Narrative Update • Aug 09

The Construction industry has been flat over the last week, but Webuild has lost 5.4%. As for the longer term, the industry has declined 14% in the last year. As for the next few years, earnings are expected to grow by 16% per annum.
Has the Italian Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 18 Sep 2026 | €8.9b | €21.7b | €618.2m | 15.7x | 14.4x | 0.4x |
| Sun, 16 Aug 2026 | €9.2b | €21.7b | €632.6m | 15.8x | 14.5x | 0.4x |
| Tue, 14 Jul 2026 | €9.5b | €21.8b | €632.7m | 16.5x | 15.1x | 0.4x |
| Thu, 11 Jun 2026 | €9.5b | €21.8b | €632.7m | 15.2x | 15x | 0.4x |
| Sat, 09 May 2026 | €10.2b | €21.8b | €650.7m | 13.1x | 15.7x | 0.5x |
| Mon, 06 Apr 2026 | €9.1b | €22.6b | €644.9m | 12.2x | 14.1x | 0.4x |
| Wed, 04 Mar 2026 | €9.8b | €20.8b | €629.8m | 12.6x | 15.5x | 0.5x |
| Fri, 30 Jan 2026 | €10.5b | €20.8b | €629.8m | 14x | 16.6x | 0.5x |
| Sun, 28 Dec 2025 | €10.0b | €20.9b | €636.4m | 14x | 15.7x | 0.5x |
| Tue, 25 Nov 2025 | €9.6b | €20.9b | €636.4m | 13.3x | 15.1x | 0.5x |
| Thu, 23 Oct 2025 | €9.9b | €20.6b | €616.6m | 13.5x | 16.1x | 0.5x |
| Sat, 20 Sep 2025 | €9.8b | €20.6b | €599.5m | 14.8x | 16.4x | 0.5x |
| Mon, 18 Aug 2025 | €10.2b | €20.7b | €599.5m | 15x | 17.1x | 0.5x |
| Wed, 16 Jul 2025 | €9.6b | €19.1b | €510.3m | 19.5x | 18.9x | 0.5x |
| Fri, 13 Jun 2025 | €8.8b | €19.1b | €510.3m | 16.8x | 17.3x | 0.5x |
| Sun, 11 May 2025 | €8.2b | €19.1b | €507.6m | 13.5x | 16.1x | 0.4x |
| Tue, 08 Apr 2025 | €6.4b | €19.5b | €491.1m | 13x | 13.1x | 0.3x |
| Thu, 06 Mar 2025 | €7.6b | €17.5b | €469.1m | 15x | 16.2x | 0.4x |
| Sat, 01 Feb 2025 | €7.4b | €16.9b | €451.2m | 14.9x | 16.5x | 0.4x |
| Mon, 30 Dec 2024 | €6.8b | €16.8b | €440.4m | 15x | 15.5x | 0.4x |
| Wed, 27 Nov 2024 | €6.3b | €16.8b | €445.4m | 12.9x | 14.1x | 0.4x |
| Fri, 25 Oct 2024 | €7.9b | €17.8b | €511.3m | 13.7x | 15.5x | 0.4x |
| Sun, 22 Sep 2024 | €7.7b | €17.0b | €454.7m | 14.2x | 17x | 0.5x |
| Tue, 20 Aug 2024 | €7.6b | €17.0b | €452.1m | 13.8x | 16.7x | 0.4x |
| Thu, 18 Jul 2024 | €7.3b | €15.8b | €406.7m | 14.4x | 18.1x | 0.5x |
| Sat, 15 Jun 2024 | €6.9b | €15.8b | €399.3m | 13.9x | 17.2x | 0.4x |
| Mon, 13 May 2024 | €7.2b | €15.7b | €383.8m | 15.9x | 18.8x | 0.5x |
| Wed, 10 Apr 2024 | €7.0b | €15.4b | €358.8m | 14.5x | 19.5x | 0.5x |
| Fri, 08 Mar 2024 | €6.7b | €14.5b | €225.0m | 11x | 29.6x | 0.5x |
| Sun, 04 Feb 2024 | €5.6b | €14.3b | €207.1m | 12.3x | 27.1x | 0.4x |
| Tue, 02 Jan 2024 | €5.7b | €14.3b | €207.1m | 13.2x | 27.5x | 0.4x |
| Thu, 30 Nov 2023 | €5.4b | €14.3b | €207.1m | 12.8x | 26.2x | 0.4x |
| Sat, 28 Oct 2023 | €5.1b | €14.2b | €202.8m | 12x | 25x | 0.4x |
| Mon, 25 Sep 2023 | €5.0b | €13.9b | €145.0m | 16x | 34.2x | 0.4x |
34.2x
Which industries have driven the changes within the Italian Industrials industry?
| IT Market | 1.40% | |
| Industrials | 0.19% | |
| Construction | -0.20% | |
| Construction and Engineering | -0.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ICOP I.CO.P.. Società Benefit | €29.90 | 6.4% +€57.2m | 59.5% | PE36.4x | |
| ET Energy Time | €7.85 | 8.3% +€3.9m | 130.9% | PE17.6x | |
| TFIN TREVI - Finanziaria Industriale | €4.74 | 0.7% +€2.1m | -52.6% | PE40.1x | |
| PLC PLC | €3.08 | 1.0% +€778.8k | 47.4% | PE9.1x | |
| EDAC EdiliziAcrobatica | €1.92 | 2.7% +€419.8k | -64.8% | PS0.1x |