Does SG (BIT:SGC) Have A Healthy Balance Sheet?
Nov 29
Italian (Borsa Italiana) Media Industry Analysis
UpdatedNov 30, 2023
DataAggregated Company Financials
Companies27
- 7D4.2%
- 3M-4.6%
- 1Y6.2%
- YTD2.0%
In the last week, the Media industry is up 4.2%, with MFE-Mediaforeurope up 10%. In the same time, Portobello was down 19%. This means that the industry has gained 6.2% over the past year. Earnings are forecast to grow by 15% annually.
Industry Valuation and Performance
Has the Italian Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 01 Dec 2023 | €3.2b | €7.0b | €398.4m | 8.8x | 8.1x | 0.5x |
| Sun, 29 Oct 2023 | €2.8b | €7.1b | €411.3m | 7.4x | 6.8x | 0.4x |
| Tue, 26 Sep 2023 | €3.1b | €7.0b | €444.1m | 9.1x | 7x | 0.4x |
| Thu, 24 Aug 2023 | €3.3b | €7.0b | €441.2m | 8.8x | 7.5x | 0.5x |
| Sat, 22 Jul 2023 | €3.4b | €7.0b | €430.3m | 8.8x | 7.8x | 0.5x |
| Mon, 19 Jun 2023 | €3.4b | €7.0b | €430.4m | 8.9x | 8x | 0.5x |
| Wed, 17 May 2023 | €3.3b | €7.0b | €400.7m | 15.1x | 8.2x | 0.5x |
| Fri, 14 Apr 2023 | €3.4b | €6.9b | €358.3m | 12.8x | 9.4x | 0.5x |
| Sun, 12 Mar 2023 | €3.1b | €6.8b | €342.3m | 9.6x | 9x | 0.5x |
| Tue, 07 Feb 2023 | €3.2b | €6.8b | €338.7m | 11.5x | 9.5x | 0.5x |
| Thu, 05 Jan 2023 | €3.0b | €6.8b | €338.7m | 10.5x | 8.8x | 0.4x |
| Sat, 03 Dec 2022 | €2.4b | €4.8b | €257.1m | 16.5x | 9.2x | 0.5x |
| Mon, 31 Oct 2022 | €2.7b | €6.8b | €403.9m | 9x | 6.7x | 0.4x |
| Wed, 28 Sep 2022 | €2.5b | €6.8b | €500.8m | 25.2x | 5x | 0.4x |
| Fri, 26 Aug 2022 | €3.0b | €6.8b | €495.4m | 19.1x | 6x | 0.4x |
| Sun, 24 Jul 2022 | €3.1b | €6.7b | €531.0m | 19.3x | 5.8x | 0.5x |
| Tue, 21 Jun 2022 | €3.0b | €6.7b | €531.0m | 21.4x | 5.7x | 0.5x |
| Thu, 19 May 2022 | €3.3b | €6.6b | €566.0m | 30.5x | 5.8x | 0.5x |
| Sat, 16 Apr 2022 | €5.2b | €6.8b | €649.2m | 41.9x | 8x | 0.8x |
| Mon, 14 Mar 2022 | €8.1b | €9.6b | €1.0b | 13.8x | 7.7x | 0.8x |
| Wed, 09 Feb 2022 | €8.0b | €9.6b | €1.0b | 15.4x | 8x | 0.8x |
| Fri, 07 Jan 2022 | €8.9b | €9.6b | €1.0b | 16.4x | 8.9x | 0.9x |
| Sun, 05 Dec 2021 | €5.9b | €6.7b | €600.8m | 16.7x | 9.9x | 0.9x |
| Tue, 02 Nov 2021 | €6.2b | €6.6b | €558.5m | 17.6x | 11x | 0.9x |
| Thu, 30 Sep 2021 | €6.0b | €6.6b | €558.3m | 21.6x | 10.8x | 0.9x |
| Sat, 28 Aug 2021 | €6.2b | €6.3b | €347.5m | 24.1x | 17.8x | 1x |
| Sun, 04 Jul 2021 | €6.4b | €6.3b | €347.5m | 23.2x | 18.3x | 1x |
| Wed, 07 Apr 2021 | €5.5b | €6.0b | €236.5m | 24.9x | 23.2x | 0.9x |
| Sat, 09 Jan 2021 | €5.1b | €6.1b | €187.8m | 22.9x | 27x | 0.8x |
Price to Earnings Ratio
32.2x
Current Industry PE
- Investors are pessimistic on the Italian Media 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 8.1x which is lower than its 3-year average PE of 11.7x.
- The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
- The earnings for companies in the Media industry have grown 38% per year over the last three years.
- Revenues for these companies have grown 4.4% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Italian Telecom industry?
| IT Market | 1.39% | |
| Telecom | 3.58% | |
| Media | 4.23% | |
| Broadcasting | 10.23% | |
| Advertising | 0.037% | |
| Cable and Satellite | 0% | |
| Publishing | -0.53% | |
Industry PE
- Investors are most optimistic about the Advertising industry even though it's trading below its 3-year average PE ratio of 22.1x.
- Analysts are expecting annual earnings growth of 40.7%, which is higher than its past year's earnings growth of 13.8% per year.
- Investors are most pessimistic about the Broadcasting industry, which is trading below its 3-year average of 9.5x.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 41% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Publishing industry is expected to see its earnings grow by 4.0% 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 | |
|---|---|---|---|---|---|
| MFEB MFE-Mediaforeurope | €3.16 | 3.3% +€54.2m | 10.6% | PE8.2x | |
| CED Caltagirone Editore | €1.02 | 2.0% +€2.1m | 2.2% | PE13.5x | |
| TMP TMP Group | €5.22 | 15.7% +€1.2m | n/a | n/a | |
| IEG Italian Exhibition Group | €3.02 | 0.7% +€613.9k | 45.2% | PE4.8x | |
| SGC SG | €0.26 | 9.7% +€461.6k | -3.4% | PE13x |
