Narrative Update • Jun 22

Over the last 7 days, the Electrical industry has dropped 1.3%, driven by Siemens Energy declining 1.2%. This takes the industry's 12 month performance to a gain of 72%. 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 |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | €171.9b | €52.8b | €2.5b | 32.4x | 67.6x | 3.3x |
| Sat, 23 May 2026 | €186.4b | €52.7b | €2.5b | 34.8x | 73.8x | 3.5x |
| Mon, 20 Apr 2026 | €181.5b | €51.6b | €2.1b | 34.4x | 85.1x | 3.5x |
| Wed, 18 Mar 2026 | €159.0b | €51.7b | €1.8b | 39.7x | 88.3x | 3.1x |
| Fri, 13 Feb 2026 | €167.1b | €51.4b | €1.6b | 54.5x | 102.2x | 3.3x |
| Sun, 11 Jan 2026 | €133.8b | €50.6b | €1.1b | 50.1x | 117.1x | 2.6x |
| Tue, 09 Dec 2025 | €125.3b | €50.6b | €1.1b | 53.1x | 109.6x | 2.5x |
| Thu, 06 Nov 2025 | €115.7b | €48.2b | €976.0m | 47.3x | 118.6x | 2.4x |
| Sat, 04 Oct 2025 | €115.8b | €48.2b | €926.5m | 54.1x | 125x | 2.4x |
| Mon, 01 Sep 2025 | €95.8b | €48.2b | €931.3m | 50x | 102.8x | 2x |
| Wed, 30 Jul 2025 | €91.8b | €47.1b | €180.6m | 45x | 508.4x | 1.9x |
| Fri, 27 Jun 2025 | €86.4b | €47.1b | €150.0m | 42.4x | 576.1x | 1.8x |
| Sun, 25 May 2025 | €77.5b | €47.1b | €149.1m | 41.4x | 519.5x | 1.6x |
| Tue, 22 Apr 2025 | €62.4b | €45.2b | -€249,026,009.00 | 33.7x | -250.7x | 1.4x |
| Thu, 20 Mar 2025 | €57.5b | €45.3b | -€54,295,146.00 | 15x | -1059.3x | 1.3x |
| Sat, 15 Feb 2025 | €59.4b | €45.9b | -€277,646,146.00 | 18.1x | -214x | 1.3x |
| Mon, 13 Jan 2025 | €49.9b | €44.7b | €1.1b | 24.6x | 46.1x | 1.1x |
| Wed, 11 Dec 2024 | €49.4b | €44.7b | €1.1b | 22.8x | 45.7x | 1.1x |
| Fri, 08 Nov 2024 | €41.1b | €43.5b | €473.2m | 17.5x | 86.9x | 0.9x |
| Sun, 06 Oct 2024 | €39.1b | €43.5b | €473.6m | 17.7x | 82.7x | 0.9x |
| Tue, 03 Sep 2024 | €27.7b | €43.5b | €411.9m | 13.1x | 67.3x | 0.6x |
| Thu, 01 Aug 2024 | €28.5b | €42.2b | -€2,434,689,508.00 | 17.2x | -11.7x | 0.7x |
| Sat, 29 Jun 2024 | €26.0b | €42.0b | -€2,654,504,508.00 | 17x | -9.8x | 0.6x |
| Mon, 27 May 2024 | €28.2b | €42.0b | -€2,654,372,804.00 | 19.9x | -10.6x | 0.7x |
| Wed, 24 Apr 2024 | €26.2b | €41.4b | -€3,051,515,772.00 | 20.7x | -8.6x | 0.6x |
| Fri, 22 Mar 2024 | €19.8b | €41.4b | -€3,142,508,230.00 | 19.7x | -6.3x | 0.5x |
| Sun, 18 Feb 2024 | €23.1b | €41.2b | -€3,297,072,230.00 | 21.4x | -7x | 0.6x |
| Tue, 16 Jan 2024 | €21.9b | €40.7b | -€5,375,590,582.00 | 21x | -4.1x | 0.5x |
| Thu, 14 Dec 2023 | €20.0b | €40.7b | -€5,375,590,582.00 | 19.7x | -3.7x | 0.5x |
| Sat, 11 Nov 2023 | €19.6b | €41.4b | -€4,230,451,394.00 | 19.4x | -4.6x | 0.5x |
| Mon, 09 Oct 2023 | €21.2b | €41.4b | -€4,127,050,076.00 | 20.8x | -5.1x | 0.5x |
| Wed, 06 Sep 2023 | €22.6b | €41.3b | -€4,127,926,980.00 | 24.2x | -5.5x | 0.5x |
| Fri, 04 Aug 2023 | €25.4b | €41.0b | -€1,475,489,306.00 | 26.5x | -17.2x | 0.6x |
| Sun, 02 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 | -1.52% | |
| Industrials | -2.35% | |
| Electrical | -1.30% | |
| Heavy Electrical Equipment | -1.07% | |
| Electrical Components | -2.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NDX1 Nordex | €43.34 | 0.3% +€33.1m | 149.1% | PE32x | |
| PNE3 PNE | €10.84 | 3.2% +€26.0m | -27.7% | PS3.2x | |
| VOTR Voltatron | €4.04 | 9.1% +€7.5m | 54.0% | PE86.3x | |
| LMIA LION E-Mobility | €2.10 | 5.0% +€1.2m | 66.7% | PE11.3x | |
| CY1K SBF | €3.38 | 2.1% +€679.5k | -55.2% | PS0.8x |