Narrative Update • Jun 01

Over the last 7 days, the Electrical industry has dropped 8.4%, driven by a pullback from Siemens Energy of 12%. On the other hand 2G Energy is actually up 17%. This takes the industry's 12 month performance to a gain of 83%. 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 |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | €175.6b | €52.7b | €2.5b | 32.8x | 69.3x | 3.3x |
| Thu, 30 Apr 2026 | €185.3b | €51.7b | €2.2b | 35x | 85.6x | 3.6x |
| Sat, 28 Mar 2026 | €153.6b | €51.6b | €1.8b | 32.3x | 83.4x | 3x |
| Mon, 23 Feb 2026 | €170.4b | €51.4b | €1.6b | 55x | 104.3x | 3.3x |
| Wed, 21 Jan 2026 | €139.2b | €50.6b | €1.1b | 49.8x | 121.8x | 2.8x |
| Fri, 19 Dec 2025 | €127.5b | €50.6b | €1.1b | 51.7x | 111.6x | 2.5x |
| Sun, 16 Nov 2025 | €119.1b | €50.6b | €1.1b | 54.5x | 104.4x | 2.4x |
| Tue, 14 Oct 2025 | €117.7b | €48.2b | €926.8m | 53.1x | 127x | 2.4x |
| Thu, 11 Sep 2025 | €98.4b | €48.2b | €932.3m | 45x | 105.5x | 2x |
| Sat, 09 Aug 2025 | €101.7b | €48.1b | €906.8m | 44.5x | 112.1x | 2.1x |
| Mon, 07 Jul 2025 | €86.5b | €47.1b | €150.0m | 44.5x | 576.6x | 1.8x |
| Wed, 04 Jun 2025 | €83.4b | €47.1b | €150.0m | 42x | 555.6x | 1.8x |
| Fri, 02 May 2025 | €65.6b | €45.3b | -€216,369,722.00 | 34.1x | -303.3x | 1.4x |
| Sun, 30 Mar 2025 | €55.5b | €45.3b | -€188,699,009.00 | 41.1x | -294.1x | 1.2x |
| Tue, 25 Feb 2025 | €55.0b | €45.9b | -€277,646,146.00 | 18.6x | -198x | 1.2x |
| Thu, 23 Jan 2025 | €51.9b | €44.7b | €1.1b | 24.4x | 48x | 1.2x |
| Sat, 21 Dec 2024 | €50.8b | €44.7b | €1.1b | 22.4x | 46.9x | 1.1x |
| Mon, 18 Nov 2024 | €47.6b | €44.6b | €1.1b | 20.9x | 43.9x | 1.1x |
| Wed, 16 Oct 2024 | €38.6b | €43.5b | €473.6m | 19x | 81.4x | 0.9x |
| Fri, 13 Sep 2024 | €27.7b | €43.5b | €414.0m | 12.4x | 66.9x | 0.6x |
| Sun, 11 Aug 2024 | €26.1b | €43.5b | €429.1m | 14.1x | 60.8x | 0.6x |
| Tue, 09 Jul 2024 | €28.7b | €41.9b | -€2,519,274,508.00 | 18.3x | -11.4x | 0.7x |
| Thu, 06 Jun 2024 | €26.9b | €42.0b | -€2,654,372,804.00 | 19.3x | -10.1x | 0.6x |
| Sat, 04 May 2024 | €28.1b | €41.4b | -€3,067,747,699.00 | 20.4x | -9.2x | 0.7x |
| Mon, 01 Apr 2024 | €20.9b | €41.4b | -€3,111,781,751.00 | 17.8x | -6.7x | 0.5x |
| Wed, 28 Feb 2024 | €22.8b | €41.2b | -€3,299,567,230.00 | 20.1x | -6.9x | 0.6x |
| Fri, 26 Jan 2024 | €22.5b | €40.7b | -€5,375,590,582.00 | 21x | -4.2x | 0.6x |
| Sun, 24 Dec 2023 | €21.2b | €40.7b | -€5,375,590,582.00 | 21.3x | -3.9x | 0.5x |
| Tue, 21 Nov 2023 | €21.7b | €40.7b | -€5,375,590,582.00 | 20.9x | -4x | 0.5x |
| Thu, 19 Oct 2023 | €21.0b | €41.4b | -€4,126,857,394.00 | 20.5x | -5.1x | 0.5x |
| Sat, 16 Sep 2023 | €23.2b | €41.4b | -€4,127,050,076.00 | 23.4x | -5.6x | 0.6x |
| Mon, 14 Aug 2023 | €23.8b | €41.2b | -€4,100,948,306.00 | 24.9x | -5.8x | 0.6x |
| Wed, 12 Jul 2023 | €25.0b | €40.7b | -€1,472,786,306.00 | 27.8x | -17x | 0.6x |
| Fri, 09 Jun 2023 | €31.5b | €40.7b | -€1,481,643,033.00 | 30.4x | -21.2x | 0.8x |
-21.2x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -0.78% | |
| Industrials | -2.14% | |
| Electrical | -8.40% | |
| Electrical Components | -2.19% | |
| Heavy Electrical Equipment | -9.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2GB 2G Energy | €66.80 | 17.3% +€176.7m | 117.2% | PE48.9x | |
| SGL SGL Carbon | €5.15 | 12.8% +€71.5m | 42.3% | PS0.8x | |
| PFSE PFISTERER Holding | €102.20 | 1.2% +€21.7m | 192.0% | PE32.2x | |
| PNE3 PNE | €10.12 | 0.8% +€6.1m | -34.0% | PS3.4x | |
| NDX1 Nordex | €42.52 | 0.05% +€4.7m | 138.1% | PE31.4x |