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German (DAX) Industrials Sector Analysis
UpdatedApr 15, 2025
DataAggregated Company Financials
Companies141
- 7D7.9%
- 3M8.8%
- 1Y14.6%
- YTD9.1%
The Industrials industry has gained 4.0% in the last week and Rheinmetall up 16%. This takes the industry's 12 month performance to a gain of 11%. As for the next few years, earnings are expected to grow by 17% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 15 Apr 2025 | €508.1b | €566.1b | €26.5b | 15.2x | 19.2x | 0.9x |
| Thu, 13 Mar 2025 | €565.1b | €567.1b | €26.1b | 16.3x | 21.7x | 1x |
| Sat, 08 Feb 2025 | €500.5b | €558.6b | €27.5b | 16.2x | 18.2x | 0.9x |
| Mon, 06 Jan 2025 | €464.5b | €558.6b | €27.5b | 14.9x | 16.9x | 0.8x |
| Wed, 04 Dec 2024 | €468.6b | €559.0b | €27.5b | 14.2x | 17x | 0.8x |
| Fri, 01 Nov 2024 | €447.6b | €556.8b | €26.9b | 14.8x | 16.7x | 0.8x |
| Sun, 29 Sep 2024 | €450.4b | €554.4b | €26.1b | 15.6x | 17.2x | 0.8x |
| Tue, 27 Aug 2024 | €421.5b | €555.2b | €26.2b | 15.4x | 16.1x | 0.8x |
| Thu, 25 Jul 2024 | €425.0b | €549.6b | €23.8b | 14.7x | 17.9x | 0.8x |
| Sat, 22 Jun 2024 | €423.4b | €549.6b | €23.6b | 15.1x | 18x | 0.8x |
| Mon, 20 May 2024 | €440.4b | €549.5b | €23.7b | 15.7x | 18.6x | 0.8x |
| Wed, 17 Apr 2024 | €446.8b | €551.2b | €27.1b | 15x | 16.5x | 0.8x |
| Fri, 15 Mar 2024 | €432.3b | €550.5b | €27.0b | 14.3x | 16x | 0.8x |
| Sun, 11 Feb 2024 | €403.7b | €558.2b | €29.7b | 14.2x | 13.6x | 0.7x |
| Tue, 09 Jan 2024 | €409.8b | €565.0b | €26.7b | 15x | 15.3x | 0.7x |
| Thu, 07 Dec 2023 | €397.8b | €564.8b | €26.7b | 14.1x | 14.9x | 0.7x |
| Sat, 04 Nov 2023 | €355.1b | €576.9b | €34.3b | 14x | 10.3x | 0.6x |
| Mon, 02 Oct 2023 | €378.1b | €574.3b | €33.8b | 14.1x | 11.2x | 0.7x |
| Wed, 30 Aug 2023 | €396.2b | €574.2b | €33.8b | 14.6x | 11.7x | 0.7x |
| Fri, 28 Jul 2023 | €415.9b | €576.0b | €36.6b | 14.7x | 11.4x | 0.7x |
| Sun, 25 Jun 2023 | €408.1b | €573.2b | €36.6b | 14.8x | 11.1x | 0.7x |
| Tue, 23 May 2023 | €420.4b | €570.0b | €36.1b | 15.5x | 11.6x | 0.7x |
| Thu, 20 Apr 2023 | €436.9b | €562.1b | €36.5b | 15.7x | 12x | 0.8x |
| Sat, 18 Mar 2023 | €408.0b | €561.3b | €36.7b | 14.3x | 11.1x | 0.7x |
| Mon, 13 Feb 2023 | €413.2b | €544.3b | €35.1b | 15.2x | 11.8x | 0.8x |
| Wed, 11 Jan 2023 | €377.4b | €539.5b | €35.6b | 15.3x | 10.6x | 0.7x |
| Fri, 09 Dec 2022 | €363.4b | €539.3b | €35.5b | 14.6x | 10.2x | 0.7x |
| Sun, 06 Nov 2022 | €327.8b | €514.4b | €29.9b | 15x | 11x | 0.6x |
| Tue, 04 Oct 2022 | €299.6b | €505.5b | €29.7b | 12.7x | 10.1x | 0.6x |
| Thu, 01 Sep 2022 | €338.7b | €508.4b | €29.2b | 15.4x | 11.6x | 0.7x |
| Sat, 30 Jul 2022 | €373.7b | €482.8b | €27.7b | 17.1x | 13.5x | 0.8x |
| Mon, 27 Jun 2022 | €344.1b | €480.3b | €27.8b | 17x | 12.4x | 0.7x |
| Wed, 25 May 2022 | €398.0b | €478.1b | €29.0b | 18.9x | 13.7x | 0.8x |
| Fri, 22 Apr 2022 | €410.0b | €455.5b | €25.1b | 19.9x | 16.3x | 0.9x |
Price to Earnings Ratio
16.3x
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 18.5x which is higher than its 3-year average PE of 14.2x.
- The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.5% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the German Industrials sector?
| DE Market | 5.55% | |
| Industrials | 7.86% | |
| Electrical | 14.25% | |
| Aerospace & Defense | 13.13% | |
| Construction | 11.24% | |
| Marine and Shipping | 10.54% | |
| Transportation | 9.53% | |
| Infrastructure | 9.28% | |
| Commercial Services | 6.98% | |
| Logistics | 6.26% | |
| Industrials | 5.19% | |
| Machinery | 4.78% | |
| Trade Distributors | 3.61% | |
| Airlines | 3.55% | |
| Professional Services | 2.17% | |
| Building | 2.01% | |
Industry PE
- Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 38.8x.
- Analysts are expecting annual earnings growth of 34.1%, which is higher than its past year's earnings decline of 20.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Electrical industry, expecting annual earnings growth of 48% over the next 5 years.
- This is better than its past earnings decline of 55% per year.
- 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 | |
|---|---|---|---|---|---|
| RHM Rheinmetall | €1.44k | 15.8% +€8.5b | 161.0% | PE77.8x | |
| SIE Siemens | €185.70 | 5.2% +€7.1b | 5.6% | PE19.5x | |
| ENR Siemens Energy | €56.86 | 17.1% +€6.6b | 222.2% | PS1.3x | |
| DHL Deutsche Post | €35.80 | 6.3% +€2.4b | -8.2% | PE12.4x | |
| HLAG Hapag-Lloyd | €132.60 | 10.6% +€2.2b | -10.4% | PE9.8x |
