Narrative Update • Jun 22

Over the last 7 days, the Electrical industry has dropped 3.7%, driven by Siemens Energy declining 3.5%. In contrast, Voltatron has gained 8.3%. In the past year, the industry has gained 73%. 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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | €175.7b | €52.8b | €2.5b | 32.5x | 69.1x | 3.3x |
| Sun, 24 May 2026 | €186.3b | €52.7b | €2.5b | 34.8x | 73.8x | 3.5x |
| Tue, 21 Apr 2026 | €179.2b | €51.6b | €2.1b | 34.6x | 84x | 3.5x |
| Thu, 19 Mar 2026 | €160.9b | €51.7b | €1.8b | 39.6x | 89.4x | 3.1x |
| Sat, 14 Feb 2026 | €166.4b | €51.4b | €1.6b | 54.3x | 101.8x | 3.2x |
| Mon, 12 Jan 2026 | €133.8b | €50.6b | €1.1b | 50.1x | 117.1x | 2.6x |
| Wed, 10 Dec 2025 | €126.3b | €50.6b | €1.1b | 53.5x | 110.5x | 2.5x |
| Fri, 07 Nov 2025 | €114.3b | €49.7b | €771.7m | 46.4x | 148.1x | 2.3x |
| Sun, 05 Oct 2025 | €115.8b | €48.2b | €926.5m | 54.1x | 125x | 2.4x |
| Tue, 02 Sep 2025 | €94.9b | €48.2b | €931.4m | 48.6x | 101.9x | 2x |
| Thu, 31 Jul 2025 | €105.7b | €47.2b | €193.5m | 58.7x | 545.9x | 2.2x |
| Sat, 28 Jun 2025 | €88.6b | €47.1b | €150.0m | 43.1x | 590.2x | 1.9x |
| Mon, 26 May 2025 | €77.5b | €47.1b | €149.1m | 41.4x | 519.5x | 1.6x |
| Wed, 23 Apr 2025 | €62.4b | €45.2b | -€249,026,009.00 | 33.3x | -250.6x | 1.4x |
| Fri, 21 Mar 2025 | €60.8b | €45.3b | €5.3m | 22.5x | 11513x | 1.3x |
| Sun, 16 Feb 2025 | €59.4b | €45.9b | -€277,646,146.00 | 18.1x | -213.9x | 1.3x |
| Tue, 14 Jan 2025 | €49.8b | €44.7b | €1.1b | 24.1x | 46x | 1.1x |
| Thu, 12 Dec 2024 | €50.7b | €44.7b | €1.1b | 22.5x | 46.9x | 1.1x |
| Sat, 09 Nov 2024 | €41.9b | €43.2b | €481.6m | 21.4x | 87x | 1x |
| Mon, 07 Oct 2024 | €39.1b | €43.5b | €473.6m | 17.7x | 82.7x | 0.9x |
| Wed, 04 Sep 2024 | €27.0b | €43.5b | €414.0m | 12.6x | 65.3x | 0.6x |
| Fri, 02 Aug 2024 | €27.7b | €42.2b | -€2,434,689,508.00 | 16.8x | -11.4x | 0.7x |
| Sun, 30 Jun 2024 | €26.0b | €42.0b | -€2,654,504,508.00 | 17x | -9.8x | 0.6x |
| Tue, 28 May 2024 | €28.5b | €42.0b | -€2,654,372,804.00 | 19.9x | -10.7x | 0.7x |
| Thu, 25 Apr 2024 | €26.2b | €41.4b | -€3,051,515,772.00 | 20.8x | -8.6x | 0.6x |
| Sat, 23 Mar 2024 | €20.5b | €41.4b | -€3,142,508,230.00 | 19.9x | -6.5x | 0.5x |
| Mon, 19 Feb 2024 | €23.1b | €41.2b | -€3,297,072,230.00 | 21.4x | -7x | 0.6x |
| Wed, 17 Jan 2024 | €21.4b | €40.7b | -€5,375,590,582.00 | 20.9x | -4x | 0.5x |
| Fri, 15 Dec 2023 | €21.1b | €40.7b | -€5,375,590,582.00 | 20.5x | -3.9x | 0.5x |
| Sun, 12 Nov 2023 | €19.7b | €41.4b | -€4,230,451,394.00 | 19.4x | -4.6x | 0.5x |
| Tue, 10 Oct 2023 | €21.3b | €41.4b | -€4,127,050,076.00 | 20.5x | -5.2x | 0.5x |
| Thu, 07 Sep 2023 | €22.6b | €41.3b | -€4,127,926,980.00 | 24.3x | -5.5x | 0.5x |
| Sat, 05 Aug 2023 | €25.3b | €41.0b | -€1,475,489,306.00 | 26.5x | -17.2x | 0.6x |
| Mon, 03 Jul 2023 | €25.7b | €40.7b | -€1,472,786,306.00 | 30.5x | -17.4x | 0.6x |
-17.4x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -0.77% | |
| Industrials | -2.87% | |
| Electrical | -3.75% | |
| Heavy Electrical Equipment | -3.50% | |
| Electrical Components | -5.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VOTR Voltatron | €3.81 | 8.3% +€6.5m | 45.2% | PE81.4x | |
| LMIA LION E-Mobility | €2.40 | 17.6% +€4.5m | 105.1% | PE12.9x | |
| C0M CCS Abwicklungs | €0.015 | 20.0% +€12.7k | -83.4% | n/a |