SeSa S.p.A. (BIT:SES) Shares Could Be 24% Above Their Intrinsic Value Estimate
Oct 04
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Italian (Borsa Italiana) Electronic Equipment and Components Industry Analysis
UpdatedNov 15, 2025
DataAggregated Company Financials
Companies9
- 7D1.9%
- 3M18.0%
- 1Y8.3%
- YTD24.9%
Over the last 7 days, the Electronic Equipment and Components industry has risen 1.9%, driven by gains from SeSa of 4.8%. This takes the industry's 12 month performance to a gain of 8.3%. As for the next few years, earnings are expected to grow by 28% per annum.
Industry Valuation and Performance
Has the Italian Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Nov 2025 | €2.1b | €8.6b | €78.1m | 21.5x | 26.9x | 0.2x |
| Tue, 14 Oct 2025 | €2.2b | €8.6b | €73.7m | 21.5x | 29.3x | 0.3x |
| Thu, 11 Sep 2025 | €1.9b | €8.5b | €71.2m | 14.5x | 26.7x | 0.2x |
| Sat, 09 Aug 2025 | €1.8b | €8.5b | €64.3m | 13.9x | 27.6x | 0.2x |
| Mon, 07 Jul 2025 | €2.0b | €8.5b | €67.1m | 14.3x | 30.4x | 0.2x |
| Wed, 04 Jun 2025 | €2.0b | €8.5b | €47.8m | 15.2x | 41.5x | 0.2x |
| Fri, 02 May 2025 | €1.9b | €8.4b | €65.5m | 12.1x | 29.7x | 0.2x |
| Sun, 30 Mar 2025 | €1.9b | €8.4b | €85.0m | 11.7x | 22.1x | 0.2x |
| Tue, 25 Feb 2025 | €1.9b | €8.2b | €83.6m | 12.3x | 23.2x | 0.2x |
| Thu, 23 Jan 2025 | €1.7b | €8.2b | €82.2m | 14.4x | 20.9x | 0.2x |
| Sat, 21 Dec 2024 | €1.7b | €8.2b | €101.5m | 14.9x | 16.6x | 0.2x |
| Mon, 18 Nov 2024 | €1.9b | €8.3b | €113.6m | 15.1x | 17x | 0.2x |
| Wed, 16 Oct 2024 | €2.2b | €8.2b | €107.2m | 18x | 20.9x | 0.3x |
| Fri, 13 Sep 2024 | €2.1b | €8.1b | €72.4m | 17.4x | 29.4x | 0.3x |
| Sun, 11 Aug 2024 | €2.2b | €8.1b | €72.4m | 18.6x | 30.4x | 0.3x |
| Tue, 09 Jul 2024 | €3.1b | €8.1b | €41.9m | 21.4x | 72.7x | 0.4x |
| Thu, 06 Jun 2024 | €2.9b | €8.1b | €42.5m | 21.7x | 68.2x | 0.4x |
| Sat, 04 May 2024 | €2.7b | €8.3b | €57.5m | 24.9x | 47.6x | 0.3x |
| Mon, 01 Apr 2024 | €2.9b | €8.3b | €62.5m | 25.3x | 47.1x | 0.4x |
| Wed, 28 Feb 2024 | €3.2b | €8.7b | €124.6m | 17.3x | 25.6x | 0.4x |
| Fri, 26 Jan 2024 | €3.3b | €8.7b | €124.6m | 18.2x | 26.9x | 0.4x |
| Sun, 24 Dec 2023 | €3.2b | €8.7b | €124.6m | 18.3x | 25.6x | 0.4x |
| Tue, 21 Nov 2023 | €2.8b | €8.6b | €125.7m | 15.6x | 22.3x | 0.3x |
| Thu, 19 Oct 2023 | €2.6b | €8.9b | €133.4m | 16.5x | 19.6x | 0.3x |
| Sat, 16 Sep 2023 | €2.8b | €8.8b | €153.5m | 18.4x | 18.3x | 0.3x |
| Mon, 14 Aug 2023 | €2.8b | €8.9b | €194.2m | 10.5x | 14.7x | 0.3x |
| Wed, 12 Jul 2023 | €3.1b | €8.9b | €189.5m | 14.3x | 16.6x | 0.4x |
| Fri, 09 Jun 2023 | €3.2b | €8.9b | €190.3m | 15x | 17x | 0.4x |
| Sun, 07 May 2023 | €3.4b | €9.0b | €200.5m | 14.3x | 16.8x | 0.4x |
| Tue, 04 Apr 2023 | €3.6b | €9.0b | €204.2m | 13.4x | 17.7x | 0.4x |
| Thu, 02 Mar 2023 | €3.6b | €8.9b | €177.6m | 17.5x | 20.2x | 0.4x |
| Sat, 28 Jan 2023 | €3.8b | €8.9b | €177.6m | 18.7x | 21.2x | 0.4x |
| Mon, 26 Dec 2022 | €3.2b | €8.9b | €177.6m | 17.2x | 18.3x | 0.4x |
| Wed, 23 Nov 2022 | €3.4b | €8.7b | €174.3m | 17.7x | 19.4x | 0.4x |
Price to Earnings Ratio
19.4x
Current Industry PE
- Investors are relatively neutral on the Italian Electronic industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 26.4x.
- The industry is trading close to its 3-year average PS ratio of 0.31x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 23% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Italian Tech industry?
| IT Market | 2.28% | |
| Tech | 11.94% | |
| Electronic Equipment and Components | 1.88% | |
| Technology Distributors | 3.69% | |
| Electronic Manufacturing Services | 0% | 0 |
| Electronic Equipment and Instruments | -2.30% | |
| Electronic Components | -4.39% | |
Industry PE
- Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 19.6x.
- Analysts are expecting annual earnings growth of 17.7%, which is higher than its past year's earnings decline of 0.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 75% over the next 5 years.
- This is better than its past earnings decline of 81% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| SES SeSa | €83.60 | 4.8% +€58.3m | 10.0% | PE20.5x | |
| ELB EdgeLab | €5.48 | 3.4% +€553.8k | n/a | n/a | |
| ITW Itway | €1.40 | 0.4% +€52.1k | 24.6% | PE22.5x |