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German (DAX) Industrials Sector Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies140
- 7D-0.5%
- 3M6.4%
- 1Y20.5%
- YTD10.0%
Rheinmetall is up 4.1%, leading the way for the Industrials industry, which has gained 1.2%. This takes the industry's 12 month performance to a gain of 22%. 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | €447.9b | €558.7b | €27.5b | 13.8x | 16.3x | 0.8x |
| Sat, 19 Oct 2024 | €456.0b | €554.4b | €26.2b | 14.7x | 17.4x | 0.8x |
| Mon, 16 Sep 2024 | €416.3b | €555.2b | €26.2b | 14.8x | 15.9x | 0.7x |
| Wed, 14 Aug 2024 | €409.0b | €555.1b | €26.8b | 14.4x | 15.2x | 0.7x |
| Fri, 12 Jul 2024 | €438.6b | €549.6b | €23.8b | 15.2x | 18.5x | 0.8x |
| Sun, 09 Jun 2024 | €440.7b | €549.6b | €23.6b | 15.8x | 18.7x | 0.8x |
| Tue, 07 May 2024 | €439.0b | €551.9b | €26.8b | 15.8x | 16.4x | 0.8x |
| Thu, 04 Apr 2024 | €444.4b | €551.1b | €27.0b | 14.7x | 16.4x | 0.8x |
| Sat, 02 Mar 2024 | €439.6b | €559.3b | €30.0b | 14x | 14.6x | 0.8x |
| Mon, 29 Jan 2024 | €420.1b | €565.0b | €26.7b | 14.8x | 15.7x | 0.7x |
| Wed, 27 Dec 2023 | €415.6b | €565.0b | €26.7b | 15x | 15.6x | 0.7x |
| Fri, 24 Nov 2023 | €379.1b | €564.7b | €26.7b | 14.1x | 14.2x | 0.7x |
| Sun, 22 Oct 2023 | €354.8b | €574.8b | €33.7b | 13.1x | 10.5x | 0.6x |
| Tue, 19 Sep 2023 | €388.3b | €574.7b | €33.8b | 14.3x | 11.5x | 0.7x |
| Thu, 17 Aug 2023 | €397.7b | €574.2b | €33.9b | 14.4x | 11.7x | 0.7x |
| Sat, 15 Jul 2023 | €420.7b | €574.8b | €36.5b | 14.7x | 11.5x | 0.7x |
| Mon, 12 Jun 2023 | €414.4b | €573.0b | €36.6b | 15x | 11.3x | 0.7x |
| Wed, 10 May 2023 | €412.3b | €566.1b | €36.0b | 15.7x | 11.5x | 0.7x |
| Fri, 07 Apr 2023 | €416.3b | €560.0b | €36.7b | 15x | 11.3x | 0.7x |
| Sun, 05 Mar 2023 | €425.7b | €546.8b | €35.1b | 15.4x | 12.1x | 0.8x |
| Tue, 31 Jan 2023 | €396.3b | €540.2b | €35.6b | 15.2x | 11.1x | 0.7x |
| Thu, 29 Dec 2022 | €355.5b | €539.5b | €35.6b | 14.5x | 10x | 0.7x |
| Sat, 26 Nov 2022 | €368.9b | €531.5b | €33.2b | 14.9x | 11.1x | 0.7x |
| Mon, 24 Oct 2022 | €316.6b | €505.9b | €29.7b | 12.6x | 10.6x | 0.6x |
| Wed, 21 Sep 2022 | €309.2b | €508.6b | €29.2b | 14x | 10.6x | 0.6x |
| Fri, 19 Aug 2022 | €372.0b | €508.3b | €29.2b | 16x | 12.7x | 0.7x |
| Sun, 17 Jul 2022 | €341.4b | €479.8b | €27.8b | 16.6x | 12.3x | 0.7x |
| Tue, 14 Jun 2022 | €361.8b | €480.0b | €27.9b | 18.2x | 13x | 0.8x |
| Thu, 12 May 2022 | €394.3b | €469.3b | €26.4b | 19.2x | 15x | 0.8x |
| Sat, 09 Apr 2022 | €388.9b | €455.5b | €25.1b | 19.4x | 15.5x | 0.9x |
| Mon, 07 Mar 2022 | €370.2b | €440.8b | €21.1b | 19.2x | 17.5x | 0.8x |
| Wed, 02 Feb 2022 | €433.4b | €432.6b | €19.9b | 22.5x | 21.8x | 1x |
| Fri, 31 Dec 2021 | €463.0b | €393.6b | €17.4b | 24.1x | 26.6x | 1.2x |
| Sun, 28 Nov 2021 | €406.9b | €393.7b | €17.4b | 22.9x | 23.4x | 1x |
Price to Earnings Ratio
23.4x
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 16.4x which is higher than its 3-year average PE of 14.6x.
- 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 17% 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 | -0.41% | |
| Industrials | -0.54% | |
| Marine and Shipping | 3.66% | |
| Trade Distributors | 2.88% | |
| Infrastructure | 2.28% | |
| Aerospace & Defense | 2.21% | |
| Logistics | 1.21% | |
| Construction | 0.29% | |
| Airlines | 0.097% | |
| Transportation | 0.068% | |
| Electrical | -1.07% | |
| Industrials | -1.58% | |
| Commercial Services | -2.18% | |
| Machinery | -2.38% | |
| Building | -4.36% | |
| Professional Services | -5.30% | |
Industry PE
- Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 35.5x.
- Analysts are expecting annual earnings growth of 23.4%, 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 27% over the next 5 years.
- This is better than its past earnings growth rate of 21% per year.
- In contrast, the Marine and Shipping industry is expected to see its earnings decline by 8.9% 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 | €596.40 | 4.1% +€1.0b | 106.4% | PE37.8x | |
| HLAG Hapag-Lloyd | €163.30 | 3.7% +€1.0b | 40.4% | PE19.6x | |
| DHL Deutsche Post | €34.82 | 1.3% +€473.9m | -15.3% | PE12.5x | |
| BNR Brenntag | €59.42 | 2.8% +€236.8m | -23.1% | PE15.8x | |
| R3NK RENK Group | €20.50 | 8.6% +€162.5m | n/a | PE100.3x |
