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German (DAX) Industrials Sector Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies143
- 7D-1.5%
- 3M8.6%
- 1Y13.6%
- YTD13.6%
The Industrials industry is down 1.5% over the last week with Deutsche Post the worst performer, down 4.8%. Over the past 12 months, the industry was up 14%. Looking forward, earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the German Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | €463.9b | €559.1b | €27.4b | 14.7x | 16.9x | 0.8x |
| Tue, 19 Nov 2024 | €456.5b | €558.7b | €27.5b | 14x | 16.6x | 0.8x |
| Thu, 17 Oct 2024 | €447.1b | €554.4b | €26.2b | 14.7x | 17.1x | 0.8x |
| Sat, 14 Sep 2024 | €416.3b | €555.2b | €26.2b | 14.8x | 15.9x | 0.7x |
| Mon, 12 Aug 2024 | €405.4b | €555.1b | €26.9b | 14.2x | 15.1x | 0.7x |
| Wed, 10 Jul 2024 | €429.0b | €549.6b | €23.8b | 15x | 18.1x | 0.8x |
| Fri, 07 Jun 2024 | €443.4b | €549.6b | €23.6b | 15.8x | 18.8x | 0.8x |
| Sun, 05 May 2024 | €443.5b | €551.9b | €26.8b | 15.8x | 16.5x | 0.8x |
| Tue, 02 Apr 2024 | €445.7b | €550.9b | €26.9b | 14.8x | 16.5x | 0.8x |
| Thu, 29 Feb 2024 | €429.3b | €558.6b | €29.8b | 13.7x | 14.4x | 0.8x |
| Sat, 27 Jan 2024 | €420.1b | €565.0b | €26.7b | 14.8x | 15.7x | 0.7x |
| Mon, 25 Dec 2023 | €415.6b | €565.0b | €26.7b | 15x | 15.6x | 0.7x |
| Wed, 22 Nov 2023 | €379.2b | €564.7b | €26.7b | 14.7x | 14.2x | 0.7x |
| Fri, 20 Oct 2023 | €360.2b | €574.8b | €33.7b | 13.2x | 10.7x | 0.6x |
| Sun, 17 Sep 2023 | €390.7b | €574.5b | €33.8b | 14.4x | 11.6x | 0.7x |
| Tue, 15 Aug 2023 | €399.2b | €574.1b | €33.8b | 14.4x | 11.8x | 0.7x |
| Thu, 13 Jul 2023 | €418.4b | €574.8b | €36.5b | 14.4x | 11.5x | 0.7x |
| Sat, 10 Jun 2023 | €414.5b | €573.0b | €36.6b | 15x | 11.3x | 0.7x |
| Mon, 08 May 2023 | €414.8b | €565.7b | €36.0b | 16x | 11.5x | 0.7x |
| Wed, 05 Apr 2023 | €427.1b | €560.0b | €36.7b | 15.3x | 11.6x | 0.8x |
| Fri, 03 Mar 2023 | €417.9b | €546.2b | €35.4b | 15.3x | 11.8x | 0.8x |
| Sun, 29 Jan 2023 | €399.3b | €540.2b | €35.6b | 15.5x | 11.2x | 0.7x |
| Tue, 27 Dec 2022 | €356.8b | €539.4b | €35.5b | 14.3x | 10x | 0.7x |
| Thu, 24 Nov 2022 | €365.0b | €531.7b | €33.2b | 14.9x | 11x | 0.7x |
| Sat, 22 Oct 2022 | €316.7b | €505.9b | €29.7b | 12.6x | 10.6x | 0.6x |
| Mon, 19 Sep 2022 | €311.0b | €508.6b | €29.2b | 14.2x | 10.6x | 0.6x |
| Wed, 17 Aug 2022 | €378.2b | €508.3b | €29.4b | 16.5x | 12.9x | 0.7x |
| Fri, 15 Jul 2022 | €333.9b | €479.8b | €27.8b | 16.3x | 12x | 0.7x |
| Sun, 12 Jun 2022 | €371.7b | €480.0b | €27.9b | 18.3x | 13.3x | 0.8x |
| Tue, 10 May 2022 | €383.9b | €468.7b | €26.3b | 19.4x | 14.6x | 0.8x |
| Thu, 07 Apr 2022 | €385.7b | €455.4b | €25.1b | 19x | 15.4x | 0.8x |
| Sat, 05 Mar 2022 | €370.4b | €441.9b | €21.1b | 19.2x | 17.5x | 0.8x |
| Mon, 31 Jan 2022 | €429.3b | €432.6b | €19.9b | 22x | 21.5x | 1x |
| Wed, 29 Dec 2021 | €463.4b | €393.7b | €17.4b | 24.1x | 26.7x | 1.2x |
Price to Earnings Ratio
26.7x
Current Industry PE
- Investors are optimistic on the German Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 16.9x which is higher than its 3-year average PE of 14.4x.
- The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 16% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the German Industrials sector?
| DE Market | -2.58% | |
| Industrials | -1.54% | |
| Infrastructure | 6.60% | |
| Electrical | 2.65% | |
| Construction | 2.16% | |
| Transportation | 1.95% | |
| Aerospace & Defense | -0.72% | |
| Industrials | -1.15% | |
| Marine and Shipping | -1.55% | |
| Building | -2.29% | |
| Commercial Services | -3.02% | |
| Machinery | -3.21% | |
| Professional Services | -4.58% | |
| Logistics | -4.67% | |
| Trade Distributors | -6.33% | |
| Airlines | -8.06% | |
Industry PE
- Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 36.1x.
- Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings decline of 20.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Professional Services industry, expecting annual earnings growth of 35% over the next 5 years.
- In contrast, the Marine and Shipping industry is expected to see its earnings decline by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €50.70 | 3.7% +€1.4b | 348.7% | PE33.8x | |
| FRA Fraport | €58.30 | 9.1% +€448.1m | 5.9% | PE11.8x | |
| NCH2 thyssenkrupp nucera KGaA | €10.15 | 12.2% +€138.9m | -43.9% | PE116.6x | |
| HOT HOCHTIEF | €127.70 | 1.0% +€97.8m | 27.1% | PE13.3x | |
| SIX2 Sixt | €76.85 | 2.0% +€70.4m | -22.3% | PE15.2x |
