Narrative Update • Jul 10

Over the last 7 days, the Construction industry has remained flat. As for the longer term, the industry has declined 4.3% in the last year. Earnings are forecast to grow by 19% annually.
Has the Portuguese Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | €1.9b | €6.5b | €198.8m | 7.4x | 9.4x | 0.3x |
| Fri, 03 Jul 2026 | €1.9b | €6.5b | €198.8m | 7.7x | 9.7x | 0.3x |
| Sun, 31 May 2026 | €1.9b | €6.5b | €198.8m | 7.7x | 9.5x | 0.3x |
| Tue, 28 Apr 2026 | €1.9b | €6.5b | €217.3m | 7.6x | 8.6x | 0.3x |
| Thu, 26 Mar 2026 | €1.8b | €6.4b | €182.6m | 10.1x | 9.7x | 0.3x |
| Sat, 21 Feb 2026 | €2.0b | €7.1b | €182.4m | 11.7x | 11.2x | 0.3x |
| Mon, 19 Jan 2026 | €2.1b | €7.1b | €182.4m | 11.8x | 11.5x | 0.3x |
| Wed, 17 Dec 2025 | €2.0b | €7.1b | €182.4m | 11.2x | 11.1x | 0.3x |
| Fri, 14 Nov 2025 | €2.3b | €7.1b | €182.4m | 12.3x | 12.8x | 0.3x |
| Sun, 12 Oct 2025 | €2.2b | €7.1b | €182.4m | 11.6x | 12.2x | 0.3x |
| Tue, 09 Sep 2025 | €2.2b | €7.1b | €182.4m | 11.9x | 11.8x | 0.3x |
| Thu, 07 Aug 2025 | €2.0b | €7.1b | €142.9m | 9.9x | 13.8x | 0.3x |
| Sat, 05 Jul 2025 | €1.5b | €7.1b | €142.9m | 8.8x | 10.8x | 0.2x |
| Mon, 02 Jun 2025 | €1.7b | €7.1b | €142.9m | 9x | 12x | 0.2x |
| Wed, 30 Apr 2025 | €1.3b | €7.2b | €147.8m | 11.7x | 9.1x | 0.2x |
| Fri, 28 Mar 2025 | €1.3b | €7.2b | €148.1m | 13.3x | 9x | 0.2x |
| Sun, 23 Feb 2025 | €1.2b | €6.9b | €157.7m | 13.7x | 7.4x | 0.2x |
| Tue, 21 Jan 2025 | €1.2b | €6.7b | €135.6m | 15.1x | 8.6x | 0.2x |
| Thu, 19 Dec 2024 | €1.1b | €6.9b | €127.1m | 13.8x | 8.5x | 0.2x |
| Sat, 16 Nov 2024 | €1.0b | €6.9b | €127.1m | 13.7x | 8.1x | 0.1x |
| Mon, 14 Oct 2024 | €1.0b | €6.9b | €127.1m | 13.8x | 8x | 0.1x |
| Wed, 11 Sep 2024 | €987.6m | €6.9b | €127.1m | 13.1x | 7.8x | 0.1x |
| Fri, 09 Aug 2024 | €1.3b | €6.8b | €107.7m | 12.2x | 11.7x | 0.2x |
| Sun, 07 Jul 2024 | €1.3b | €6.8b | €107.7m | 12.4x | 12.1x | 0.2x |
| Tue, 04 Jun 2024 | €1.5b | €6.8b | €107.7m | 13.6x | 13.8x | 0.2x |
| Thu, 02 May 2024 | €1.5b | €6.6b | €95.0m | 16.2x | 15.5x | 0.2x |
| Sat, 30 Mar 2024 | €1.7b | €6.6b | €99.8m | 9.8x | 17x | 0.3x |
| Mon, 26 Feb 2024 | €1.9b | €6.1b | €45.7m | 16.9x | 41.4x | 0.3x |
| Wed, 24 Jan 2024 | €1.7b | €6.1b | €45.7m | 15x | 37.5x | 0.3x |
| Fri, 22 Dec 2023 | €1.4b | €6.2b | €60.9m | 8.2x | 22.8x | 0.2x |
| Sun, 19 Nov 2023 | €1.2b | €6.2b | €60.9m | 8.2x | 19.3x | 0.2x |
| Tue, 17 Oct 2023 | €1.1b | €6.2b | €60.9m | 8.1x | 17.9x | 0.2x |
| Thu, 14 Sep 2023 | €1.2b | €6.3b | €60.9m | 8.4x | 19x | 0.2x |
| Sat, 12 Aug 2023 | €932.3m | €5.1b | €48.0m | 9.7x | 19.4x | 0.2x |
19.4x
Which industries have driven the changes within the Portuguese Industrials industry?
| PT Market | 0.38% | |
| Industrials | 1.06% | |
| Construction | -0.40% | |
| Construction and Engineering | -0.40% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EGL Mota-Engil SGPS | €4.56 | 0.9% +€12.9m | -8.4% | PE10.5x | |
| TDSA Teixeira Duarte | €0.49 | 2.4% +€4.8m | -6.2% | PE4.1x |