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Italian (Borsa Italiana) Infrastructure Industry Analysis

UpdatedDec 18, 2024
DataAggregated Company Financials
Companies6
  • 7D-2.7%
  • 3M2.1%
  • 1Y14.6%
  • YTD14.0%

Over the last 7 days, the Infrastructure industry has dropped 2.7%, driven by a pullback from ENAV of 3.1%. Over the past 12 months, the industry was up 15%. As for the next few years, earnings are expected to grow by 8.7% per annum.

Industry Valuation and Performance

Has the Italian Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Dec 2024€2.8b€1.3b€156.0m18.3x18.2x2.1x
Fri, 15 Nov 2024€2.7b€1.3b€158.7m16.6x16.9x2.1x
Sun, 13 Oct 2024€2.8b€1.3b€158.7m17.2x17.5x2.1x
Tue, 10 Sep 2024€2.7b€1.3b€155.7m16x17.6x2.1x
Thu, 08 Aug 2024€2.6b€1.3b€155.7m16x16.8x2x
Sat, 06 Jul 2024€2.7b€1.3b€158.9m16.1x16.9x2.1x
Mon, 03 Jun 2024€2.6b€1.3b€158.9m16x16.6x2.1x
Wed, 01 May 2024€2.7b€1.3b€146.7m17.5x18.3x2.1x
Fri, 29 Mar 2024€2.7b€1.3b€146.7m18.6x18.6x2.2x
Sun, 25 Feb 2024€2.4b€1.2b€130.1m21.9x18.5x2x
Tue, 23 Jan 2024€21.2b€8.2b€208.1m23.2x102x2.6x
Thu, 21 Dec 2023€21.3b€8.2b€208.1m22.7x102.4x2.6x
Sat, 18 Nov 2023€21.2b€8.2b€206.6m23.3x102.7x2.6x
Mon, 16 Oct 2023€21.2b€8.2b€194.2m23.4x109.1x2.6x
Wed, 13 Sep 2023€21.5b€8.2b€191.7m27x111.9x2.6x
Fri, 11 Aug 2023€21.5b€8.2b€191.0m27.5x112.3x2.6x
Sun, 09 Jul 2023€21.5b€8.2b€201.2m25.3x107x2.6x
Tue, 06 Jun 2023€21.6b€8.2b€201.2m25.5x107.3x2.6x
Thu, 04 May 2023€21.7b€8.2b€235.3m24.4x92.3x2.7x
Sat, 01 Apr 2023€21.5b€8.2b€235.3m23.4x91.4x2.6x
Mon, 27 Feb 2023€21.7b€8.2b€267.0m18.9x81.1x2.6x
Wed, 25 Jan 2023€21.7b€8.2b€267.0m18.8x81.3x2.6x
Fri, 23 Dec 2022€21.5b€8.2b€267.0m18.3x80.7x2.6x
Sun, 20 Nov 2022€21.8b€8.2b€260.9m19.4x83.4x2.7x
Tue, 18 Oct 2022€21.0b€8.0b€108.3m19.2x193.4x2.6x
Thu, 15 Sep 2022€21.6b€8.0b€107.1m17x201.9x2.7x
Sat, 13 Aug 2022€21.7b€7.8b€91.8m15.4x236.1x2.8x
Mon, 11 Jul 2022€21.1b€7.5b-€99,127,094.0014.8x-213.3x2.8x
Wed, 08 Jun 2022€21.6b€7.5b-€99,127,094.0016.5x-217.6x2.9x
Fri, 06 May 2022€21.9b€7.2b-€223,299,774.0020.4x-97.9x3x
Sun, 03 Apr 2022€18.3b€7.1b-€260,590,988.0033.3x-70.4x2.6x
Tue, 01 Mar 2022€16.3b€10.7b-€945,490,988.0031.4x-17.3x1.5x
Thu, 27 Jan 2022€16.3b€10.7b-€945,490,988.0030.5x-17.2x1.5x
Sat, 25 Dec 2021€16.9b€10.7b-€945,490,988.0029.8x-17.9x1.6x
Price to Earnings Ratio

-17.9x


Total Market Cap: €16.9bTotal Earnings: -€945,490,988.00Total Revenue: €10.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Infrastructure Industry Price to Earnings3Y Average 39.4x202220232024
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 18.2x which is lower than its 3-year average PE of 39.4x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • Total earnings for the Infrastructure industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 50% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the Italian Industrials industry?

IT Market-0.40%
Industrials-0.73%
Infrastructure-2.68%
Highways and Railtracks0.72%
Marine Ports and Services0%
Airport Services-2.75%
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio.
    • 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, which is trading below its 3-year average of 55.8x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 8.7% over the next 5 years.
  • However this is lower than its past earnings growth rate of 16% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 8.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FCH Franchetti€6.750.7%
+€400.4k
65.0%PE35.5x
TWL TraWell Co€6.941.2%
+€201.5k
-15.4%PE21.6x
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Latest News

TYA

€13.95

Toscana Aeroporti

7D

-3.8%

1Y

26.8%

ADB

€7.62

Aeroporto Guglielmo Marconi di Bologna

7D

-2.1%

1Y

-7.5%

FCH

€6.75

Franchetti

7D

0.7%

1Y

65.0%

TWL

€6.94

TraWell Co

7D

1.2%

1Y

-15.4%