Narrative Update • Jun 26
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German (DAX) Asset Management Industry Analysis
UpdatedJul 08, 2026
DataAggregated Company Financials
Companies98
- 7D3.8%
- 3M13.0%
- 1Y26.1%
- YTDn/a
In the last week, the Asset Management industry is up 7.2%, with DWS Group GmbH KGaA up 5.1%. Meanwhile, SPARTA Invest actually underperformed within the industry, shrinking 5.8% in the last week. This means that the industry has gained 28% over the past year. As for the next few years, earnings are expected to grow by 6.4% per annum.
Industry Valuation and Performance
Has the German Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 08 Jul 2026 | €20.0b | €14.3b | €909.9m | 14.2x | 22x | 1.4x |
| Fri, 05 Jun 2026 | €18.0b | €14.8b | €1.1b | 13.2x | 17.2x | 1.2x |
| Sun, 03 May 2026 | €18.0b | €15.8b | €1.3b | 13.5x | 14.2x | 1.1x |
| Tue, 31 Mar 2026 | €16.7b | €14.3b | €1.3b | 13x | 12.5x | 1.2x |
| Thu, 26 Feb 2026 | €17.4b | €12.7b | €1.4b | 12.1x | 12.5x | 1.4x |
| Sat, 24 Jan 2026 | €17.3b | €13.9b | €1.3b | 14.1x | 13.6x | 1.2x |
| Mon, 22 Dec 2025 | €15.9b | €13.7b | €1.3b | 14.1x | 12.7x | 1.2x |
| Wed, 19 Nov 2025 | €14.9b | €13.4b | €1.2b | 14.2x | 12x | 1.1x |
| Fri, 17 Oct 2025 | €15.8b | €13.3b | €1.2b | 14.5x | 13.5x | 1.2x |
| Sun, 14 Sep 2025 | €15.3b | €13.3b | €1.2b | 13.8x | 13x | 1.2x |
| Tue, 12 Aug 2025 | €15.7b | €12.8b | €995.4m | 17x | 15.7x | 1.2x |
| Thu, 10 Jul 2025 | €14.7b | €12.8b | €920.4m | 19.6x | 15.9x | 1.1x |
| Sat, 07 Jun 2025 | €15.1b | €12.8b | €823.0m | 22x | 18.4x | 1.2x |
| Mon, 05 May 2025 | €14.1b | €12.5b | €787.0m | 18.7x | 17.9x | 1.1x |
| Wed, 02 Apr 2025 | €15.0b | €12.4b | €732.2m | 18.8x | 20.4x | 1.2x |
| Fri, 28 Feb 2025 | €14.0b | €11.1b | €771.3m | 16.8x | 18.1x | 1.3x |
| Sun, 26 Jan 2025 | €13.1b | €12.3b | €713.8m | 15.8x | 18.3x | 1.1x |
| Tue, 24 Dec 2024 | €12.3b | €15.2b | €747.8m | 15.8x | 16.5x | 0.8x |
| Thu, 21 Nov 2024 | €12.4b | €15.2b | €717.2m | 18x | 17.3x | 0.8x |
| Sat, 19 Oct 2024 | €12.3b | €15.0b | €760.1m | 20.7x | 16.2x | 0.8x |
| Mon, 16 Sep 2024 | €11.7b | €15.0b | €751.2m | 23.1x | 15.5x | 0.8x |
| Wed, 14 Aug 2024 | €11.7b | €15.0b | €1.1b | 20.7x | 10.9x | 0.8x |
| Fri, 12 Jul 2024 | €12.0b | €14.8b | €1.1b | 18.6x | 11.4x | 0.8x |
| Sun, 09 Jun 2024 | €12.6b | €14.9b | €1.2b | 15.5x | 10.8x | 0.8x |
| Tue, 07 May 2024 | €13.5b | €14.4b | €1.2b | 17.7x | 11.6x | 0.9x |
| Thu, 04 Apr 2024 | €13.4b | €14.2b | €1.0b | 16.2x | 12.9x | 0.9x |
| Sat, 02 Mar 2024 | €12.1b | €10.1b | €953.7m | 16x | 12.7x | 1.2x |
| Mon, 29 Jan 2024 | €13.6b | €14.5b | €1.0b | 18.2x | 13.3x | 0.9x |
| Wed, 27 Dec 2023 | €12.9b | €14.5b | €1.0b | 17.6x | 12.6x | 0.9x |
| Fri, 24 Nov 2023 | €12.3b | €14.5b | €1.0b | 17.6x | 11.7x | 0.8x |
| Sun, 22 Oct 2023 | €12.0b | €14.2b | €968.8m | 17.1x | 12.4x | 0.8x |
| Tue, 19 Sep 2023 | €12.5b | €14.2b | €982.8m | 19.6x | 12.7x | 0.9x |
| Thu, 17 Aug 2023 | €12.1b | €14.2b | €1.0b | 15x | 12x | 0.9x |
| Sat, 15 Jul 2023 | €11.8b | €13.8b | €727.1m | 15.1x | 16.2x | 0.9x |
Price to Earnings Ratio
16.2x
Current Industry PE
- Investors are optimistic on the German Asset Management and Custody Banks industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 22.2x which is higher than its 3-year average PE of 14.5x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Asset Management and Custody Banks industry have grown 7.8% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Comparison
How does German Asset Management compare with similar industries?
| DE Market | 1.96% | |
| Financials | 4.09% | |
| Capital Markets | 7.54% | |
| Asset Management | 3.83% | |
| Diversified Capital Markets | 9.05% | |
| Financial Exchanges and Data | 8.73% | |
| Investment Banking and Brokerage | 0.35% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DWS DWS Group GmbH KGaA | €69.00 | 5.1% +€670.0m | 42.9% | PE13.9x | |
| MLP MLP | €7.54 | 3.1% +€25.0m | -12.1% | PE14.2x | |
| SRAG Samara Asset Group | €2.15 | 17.8% +€17.0m | 15.0% | PE31.4x | |
| BBHK Deutsche Balaton | €3.00k | 4.9% +€14.6m | 55.4% | n/a | |
| MUX Mutares SE KGaA | €27.65 | 1.7% +€11.5m | -17.8% | PS0.1x |
