Narrative Update • Sep 03

The Industrials is pretty flat in the last 7 days, but DMCI Holdings has stood out, gaining 6.1%. Unfortunately though, the industry is down 17% over the past 12 months. As for the next few years, earnings are expected to grow by 6.3% per annum.
Has the Filipino Industrials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 11 Sep 2026 | ₱1.7t | ₱5.7t | ₱279.7b | 5.6x | 6.2x | 0.3x |
| Sun, 09 Aug 2026 | ₱1.8t | ₱5.3t | ₱296.6b | 5.3x | 6.1x | 0.3x |
| Tue, 07 Jul 2026 | ₱1.9t | ₱5.3t | ₱294.1b | 5.9x | 6.3x | 0.4x |
| Thu, 04 Jun 2026 | ₱1.8t | ₱5.3t | ₱293.8b | 6x | 6.1x | 0.3x |
| Sat, 02 May 2026 | ₱2.1t | ₱5.5t | ₱354.4b | 5.3x | 5.8x | 0.4x |
| Mon, 30 Mar 2026 | ₱2.1t | ₱5.5t | ₱330.8b | 5.5x | 6.4x | 0.4x |
| Wed, 25 Feb 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.5x | 7.7x | 0.4x |
| Fri, 23 Jan 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.7x | 7.7x | 0.4x |
| Sun, 21 Dec 2025 | ₱2.2t | ₱5.5t | ₱304.1b | 6.5x | 7.1x | 0.4x |
| Tue, 18 Nov 2025 | ₱2.0t | ₱5.5t | ₱318.9b | 5.9x | 6.4x | 0.4x |
| Thu, 16 Oct 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.2x | 6.9x | 0.4x |
| Sat, 13 Sep 2025 | ₱2.3t | ₱5.5t | ₱317.2b | 6.5x | 7.2x | 0.4x |
| Mon, 11 Aug 2025 | ₱2.3t | ₱5.6t | ₱271.8b | 8.7x | 8.6x | 0.4x |
| Wed, 09 Jul 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.7x | 9.2x | 0.5x |
| Fri, 06 Jun 2025 | ₱2.4t | ₱5.6t | ₱273.3b | 8.4x | 8.9x | 0.4x |
| Sun, 04 May 2025 | ₱2.4t | ₱5.6t | ₱228.2b | 6.7x | 10.6x | 0.4x |
| Tue, 01 Apr 2025 | ₱2.3t | ₱5.6t | ₱258.7b | 6.5x | 8.9x | 0.4x |
| Thu, 27 Feb 2025 | ₱2.3t | ₱5.6t | ₱252.3b | 7.5x | 9.2x | 0.4x |
| Sat, 25 Jan 2025 | ₱2.4t | ₱5.6t | ₱252.3b | 7.4x | 9.5x | 0.4x |
| Mon, 23 Dec 2024 | ₱2.5t | ₱5.6t | ₱252.3b | 6.8x | 9.8x | 0.4x |
| Wed, 20 Nov 2024 | ₱2.6t | ₱5.6t | ₱261.1b | 7.5x | 9.8x | 0.5x |
| Fri, 18 Oct 2024 | ₱2.8t | ₱5.5t | ₱228.1b | 7.8x | 12.1x | 0.5x |
| Sun, 15 Sep 2024 | ₱2.7t | ₱5.5t | ₱228.1b | 7.6x | 11.7x | 0.5x |
| Tue, 13 Aug 2024 | ₱2.6t | ₱5.4t | ₱231.8b | 7.4x | 11.1x | 0.5x |
| Thu, 11 Jul 2024 | ₱2.5t | ₱5.4t | ₱234.3b | 7.7x | 10.7x | 0.5x |
| Sat, 08 Jun 2024 | ₱2.6t | ₱5.4t | ₱234.3b | 8.8x | 11x | 0.5x |
| Mon, 06 May 2024 | ₱2.7t | ₱5.3t | ₱242.1b | 9.6x | 11.3x | 0.5x |
| Wed, 03 Apr 2024 | ₱2.9t | ₱5.3t | ₱248.6b | 10.5x | 11.8x | 0.6x |
| Fri, 01 Mar 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.2x | 12.7x | 0.6x |
| Sun, 28 Jan 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.1x | 12.5x | 0.6x |
| Tue, 26 Dec 2023 | ₱2.9t | ₱5.2t | ₱231.7b | 9.1x | 12.4x | 0.5x |
| Thu, 23 Nov 2023 | ₱2.7t | ₱5.2t | ₱231.7b | 8.6x | 11.7x | 0.5x |
| Sat, 21 Oct 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 8.8x | 13.5x | 0.5x |
| Mon, 18 Sep 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 9x | 13.4x | 0.5x |
13.4x
Which industries have driven the changes within the Filipino Industrials industry?
| PH Market | 1.01% | |
| Industrials | 2.17% | |
| Industrials | -0.54% | |
| Industrial Conglomerates | -0.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DMC DMCI Holdings | ₱8.22 | 6.1% +₱6.2b | -25.7% | PE6.3x | |
| AGI Alliance Global Group | ₱9.08 | 0.8% +₱608.2m | 23.2% | PE4.5x | |
| APC APC Group | ₱0.11 | 0.9% +₱7.5m | -19.0% | PS8544.1x |