Narrative Update • Jul 12

Over the last 7 days, the Industrials industry has dropped 1.7%, driven by a pullback from SM Investments of 3.3%. The industry has fallen 22% in the last year. Looking forward, earnings are forecast to grow by 3.9% annually.
Has the Filipino Industrials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | ₱1.8t | ₱5.3t | ₱294.1b | 5.6x | 6.1x | 0.3x |
| Thu, 11 Jun 2026 | ₱1.8t | ₱5.3t | ₱293.8b | 5.6x | 6x | 0.3x |
| Sat, 09 May 2026 | ₱2.1t | ₱5.5t | ₱354.4b | 5.2x | 5.8x | 0.4x |
| Mon, 06 Apr 2026 | ₱2.1t | ₱5.5t | ₱330.5b | 5.7x | 6.5x | 0.4x |
| Wed, 04 Mar 2026 | ₱2.3t | ₱5.5t | ₱307.8b | 7.4x | 7.4x | 0.4x |
| Fri, 30 Jan 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.7x | 7.5x | 0.4x |
| Sun, 28 Dec 2025 | ₱2.2t | ₱5.5t | ₱304.1b | 6.7x | 7.1x | 0.4x |
| Tue, 25 Nov 2025 | ₱2.2t | ₱5.5t | ₱310.4b | 6.4x | 7x | 0.4x |
| Thu, 23 Oct 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.1x | 7x | 0.4x |
| Sat, 20 Sep 2025 | ₱2.3t | ₱5.5t | ₱317.2b | 6.5x | 7.3x | 0.4x |
| Mon, 18 Aug 2025 | ₱2.4t | ₱5.5t | ₱320.9b | 6.4x | 7.3x | 0.4x |
| Wed, 16 Jul 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.7x | 9.2x | 0.5x |
| Fri, 13 Jun 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.3x | 9x | 0.4x |
| Sun, 11 May 2025 | ₱2.4t | ₱5.6t | ₱225.9b | 6.9x | 10.7x | 0.4x |
| Tue, 08 Apr 2025 | ₱2.2t | ₱5.6t | ₱250.7b | 6.5x | 8.8x | 0.4x |
| Thu, 06 Mar 2025 | ₱2.3t | ₱5.6t | ₱255.9b | 6.6x | 9.1x | 0.4x |
| Sat, 01 Feb 2025 | ₱2.2t | ₱5.6t | ₱252.3b | 7.1x | 8.7x | 0.4x |
| Mon, 30 Dec 2024 | ₱2.5t | ₱5.6t | ₱252.3b | 7.1x | 10x | 0.5x |
| Wed, 27 Nov 2024 | ₱2.6t | ₱5.6t | ₱252.3b | 7.8x | 10.2x | 0.5x |
| Fri, 25 Oct 2024 | ₱2.7t | ₱5.5t | ₱228.1b | 7.6x | 12x | 0.5x |
| Sun, 22 Sep 2024 | ₱2.7t | ₱5.5t | ₱228.1b | 7.9x | 12.1x | 0.5x |
| Tue, 20 Aug 2024 | ₱2.6t | ₱5.5t | ₱228.1b | 7.5x | 11.5x | 0.5x |
| Thu, 18 Jul 2024 | ₱2.6t | ₱5.4t | ₱234.3b | 7.9x | 11.2x | 0.5x |
| Sat, 15 Jun 2024 | ₱2.5t | ₱5.4t | ₱234.3b | 8.2x | 10.8x | 0.5x |
| Mon, 13 May 2024 | ₱2.7t | ₱5.3t | ₱246.6b | 9.3x | 10.8x | 0.5x |
| Wed, 10 Apr 2024 | ₱2.8t | ₱5.3t | ₱247.0b | 10.2x | 11.5x | 0.5x |
| Fri, 08 Mar 2024 | ₱2.9t | ₱5.2t | ₱234.0b | 12.2x | 12.5x | 0.6x |
| Sun, 04 Feb 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.1x | 12.4x | 0.6x |
| Tue, 02 Jan 2024 | ₱2.8t | ₱5.2t | ₱231.7b | 8.8x | 11.9x | 0.5x |
| Thu, 30 Nov 2023 | ₱2.7t | ₱5.2t | ₱231.7b | 8.7x | 11.7x | 0.5x |
| Sat, 28 Oct 2023 | ₱2.6t | ₱5.3t | ₱199.2b | 8.2x | 13.3x | 0.5x |
| Mon, 25 Sep 2023 | ₱2.6t | ₱5.3t | ₱199.2b | 8.8x | 13.3x | 0.5x |
| Wed, 23 Aug 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 8.9x | 13.4x | 0.5x |
| Fri, 21 Jul 2023 | ₱2.9t | ₱5.3t | ₱186.2b | 9.4x | 15.7x | 0.6x |
15.7x
Which industries have driven the changes within the Filipino Industrials industry?
| PH Market | -0.18% | |
| Industrials | 3.22% | |
| Industrials | -3.43% | |
| Industrial Conglomerates | -3.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AGI Alliance Global Group | ₱8.19 | 0.7% +₱522.5m | -7.5% | PE4.1x | |
| TFHI Top Frontier Investment Holdings | ₱53.60 | 0.09% +₱18.9m | -3.4% | PE5.6x | |
| APC APC Group | ₱0.11 | 1.8% +₱15.0m | -25.5% | PS7844.9x |