Have your own idea? Try our Stock Screener
Italian (Borsa Italiana) Infrastructure Industry Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies6
- 7D1.2%
- 3M6.1%
- 1Y17.7%
- YTD11.1%
Over the last 7 days, the Infrastructure industry has risen 1.2%, driven by gains from ENAV of 1.5%. This means that the industry has gained 18% over the past year. Looking forward, earnings are forecast to grow by 8.8% annually.
Industry Valuation and Performance
Has the Italian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Nov 2025 | €3.2b | €1.3b | €154.8m | 21.6x | 20.9x | 2.4x |
| Mon, 13 Oct 2025 | €3.1b | €1.3b | €154.8m | 20.8x | 20.3x | 2.3x |
| Wed, 10 Sep 2025 | €3.0b | €1.3b | €152.9m | 27.4x | 19.7x | 2.3x |
| Fri, 08 Aug 2025 | €3.0b | €1.3b | €150.7m | 28x | 19.7x | 2.2x |
| Sun, 06 Jul 2025 | €2.8b | €1.3b | €152.3m | 20.2x | 18.3x | 2.1x |
| Tue, 03 Jun 2025 | €3.0b | €1.3b | €152.9m | 20x | 19.5x | 2.2x |
| Thu, 01 May 2025 | €2.8b | €1.3b | €168.9m | 18.4x | 16.6x | 2.1x |
| Sat, 29 Mar 2025 | €2.7b | €1.3b | €158.9m | 18.8x | 16.9x | 2x |
| Mon, 24 Feb 2025 | €2.5b | €1.3b | €156.0m | 17.6x | 16x | 1.9x |
| Wed, 22 Jan 2025 | €2.9b | €1.3b | €156.0m | 19.4x | 18.4x | 2.2x |
| Fri, 20 Dec 2024 | €2.8b | €1.3b | €156.0m | 18.6x | 18.1x | 2.1x |
| Sun, 17 Nov 2024 | €2.7b | €1.3b | €158.1m | 16.8x | 17.1x | 2x |
| Tue, 15 Oct 2024 | €2.8b | €1.3b | €158.7m | 17.2x | 17.5x | 2.1x |
| Thu, 12 Sep 2024 | €2.7b | €1.3b | €155.7m | 15.8x | 17.6x | 2.1x |
| Sat, 10 Aug 2024 | €2.6b | €1.3b | €155.7m | 16x | 17x | 2x |
| Mon, 08 Jul 2024 | €2.7b | €1.3b | €158.9m | 16.1x | 16.9x | 2.1x |
| Wed, 05 Jun 2024 | €2.7b | €1.3b | €158.9m | 16.1x | 16.7x | 2.1x |
| Fri, 03 May 2024 | €2.7b | €1.3b | €148.7m | 17.6x | 18.3x | 2.2x |
| Sun, 31 Mar 2024 | €2.7b | €1.3b | €146.7m | 18.6x | 18.6x | 2.2x |
| Tue, 27 Feb 2024 | €2.4b | €1.2b | €130.1m | 22.1x | 18.4x | 2x |
| Thu, 25 Jan 2024 | €21.3b | €8.2b | €208.1m | 23.7x | 102.3x | 2.6x |
| Sat, 23 Dec 2023 | €21.3b | €8.2b | €208.1m | 22.8x | 102.4x | 2.6x |
| Mon, 20 Nov 2023 | €21.2b | €8.2b | €208.1m | 20.8x | 102.1x | 2.6x |
| Wed, 18 Oct 2023 | €21.2b | €8.2b | €194.2m | 22.6x | 109.1x | 2.6x |
| Fri, 15 Sep 2023 | €21.4b | €8.2b | €191.7m | 27.1x | 111.8x | 2.6x |
| Sun, 13 Aug 2023 | €21.5b | €8.2b | €191.0m | 27.7x | 112.3x | 2.6x |
| Tue, 11 Jul 2023 | €21.5b | €8.2b | €201.2m | 25.7x | 107x | 2.6x |
| Thu, 08 Jun 2023 | €21.6b | €8.2b | €201.2m | 25.3x | 107.2x | 2.6x |
| Sat, 06 May 2023 | €21.7b | €8.2b | €235.3m | 24.1x | 92.1x | 2.7x |
| Mon, 03 Apr 2023 | €21.5b | €8.2b | €235.3m | 23.4x | 91.4x | 2.6x |
| Wed, 01 Mar 2023 | €21.7b | €8.2b | €267.0m | 19.4x | 81.3x | 2.6x |
| Fri, 27 Jan 2023 | €21.7b | €8.2b | €267.0m | 19.1x | 81.3x | 2.6x |
| Sun, 25 Dec 2022 | €21.6b | €8.2b | €267.0m | 18.3x | 80.7x | 2.6x |
| Tue, 22 Nov 2022 | €21.7b | €8.2b | €260.9m | 19.2x | 83.2x | 2.6x |
Price to Earnings Ratio
83.2x
Current Industry PE
- Investors are pessimistic on the Italian Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 20.9x which is lower than its 3-year average PE of 50.6x.
- The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have declined 16% per year over the last three years,
- Revenues have also declined 45% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Italian Industrials industry?
| IT Market | 2.28% | |
| Industrials | 0.60% | |
| Infrastructure | 1.23% | |
| Airport Services | 1.29% | |
| Highways and Railtracks | -2.25% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 105x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Airport Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 18.4x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 8.8% over the next 5 years.
- This is better than its past earnings decline of 4.0% per year.
- In contrast, the Airport Services industry is expected to see its earnings grow by 8.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENAV ENAV | €4.50 | 1.5% +€35.7m | 16.6% | PE23.7x | |
| ADB Aeroporto Guglielmo Marconi di Bologna | €9.14 | 0.7% +€2.2m | 24.2% | PE13.1x | |
| TYA Toscana Aeroporti | €18.60 | 0.5% +€1.9m | 32.9% | PE20.1x | |
| TWL TraWell Co | €6.20 | 0.8% +€125.9k | -11.4% | PE142.7x |