Narrative Update • Jun 24

Over the last 7 days, the Pharma industry has risen 15%, driven by gains from Bayer of 24%. In the same time, SynBiotic was down 9.5%. In the last 12 months, the industry was up 45%. Earnings are forecast to grow by 23% annually.
Has the German Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | €112.6b | €67.4b | €482.6m | 25x | 233.4x | 1.7x |
| Tue, 26 May 2026 | €97.4b | €67.4b | €511.4m | 22.3x | 190.4x | 1.4x |
| Thu, 23 Apr 2026 | €92.6b | €67.9b | -€888,580,188.12 | 18.2x | -104.2x | 1.4x |
| Sat, 21 Mar 2026 | €85.8b | €67.9b | -€900,282,969.24 | 18.2x | -95.3x | 1.3x |
| Mon, 16 Feb 2026 | €105.5b | €68.5b | €2.9b | 18x | 36.8x | 1.5x |
| Wed, 14 Jan 2026 | €96.8b | €68.3b | €2.9b | 18.2x | 33.8x | 1.4x |
| Fri, 12 Dec 2025 | €90.5b | €68.5b | €2.9b | 17.5x | 31.4x | 1.3x |
| Sun, 09 Nov 2025 | €76.2b | €68.8b | -€439,178,348.11 | 18x | -173.5x | 1.1x |
| Tue, 07 Oct 2025 | €83.2b | €68.8b | -€439,012,635.91 | 19.1x | -189.4x | 1.2x |
| Thu, 04 Sep 2025 | €78.3b | €68.9b | -€406,181,101.18 | 17.2x | -192.7x | 1.1x |
| Sat, 02 Aug 2025 | €77.3b | €69.4b | -€289,957,212.43 | 17.1x | -266.6x | 1.1x |
| Mon, 30 Jun 2025 | €77.9b | €69.4b | -€293,702,195.00 | 17.7x | -265.4x | 1.1x |
| Wed, 28 May 2025 | €77.9b | €69.4b | -€209,825,848.00 | 18.1x | -371.1x | 1.1x |
| Fri, 25 Apr 2025 | €76.8b | €69.3b | €463.1m | 18.3x | 165.8x | 1.1x |
| Sun, 23 Mar 2025 | €83.6b | €69.2b | €436.0m | 20.6x | 191.8x | 1.2x |
| Tue, 18 Feb 2025 | €82.6b | €69.2b | €2.0b | 21.8x | 40.8x | 1.2x |
| Thu, 16 Jan 2025 | €84.7b | €69.2b | €2.0b | 22.8x | 42.2x | 1.2x |
| Sat, 14 Dec 2024 | €83.4b | €69.2b | €2.0b | 22.4x | 41.1x | 1.2x |
| Mon, 11 Nov 2024 | €91.5b | €69.4b | €1.6b | 20.5x | 58.6x | 1.3x |
| Wed, 09 Oct 2024 | €98.2b | €69.3b | €1.5b | 21.2x | 66.8x | 1.4x |
| Fri, 06 Sep 2024 | €104.6b | €69.3b | €1.5b | 24.6x | 71x | 1.5x |
| Sun, 04 Aug 2024 | €100.4b | €69.2b | -€399,627,757.00 | 30x | -251.1x | 1.4x |
| Tue, 02 Jul 2024 | €94.3b | €69.2b | -€303,627,757.00 | 29.2x | -310.7x | 1.4x |
| Thu, 30 May 2024 | €102.3b | €69.2b | -€308,637,180.00 | 20.9x | -331.4x | 1.5x |
| Sat, 27 Apr 2024 | €95.2b | €70.0b | -€34,208,180.00 | 20.6x | -2782.3x | 1.4x |
| Mon, 25 Mar 2024 | €99.0b | €70.0b | €6.5m | 18.6x | 15246.5x | 1.4x |
| Wed, 21 Feb 2024 | €97.5b | €70.6b | -€650,504,143.00 | 19.1x | -149.9x | 1.4x |
| Fri, 19 Jan 2024 | €98.4b | €70.6b | -€650,504,143.00 | 20.4x | -151.2x | 1.4x |
| Sun, 17 Dec 2023 | €95.1b | €70.6b | -€650,606,256.00 | 18.6x | -146.1x | 1.3x |
| Tue, 14 Nov 2023 | €107.6b | €70.6b | -€625,796,256.00 | 17x | -171.9x | 1.5x |
| Thu, 12 Oct 2023 | €114.2b | €72.1b | €4.7b | 17.7x | 24.4x | 1.6x |
| Sat, 09 Sep 2023 | €123.8b | €72.1b | €4.7b | 21.6x | 26.6x | 1.7x |
| Mon, 07 Aug 2023 | €123.9b | €73.9b | €6.3b | 17.1x | 19.7x | 1.7x |
| Wed, 05 Jul 2023 | €117.2b | €74.1b | €6.5b | 18.3x | 18.2x | 1.6x |
18.2x
Which industries have driven the changes within the German Healthcare industry?
| DE Market | -1.70% | |
| Healthcare | 7.81% | |
| Pharma | 14.88% | |
| Pharma | 14.88% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BAYN Bayer | €47.00 | 24.2% +€9.0b | 74.2% | PS1x | |
| MRK Merck KGaA | €145.65 | 9.6% +€5.5b | 29.3% | PE25x | |
| DMP Dermapharm Holding | €47.60 | 2.3% +€52.0m | 37.0% | PE16.4x | |
| 93M1 MPH Health Care | €28.50 | 0.4% +€428.1k | 55.3% | PS2.4x | |
| 27N0 Cannovum Cannabis | €0.43 | 1.6% +€16.2k | 105.7% | n/a |