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German (DAX) Industrials Sector Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies143
- 7D-0.3%
- 3M16.3%
- 1Y26.1%
- YTD13.4%
Over the last 7 days, the Industrials industry has remained flat, although notably Rheinmetall gained 18%. The past year has been better, since the industry has gained 26% in that time. Looking forward, earnings are forecast to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | €529.2b | €564.3b | €25.5b | 16.1x | 20.7x | 0.9x |
| Sun, 19 Jan 2025 | €479.7b | €558.6b | €27.5b | 15x | 17.4x | 0.9x |
| Tue, 17 Dec 2024 | €469.7b | €559.0b | €27.4b | 14.7x | 17.1x | 0.8x |
| Thu, 14 Nov 2024 | €450.2b | €560.0b | €26.3b | 14.1x | 17.1x | 0.8x |
| Sat, 12 Oct 2024 | €446.8b | €554.4b | €26.2b | 15x | 17.1x | 0.8x |
| Mon, 09 Sep 2024 | €404.6b | €555.2b | €26.2b | 14.7x | 15.5x | 0.7x |
| Wed, 07 Aug 2024 | €398.7b | €552.0b | €23.2b | 14.1x | 17.2x | 0.7x |
| Fri, 05 Jul 2024 | €439.6b | €549.6b | €23.8b | 15.2x | 18.5x | 0.8x |
| Sun, 02 Jun 2024 | €442.8b | €549.5b | €23.6b | 16.3x | 18.7x | 0.8x |
| Tue, 30 Apr 2024 | €449.8b | €551.8b | €27.2b | 15.2x | 16.5x | 0.8x |
| Thu, 28 Mar 2024 | €445.3b | €550.7b | €27.0b | 15.8x | 16.5x | 0.8x |
| Sat, 24 Feb 2024 | €421.7b | €558.7b | €29.8b | 13.6x | 14.2x | 0.8x |
| Mon, 22 Jan 2024 | €406.8b | €565.0b | €26.7b | 14.7x | 15.2x | 0.7x |
| Wed, 20 Dec 2023 | €412.8b | €565.0b | €26.7b | 14.8x | 15.5x | 0.7x |
| Fri, 17 Nov 2023 | €373.6b | €564.5b | €28.9b | 14.3x | 12.9x | 0.7x |
| Sun, 15 Oct 2023 | €370.0b | €574.8b | €33.7b | 13.6x | 11x | 0.6x |
| Tue, 12 Sep 2023 | €389.2b | €574.4b | €33.8b | 14.6x | 11.5x | 0.7x |
| Thu, 10 Aug 2023 | €407.2b | €577.5b | €34.5b | 14.5x | 11.8x | 0.7x |
| Sat, 08 Jul 2023 | €402.2b | €574.9b | €36.5b | 14.4x | 11x | 0.7x |
| Mon, 05 Jun 2023 | €417.4b | €572.7b | €36.6b | 15.1x | 11.4x | 0.7x |
| Wed, 03 May 2023 | €427.2b | €562.2b | €36.2b | 15.9x | 11.8x | 0.8x |
| Fri, 31 Mar 2023 | €428.7b | €559.2b | €36.6b | 15.3x | 11.7x | 0.8x |
| Sun, 26 Feb 2023 | €409.7b | €546.2b | €35.4b | 15.3x | 11.6x | 0.8x |
| Tue, 24 Jan 2023 | €399.4b | €540.2b | €35.6b | 15.7x | 11.2x | 0.7x |
| Thu, 22 Dec 2022 | €360.2b | €539.4b | €35.5b | 14.4x | 10.1x | 0.7x |
| Sat, 19 Nov 2022 | €363.8b | €527.0b | €32.5b | 14.9x | 11.2x | 0.7x |
| Mon, 17 Oct 2022 | €308.4b | €505.9b | €29.7b | 12.4x | 10.4x | 0.6x |
| Wed, 14 Sep 2022 | €338.5b | €508.5b | €29.2b | 15.3x | 11.6x | 0.7x |
| Fri, 12 Aug 2022 | €378.1b | €495.8b | €28.9b | 17.5x | 13.1x | 0.8x |
| Sun, 10 Jul 2022 | €346.0b | €479.8b | €27.8b | 16.8x | 12.5x | 0.7x |
| Tue, 07 Jun 2022 | €401.4b | €479.7b | €27.8b | 19.1x | 14.4x | 0.8x |
| Thu, 05 May 2022 | €405.6b | €456.6b | €25.3b | 19.9x | 16.1x | 0.9x |
| Sat, 02 Apr 2022 | €407.6b | €455.0b | €24.9b | 19.2x | 16.3x | 0.9x |
| Mon, 28 Feb 2022 | €407.9b | €436.3b | €20.0b | 20.7x | 20.4x | 0.9x |
Price to Earnings Ratio
20.4x
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 20.7x which is higher than its 3-year average PE of 14.1x.
- The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 8.4% per year over the last three years.
- Revenues for these companies have grown 9.0% 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 | -1.32% | |
| Industrials | -0.35% | |
| Aerospace & Defense | 9.98% | |
| Commercial Services | 2.53% | |
| Construction | 2.27% | |
| Building | 1.59% | |
| Marine and Shipping | 1.14% | |
| Machinery | 0.14% | |
| Transportation | -0.47% | |
| Professional Services | -0.69% | |
| Logistics | -1.12% | |
| Industrials | -2.72% | |
| Trade Distributors | -2.76% | |
| Electrical | -3.22% | |
| Infrastructure | -4.44% | |
| Airlines | -5.72% | |
Industry PE
- Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 36.9x.
- Analysts are expecting annual earnings growth of 21.4%, 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 50% 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 16% 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 | €889.60 | 17.5% +€5.8b | 121.5% | PE56.4x | |
| HAG Hensoldt | €45.30 | 24.3% +€1.0b | 34.2% | PE523.2x | |
| 8TRA Traton | €34.45 | 3.0% +€500.0m | 45.7% | PE6.7x | |
| R3NK RENK Group | €28.69 | 12.9% +€327.0m | 10.0% | PE140.5x | |
| HLAG Hapag-Lloyd | €150.30 | 1.1% +€298.8m | 10.5% | PE18.1x |
