Narrative Update • Jun 24

Over the last 7 days, the Construction industry has dropped 5.8%, driven by a pullback from HOCHTIEF of 5.8%. In the past year, the industry has gained 172%. As for the next few years, earnings are expected to grow by 22% per annum.
Has the German Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | €38.5b | €40.9b | €741.3m | 23.4x | 52x | 0.9x |
| Thu, 28 May 2026 | €37.6b | €41.3b | €739.0m | 36.5x | 50.9x | 0.9x |
| Sat, 25 Apr 2026 | €35.9b | €41.0b | €896.8m | 32.5x | 40x | 0.9x |
| Mon, 23 Mar 2026 | €30.4b | €41.0b | €896.8m | 29.9x | 33.9x | 0.7x |
| Wed, 18 Feb 2026 | €30.5b | €40.6b | €846.8m | 32.1x | 36x | 0.8x |
| Fri, 16 Jan 2026 | €29.3b | €40.7b | €858.8m | 32.7x | 34.1x | 0.7x |
| Sun, 14 Dec 2025 | €25.9b | €40.8b | €870.2m | 28.9x | 29.7x | 0.6x |
| Tue, 11 Nov 2025 | €22.4b | €40.8b | €870.2m | 25.5x | 25.8x | 0.6x |
| Thu, 09 Oct 2025 | €21.1b | €40.0b | €838.7m | 27.2x | 25.1x | 0.5x |
| Sat, 06 Sep 2025 | €17.8b | €40.0b | €838.7m | 28.1x | 21.3x | 0.4x |
| Mon, 04 Aug 2025 | €15.5b | €40.1b | €846.8m | 28.9x | 18.4x | 0.4x |
| Wed, 02 Jul 2025 | €14.2b | €38.5b | €984.5m | 22x | 14.4x | 0.4x |
| Fri, 30 May 2025 | €13.9b | €38.5b | €984.5m | 21.7x | 14.1x | 0.4x |
| Sun, 27 Apr 2025 | €14.0b | €35.9b | €799.9m | 30.4x | 17.6x | 0.4x |
| Tue, 25 Mar 2025 | €14.2b | €35.9b | €799.9m | 32.7x | 17.7x | 0.4x |
| Thu, 20 Feb 2025 | €13.1b | €33.6b | €745.1m | 27x | 17.5x | 0.4x |
| Sat, 18 Jan 2025 | €11.6b | €33.6b | €738.1m | 32.2x | 15.7x | 0.3x |
| Mon, 16 Dec 2024 | €10.9b | €33.7b | €727.9m | 31.3x | 14.9x | 0.3x |
| Wed, 13 Nov 2024 | €9.9b | €33.7b | €727.9m | 33x | 13.6x | 0.3x |
| Fri, 11 Oct 2024 | €9.7b | €32.1b | €704.2m | 36.5x | 13.8x | 0.3x |
| Sun, 08 Sep 2024 | €9.7b | €32.7b | €742.8m | 33.5x | 13.1x | 0.3x |
| Tue, 06 Aug 2024 | €9.1b | €32.1b | €704.3m | 45.3x | 12.9x | 0.3x |
| Thu, 04 Jul 2024 | €9.5b | €31.0b | €431.0m | 60.9x | 22x | 0.3x |
| Sat, 01 Jun 2024 | €9.3b | €31.0b | €431.0m | 70.6x | 21.5x | 0.3x |
| Mon, 29 Apr 2024 | €9.2b | €30.4b | €435.7m | 52x | 21.1x | 0.3x |
| Wed, 27 Mar 2024 | €10.3b | €30.4b | €435.7m | 63.1x | 23.8x | 0.3x |
| Fri, 23 Feb 2024 | €10.0b | €30.1b | €420.4m | 67.2x | 23.9x | 0.3x |
| Sun, 21 Jan 2024 | €10.6b | €31.8b | €334.4m | 51.3x | 31.7x | 0.3x |
| Tue, 19 Dec 2023 | €10.1b | €31.7b | €328.6m | 69x | 30.7x | 0.3x |
| Thu, 16 Nov 2023 | €10.4b | €31.7b | €328.6m | 69.1x | 31.6x | 0.3x |
| Sat, 14 Oct 2023 | €9.8b | €31.6b | €324.9m | 70x | 30.1x | 0.3x |
| Mon, 11 Sep 2023 | €10.7b | €31.6b | €328.2m | 14.9x | 32.6x | 0.3x |
| Wed, 09 Aug 2023 | €10.2b | €31.5b | €331.9m | 13.3x | 30.8x | 0.3x |
| Fri, 07 Jul 2023 | €9.1b | €30.8b | €316.8m | 7.2x | 28.7x | 0.3x |
28.7x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -2.44% | |
| Industrials | -4.90% | |
| Construction | -5.79% | |
| Construction and Engineering | -5.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| B5A0 BAUER | €6.08 | 4.8% +€12.1m | -6.5% | PE23.4x | |
| EBGK Aleia Holding | €0.094 | 16.0% +€241.2k | -32.4% | n/a |