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Italian (Borsa Italiana) Infrastructure Industry Analysis

UpdatedSep 01, 2024
DataAggregated Company Financials
Companies6
  • 7D1.8%
  • 3M3.6%
  • 1Y4.6%
  • YTD11.6%

The Infrastructure industry is up 1.8% in the last week, with ENAV up 2.0%. In the last 12 months, the industry was up 4.6%. Earnings are forecast to grow by 9.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Sep 2024€2.8b€1.3b€155.7m16.3x17.8x2.2x
Wed, 31 Jul 2024€2.8b€1.3b€159.1m16.8x17.4x2.2x
Fri, 28 Jun 2024€2.6b€1.3b€158.9m15.9x16.3x2x
Sun, 26 May 2024€2.7b€1.3b€158.9m16x17.1x2.1x
Tue, 23 Apr 2024€2.6b€1.3b€146.7m18.1x18x2.1x
Thu, 21 Mar 2024€2.4b€1.2b€133.4m17.7x17.9x1.9x
Sat, 17 Feb 2024€2.4b€1.2b€130.1m22.2x18.7x2x
Mon, 15 Jan 2024€21.3b€8.2b€208.1m22.7x102.4x2.6x
Wed, 13 Dec 2023€21.2b€8.2b€208.1m22.8x102.1x2.6x
Fri, 10 Nov 2023€21.2b€8.2b€196.8m23x107.7x2.6x
Sun, 08 Oct 2023€21.3b€8.2b€194.2m23.6x109.5x2.6x
Tue, 05 Sep 2023€21.4b€8.2b€191.0m27.8x112.3x2.6x
Thu, 03 Aug 2023€21.5b€8.2b€193.9m28.2x111x2.6x
Sat, 01 Jul 2023€21.5b€8.2b€201.2m25.4x107.1x2.6x
Mon, 29 May 2023€21.6b€8.1b€201.2m25.8x107.5x2.7x
Wed, 26 Apr 2023€21.7b€8.2b€235.3m23.7x92.3x2.7x
Fri, 24 Mar 2023€21.7b€8.2b€235.3m23.5x92.1x2.7x
Sun, 19 Feb 2023€21.6b€8.2b€267.0m19x81x2.6x
Tue, 17 Jan 2023€21.7b€8.2b€267.0m18.9x81.1x2.6x
Thu, 15 Dec 2022€21.8b€8.2b€267.0m18.9x81.6x2.7x
Sat, 12 Nov 2022€21.4b€8.0b€108.3m21x197.6x2.7x
Mon, 10 Oct 2022€21.2b€8.0b€108.3m18.7x195.7x2.6x
Wed, 07 Sep 2022€21.5b€8.0b€91.8m14.1x234.4x2.7x
Fri, 05 Aug 2022€21.6b€7.5b-€95,613,094.0015.1x-226.3x2.9x
Sun, 03 Jul 2022€21.2b€7.5b-€99,127,094.0015x-214.1x2.8x
Tue, 31 May 2022€21.6b€7.5b-€104,550,094.0015.9x-206.3x2.9x
Thu, 28 Apr 2022€21.9b€7.2b-€223,299,467.0020.3x-97.9x3x
Sat, 26 Mar 2022€18.1b€7.1b-€260,590,988.0031.8x-69.6x2.5x
Mon, 21 Feb 2022€16.5b€10.7b-€945,490,988.0031.2x-17.4x1.5x
Wed, 19 Jan 2022€17.1b€10.7b-€945,490,988.0031.3x-18.1x1.6x
Fri, 17 Dec 2021€16.8b€10.7b-€945,490,988.0028.7x-17.8x1.6x
Sun, 14 Nov 2021€17.1b€10.3b-€1,059,317,393.0025.8x-16.2x1.7x
Tue, 12 Oct 2021€16.1b€10.3b-€1,063,735,343.0026.9x-15.1x1.6x
Thu, 09 Sep 2021€15.7b€10.3b-€1,070,636,297.0025x-14.6x1.5x
Price to Earnings Ratio

-14.6x


Total Market Cap: €15.7bTotal Earnings: -€1,070,636,297.00Total Revenue: €10.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Infrastructure Industry Price to Earnings3Y Average 36.2x202220232024
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 17.8x which is lower than its 3-year average PE of 36.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
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 Market1.78%
Industrials2.33%
Infrastructure1.80%
Airport Services1.86%
Marine Ports and Services0%
Highways and Railtracks-0.35%
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 93.1x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 9.5% over the next 5 years.
  • However this is lower than its past earnings growth rate of 41% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 9.5% 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
ENAV ENAV€3.982.0%
+€42.2m
7.6%PE18.3x
TYA Toscana Aeroporti€13.202.3%
+€5.6m
7.3%PE16.2x
ADB Aeroporto Guglielmo Marconi di Bologna€7.860.5%
+€1.4m
-6.2%PE14.9x
TWL TraWell Co€7.440.3%
+€50.4k
-7.0%PE16.4x
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