Analysis Article • Sep 18
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- 7D-0.2%
- 3M6.4%
- 1Y9.8%
- YTD13.0%
The Electronic Equipment and Components industry has been flat over the last week, but Esprinet has lost 6.3%. The past year has been better, since the industry has gained 9.8% in that time. Looking forward, earnings are forecast to grow by 17% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 19 Sep 2026 | €2.2b | €8.7b | €107.7m | 20.3x | 20.8x | 0.3x |
| Mon, 17 Aug 2026 | €2.4b | €9.1b | €112.4m | 22.9x | 21.5x | 0.3x |
| Wed, 15 Jul 2026 | €2.5b | €9.1b | €113.6m | 21.5x | 21.6x | 0.3x |
| Fri, 12 Jun 2026 | €2.5b | €9.1b | €115.1m | 19x | 21.3x | 0.3x |
| Sun, 10 May 2026 | €2.3b | €8.9b | €108.7m | 20.6x | 21.2x | 0.3x |
| Tue, 07 Apr 2026 | €2.0b | €8.9b | €85.7m | 17.7x | 23.7x | 0.2x |
| Thu, 05 Mar 2026 | €2.0b | €8.8b | €79.1m | 18.9x | 25.1x | 0.2x |
| Sat, 31 Jan 2026 | €2.2b | €8.8b | €79.1m | 20.6x | 27.7x | 0.3x |
| Mon, 29 Dec 2025 | €2.2b | €8.8b | €78.8m | 20.3x | 27.4x | 0.2x |
| Wed, 26 Nov 2025 | €2.1b | €8.7b | €75.5m | 21.3x | 28.4x | 0.2x |
| Fri, 24 Oct 2025 | €2.1b | €8.6b | €73.7m | 21x | 28.9x | 0.2x |
| Sun, 21 Sep 2025 | €2.3b | €8.6b | €74.4m | 16.1x | 31.1x | 0.3x |
| Tue, 19 Aug 2025 | €1.8b | €8.5b | €71.2m | 13.9x | 25.1x | 0.2x |
| Thu, 17 Jul 2025 | €2.0b | €8.5b | €67.1m | 14.1x | 29.2x | 0.2x |
| Sat, 14 Jun 2025 | €2.0b | €8.5b | €47.8m | 13.9x | 41.2x | 0.2x |
| Mon, 12 May 2025 | €2.0b | €8.4b | €64.5m | 14.3x | 31.5x | 0.2x |
| Wed, 09 Apr 2025 | €1.7b | €8.4b | €84.9m | 10.8x | 19.8x | 0.2x |
| Fri, 07 Mar 2025 | €1.9b | €8.2b | €83.6m | 12.1x | 22.5x | 0.2x |
| Sun, 02 Feb 2025 | €1.8b | €8.2b | €83.6m | 12x | 22x | 0.2x |
| Tue, 31 Dec 2024 | €1.7b | €8.2b | €101.5m | 14.5x | 16.5x | 0.2x |
| Thu, 28 Nov 2024 | €1.9b | €8.3b | €113.1m | 15.2x | 16.8x | 0.2x |
| Sat, 26 Oct 2024 | €2.1b | €8.2b | €107.2m | 16.4x | 19.8x | 0.3x |
| Mon, 23 Sep 2024 | €2.2b | €8.2b | €107.8m | 17.8x | 20.7x | 0.3x |
| Wed, 21 Aug 2024 | €2.3b | €8.1b | €72.4m | 19.1x | 31.3x | 0.3x |
| Fri, 19 Jul 2024 | €2.3b | €8.0b | €66.1m | 19.6x | 35.4x | 0.3x |
| Sun, 16 Jun 2024 | €2.8b | €8.1b | €42.5m | 20.5x | 66.2x | 0.3x |
| Tue, 14 May 2024 | €2.8b | €8.3b | €57.4m | 25.6x | 48.4x | 0.3x |
| Thu, 11 Apr 2024 | €2.9b | €8.3b | €62.3m | 24.8x | 46.2x | 0.3x |
| Sat, 09 Mar 2024 | €3.1b | €8.7b | €124.6m | 16.6x | 24.8x | 0.4x |
| Mon, 05 Feb 2024 | €3.3b | €8.7b | €124.6m | 17.9x | 26.5x | 0.4x |
| Wed, 03 Jan 2024 | €3.2b | €8.7b | €124.6m | 18.1x | 25.4x | 0.4x |
| Fri, 01 Dec 2023 | €2.8b | €8.6b | €125.7m | 16.1x | 22.6x | 0.3x |
| Sun, 29 Oct 2023 | €2.5b | €8.9b | €133.4m | 16.7x | 19.1x | 0.3x |
| Tue, 26 Sep 2023 | €2.8b | €8.9b | €153.7m | 17.8x | 18x | 0.3x |
Price to Earnings Ratio
18x
Current Industry PE
- Investors are pessimistic on the Italian Electronic 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 20.8x which is lower than its 3-year average PE of 28.0x.
- The industry is trading close to its 3-year average PS ratio of 0.27x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 11% 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 | -1.26% | |
| Tech | -2.90% | |
| Electronic Equipment and Components | -0.24% | |
| Electronic Components | 2.93% | |
| Electronic Manufacturing Services | 0% | 0 |
| Technology Distributors | -0.52% | |
| Electronic Equipment and Instruments | -1.60% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 50.5% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Electronic Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.0x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 51% over the next 5 years.
- In contrast, the Electronic Components industry is expected to see its earnings grow by 6.8% 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 | |
|---|---|---|---|---|---|
| SES SeSa | €98.65 | 1.1% +€16.7m | 4.4% | PE20.3x | |
| GE Gefran | €12.30 | 2.9% +€5.0m | 2.5% | PE17.5x | |
| FAE FAE Technology | €3.97 | 1.0% +€874.9k | 52.7% | PE55.3x |