Narrative Update • Jul 12

Over the last 7 days, the Industrials industry has risen 1.0%, driven by gains from Ayala of 4.3%. However, the industry is down 20% over the past year. Looking forward, earnings are forecast to grow by 4.9% annually.
Has the Filipino Industrials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jul 2026 | ₱1.8t | ₱5.3t | ₱294.1b | 5.4x | 6.2x | 0.3x |
| Sun, 21 Jun 2026 | ₱1.8t | ₱5.3t | ₱294.1b | 5.8x | 6.1x | 0.3x |
| Tue, 19 May 2026 | ₱2.0t | ₱5.6t | ₱329.9b | 5.6x | 6.1x | 0.4x |
| Thu, 16 Apr 2026 | ₱2.1t | ₱5.5t | ₱330.5b | 5.5x | 6.4x | 0.4x |
| Sat, 14 Mar 2026 | ₱2.1t | ₱5.5t | ₱307.8b | 7.3x | 6.9x | 0.4x |
| Mon, 09 Feb 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.8x | 7.6x | 0.4x |
| Wed, 07 Jan 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7x | 7.5x | 0.4x |
| Fri, 05 Dec 2025 | ₱2.1t | ₱5.5t | ₱304.1b | 6.3x | 7x | 0.4x |
| Sun, 02 Nov 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.1x | 6.9x | 0.4x |
| Tue, 30 Sep 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.3x | 7x | 0.4x |
| Thu, 28 Aug 2025 | ₱2.3t | ₱5.5t | ₱317.2b | 6.5x | 7.3x | 0.4x |
| Sat, 26 Jul 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.6x | 9x | 0.4x |
| Mon, 23 Jun 2025 | ₱2.4t | ₱5.6t | ₱273.3b | 8.1x | 8.9x | 0.4x |
| Wed, 21 May 2025 | ₱2.4t | ₱5.6t | ₱273.3b | 8.1x | 8.8x | 0.4x |
| Fri, 18 Apr 2025 | ₱2.3t | ₱5.6t | ₱230.7b | 6.5x | 9.9x | 0.4x |
| Sun, 16 Mar 2025 | ₱2.3t | ₱5.6t | ₱259.7b | 6.6x | 9x | 0.4x |
| Tue, 11 Feb 2025 | ₱2.3t | ₱5.6t | ₱252.3b | 7.3x | 9x | 0.4x |
| Thu, 09 Jan 2025 | ₱2.5t | ₱5.6t | ₱252.3b | 7.2x | 9.9x | 0.4x |
| Sat, 07 Dec 2024 | ₱2.6t | ₱5.6t | ₱252.3b | 7.3x | 10.3x | 0.5x |
| Mon, 04 Nov 2024 | ₱2.7t | ₱5.5t | ₱228.1b | 7.3x | 11.8x | 0.5x |
| Wed, 02 Oct 2024 | ₱2.8t | ₱5.5t | ₱228.1b | 8.3x | 12.2x | 0.5x |
| Fri, 30 Aug 2024 | ₱2.6t | ₱5.5t | ₱228.1b | 7.5x | 11.3x | 0.5x |
| Sun, 28 Jul 2024 | ₱2.6t | ₱5.4t | ₱234.3b | 8.1x | 11.2x | 0.5x |
| Tue, 25 Jun 2024 | ₱2.5t | ₱5.4t | ₱234.3b | 7.5x | 10.8x | 0.5x |
| Thu, 23 May 2024 | ₱2.6t | ₱5.4t | ₱234.7b | 8.7x | 11.3x | 0.5x |
| Sat, 20 Apr 2024 | ₱2.7t | ₱5.3t | ₱239.6b | 9.5x | 11.4x | 0.5x |
| Mon, 18 Mar 2024 | ₱2.9t | ₱5.3t | ₱239.1b | 10.8x | 12.3x | 0.6x |
| Wed, 14 Feb 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.2x | 12.6x | 0.6x |
| Fri, 12 Jan 2024 | ₱2.8t | ₱5.2t | ₱231.7b | 9.2x | 12.3x | 0.5x |
| Sun, 10 Dec 2023 | ₱2.7t | ₱5.2t | ₱231.7b | 8.4x | 11.6x | 0.5x |
| Tue, 07 Nov 2023 | ₱2.7t | ₱5.2t | ₱196.0b | 8.3x | 13.6x | 0.5x |
| Thu, 05 Oct 2023 | ₱2.8t | ₱5.3t | ₱199.2b | 9.2x | 13.8x | 0.5x |
| Sat, 02 Sep 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 8.9x | 13.5x | 0.5x |
| Mon, 31 Jul 2023 | ₱2.9t | ₱5.3t | ₱186.2b | 9.6x | 15.7x | 0.6x |
15.7x
Which industries have driven the changes within the Filipino Industrials industry?
| PH Market | 0.40% | |
| Industrials | -1.37% | |
| Industrials | 0.73% | |
| Industrial Conglomerates | 0.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DMC DMCI Holdings | ₱7.55 | 4.1% +₱4.0b | -28.9% | PE6.7x | |
| LTG LT Group | ₱14.62 | 1.5% +₱2.4b | 11.1% | PE5.1x | |
| SMC San Miguel | ₱68.55 | 0.8% +₱1.3b | -7.2% | PE16x | |
| AGI Alliance Global Group | ₱8.29 | 1.2% +₱870.8m | 3.6% | PE4.1x |