Narrative Update • Jun 04

Over the last 7 days, the Electrical industry has dropped 12%, driven by a pullback from Siemens Energy of 7.8%. This takes the industry's 12 month performance to a gain of 61%. Looking forward, earnings are forecast to grow by 27% annually.
Has the German Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | €151.9b | €52.7b | €2.5b | 30.4x | 59.9x | 2.9x |
| Sun, 10 May 2026 | €188.8b | €52.3b | €2.2b | 34.5x | 85.6x | 3.6x |
| Tue, 07 Apr 2026 | €159.1b | €51.6b | €2.0b | 28.4x | 80.9x | 3.1x |
| Thu, 05 Mar 2026 | €169.7b | €51.7b | €1.8b | 37x | 94.2x | 3.3x |
| Sat, 31 Jan 2026 | €152.3b | €50.6b | €1.1b | 52.5x | 133x | 3x |
| Mon, 29 Dec 2025 | €128.5b | €50.6b | €1.1b | 50.1x | 112.4x | 2.5x |
| Wed, 26 Nov 2025 | €115.4b | €50.6b | €1.1b | 53.8x | 100.6x | 2.3x |
| Fri, 24 Oct 2025 | €108.3b | €48.2b | €928.3m | 48.7x | 116.7x | 2.2x |
| Sun, 21 Sep 2025 | €105.7b | €48.2b | €932.1m | 52x | 113.4x | 2.2x |
| Tue, 19 Aug 2025 | €101.4b | €48.1b | €917.4m | 37.5x | 110.5x | 2.1x |
| Thu, 17 Jul 2025 | €85.9b | €47.1b | €150.0m | 43.8x | 572.5x | 1.8x |
| Sat, 14 Jun 2025 | €80.1b | €47.1b | €150.0m | 43.7x | 533.7x | 1.7x |
| Mon, 12 May 2025 | €71.6b | €46.8b | €118.9m | 45.9x | 602.1x | 1.5x |
| Wed, 09 Apr 2025 | €52.0b | €45.2b | -€249,026,009.00 | 31.6x | -208.8x | 1.1x |
| Fri, 07 Mar 2025 | €58.3b | €46.1b | -€290,806,146.00 | 19.4x | -200.5x | 1.3x |
| Sun, 02 Feb 2025 | €56.5b | €44.7b | €1.1b | 25.7x | 52.6x | 1.3x |
| Tue, 31 Dec 2024 | €50.5b | €44.7b | €1.1b | 22.9x | 46.7x | 1.1x |
| Thu, 28 Nov 2024 | €48.7b | €44.7b | €1.1b | 21.5x | 45x | 1.1x |
| Sat, 26 Oct 2024 | €41.6b | €43.5b | €473.2m | 18.3x | 87.9x | 1x |
| Mon, 23 Sep 2024 | €37.1b | €43.5b | €473.6m | 17.1x | 78.4x | 0.9x |
| Wed, 21 Aug 2024 | €26.1b | €43.5b | €412.1m | 14.5x | 63.5x | 0.6x |
| Fri, 19 Jul 2024 | €26.9b | €41.9b | -€2,519,274,508.00 | 17.6x | -10.7x | 0.6x |
| Sun, 16 Jun 2024 | €25.6b | €42.0b | -€2,654,372,804.00 | 19x | -9.7x | 0.6x |
| Tue, 14 May 2024 | €27.1b | €41.7b | -€2,857,134,699.00 | 19.6x | -9.5x | 0.7x |
| Thu, 11 Apr 2024 | €26.5b | €41.4b | -€3,052,202,751.00 | 22x | -8.7x | 0.6x |
| Sat, 09 Mar 2024 | €23.5b | €41.4b | -€3,142,508,230.00 | 20.1x | -7.5x | 0.6x |
| Mon, 05 Feb 2024 | €22.8b | €40.7b | -€5,360,417,582.00 | 21.2x | -4.3x | 0.6x |
| Wed, 03 Jan 2024 | €22.0b | €40.7b | -€5,375,590,582.00 | 21.5x | -4.1x | 0.5x |
| Fri, 01 Dec 2023 | €20.6b | €40.7b | -€5,375,590,582.00 | 20x | -3.8x | 0.5x |
| Sun, 29 Oct 2023 | €17.9b | €41.4b | -€4,126,857,394.00 | 19.4x | -4.3x | 0.4x |
| Tue, 26 Sep 2023 | €22.4b | €41.4b | -€4,127,050,076.00 | 22.4x | -5.4x | 0.5x |
| Thu, 24 Aug 2023 | €23.0b | €41.2b | -€4,088,777,270.00 | 22.2x | -5.6x | 0.6x |
| Sat, 22 Jul 2023 | €25.5b | €40.7b | -€1,472,786,306.00 | 27x | -17.3x | 0.6x |
| Mon, 19 Jun 2023 | €31.4b | €40.7b | -€1,481,486,937.00 | 31.9x | -21.2x | 0.8x |
-21.2x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -2.62% | |
| Industrials | -5.53% | |
| Electrical | -11.93% | |
| Electrical Components | -5.82% | |
| Heavy Electrical Equipment | -12.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LMIA LION E-Mobility | €2.28 | 2.7% +€742.5k | 74.0% | PE12.3x | |
| VOTR Voltatron | €3.75 | 0.8% +€671.6k | 43.5% | PE80.1x |