Narrative Update • Aug 25

Over the last 7 days, the Electrical industry has remained flat, although notably Plejd gained 5.0%. The past year has been better, since the industry has gained 54% in that time. Earnings are forecast to grow by 25% annually.
Has the German Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | €163.4b | €54.8b | €3.2b | 32.5x | 50.5x | 3x |
| Fri, 24 Jul 2026 | €161.3b | €52.8b | €2.5b | 31.4x | 63.6x | 3.1x |
| Sun, 21 Jun 2026 | €182.4b | €52.8b | €2.5b | 34x | 71.7x | 3.5x |
| Tue, 19 May 2026 | €182.2b | €52.7b | €2.5b | 37x | 72.1x | 3.5x |
| Thu, 16 Apr 2026 | €179.6b | €51.6b | €2.0b | 34.8x | 91.1x | 3.5x |
| Sat, 14 Mar 2026 | €153.3b | €51.7b | €1.8b | 37.3x | 85.2x | 3x |
| Mon, 09 Feb 2026 | €158.5b | €50.6b | €1.1b | 53.9x | 138.5x | 3.1x |
| Wed, 07 Jan 2026 | €135.5b | €50.6b | €1.1b | 50.3x | 118.6x | 2.7x |
| Fri, 05 Dec 2025 | €124.7b | €50.6b | €1.1b | 53.1x | 109.2x | 2.5x |
| Sun, 02 Nov 2025 | €116.2b | €48.2b | €928.2m | 48.2x | 125.2x | 2.4x |
| Tue, 30 Sep 2025 | €109.2b | €48.2b | €926.4m | 53.7x | 117.9x | 2.3x |
| Thu, 28 Aug 2025 | €97.0b | €48.2b | €930.6m | 52x | 104.2x | 2x |
| Sat, 26 Jul 2025 | €90.9b | €47.1b | €150.0m | 45.7x | 605.7x | 1.9x |
| Mon, 23 Jun 2025 | €81.9b | €47.1b | €150.0m | 42.5x | 545.9x | 1.7x |
| Wed, 21 May 2025 | €75.4b | €46.7b | €115.8m | 42.9x | 651x | 1.6x |
| Fri, 18 Apr 2025 | €62.4b | €45.2b | -€249,026,009.00 | 33.7x | -250.7x | 1.4x |
| Sun, 16 Mar 2025 | €54.0b | €45.3b | -€54,295,146.00 | 12.5x | -995.3x | 1.2x |
| Tue, 11 Feb 2025 | €56.2b | €44.7b | €1.1b | 24.3x | 52.3x | 1.3x |
| Thu, 09 Jan 2025 | €50.6b | €44.7b | €1.1b | 24.6x | 46.8x | 1.1x |
| Sat, 07 Dec 2024 | €51.3b | €44.7b | €1.1b | 21.8x | 47.4x | 1.1x |
| Mon, 04 Nov 2024 | €41.3b | €43.5b | €473.2m | 18x | 87.4x | 0.9x |
| Wed, 02 Oct 2024 | €38.0b | €43.5b | €473.6m | 17.3x | 80.3x | 0.9x |
| Fri, 30 Aug 2024 | €27.2b | €43.5b | €411.9m | 15.1x | 66.1x | 0.6x |
| Sun, 28 Jul 2024 | €27.3b | €42.0b | -€2,435,051,508.00 | 17.2x | -11.2x | 0.7x |
| Tue, 25 Jun 2024 | €26.7b | €42.0b | -€2,654,372,804.00 | 18x | -10.1x | 0.6x |
| Thu, 23 May 2024 | €27.0b | €42.0b | -€2,654,375,804.00 | 20x | -10.2x | 0.6x |
| Sat, 20 Apr 2024 | €26.1b | €41.4b | -€3,051,515,772.00 | 21.1x | -8.5x | 0.6x |
| Mon, 18 Mar 2024 | €18.6b | €41.4b | -€3,142,508,230.00 | 19.8x | -5.9x | 0.4x |
| Wed, 14 Feb 2024 | €23.4b | €41.2b | -€3,297,072,230.00 | 21.4x | -7.1x | 0.6x |
| Fri, 12 Jan 2024 | €21.8b | €40.7b | -€5,375,590,582.00 | 20.9x | -4x | 0.5x |
| Sun, 10 Dec 2023 | €21.1b | €40.7b | -€5,375,590,582.00 | 20.3x | -3.9x | 0.5x |
| Tue, 07 Nov 2023 | €19.8b | €41.4b | -€4,230,451,394.00 | 21.1x | -4.7x | 0.5x |
| Thu, 05 Oct 2023 | €22.2b | €41.4b | -€4,127,050,076.00 | 20.8x | -5.4x | 0.5x |
| Sat, 02 Sep 2023 | €23.1b | €41.3b | -€4,127,926,980.00 | 24.6x | -5.6x | 0.6x |
-5.6x
Which industries have driven the changes within the German Industrials industry?
| DE Market | 0.86% | |
| Industrials | 0.77% | |
| Electrical | -0.69% | |
| Electrical Components | 1.68% | |
| Heavy Electrical Equipment | -1.03% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PFSE PFISTERER Holding | €73.10 | 6.3% +€78.3m | 5.8% | PE19.7x | |
| 3CA Plejd | €87.55 | 5.0% +€47.0m | 11.2% | PE47.6x | |
| EKT Energiekontor | €27.05 | 4.2% +€15.3m | -39.6% | PE32.5x | |
| PNE3 PNE | €7.35 | 2.1% +€11.5m | -47.3% | PS2.2x | |
| SGL SGL Carbon | €4.18 | 1.2% +€6.1m | 27.5% | PS0.6x |