Header cover image

German (DAX) Asset Management Industry Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies77
  • 7D-2.8%
  • 3M5.5%
  • 1Y7.7%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 3.3%, driven by a pullback from DWS Group GmbH KGaA of 4.1%. In contrast, Sparta has gained 9.0%. Over the past 12 months, the industry was up 8.3%. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the German Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024€12.3b€15.2b€747.8m15.8x16.4x0.8x
Mon, 18 Nov 2024€12.5b€15.2b€717.3m17.9x17.4x0.8x
Wed, 16 Oct 2024€12.1b€15.0b€760.1m19.5x16x0.8x
Fri, 13 Sep 2024€11.6b€15.0b€751.3m25.3x15.4x0.8x
Sun, 11 Aug 2024€11.7b€15.0b€1.1b20.7x10.9x0.8x
Tue, 09 Jul 2024€12.1b€14.8b€964.8m18.7x12.6x0.8x
Thu, 06 Jun 2024€14.0b€14.9b€1.2b16.3x11.9x0.9x
Sat, 04 May 2024€13.3b€14.4b€1.2b17.3x11.5x0.9x
Mon, 01 Apr 2024€13.2b€14.2b€1.0b15.8x12.7x0.9x
Wed, 28 Feb 2024€12.1b€10.1b€953.7m16.3x12.6x1.2x
Fri, 26 Jan 2024€13.5b€14.5b€1.0b18.2x13.1x0.9x
Sun, 24 Dec 2023€12.9b€14.5b€1.0b17.6x12.6x0.9x
Tue, 21 Nov 2023€12.4b€14.5b€1.0b17.7x12x0.9x
Thu, 19 Oct 2023€12.2b€14.2b€968.8m17.1x12.6x0.9x
Sat, 16 Sep 2023€12.6b€14.2b€982.7m19.4x12.8x0.9x
Mon, 14 Aug 2023€12.0b€14.2b€1.0b15.5x12x0.8x
Wed, 12 Jul 2023€11.7b€13.8b€733.1m16x15.9x0.8x
Fri, 09 Jun 2023€12.5b€13.9b€871.5m15.7x14.4x0.9x
Sun, 07 May 2023€11.7b€13.7b€726.1m10.7x16.2x0.9x
Tue, 04 Apr 2023€10.8b€13.4b€836.9m9.1x12.9x0.8x
Thu, 02 Mar 2023€11.4b€12.1b€920.2m8.8x12.4x0.9x
Sat, 28 Jan 2023€11.3b€13.5b€1.1b8.7x10.6x0.8x
Mon, 26 Dec 2022€10.9b€13.5b€1.1b8.3x9.8x0.8x
Wed, 23 Nov 2022€11.6b€13.6b€1.1b8.2x10.7x0.9x
Fri, 21 Oct 2022€10.7b€12.6b€1.5b8.2x7x0.8x
Sun, 18 Sep 2022€11.2b€12.8b€1.6b8.5x7.1x0.9x
Tue, 16 Aug 2022€12.1b€12.6b€1.5b10.2x7.9x1x
Thu, 14 Jul 2022€10.9b€12.7b€1.6b8.5x6.9x0.9x
Sat, 11 Jun 2022€12.6b€12.8b€1.6b14.2x7.6x1x
Mon, 09 May 2022€13.3b€12.2b€1.7b14.9x7.7x1.1x
Wed, 06 Apr 2022€14.1b€11.7b€1.7b14.4x8.5x1.2x
Fri, 04 Mar 2022€13.9b€11.4b€1.6b14.8x8.8x1.2x
Sun, 30 Jan 2022€15.5b€12.3b€1.5b17.1x10.2x1.3x
Tue, 28 Dec 2021€15.7b€12.3b€1.5b19.4x10.3x1.3x
Price to Earnings Ratio

10.3x


Total Market Cap: €15.7bTotal Earnings: €1.5bTotal Revenue: €12.3bTotal Market Cap vs Earnings and Revenue0%0%0%
German Asset Management Industry Price to Earnings3Y Average 11.7x202220232024
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 16.6x which is higher than its 3-year average PE of 11.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 21% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.3% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does German Asset Management compare with similar industries?

DE Market-2.58%
Financials-2.97%
Capital Markets-2.02%
Asset Management-2.80%
Financial Exchanges and Data0.41%
Investment Banking and Brokerage-1.79%
Diversified Capital Markets-4.77%
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?

CompanyLast Price7D1YValuation
ECS Eight Capital Partners€0.001100.0%
+€93.7m
100.0%PS2130.7x
MLP MLP€5.991.7%
+€10.9m
14.8%PE10.2x
SPT6 Sparta€33.805.6%
+€8.7m
30.0%PB1x
EBS Elbstein€0.7016.7%
+€3.0m
52.2%PS191.3x
RCVR SMG European Recovery SPAC€9.651.6%
+€2.2m
-2.5%PE37.1x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

MUX

€24.15

Mutares SE KGaA

7D

-1.2%

1Y

-31.0%

MPCK

€5.45

MPC Münchmeyer Petersen Capital

7D

-6.8%

1Y

80.5%

DBAN

€21.65

Deutsche Beteiligungs

7D

-12.7%

1Y

-24.8%

LQAG

€5.10

Laiqon

7D

-4.5%

1Y

-21.1%

HXCK

€5.66

Ernst Russ

7D

-4.7%

1Y

37.9%

ECS

€0.001

Eight Capital Partners

7D

100.0%

1Y

100.0%

QB7

€3.66

Quirin Privatbank

7D

-5.7%

1Y

1.1%

H68

€2.34

Rigsave

7D

15.8%

1Y

-85.3%

VMR1

€1.00

NSI Asset

7D

58.7%

1Y

n/a

D77

€1.95

Neon Equity

7D

-4.9%

1Y

-75.6%

SPT6

€33.80

Sparta

7D

5.6%

1Y

30.0%

HRU

€2.50

Horus

7D

19.0%

1Y

38.9%

EBS

€0.70

Elbstein

7D

16.7%

1Y

52.2%

RCVR

€9.65

SMG European Recovery SPAC

7D

1.6%

1Y

-2.5%