Narrative Update • Jun 16
Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.1%, driven by Celestica declining 4.5%. Meanwhile, Kraken Robotics actually outperformed within the industry, gaining 8.0% in the last week. Over the past 12 months, the industry was up 171%. As for the next few years, earnings are expected to grow by 33% per annum.
Has the Canadian Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | CA$64.7b | CA$20.1b | CA$1.3b | 40.3x | 48.9x | 3.2x |
| Thu, 21 May 2026 | CA$57.7b | CA$19.5b | CA$1.3b | 39.4x | 45x | 3x |
| Sat, 18 Apr 2026 | CA$65.0b | CA$17.5b | CA$1.1b | 46.6x | 58.6x | 3.7x |
| Mon, 16 Mar 2026 | CA$46.2b | CA$17.6b | CA$1.1b | 35.7x | 41x | 2.6x |
| Wed, 11 Feb 2026 | CA$53.8b | CA$17.3b | CA$1.1b | 35.1x | 48.3x | 3.1x |
| Fri, 09 Jan 2026 | CA$52.6b | CA$16.2b | CA$938.2m | 34.2x | 56.1x | 3.3x |
| Sun, 07 Dec 2025 | CA$55.2b | CA$16.2b | CA$937.9m | 36.1x | 58.8x | 3.4x |
| Tue, 04 Nov 2025 | CA$59.2b | CA$16.4b | CA$953.3m | 20.8x | 62.1x | 3.6x |
| Thu, 02 Oct 2025 | CA$42.5b | CA$15.3b | CA$696.5m | 22.3x | 61x | 2.8x |
| Sat, 30 Aug 2025 | CA$36.3b | CA$15.1b | CA$693.7m | 21.5x | 52.3x | 2.4x |
| Mon, 28 Jul 2025 | CA$29.4b | CA$14.3b | CA$542.9m | 24.1x | 54.2x | 2.1x |
| Wed, 25 Jun 2025 | CA$24.9b | CA$14.4b | CA$568.0m | 25.1x | 43.9x | 1.7x |
| Fri, 23 May 2025 | CA$20.2b | CA$14.5b | CA$576.0m | 23.7x | 35.1x | 1.4x |
| Sun, 20 Apr 2025 | CA$15.4b | CA$13.9b | CA$571.7m | 21.2x | 26.9x | 1.1x |
| Tue, 18 Mar 2025 | CA$17.4b | CA$14.3b | CA$577.5m | 21.3x | 30.1x | 1.2x |
| Thu, 13 Feb 2025 | CA$23.1b | CA$14.3b | CA$573.8m | 21.6x | 40.3x | 1.6x |
| Sat, 11 Jan 2025 | CA$19.3b | CA$13.8b | CA$503.5m | 28.4x | 38.4x | 1.4x |
| Mon, 09 Dec 2024 | CA$17.5b | CA$13.6b | CA$494.4m | 28.4x | 35.4x | 1.3x |
| Wed, 06 Nov 2024 | CA$13.3b | CA$13.3b | CA$487.6m | 23.3x | 27.3x | 1x |
| Fri, 04 Oct 2024 | CA$9.3b | CA$12.4b | CA$461.5m | 16.5x | 20.2x | 0.8x |
| Sun, 01 Sep 2024 | CA$9.3b | CA$12.3b | CA$452.9m | 16.5x | 20.6x | 0.8x |
| Tue, 30 Jul 2024 | CA$9.7b | CA$12.6b | CA$466.7m | 17.5x | 20.7x | 0.8x |
| Thu, 27 Jun 2024 | CA$9.6b | CA$11.7b | CA$421.5m | 18.1x | 22.8x | 0.8x |
| Sat, 25 May 2024 | CA$9.6b | CA$11.7b | CA$422.4m | 18.2x | 22.8x | 0.8x |
| Mon, 22 Apr 2024 | CA$8.3b | CA$12.4b | CA$378.2m | 16.2x | 21.9x | 0.7x |
| Wed, 20 Mar 2024 | CA$8.8b | CA$12.2b | CA$373.9m | 20.8x | 23.4x | 0.7x |
| Fri, 16 Feb 2024 | CA$7.9b | CA$12.1b | CA$369.1m | 17.8x | 21.4x | 0.7x |
| Sun, 14 Jan 2024 | CA$6.0b | CA$11.9b | CA$302.1m | 16.8x | 19.9x | 0.5x |
| Tue, 12 Dec 2023 | CA$5.8b | CA$12.0b | CA$308.3m | 15.7x | 18.8x | 0.5x |
| Thu, 09 Nov 2023 | CA$5.5b | CA$12.3b | CA$278.7m | 13.3x | 19.8x | 0.4x |
| Sat, 07 Oct 2023 | CA$6.0b | CA$12.0b | CA$226.8m | 14.1x | 26.3x | 0.5x |
| Mon, 04 Sep 2023 | CA$5.3b | CA$12.0b | CA$210.0m | 15.6x | 25.4x | 0.4x |
| Wed, 02 Aug 2023 | CA$4.8b | CA$11.8b | CA$191.2m | 15.1x | 25.2x | 0.4x |
| Fri, 30 Jun 2023 | CA$3.9b | CA$11.4b | CA$168.5m | 11.6x | 22.9x | 0.3x |
22.9x
Which industries have driven the changes within the Canadian Tech industry?
| CA Market | -1.03% | |
| Tech | -4.47% | |
| Electronic Equipment and Components | -6.15% | |
| Electronic Components | 22.22% | |
| Electronic Equipment and Instruments | 4.04% | |
| Technology Distributors | 0% | 0 |
| Electronic Manufacturing Services | -6.71% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PNG Kraken Robotics | CA$7.30 | 2.5% +CA$55.3m | 163.5% | PS20.8x | |
| BYL Baylin Technologies | CA$0.37 | 32.1% +CA$13.7m | 60.9% | PS0.8x | |
| YNV Ynvisible Interactive | CA$0.10 | 23.5% +CA$3.2m | -56.3% | PS14.7x | |
| FTG Firan Technology Group | CA$21.28 | 0.6% +CA$3.0m | 79.7% | PE40x | |
| INEO INEO Tech | CA$0.11 | 10.0% +CA$2.5m | -75.6% | PS4x |