue, 05 May 2026 | €10.0b | €21.8b | €650.7m | 12.7x | 15.3x | 0.5x |
| Thu, 02 Apr 2026 | €9.1b | €22.5b | €641.3m | 12.8x | 14.2x | 0.4x |
| Sat, 28 Feb 2026 | €10.8b | €20.8b | €629.8m | 13.7x | 17.2x | 0.5x |
| Mon, 26 Jan 2026 | €10.5b | €20.8b | €629.8m | 14.4x | 16.6x | 0.5x |
| Wed, 24 Dec 2025 | €10.0b | €20.9b | €636.4m | 14x | 15.7x | 0.5x |
| Fri, 21 Nov 2025 | €9.6b | €20.9b | €636.4m | 12.8x | 15.1x | 0.5x |
| Sun, 19 Oct 2025 | €9.7b | €20.6b | €616.6m | 13.6x | 15.8x | 0.5x |
| Tue, 16 Sep 2025 | €9.9b | €20.6b | €599.5m | 15x | 16.6x | 0.5x |
| Thu, 14 Aug 2025 | €10.2b | €20.7b | €599.5m | 14.3x | 17x | 0.5x |
| Sat, 12 Jul 2025 | €9.6b | €19.1b | €510.3m | 19.5x | 18.7x | 0.5x |
| Mon, 09 Jun 2025 | €9.0b | €19.1b | €510.3m | 16.5x | 17.5x | 0.5x |
| Wed, 07 May 2025 | €8.0b | €19.1b | €507.6m | 13.3x | 15.8x | 0.4x |
| Fri, 04 Apr 2025 | €7.1b | €19.5b | €491.1m | 14.4x | 14.4x | 0.4x |
| Sun, 02 Mar 2025 | €7.7b | €16.9b | €451.2m | 16.3x | 17x | 0.5x |
| Tue, 28 Jan 2025 | €7.4b | €16.9b | €451.2m | 14.5x | 16.5x | 0.4x |
| Thu, 26 Dec 2024 | €6.8b | €16.8b | €440.4m | 14.8x | 15.5x | 0.4x |
| Sat, 23 Nov 2024 | €6.3b | €16.8b | €445.4m | 13x | 14.3x | 0.4x |
| Mon, 21 Oct 2024 | €8.1b | €17.1b | €459.0m | 15x | 17.6x | 0.5x |
| Wed, 18 Sep 2024 | €7.7b | €17.0b | €452.1m | 13.6x | 17x | 0.5x |
| Fri, 16 Aug 2024 | €7.4b | €17.0b | €452.1m | 13.7x | 16.5x | 0.4x |
| Sun, 14 Jul 2024 | €7.3b | €15.8b | €406.7m | 14.4x | 18x | 0.5x |
| Tue, 11 Jun 2024 | €7.2b | €15.8b | €394.6m | 14.2x | 18.2x | 0.5x |
| Thu, 09 May 2024 | €7.2b | €15.7b | €383.8m | 15.8x | 18.7x | 0.5x |
| Sat, 06 Apr 2024 | €6.9b | €15.4b | €358.8m | 15.1x | 19.3x | 0.4x |
| Mon, 04 Mar 2024 | €5.9b | €14.3b | €210.7m | 10.9x | 28.1x | 0.4x |
| Wed, 31 Jan 2024 | €5.8b | €14.3b | €207.1m | 12.2x | 27.8x | 0.4x |
| Fri, 29 Dec 2023 | €5.7b | €14.3b | €207.1m | 13x | 27.5x | 0.4x |
| Sun, 26 Nov 2023 | €5.4b | €14.3b | €207.1m | 12.8x | 26.2x | 0.4x |
| Tue, 24 Oct 2023 | €5.1b | €14.0b | €191.0m | 13.6x | 26.8x | 0.4x |
| Thu, 21 Sep 2023 | €5.0b | €13.9b | €144.1m | 16.5x | 35x | 0.4x |
| Sat, 19 Aug 2023 | €5.0b | €13.9b | €144.1m | 16.4x | 34.7x | 0.4x |
| Mon, 17 Jul 2023 | €5.0b | €13.0b | €174.5m | 20.3x | 28.9x | 0.4x |
28.9x
Which industries have driven the changes within the Italian Industrials industry?
| IT Market | -0.27% | |
| Industrials | -1.65% | |
| Construction | -1.69% | |
| Construction and Engineering | -1.69% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NXT Next Geosolutions Europe | €15.85 | 1.0% +€7.2m | 96.7% | PE15.8x | |
| AGP Altea Green Power | €7.50 | 5.0% +€6.6m | -1.7% | PE27.5x | |
| ET Energy Time | €7.95 | 12.8% +€5.9m | n/a | PE17.8x | |
| UBA Ubaldi Costruzioni | €4.88 | 5.2% +€2.3m | 62.7% | PE9.2x | |
| ESIGM ESI | €1.20 | 2.6% +€225.8k | -27.7% | PS0.5x |