Narrative Update • Jun 16

In the last week, the Electrical industry is up 4.4%, with Siemens Energy up 5.3%. This takes the industry's 12 month performance to a gain of 73%. 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | €168.9b | €52.8b | €2.5b | 31.4x | 66.4x | 3.2x |
| Fri, 15 May 2026 | €188.0b | €52.7b | €2.5b | 37x | 74.5x | 3.6x |
| Sun, 12 Apr 2026 | €176.6b | €51.6b | €2.0b | 31.9x | 89.6x | 3.4x |
| Tue, 10 Mar 2026 | €157.0b | €51.7b | €1.8b | 35.4x | 87.2x | 3x |
| Thu, 05 Feb 2026 | €155.4b | €50.6b | €1.1b | 55.1x | 135.8x | 3.1x |
| Sat, 03 Jan 2026 | €130.0b | €50.6b | €1.1b | 50.3x | 113.7x | 2.6x |
| Mon, 01 Dec 2025 | €123.0b | €50.6b | €1.1b | 51.9x | 107.7x | 2.4x |
| Wed, 29 Oct 2025 | €113.6b | €48.2b | €928.3m | 49x | 122.3x | 2.4x |
| Fri, 26 Sep 2025 | €107.3b | €48.2b | €926.4m | 52.5x | 115.8x | 2.2x |
| Sun, 24 Aug 2025 | €98.1b | €48.1b | €929.7m | 39.3x | 105.6x | 2x |
| Tue, 22 Jul 2025 | €88.5b | €47.1b | €150.0m | 45.8x | 589.5x | 1.9x |
| Thu, 19 Jun 2025 | €82.3b | €47.1b | €150.0m | 44x | 548.6x | 1.7x |
| Sat, 17 May 2025 | €72.7b | €46.8b | €122.1m | 45.2x | 595.1x | 1.6x |
| Mon, 14 Apr 2025 | €54.1b | €45.2b | -€249,026,009.00 | 31.2x | -217.2x | 1.2x |
| Wed, 12 Mar 2025 | €53.9b | €46.1b | -€290,806,146.00 | 18.9x | -185.2x | 1.2x |
| Fri, 07 Feb 2025 | €55.8b | €44.7b | €1.1b | 24.9x | 51.9x | 1.2x |
| Sun, 05 Jan 2025 | €52.1b | €44.7b | €1.1b | 26.2x | 48.1x | 1.2x |
| Tue, 03 Dec 2024 | €51.0b | €44.7b | €1.1b | 21.8x | 47.1x | 1.1x |
| Thu, 31 Oct 2024 | €41.0b | €43.5b | €473.2m | 18.1x | 86.7x | 0.9x |
| Sat, 28 Sep 2024 | €37.4b | €43.5b | €473.6m | 17.5x | 79x | 0.9x |
| Mon, 26 Aug 2024 | €27.2b | €43.5b | €411.9m | 15.4x | 65.9x | 0.6x |
| Wed, 24 Jul 2024 | €27.8b | €41.9b | -€2,519,274,508.00 | 17.3x | -11x | 0.7x |
| Fri, 21 Jun 2024 | €27.1b | €42.0b | -€2,654,372,804.00 | 19.1x | -10.2x | 0.6x |
| Sun, 19 May 2024 | €27.8b | €42.0b | -€2,654,375,804.00 | 20x | -10.5x | 0.7x |
| Tue, 16 Apr 2024 | €26.0b | €41.4b | -€3,052,202,751.00 | 21.1x | -8.5x | 0.6x |
| Thu, 14 Mar 2024 | €23.2b | €41.4b | -€3,142,508,230.00 | 19.9x | -7.4x | 0.6x |
| Sat, 10 Feb 2024 | €22.7b | €40.6b | -€5,320,072,230.00 | 21.2x | -4.3x | 0.6x |
| Mon, 08 Jan 2024 | €21.3b | €40.7b | -€5,375,590,582.00 | 20.8x | -4x | 0.5x |
| Wed, 06 Dec 2023 | €21.4b | €40.7b | -€5,375,590,582.00 | 20.7x | -4x | 0.5x |
| Fri, 03 Nov 2023 | €19.0b | €41.4b | -€4,126,857,394.00 | 20.5x | -4.6x | 0.5x |
| Sun, 01 Oct 2023 | €22.5b | €41.4b | -€4,127,050,076.00 | 22x | -5.5x | 0.5x |
| Tue, 29 Aug 2023 | €23.2b | €41.2b | -€4,089,990,980.00 | 24x | -5.7x | 0.6x |
| Thu, 27 Jul 2023 | €25.9b | €40.7b | -€1,472,786,306.00 | 27.4x | -17.6x | 0.6x |
| Sat, 24 Jun 2023 | €24.2b | €40.7b | -€1,481,486,937.00 | 30.4x | -16.3x | 0.6x |
-16.3x
Which industries have driven the changes within the German Industrials industry?
| DE Market | 1.53% | |
| Industrials | 2.91% | |
| Electrical | 4.42% | |
| Heavy Electrical Equipment | 5.01% | |
| Electrical Components | 0.88% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €156.12 | 5.3% +€6.7b | 76.1% | PE60x | |
| NDX1 Nordex | €40.44 | 2.8% +€264.8m | 132.7% | PE29.9x | |
| PFSE PFISTERER Holding | €95.55 | 3.5% +€57.9m | 138.9% | PE30.1x | |
| F3C SFC Energy | €22.15 | 11.3% +€39.1m | -3.1% | PS2.8x | |
| SGL SGL Carbon | €5.09 | 6.5% +€37.9m | 43.0% | PS0.8x |