Narrative Update • Jul 10

Over the last 7 days, the Electrical industry has dropped 9.6%, driven by Siemens Energy declining 9.5%. Over the past 12 months, the industry was up 61%. As for the next few years, earnings are expected to grow by 27% per annum.
Has the German Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | €163.3b | €52.8b | €2.5b | 31.6x | 64.4x | 3.1x |
| Tue, 09 Jun 2026 | €170.3b | €52.7b | €2.5b | 31.3x | 67.1x | 3.2x |
| Thu, 07 May 2026 | €195.1b | €51.7b | €2.2b | 35.7x | 90.1x | 3.8x |
| Sat, 04 Apr 2026 | €159.1b | €51.6b | €2.0b | 28.4x | 80.9x | 3.1x |
| Mon, 02 Mar 2026 | €173.1b | €51.7b | €1.8b | 37.1x | 96.2x | 3.3x |
| Wed, 28 Jan 2026 | €150.7b | €50.6b | €1.1b | 56x | 131.6x | 3x |
| Fri, 26 Dec 2025 | €128.5b | €50.6b | €1.1b | 50.3x | 112.5x | 2.5x |
| Sun, 23 Nov 2025 | €110.1b | €50.6b | €1.1b | 53.5x | 95.9x | 2.2x |
| Tue, 21 Oct 2025 | €111.0b | €48.2b | €928.2m | 47.6x | 119.6x | 2.3x |
| Thu, 18 Sep 2025 | €97.2b | €48.2b | €932.2m | 50.7x | 104.3x | 2x |
| Sat, 16 Aug 2025 | €99.8b | €48.1b | €905.1m | 42.6x | 110.3x | 2.1x |
| Mon, 14 Jul 2025 | €86.1b | €47.1b | €150.0m | 45.2x | 574x | 1.8x |
| Wed, 11 Jun 2025 | €78.7b | €47.1b | €150.0m | 43.9x | 524.7x | 1.7x |
| Fri, 09 May 2025 | €70.5b | €45.1b | -€216,021,722.00 | 37.5x | -326.5x | 1.6x |
| Sun, 06 Apr 2025 | €50.6b | €45.2b | -€249,026,009.00 | 30.4x | -203x | 1.1x |
| Tue, 04 Mar 2025 | €55.1b | €46.1b | -€290,806,146.00 | 18.3x | -189.4x | 1.2x |
| Thu, 30 Jan 2025 | €53.7b | €44.7b | €1.1b | 24.9x | 49.7x | 1.2x |
| Sat, 28 Dec 2024 | €50.3b | €44.7b | €1.1b | 22.7x | 46.5x | 1.1x |
| Mon, 25 Nov 2024 | €48.4b | €44.7b | €1.1b | 21.5x | 44.8x | 1.1x |
| Wed, 23 Oct 2024 | €40.1b | €43.5b | €473.2m | 18.5x | 84.8x | 0.9x |
| Fri, 20 Sep 2024 | €37.0b | €43.5b | €473.6m | 17.8x | 78.1x | 0.8x |
| Sun, 18 Aug 2024 | €26.9b | €43.5b | €419.5m | 13.9x | 64.1x | 0.6x |
| Tue, 16 Jul 2024 | €28.1b | €41.9b | -€2,519,274,508.00 | 17.9x | -11.2x | 0.7x |
| Thu, 13 Jun 2024 | €26.0b | €42.0b | -€2,654,372,804.00 | 20.1x | -9.8x | 0.6x |
| Sat, 11 May 2024 | €27.1b | €41.7b | -€2,857,134,699.00 | 19.5x | -9.5x | 0.7x |
| Mon, 08 Apr 2024 | €26.2b | €41.4b | -€3,052,202,751.00 | 21.2x | -8.6x | 0.6x |
| Wed, 06 Mar 2024 | €23.0b | €41.4b | -€3,142,508,230.00 | 19.8x | -7.3x | 0.6x |
| Fri, 02 Feb 2024 | €22.8b | €40.7b | -€5,375,590,582.00 | 21.3x | -4.2x | 0.6x |
| Sun, 31 Dec 2023 | €22.1b | €40.7b | -€5,375,590,582.00 | 21.9x | -4.1x | 0.5x |
| Tue, 28 Nov 2023 | €20.5b | €40.7b | -€5,375,590,582.00 | 20.2x | -3.8x | 0.5x |
| Thu, 26 Oct 2023 | €20.4b | €41.4b | -€4,126,857,394.00 | 19.4x | -4.9x | 0.5x |
| Sat, 23 Sep 2023 | €22.4b | €41.4b | -€4,127,050,076.00 | 23x | -5.4x | 0.5x |
| Mon, 21 Aug 2023 | €22.9b | €41.2b | -€4,088,522,306.00 | 21.7x | -5.6x | 0.6x |
| Wed, 19 Jul 2023 | €25.6b | €40.7b | -€1,472,786,306.00 | 26.8x | -17.4x | 0.6x |
-17.4x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -2.52% | |
| Industrials | -5.36% | |
| Electrical | -9.62% | |
| Heavy Electrical Equipment | -9.48% | |
| Electrical Components | -10.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| F3C SFC Energy | €19.96 | 1.4% +€4.9m | -11.9% | PS2.5x | |
| VOTR Voltatron | €4.01 | 4.4% +€3.8m | 36.2% | PE85.6x | |
| HNL Hoenle | €8.88 | 4.2% +€2.2m | -4.1% | PS0.6x |