Narrative Update • Jun 29

Over the last 7 days, the Electrical industry has risen 1.3%, driven by gains from Siemens Energy of 2.0%. In the same time, ASTA Energy Solutions was down 7.4%. This means that the industry has gained 77% over the past year. 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 |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | €178.6b | €52.8b | €2.5b | 33.5x | 70.2x | 3.4x |
| Fri, 29 May 2026 | €178.8b | €52.7b | €2.5b | 33.6x | 70.6x | 3.4x |
| Sun, 26 Apr 2026 | €195.8b | €51.5b | €2.1b | 35.7x | 92.4x | 3.8x |
| Tue, 24 Mar 2026 | €156.6b | €51.7b | €1.9b | 38.1x | 83.1x | 3x |
| Thu, 19 Feb 2026 | €171.7b | €51.4b | €1.6b | 54.1x | 105x | 3.3x |
| Sat, 17 Jan 2026 | €142.6b | €50.6b | €1.1b | 50.1x | 124.8x | 2.8x |
| Mon, 15 Dec 2025 | €127.2b | €50.6b | €1.1b | 53.7x | 111.3x | 2.5x |
| Wed, 12 Nov 2025 | €116.5b | €49.7b | €749.3m | 43.7x | 155.5x | 2.3x |
| Fri, 10 Oct 2025 | €119.0b | €48.2b | €926.4m | 53.4x | 128.4x | 2.5x |
| Sun, 07 Sep 2025 | €92.7b | €48.2b | €875.3m | 47x | 105.9x | 1.9x |
| Tue, 05 Aug 2025 | €103.9b | €47.2b | €193.5m | 44.2x | 537.1x | 2.2x |
| Thu, 03 Jul 2025 | €85.5b | €47.1b | €150.0m | 43.6x | 569.8x | 1.8x |
| Sat, 31 May 2025 | €80.6b | €47.1b | €150.0m | 42.7x | 537.5x | 1.7x |
| Mon, 28 Apr 2025 | €65.7b | €45.3b | -€222,013,009.00 | 34.9x | -296.1x | 1.5x |
| Wed, 26 Mar 2025 | €54.4b | €45.3b | -€203,095,146.00 | 17.4x | -267.6x | 1.2x |
| Fri, 21 Feb 2025 | €58.2b | €45.9b | -€277,646,146.00 | 17.9x | -209.5x | 1.3x |
| Sun, 19 Jan 2025 | €52.0b | €44.7b | €1.1b | 24.8x | 48.1x | 1.2x |
| Tue, 17 Dec 2024 | €51.1b | €44.7b | €1.1b | 23.7x | 47.3x | 1.1x |
| Thu, 14 Nov 2024 | €46.9b | €43.5b | €482.0m | 20.4x | 97.3x | 1.1x |
| Sat, 12 Oct 2024 | €39.6b | €43.5b | €473.6m | 18.5x | 83.6x | 0.9x |
| Mon, 09 Sep 2024 | €25.5b | €43.5b | €414.0m | 12.5x | 61.5x | 0.6x |
| Wed, 07 Aug 2024 | €26.1b | €42.2b | -€2,434,689,508.00 | 16.3x | -10.7x | 0.6x |
| Fri, 05 Jul 2024 | €27.9b | €41.9b | -€2,519,274,508.00 | 18x | -11.1x | 0.7x |
| Sun, 02 Jun 2024 | €27.6b | €42.0b | -€2,654,372,804.00 | 19.4x | -10.4x | 0.7x |
| Tue, 30 Apr 2024 | €27.4b | €41.4b | -€3,060,543,772.00 | 20.8x | -9x | 0.7x |
| Thu, 28 Mar 2024 | €20.6b | €41.4b | -€3,163,108,230.00 | 22x | -6.5x | 0.5x |
| Sat, 24 Feb 2024 | €22.5b | €41.2b | -€3,297,072,230.00 | 20.2x | -6.8x | 0.5x |
| Mon, 22 Jan 2024 | €21.2b | €40.7b | -€5,375,590,582.00 | 19.9x | -3.9x | 0.5x |
| Wed, 20 Dec 2023 | €21.1b | €40.7b | -€5,375,590,582.00 | 21.2x | -3.9x | 0.5x |
| Fri, 17 Nov 2023 | €21.2b | €41.3b | -€4,166,516,394.00 | 20.8x | -5.1x | 0.5x |
| Sun, 15 Oct 2023 | €21.4b | €41.4b | -€4,126,857,394.00 | 20.5x | -5.2x | 0.5x |
| Tue, 12 Sep 2023 | €22.4b | €41.4b | -€4,127,050,076.00 | 23.8x | -5.4x | 0.5x |
| Thu, 10 Aug 2023 | €24.0b | €41.2b | -€4,019,988,306.00 | 25.8x | -6x | 0.6x |
| Sat, 08 Jul 2023 | €24.6b | €40.7b | -€1,472,786,306.00 | 29.1x | -16.7x | 0.6x |
-16.7x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -0.23% | |
| Industrials | 0.31% | |
| Electrical | 1.31% | |
| Heavy Electrical Equipment | 1.97% | |
| Electrical Components | -2.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €165.80 | 2.0% +€2.8b | 79.5% | PE63.7x | |
| S92 SMA Solar Technology | €62.95 | 18.1% +€334.9m | 196.4% | PS1.4x | |
| NDX1 Nordex | €46.20 | 1.4% +€156.1m | 175.0% | PE34.1x | |
| 2GB 2G Energy | €70.90 | 3.7% +€44.9m | 128.7% | PE51.9x | |
| OSR OSRAM Licht | €53.20 | 0.4% +€18.8m | 4.3% | PE32.9x |