U.S. Infrastructure Industry Analysis
UpdatedNov 28, 2023
DataAggregated Company Financials
Companies8
- 7D5.5%
- 3M5.1%
- 1Y18.2%
- YTD22.0%
In the last week, the Infrastructure industry is up 5.5%, with all of the companies up. In the last 12 months, the industry was up 18%. Earnings are forecast to grow by 6.7% annually.
Industry Valuation and Performance
Has the U.S. Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Nov 2023 | US$7.2b | US$3.7b | US$684.2m | 7.6x | 10.5x | 1.9x |
| Thu, 26 Oct 2023 | US$6.7b | US$3.6b | US$701.9m | 7.6x | 9.5x | 1.8x |
| Sat, 23 Sep 2023 | US$7.0b | US$3.6b | US$701.0m | 7.6x | 10x | 1.9x |
| Mon, 21 Aug 2023 | US$7.1b | US$3.6b | US$701.0m | 7.6x | 10.1x | 2x |
| Wed, 19 Jul 2023 | US$7.0b | US$3.5b | US$714.2m | 9x | 9.8x | 2x |
| Fri, 16 Jun 2023 | US$6.5b | US$3.5b | US$714.2m | 8.8x | 9.1x | 1.8x |
| Sun, 14 May 2023 | US$6.6b | US$3.4b | US$711.0m | 9.3x | 9.3x | 1.9x |
| Tue, 11 Apr 2023 | US$6.5b | US$3.4b | US$718.6m | 8.8x | 9.1x | 1.9x |
| Thu, 09 Mar 2023 | US$6.5b | US$3.3b | US$694.4m | 8.7x | 9.3x | 2x |
| Sat, 04 Feb 2023 | US$6.2b | US$3.1b | US$780.2m | 8.1x | 7.9x | 2x |
| Mon, 02 Jan 2023 | US$6.0b | US$3.1b | US$780.2m | 7.8x | 7.7x | 2x |
| Wed, 30 Nov 2022 | US$6.1b | US$3.1b | US$792.8m | 7.9x | 7.8x | 2x |
| Fri, 28 Oct 2022 | US$5.9b | US$2.9b | US$620.4m | 9x | 9.4x | 2x |
| Sun, 25 Sep 2022 | US$5.4b | US$2.9b | US$620.4m | 9.3x | 8.7x | 1.9x |
| Tue, 23 Aug 2022 | US$5.6b | US$2.9b | US$620.4m | 9.7x | 9x | 1.9x |
| Thu, 21 Jul 2022 | US$4.6b | US$2.7b | US$422.5m | 6.6x | 10.9x | 1.7x |
| Sat, 18 Jun 2022 | US$4.7b | US$2.7b | US$422.5m | 6.6x | 11.1x | 1.8x |
| Mon, 16 May 2022 | US$5.2b | US$2.5b | US$369.3m | 7.4x | 14.2x | 2.1x |
| Wed, 13 Apr 2022 | US$2.0b | US$994.3m | -US$99,760,856.00 | 10.2x | -19.8x | 2x |
| Fri, 11 Mar 2022 | US$1.3b | US$891.3m | -US$123,487,388.00 | 9.5x | -10.5x | 1.5x |
| Sun, 06 Feb 2022 | US$1.3b | US$892.1m | -US$115,737,205.00 | 10.7x | -11.2x | 1.4x |
| Tue, 04 Jan 2022 | US$1.4b | US$892.1m | -US$115,737,205.00 | 13.3x | -12.4x | 1.6x |
| Thu, 02 Dec 2021 | US$1.2b | US$863.8m | -US$138,832,205.00 | 59.3x | -9x | 1.4x |
| Sat, 30 Oct 2021 | US$1.6b | US$1.7b | -US$418,069,698.00 | 64.1x | -3.8x | 0.9x |
| Mon, 27 Sep 2021 | US$4.8b | US$1.7b | -US$427,164,440.00 | 76.2x | -11.3x | 2.8x |
| Wed, 25 Aug 2021 | US$4.7b | US$1.7b | -US$437,650,945.00 | 76.5x | -10.8x | 2.7x |
| Thu, 01 Jul 2021 | US$4.7b | US$1.7b | -US$437,650,945.00 | 85x | -10.8x | 2.7x |
| Sun, 04 Apr 2021 | US$3.9b | US$1.5b | -US$491,802,044.00 | 51x | -8x | 2.6x |
| Wed, 06 Jan 2021 | US$4.1b | US$1.7b | -US$483,140,351.00 | 34x | -8.5x | 2.4x |
Price to Earnings Ratio
-7.8x
Current Industry PE
- Investors are optimistic on the American Infrastructure industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 10.5x which is higher than its 3-year average PE of 0.083x.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
- Total earnings for the Infrastructure industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 21% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 0.14% | |
| Industrials | 0.22% | |
| Infrastructure | 5.53% | |
| Airport Services | 13.28% | |
| Marine Ports and Services | 0.85% | |
| Highways and Railtracks | 0% | |
Industry PE
- Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 41.6%, which is higher than its past year's earnings growth of 29.8% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 1.3x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 42% over the next 5 years.
- This is better than its past earnings growth rate of 30% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 16% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CAAP Corporación América Airports | US$15.02 | 15.0% +US$315.4m | 65.4% | PE15.6x | |
| SKYH Sky Harbour Group | US$8.45 | 8.3% +US$14.2m | 167.4% | PS31x | |
| SGLY Singularity Future Technology | US$0.50 | 0.02% +US$1.8k | -40.6% | PS2.1x |