Narrative Update • Jun 29

In the last week, the Electrical industry is up 7.1%, with Siemens Energy up 8.5%. This takes the industry's 12 month performance to a gain of 74%. 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 |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | €181.8b | €52.8b | €2.5b | 32.9x | 71.7x | 3.4x |
| Thu, 04 Jun 2026 | €173.5b | €52.7b | €2.5b | 34.5x | 68.5x | 3.3x |
| Sat, 02 May 2026 | €190.2b | €51.7b | €2.2b | 36.2x | 87.9x | 3.7x |
| Mon, 30 Mar 2026 | €153.3b | €51.6b | €2.0b | 32.3x | 78.3x | 3x |
| Wed, 25 Feb 2026 | €170.9b | €51.4b | €1.6b | 53.8x | 104.6x | 3.3x |
| Fri, 23 Jan 2026 | €145.1b | €50.6b | €1.1b | 57.2x | 126.9x | 2.9x |
| Sun, 21 Dec 2025 | €128.2b | €50.6b | €1.1b | 51.5x | 112.2x | 2.5x |
| Tue, 18 Nov 2025 | €122.2b | €50.6b | €1.1b | 53.4x | 107.2x | 2.4x |
| Thu, 16 Oct 2025 | €115.0b | €48.2b | €926.8m | 53.7x | 124.1x | 2.4x |
| Sat, 13 Sep 2025 | €97.3b | €48.2b | €932.2m | 46.2x | 104.4x | 2x |
| Mon, 11 Aug 2025 | €101.7b | €48.1b | €906.8m | 44.5x | 112.1x | 2.1x |
| Wed, 09 Jul 2025 | €85.7b | €47.1b | €150.0m | 45.2x | 571.4x | 1.8x |
| Fri, 06 Jun 2025 | €83.2b | €47.1b | €150.0m | 44.5x | 554.6x | 1.8x |
| Sun, 04 May 2025 | €69.7b | €45.3b | -€216,369,722.00 | 35.7x | -322.1x | 1.5x |
| Tue, 01 Apr 2025 | €54.1b | €45.2b | -€188,699,009.00 | 39.2x | -286.8x | 1.2x |
| Thu, 27 Feb 2025 | €55.4b | €45.9b | -€277,646,146.00 | 18.7x | -199.5x | 1.2x |
| Sat, 25 Jan 2025 | €58.5b | €44.7b | €1.1b | 25.4x | 54.1x | 1.3x |
| Mon, 23 Dec 2024 | €50.8b | €44.7b | €1.1b | 22.4x | 46.9x | 1.1x |
| Wed, 20 Nov 2024 | €46.5b | €44.6b | €1.1b | 21.2x | 42.9x | 1x |
| Fri, 18 Oct 2024 | €40.1b | €43.5b | €473.6m | 18.9x | 84.6x | 0.9x |
| Sun, 15 Sep 2024 | €29.9b | €43.5b | €414.0m | 12.6x | 72.2x | 0.7x |
| Tue, 13 Aug 2024 | €26.1b | €43.5b | €429.1m | 14x | 60.7x | 0.6x |
| Thu, 11 Jul 2024 | €28.8b | €41.9b | -€2,519,274,508.00 | 17.9x | -11.4x | 0.7x |
| Sat, 08 Jun 2024 | €26.0b | €42.0b | -€2,654,372,804.00 | 19.8x | -9.8x | 0.6x |
| Mon, 06 May 2024 | €28.1b | €41.4b | -€3,067,747,699.00 | 20.4x | -9.2x | 0.7x |
| Wed, 03 Apr 2024 | €21.1b | €41.4b | -€3,111,781,751.00 | 17.5x | -6.8x | 0.5x |
| Fri, 01 Mar 2024 | €23.1b | €41.2b | -€3,299,567,230.00 | 20.2x | -7x | 0.6x |
| Sun, 28 Jan 2024 | €22.8b | €40.7b | -€5,375,590,582.00 | 20.9x | -4.2x | 0.6x |
| Tue, 26 Dec 2023 | €21.2b | €40.7b | -€5,375,590,582.00 | 21.3x | -3.9x | 0.5x |
| Thu, 23 Nov 2023 | €21.5b | €40.7b | -€5,375,590,582.00 | 20.9x | -4x | 0.5x |
| Sat, 21 Oct 2023 | €20.5b | €41.4b | -€4,126,857,394.00 | 19.6x | -5x | 0.5x |
| Mon, 18 Sep 2023 | €23.1b | €41.4b | -€4,127,050,076.00 | 23.4x | -5.6x | 0.6x |
| Wed, 16 Aug 2023 | €23.4b | €41.2b | -€4,088,543,306.00 | 22.3x | -5.7x | 0.6x |
| Fri, 14 Jul 2023 | €25.6b | €40.7b | -€1,472,786,306.00 | 27.6x | -17.4x | 0.6x |
-17.4x
Which industries have driven the changes within the German Industrials industry?
| DE Market | 4.26% | |
| Industrials | 6.58% | |
| Electrical | 7.14% | |
| Heavy Electrical Equipment | 7.67% | |
| Electrical Components | 3.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €170.44 | 8.5% +€11.4b | 79.5% | PE65.5x | |
| 1AST ASTA Energy Solutions | €69.80 | 7.4% +€68.3m | n/a | PE28.1x | |
| 3CA Plejd | €100.80 | 5.3% +€56.5m | 46.3% | PE56.6x | |
| S92 SMA Solar Technology | €57.80 | 2.2% +€43.4m | 146.8% | PS1.3x | |
| F3C SFC Energy | €21.50 | 7.5% +€26.1m | -3.4% | PS2.7x |