Narrative Update • Jul 12

In the last week, the Industrials industry is up 1.7%, with Ayala up 4.3%. In the past year, the industry is down 18%. 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 |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | ₱1.8t | ₱5.3t | ₱294.1b | 5.4x | 6.2x | 0.3x |
| Sat, 20 Jun 2026 | ₱1.8t | ₱5.3t | ₱294.1b | 5.8x | 6.1x | 0.3x |
| Mon, 18 May 2026 | ₱2.0t | ₱5.6t | ₱329.9b | 5.6x | 6.1x | 0.4x |
| Wed, 15 Apr 2026 | ₱2.1t | ₱5.5t | ₱330.5b | 5.6x | 6.4x | 0.4x |
| Fri, 13 Mar 2026 | ₱2.1t | ₱5.5t | ₱307.8b | 7.2x | 7x | 0.4x |
| Sun, 08 Feb 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.8x | 7.6x | 0.4x |
| Tue, 06 Jan 2026 | ₱2.2t | ₱5.5t | ₱304.1b | 7x | 7.4x | 0.4x |
| Thu, 04 Dec 2025 | ₱2.2t | ₱5.5t | ₱304.1b | 6.4x | 7.1x | 0.4x |
| Sat, 01 Nov 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.1x | 6.9x | 0.4x |
| Mon, 29 Sep 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.4x | 7x | 0.4x |
| Wed, 27 Aug 2025 | ₱2.3t | ₱5.5t | ₱317.2b | 6.4x | 7.3x | 0.4x |
| Fri, 25 Jul 2025 | ₱2.4t | ₱5.6t | ₱273.3b | 8.5x | 9x | 0.4x |
| Sun, 22 Jun 2025 | ₱2.4t | ₱5.6t | ₱273.3b | 8.1x | 8.9x | 0.4x |
| Tue, 20 May 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.1x | 9x | 0.4x |
| Thu, 17 Apr 2025 | ₱2.3t | ₱5.6t | ₱250.7b | 6.4x | 9.1x | 0.4x |
| Sat, 15 Mar 2025 | ₱2.3t | ₱5.6t | ₱255.9b | 6.6x | 9.2x | 0.4x |
| Mon, 10 Feb 2025 | ₱2.1t | ₱4.0t | ₱256.4b | 7.2x | 8.3x | 0.5x |
| Wed, 08 Jan 2025 | ₱2.5t | ₱5.6t | ₱252.3b | 7.1x | 10x | 0.5x |
| Fri, 06 Dec 2024 | ₱2.6t | ₱5.6t | ₱252.3b | 7.3x | 10.2x | 0.5x |
| Sun, 03 Nov 2024 | ₱2.7t | ₱5.5t | ₱228.1b | 7.3x | 11.8x | 0.5x |
| Tue, 01 Oct 2024 | ₱2.7t | ₱5.5t | ₱228.1b | 8.3x | 12x | 0.5x |
| Thu, 29 Aug 2024 | ₱2.6t | ₱5.5t | ₱228.1b | 7.4x | 11.5x | 0.5x |
| Sat, 27 Jul 2024 | ₱2.6t | ₱5.4t | ₱234.3b | 8.1x | 11.2x | 0.5x |
| Mon, 24 Jun 2024 | ₱2.5t | ₱5.4t | ₱234.3b | 7.5x | 10.7x | 0.5x |
| Wed, 22 May 2024 | ₱2.6t | ₱5.4t | ₱234.7b | 8.7x | 11.3x | 0.5x |
| Fri, 19 Apr 2024 | ₱2.7t | ₱5.3t | ₱239.6b | 9.5x | 11.4x | 0.5x |
| Sun, 17 Mar 2024 | ₱2.9t | ₱5.3t | ₱239.1b | 10.8x | 12.3x | 0.6x |
| Tue, 13 Feb 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.2x | 12.5x | 0.6x |
| Thu, 11 Jan 2024 | ₱2.8t | ₱5.2t | ₱231.7b | 9x | 12.3x | 0.5x |
| Sat, 09 Dec 2023 | ₱2.7t | ₱5.2t | ₱231.7b | 8.4x | 11.6x | 0.5x |
| Mon, 06 Nov 2023 | ₱2.6t | ₱5.2t | ₱196.0b | 8.3x | 13.3x | 0.5x |
| Wed, 04 Oct 2023 | ₱2.8t | ₱5.3t | ₱199.2b | 9.2x | 13.8x | 0.5x |
| Fri, 01 Sep 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 8.9x | 13.7x | 0.5x |
| Sun, 30 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 | 1.77% | |
| Industrials | 1.01% | |
| Industrials | 1.70% | |
| Industrial Conglomerates | 1.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AC Ayala | ₱487.00 | 4.3% +₱12.4b | -19.5% | PE5.2x | |
| SMC San Miguel | ₱67.60 | 4.2% +₱6.6b | -8.0% | PE15.8x | |
| DMC DMCI Holdings | ₱7.49 | 4.0% +₱3.9b | -28.7% | PE6.7x | |
| GTCAP GT Capital Holdings | ₱480.20 | 3.0% +₱3.1b | -26.5% | PE3.1x | |
| AGI Alliance Global Group | ₱8.20 | 0.6% +₱435.4m | 1.9% | PE4.1x |