Narrative Update • Jun 05

Over the last 7 days, the Electrical industry has dropped 2.5%, driven by Siemens Energy declining 3.2%. Meanwhile, Plejd actually outperformed within the industry, gaining 6.0% in the last week. This takes the industry's 12 month performance to a gain of 75%. 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 |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | €170.8b | €52.7b | €2.5b | 32.6x | 67.5x | 3.2x |
| Tue, 05 May 2026 | €187.2b | €51.7b | €2.2b | 35.9x | 86.5x | 3.6x |
| Thu, 02 Apr 2026 | €160.6b | €51.5b | €2.0b | 33.6x | 82x | 3.1x |
| Sat, 28 Feb 2026 | €173.0b | €51.7b | €1.8b | 37.1x | 96.1x | 3.3x |
| Mon, 26 Jan 2026 | €149.7b | €50.6b | €1.1b | 52.3x | 130.8x | 3x |
| Wed, 24 Dec 2025 | €128.2b | €50.6b | €1.1b | 50.3x | 112.2x | 2.5x |
| Fri, 21 Nov 2025 | €120.5b | €50.6b | €1.1b | 53.3x | 105x | 2.4x |
| Sun, 19 Oct 2025 | €110.4b | €48.2b | €928.2m | 48x | 118.9x | 2.3x |
| Tue, 16 Sep 2025 | €99.4b | €48.2b | €932.3m | 48x | 106.6x | 2.1x |
| Thu, 14 Aug 2025 | €101.7b | €48.1b | €906.8m | 42.6x | 112.2x | 2.1x |
| Sat, 12 Jul 2025 | €84.9b | €47.1b | €150.0m | 45.8x | 565.8x | 1.8x |
| Mon, 09 Jun 2025 | €83.3b | €47.1b | €150.0m | 44.6x | 555.2x | 1.8x |
| Wed, 07 May 2025 | €70.1b | €45.1b | -€216,021,722.00 | 38.3x | -324.4x | 1.6x |
| Fri, 04 Apr 2025 | €53.8b | €45.2b | -€249,026,009.00 | 32.2x | -216.2x | 1.2x |
| Sun, 02 Mar 2025 | €54.6b | €46.1b | -€290,806,146.00 | 17.9x | -187.9x | 1.2x |
| Tue, 28 Jan 2025 | €58.5b | €44.7b | €1.1b | 24.5x | 54.1x | 1.3x |
| Thu, 26 Dec 2024 | €51.2b | €44.7b | €1.1b | 22.7x | 47.3x | 1.1x |
| Sat, 23 Nov 2024 | €48.4b | €44.7b | €1.1b | 21.5x | 44.8x | 1.1x |
| Mon, 21 Oct 2024 | €40.1b | €43.5b | €473.2m | 19.1x | 84.7x | 0.9x |
| Wed, 18 Sep 2024 | €30.8b | €43.5b | €414.0m | 12.5x | 74.5x | 0.7x |
| Fri, 16 Aug 2024 | €26.9b | €43.5b | €419.5m | 14.4x | 64.2x | 0.6x |
| Sun, 14 Jul 2024 | €29.4b | €41.9b | -€2,519,274,508.00 | 18.2x | -11.7x | 0.7x |
| Tue, 11 Jun 2024 | €26.0b | €42.0b | -€2,654,372,804.00 | 19.7x | -9.8x | 0.6x |
| Thu, 09 May 2024 | €25.6b | €41.4b | -€3,128,626,699.00 | 19.5x | -8.2x | 0.6x |
| Sat, 06 Apr 2024 | €26.2b | €41.4b | -€3,052,202,751.00 | 21.2x | -8.6x | 0.6x |
| Mon, 04 Mar 2024 | €23.4b | €41.4b | -€3,142,508,230.00 | 20.3x | -7.5x | 0.6x |
| Wed, 31 Jan 2024 | €22.9b | €40.7b | -€5,375,590,582.00 | 21.4x | -4.3x | 0.6x |
| Fri, 29 Dec 2023 | €21.8b | €40.7b | -€5,375,590,582.00 | 21.8x | -4x | 0.5x |
| Sun, 26 Nov 2023 | €20.6b | €40.7b | -€5,375,590,582.00 | 20.6x | -3.8x | 0.5x |
| Tue, 24 Oct 2023 | €20.3b | €41.4b | -€4,126,857,394.00 | 19.5x | -4.9x | 0.5x |
| Thu, 21 Sep 2023 | €22.9b | €41.4b | -€4,127,050,076.00 | 23.8x | -5.5x | 0.6x |
| Sat, 19 Aug 2023 | €22.9b | €41.2b | -€4,088,543,306.00 | 21.7x | -5.6x | 0.6x |
| Mon, 17 Jul 2023 | €25.3b | €40.7b | -€1,472,786,306.00 | 27.5x | -17.2x | 0.6x |
| Wed, 14 Jun 2023 | €31.6b | €40.7b | -€1,481,486,937.00 | 32.9x | -21.3x | 0.8x |
-21.3x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -1.53% | |
| Industrials | -1.90% | |
| Electrical | -2.51% | |
| Electrical Components | 0.79% | |
| Heavy Electrical Equipment | -3.02% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3CA Plejd | €101.20 | 6.0% +€64.3m | 74.8% | PE56.4x | |
| PNE3 PNE | €10.36 | 3.0% +€23.0m | -33.1% | PS3.4x | |
| 2GB 2G Energy | €67.75 | 1.3% +€15.2m | 108.5% | PE49.6x | |
| 1AST ASTA Energy Solutions | €68.80 | 0.9% +€8.5m | n/a | PE27.7x | |
| LMIA LION E-Mobility | €2.18 | 18.5% +€4.2m | 53.5% | PE11.7x |