Narrative Update • Jun 26

Over the last 7 days, the Electrical industry has dropped 8.4%, driven by Siemens Energy declining 8.9%. This takes the industry's 12 month performance to a gain of 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 |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | €167.1b | €52.8b | €2.5b | 32.7x | 65.7x | 3.2x |
| Wed, 27 May 2026 | €191.3b | €52.7b | €2.5b | 34.1x | 75.6x | 3.6x |
| Fri, 24 Apr 2026 | €191.4b | €51.6b | €2.1b | 35.6x | 89.8x | 3.7x |
| Sun, 22 Mar 2026 | €150.9b | €51.7b | €1.9b | 39.1x | 80x | 2.9x |
| Tue, 17 Feb 2026 | €168.6b | €51.4b | €1.6b | 54.9x | 103.2x | 3.3x |
| Thu, 15 Jan 2026 | €134.3b | €50.6b | €1.1b | 47.9x | 117.5x | 2.7x |
| Sat, 13 Dec 2025 | €126.9b | €50.6b | €1.1b | 53.7x | 111x | 2.5x |
| Mon, 10 Nov 2025 | €111.6b | €49.7b | €749.2m | 44.6x | 149x | 2.2x |
| Wed, 08 Oct 2025 | €114.6b | €48.2b | €926.5m | 53.2x | 123.6x | 2.4x |
| Fri, 05 Sep 2025 | €94.2b | €48.2b | €875.3m | 48.2x | 107.6x | 2x |
| Sun, 03 Aug 2025 | €102.7b | €47.2b | €193.5m | 43.5x | 530.8x | 2.2x |
| Tue, 01 Jul 2025 | €90.4b | €47.1b | €150.0m | 42.9x | 602.7x | 1.9x |
| Thu, 29 May 2025 | €80.9b | €47.1b | €149.1m | 43.1x | 542.2x | 1.7x |
| Sat, 26 Apr 2025 | €65.7b | €45.2b | -€243,013,009.00 | 34.9x | -270.5x | 1.5x |
| Mon, 24 Mar 2025 | €61.1b | €45.3b | -€143,516,146.00 | 27.7x | -425.9x | 1.4x |
| Wed, 19 Feb 2025 | €61.2b | €45.9b | -€277,646,146.00 | 18.3x | -220.3x | 1.3x |
| Fri, 17 Jan 2025 | €50.8b | €44.7b | €1.1b | 25x | 46.9x | 1.1x |
| Sun, 15 Dec 2024 | €49.5b | €44.7b | €1.1b | 23.5x | 45.7x | 1.1x |
| Tue, 12 Nov 2024 | €42.8b | €43.5b | €443.3m | 17.3x | 96.5x | 1x |
| Thu, 10 Oct 2024 | €39.5b | €43.5b | €473.6m | 17.3x | 83.4x | 0.9x |
| Sat, 07 Sep 2024 | €25.5b | €43.5b | €414.0m | 12.5x | 61.5x | 0.6x |
| Mon, 05 Aug 2024 | €25.9b | €42.2b | -€2,434,689,508.00 | 16.4x | -10.6x | 0.6x |
| Wed, 03 Jul 2024 | €25.9b | €41.9b | -€2,519,274,508.00 | 17.2x | -10.3x | 0.6x |
| Fri, 31 May 2024 | €28.6b | €42.0b | -€2,654,372,804.00 | 19.5x | -10.8x | 0.7x |
| Sun, 28 Apr 2024 | €27.0b | €41.4b | -€3,060,543,772.00 | 20.8x | -8.8x | 0.7x |
| Tue, 26 Mar 2024 | €20.5b | €41.4b | -€3,163,108,230.00 | 21x | -6.5x | 0.5x |
| Thu, 22 Feb 2024 | €22.8b | €41.2b | -€3,297,072,230.00 | 20.4x | -6.9x | 0.6x |
| Sat, 20 Jan 2024 | €21.2b | €40.7b | -€5,375,590,582.00 | 19.9x | -3.9x | 0.5x |
| Mon, 18 Dec 2023 | €21.3b | €40.7b | -€5,375,590,582.00 | 20.3x | -4x | 0.5x |
| Wed, 15 Nov 2023 | €20.5b | €41.4b | -€4,237,609,394.00 | 20.5x | -4.8x | 0.5x |
| Fri, 13 Oct 2023 | €21.8b | €41.4b | -€4,126,857,394.00 | 21x | -5.3x | 0.5x |
| Sun, 10 Sep 2023 | €22.2b | €41.4b | -€4,127,050,076.00 | 23.5x | -5.4x | 0.5x |
| Tue, 08 Aug 2023 | €24.5b | €41.0b | -€1,475,489,306.00 | 26.1x | -16.6x | 0.6x |
| Thu, 06 Jul 2023 | €24.8b | €40.7b | -€1,472,786,306.00 | 30.1x | -16.9x | 0.6x |
-16.9x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -1.70% | |
| Industrials | -4.95% | |
| Electrical | -8.45% | |
| Electrical Components | -6.25% | |
| Heavy Electrical Equipment | -8.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OSR OSRAM Licht | €53.20 | 0.4% +€18.8m | 4.3% | PE32.9x | |
| VOTR Voltatron | €3.77 | 6.0% +€4.8m | 43.9% | PE80.6x | |
| LMIA LION E-Mobility | €2.32 | 18.4% +€4.5m | 77.1% | PE12.5x | |
| CY1K SBF | €3.32 | 2.5% +€776.5k | -54.5% | PS0.8x | |
| C0M CCS Abwicklungs | €0.015 | 24.0% +€15.2k | -81.1% | n/a |