Narrative Update • Jun 03

Over the last 7 days, the Construction industry has risen 1.6%, driven by gains from HOCHTIEF of 1.9%. Meanwhile, thyssenkrupp nucera KGaA actually underperformed within the industry, shrinking 7.8% in the last week. This takes the industry's 12 month performance to a gain of 176%. Earnings are forecast to grow by 21% annually.
Has the German Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | €38.7b | €41.5b | €799.0m | 36.9x | 48.5x | 0.9x |
| Mon, 04 May 2026 | €35.8b | €41.0b | €896.8m | 33x | 39.9x | 0.9x |
| Wed, 01 Apr 2026 | €30.0b | €41.0b | €896.8m | 29.2x | 33.4x | 0.7x |
| Fri, 27 Feb 2026 | €31.8b | €41.0b | €896.8m | 31.7x | 35.4x | 0.8x |
| Sun, 25 Jan 2026 | €28.8b | €40.7b | €858.8m | 32.2x | 33.6x | 0.7x |
| Tue, 23 Dec 2025 | €26.6b | €40.7b | €859.2m | 29.5x | 30.9x | 0.7x |
| Thu, 20 Nov 2025 | €22.4b | €40.8b | €870.2m | 25.1x | 25.7x | 0.5x |
| Sat, 18 Oct 2025 | €20.6b | €40.0b | €838.7m | 27x | 24.6x | 0.5x |
| Mon, 15 Sep 2025 | €19.1b | €40.0b | €838.7m | 27.4x | 22.7x | 0.5x |
| Wed, 13 Aug 2025 | €17.9b | €40.1b | €846.8m | 28.9x | 21.1x | 0.4x |
| Fri, 11 Jul 2025 | €14.8b | €38.5b | €981.2m | 32.2x | 15.1x | 0.4x |
| Sun, 08 Jun 2025 | €14.0b | €38.5b | €984.5m | 23x | 14.2x | 0.4x |
| Tue, 06 May 2025 | €14.6b | €35.9b | €799.9m | 32.4x | 18.3x | 0.4x |
| Thu, 03 Apr 2025 | €13.2b | €35.9b | €799.9m | 30.7x | 16.5x | 0.4x |
| Sat, 01 Mar 2025 | €12.8b | €35.9b | €799.9m | 27.8x | 16x | 0.4x |
| Mon, 27 Jan 2025 | €12.2b | €33.6b | €738.1m | 29.7x | 16.5x | 0.4x |
| Wed, 25 Dec 2024 | €11.2b | €33.8b | €733.2m | 30.1x | 15.3x | 0.3x |
| Fri, 22 Nov 2024 | €9.9b | €33.7b | €727.9m | 32x | 13.7x | 0.3x |
| Sun, 20 Oct 2024 | €10.3b | €32.1b | €704.2m | 36.9x | 14.6x | 0.3x |
| Tue, 17 Sep 2024 | €9.3b | €32.1b | €704.0m | 45.4x | 13.2x | 0.3x |
| Thu, 15 Aug 2024 | €9.3b | €32.1b | €704.0m | 45.1x | 13.2x | 0.3x |
| Sat, 13 Jul 2024 | €9.7b | €31.0b | €431.0m | 61.6x | 22.5x | 0.3x |
| Mon, 10 Jun 2024 | €9.1b | €31.0b | €431.0m | 67.4x | 21.2x | 0.3x |
| Wed, 08 May 2024 | €9.5b | €30.6b | €435.5m | 55.1x | 21.8x | 0.3x |
| Fri, 05 Apr 2024 | €9.9b | €30.4b | €435.7m | 58.9x | 22.7x | 0.3x |
| Sun, 03 Mar 2024 | €10.5b | €30.4b | €435.8m | 65.5x | 24x | 0.3x |
| Tue, 30 Jan 2024 | €9.9b | €31.8b | €334.4m | 49.5x | 29.7x | 0.3x |
| Thu, 28 Dec 2023 | €10.5b | €31.8b | €334.1m | 60.4x | 31.5x | 0.3x |
| Sat, 25 Nov 2023 | €10.3b | €31.7b | €328.6m | 70.3x | 31.2x | 0.3x |
| Mon, 23 Oct 2023 | €9.6b | €31.6b | €324.9m | 68.7x | 29.5x | 0.3x |
| Wed, 20 Sep 2023 | €10.6b | €31.6b | €328.2m | 14.8x | 32.3x | 0.3x |
| Fri, 18 Aug 2023 | €10.5b | €31.5b | €331.9m | 14x | 31.7x | 0.3x |
| Sun, 16 Jul 2023 | €9.5b | €30.8b | €316.8m | 7.3x | 30.1x | 0.3x |
| Tue, 13 Jun 2023 | €6.6b | €29.0b | €410.6m | 6.9x | 16.1x | 0.2x |
16.1x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -1.53% | |
| Industrials | -1.90% | |
| Construction | 1.61% | |
| Construction and Engineering | 1.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HOT HOCHTIEF | €496.00 | 1.9% +€707.3m | 201.3% | PE46.4x | |
| M4N Give | €1.42 | 3.6% +€690.0k | 0% | PS1.9x | |
| EBGK Aleia Holding | €0.14 | 6.3% +€148.4k | -2.9% | n/a |