Narrative Update • May 12

The Leisure is down 1.1% in the last week. Over the past 12 months, the industry was up 45%. Earnings are forecast to grow by 47% annually.
Has the German Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | €1.3b | €674.2m | €12.2m | 92.5x | 110.7x | 2x |
| Thu, 23 Apr 2026 | €1.3b | €675.2m | €12.4m | 84.2x | 105.1x | 1.9x |
| Sat, 21 Mar 2026 | €1.4b | €555.1m | €26.9m | 39.3x | 51.4x | 2.5x |
| Mon, 16 Feb 2026 | €1.4b | €555.7m | €26.9m | 45.9x | 53.8x | 2.6x |
| Wed, 14 Jan 2026 | €1.4b | €553.3m | €27.6m | 44.5x | 51.4x | 2.6x |
| Fri, 12 Dec 2025 | €1.3b | €553.1m | €27.6m | 37.2x | 45.4x | 2.3x |
| Sun, 09 Nov 2025 | €1.1b | €551.4m | €26.5m | 32.9x | 42.1x | 2x |
| Tue, 07 Oct 2025 | €1.1b | €551.5m | €26.5m | 32.4x | 40.6x | 2x |
| Thu, 04 Sep 2025 | €1.1b | €552.7m | €26.9m | 81.7x | 39.6x | 1.9x |
| Sat, 02 Aug 2025 | €911.9m | €522.7m | €12.3m | 93.7x | 74.4x | 1.7x |
| Mon, 30 Jun 2025 | €781.2m | €501.3m | €13.2m | 89.9x | 59.3x | 1.6x |
| Wed, 28 May 2025 | €739.2m | €503.0m | €13.2m | 60.1x | 55.8x | 1.5x |
| Fri, 25 Apr 2025 | €686.8m | €501.9m | €13.7m | 33.5x | 50.2x | 1.4x |
| Sun, 23 Mar 2025 | €649.7m | €416.0m | -€28,842,379.00 | 15.6x | -22.5x | 1.6x |
| Tue, 18 Feb 2025 | €799.6m | €416.0m | -€28,842,379.00 | 17.5x | -27.7x | 1.9x |
| Thu, 16 Jan 2025 | €851.9m | €416.0m | -€28,842,379.00 | 18.2x | -29.5x | 2x |
| Sat, 14 Dec 2024 | €903.4m | €416.0m | -€28,842,379.00 | 18.1x | -31.3x | 2.2x |
| Mon, 11 Nov 2024 | €858.6m | €416.3m | -€28,809,936.00 | 17.2x | -29.8x | 2.1x |
| Wed, 09 Oct 2024 | €814.0m | €416.3m | -€28,809,936.00 | 20x | -28.3x | 2x |
| Fri, 06 Sep 2024 | €756.5m | €416.3m | -€28,805,232.00 | 21.8x | -26.3x | 1.8x |
| Sun, 04 Aug 2024 | €734.7m | €384.7m | -€11,218,339.00 | 22.2x | -65.5x | 1.9x |
| Tue, 02 Jul 2024 | €847.6m | €384.7m | -€11,218,339.00 | 25.2x | -75.6x | 2.2x |
| Thu, 30 May 2024 | €977.7m | €450.8m | -€10,044,753.00 | 100.8x | -97.3x | 2.2x |
| Sat, 27 Apr 2024 | €831.1m | €426.0m | -€10,677,000.00 | 174.2x | -77.8x | 2x |
| Mon, 25 Mar 2024 | €780.9m | €375.2m | -€28,187,399.00 | 175.3x | -27.7x | 2.1x |
| Wed, 21 Feb 2024 | €806.6m | €375.2m | -€28,187,399.00 | 173x | -28.6x | 2.1x |
| Fri, 19 Jan 2024 | €824.8m | €375.2m | -€28,187,399.00 | 185.6x | -29.3x | 2.2x |
| Sun, 17 Dec 2023 | €853.7m | €375.2m | -€28,187,399.00 | 185.6x | -30.3x | 2.3x |
| Tue, 14 Nov 2023 | €832.4m | €375.2m | -€28,187,399.00 | 179.9x | -29.5x | 2.2x |
| Thu, 12 Oct 2023 | €833.0m | €375.2m | -€28,187,399.00 | 193.5x | -29.6x | 2.2x |
| Sat, 09 Sep 2023 | €829.7m | €375.2m | -€28,187,399.00 | 165.1x | -29.4x | 2.2x |
| Mon, 07 Aug 2023 | €774.0m | €346.4m | -€30,773,399.00 | 170.8x | -25.2x | 2.2x |
| Wed, 05 Jul 2023 | €849.0m | €346.4m | -€30,773,399.00 | 182.1x | -27.6x | 2.5x |
| Fri, 02 Jun 2023 | €846.3m | €346.4m | -€30,773,399.00 | 166.2x | -27.5x | 2.4x |
-27.5x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 3.86% | |
| Consumer Discretionary | 3.34% | |
| Leisure | 2.38% | |
| Leisure Products | 2.38% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TNIE tonies | €10.60 | 1.3% +€16.0m | 72.1% | PE92.5x | |
| 9D7 Gullberg & Jansson | €1.25 | 14.7% +€1.4m | 7.3% | PS0.5x | |
| ULC UNITEDLABELS | €1.02 | 3.0% +€207.9k | -32.5% | PS0.4x |