Narrative Update • Jun 22
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German (DAX) Electrical Industry Analysis
UpdatedJun 24, 2026
DataAggregated Company Financials
Companies20
- 7D4.2%
- 3M6.0%
- 1Y77.3%
- YTD33.9%
In the last week, the Electrical industry is up 8.4%, with Siemens Energy up 4.2%. Meanwhile, SGL Carbon actually underperformed within the industry, shrinking 6.2% in the last week. This takes the industry's 12 month performance to a gain of 91%. As for the next few years, earnings are expected to grow by 27% per annum.
Industry Valuation and Performance
Has the German Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | €175.8b | €52.8b | €2.5b | 33.2x | 69.1x | 3.3x |
| Fri, 22 May 2026 | €184.4b | €52.7b | €2.5b | 35x | 73x | 3.5x |
| Sun, 19 Apr 2026 | €181.6b | €51.6b | €2.1b | 35x | 85.1x | 3.5x |
| Tue, 17 Mar 2026 | €153.3b | €51.7b | €1.8b | 37.3x | 85.2x | 3x |
| Thu, 12 Feb 2026 | €167.7b | €50.6b | €1.2b | 55.3x | 145.2x | 3.3x |
| Sat, 10 Jan 2026 | €133.7b | €50.6b | €1.1b | 50.1x | 117x | 2.6x |
| Mon, 08 Dec 2025 | €124.9b | €50.6b | €1.1b | 52.4x | 109.4x | 2.5x |
| Wed, 05 Nov 2025 | €118.0b | €48.2b | €928.1m | 48.9x | 127.1x | 2.4x |
| Fri, 03 Oct 2025 | €117.9b | €48.2b | €926.4m | 55x | 127.3x | 2.4x |
| Sun, 31 Aug 2025 | €95.8b | €48.2b | €931.3m | 50x | 102.8x | 2x |
| Tue, 29 Jul 2025 | €89.3b | €47.1b | €150.0m | 45.9x | 595.3x | 1.9x |
| Thu, 26 Jun 2025 | €86.0b | €47.1b | €150.0m | 42.2x | 573.4x | 1.8x |
| Sat, 24 May 2025 | €77.4b | €47.1b | €149.1m | 41.4x | 519.4x | 1.6x |
| Mon, 21 Apr 2025 | €62.4b | €45.2b | -€249,026,009.00 | 33.7x | -250.7x | 1.4x |
| Wed, 19 Mar 2025 | €55.9b | €45.3b | -€54,295,146.00 | 15.1x | -1028.9x | 1.2x |
| Fri, 14 Feb 2025 | €60.1b | €44.7b | €1.1b | 23.2x | 55.9x | 1.3x |
| Sun, 12 Jan 2025 | €49.9b | €44.7b | €1.1b | 24.6x | 46.1x | 1.1x |
| Tue, 10 Dec 2024 | €51.3b | €44.7b | €1.1b | 23.2x | 47.4x | 1.1x |
| Thu, 07 Nov 2024 | €40.9b | €43.5b | €473.2m | 17.1x | 86.3x | 0.9x |
| Sat, 05 Oct 2024 | €39.1b | €43.5b | €473.6m | 17.7x | 82.7x | 0.9x |
| Mon, 02 Sep 2024 | €27.6b | €43.5b | €411.9m | 12.9x | 67x | 0.6x |
| Wed, 31 Jul 2024 | €27.3b | €42.2b | -€2,434,689,508.00 | 17.1x | -11.2x | 0.6x |
| Fri, 28 Jun 2024 | €26.5b | €42.0b | -€2,654,504,508.00 | 17.3x | -10x | 0.6x |
| Sun, 26 May 2024 | €28.2b | €42.0b | -€2,654,372,804.00 | 19.9x | -10.6x | 0.7x |
| Tue, 23 Apr 2024 | €25.9b | €41.4b | -€3,051,515,772.00 | 20.7x | -8.5x | 0.6x |
| Thu, 21 Mar 2024 | €18.9b | €41.4b | -€3,142,508,230.00 | 19.9x | -6x | 0.5x |
| Sat, 17 Feb 2024 | €23.1b | €41.2b | -€3,297,072,230.00 | 21.4x | -7x | 0.6x |
| Mon, 15 Jan 2024 | €22.2b | €40.7b | -€5,375,590,582.00 | 21.4x | -4.1x | 0.5x |
| Wed, 13 Dec 2023 | €20.3b | €40.7b | -€5,375,590,582.00 | 19.9x | -3.8x | 0.5x |
| Fri, 10 Nov 2023 | €20.0b | €41.4b | -€4,230,451,394.00 | 20.3x | -4.7x | 0.5x |
| Sun, 08 Oct 2023 | €21.2b | €41.4b | -€4,127,050,076.00 | 20.8x | -5.1x | 0.5x |
| Tue, 05 Sep 2023 | €23.1b | €41.3b | -€4,127,926,980.00 | 24.8x | -5.6x | 0.6x |
| Thu, 03 Aug 2023 | €25.4b | €41.0b | -€1,424,189,306.00 | 26.6x | -17.8x | 0.6x |
| Sat, 01 Jul 2023 | €25.7b | €40.7b | -€1,481,486,937.00 | 30.5x | -17.3x | 0.6x |
Price to Earnings Ratio
-17.3x
Current Industry PE
- Investors are relatively neutral on the German Electrical industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 70.9x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 3.5x.
Past Earnings Growth
- Total earnings for the Electrical industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 9.1% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the German Industrials industry?
| DE Market | -0.95% | |
| Industrials | 0.33% | |
| Electrical | 4.17% | |
| Heavy Electrical Equipment | 4.68% | |
| Electrical Components | 0.92% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 35.7%, which is lower than the prior year's growth of 73.5% per year.
- Investors are most pessimistic about the Heavy Electrical Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 16.1x.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 36% over the next 5 years.
- However this is lower than its past earnings growth rate of 73% per year.
- In contrast, the Heavy Electrical Equipment industry is expected to see its earnings grow by 26% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €162.68 | 4.2% +€5.6b | 78.5% | PE62.5x | |
| NDX1 Nordex | €45.54 | 12.6% +€1.2b | 166.6% | PE33.6x | |
| 2GB 2G Energy | €68.40 | 8.7% +€98.7m | 123.9% | PE50.1x | |
| PNE3 PNE | €11.18 | 7.1% +€56.7m | -25.4% | PS3.3x | |
| S92 SMA Solar Technology | €53.30 | 2.8% +€50.3m | 190.3% | PS1.2x |
