Narrative Update • Jun 30

The Electrical industry is up 1.3% in the last week, with Siemens Energy up 2.3%. Meanwhile, PFISTERER Holding actually underperformed within the industry, shrinking 5.0% in the last week. This means that the industry has gained 77% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | €176.6b | €52.8b | €2.5b | 33.6x | 69.4x | 3.3x |
| Sat, 30 May 2026 | €175.5b | €52.7b | €2.5b | 32.8x | 69.3x | 3.3x |
| Mon, 27 Apr 2026 | €195.8b | €51.5b | €2.1b | 35.7x | 92.4x | 3.8x |
| Wed, 25 Mar 2026 | €158.6b | €51.7b | €1.9b | 37.2x | 84.1x | 3.1x |
| Fri, 20 Feb 2026 | €169.2b | €51.4b | €1.6b | 54.6x | 103.6x | 3.3x |
| Sun, 18 Jan 2026 | €142.5b | €50.6b | €1.1b | 50.1x | 124.7x | 2.8x |
| Tue, 16 Dec 2025 | €127.3b | €50.6b | €1.1b | 53.7x | 111.4x | 2.5x |
| Thu, 13 Nov 2025 | €116.3b | €49.7b | €749.3m | 43.2x | 155.2x | 2.3x |
| Sat, 11 Oct 2025 | €115.4b | €48.2b | €926.4m | 52.8x | 124.6x | 2.4x |
| Mon, 08 Sep 2025 | €92.7b | €48.2b | €875.3m | 47x | 105.9x | 1.9x |
| Wed, 06 Aug 2025 | €102.4b | €47.2b | €193.5m | 42.5x | 529.2x | 2.2x |
| Fri, 04 Jul 2025 | €86.6b | €47.1b | €150.0m | 44.8x | 577.2x | 1.8x |
| Sun, 01 Jun 2025 | €80.7b | €47.1b | €150.0m | 42.7x | 537.5x | 1.7x |
| Tue, 29 Apr 2025 | €66.2b | €45.3b | -€222,013,009.00 | 35.4x | -298x | 1.5x |
| Thu, 27 Mar 2025 | €60.2b | €45.3b | -€143,516,146.00 | 27.6x | -419.3x | 1.3x |
| Sat, 22 Feb 2025 | €56.7b | €45.9b | -€277,646,146.00 | 18.3x | -204.4x | 1.2x |
| Mon, 20 Jan 2025 | €52.0b | €44.7b | €1.1b | 24.8x | 48.1x | 1.2x |
| Wed, 18 Dec 2024 | €51.1b | €44.7b | €1.1b | 22.8x | 47.2x | 1.1x |
| Fri, 15 Nov 2024 | €46.9b | €44.7b | €1.1b | 20.8x | 43.3x | 1x |
| Sun, 13 Oct 2024 | €39.6b | €43.5b | €473.6m | 18.5x | 83.6x | 0.9x |
| Tue, 10 Sep 2024 | €26.1b | €43.5b | €414.0m | 12.4x | 63x | 0.6x |
| Thu, 08 Aug 2024 | €26.2b | €42.2b | -€2,434,689,508.00 | 16.5x | -10.8x | 0.6x |
| Sat, 06 Jul 2024 | €28.2b | €41.9b | -€2,519,274,508.00 | 17.9x | -11.2x | 0.7x |
| Mon, 03 Jun 2024 | €27.6b | €42.0b | -€2,654,372,804.00 | 19.4x | -10.4x | 0.7x |
| Wed, 01 May 2024 | €27.5b | €41.4b | -€3,060,543,772.00 | 20.1x | -9x | 0.7x |
| Fri, 29 Mar 2024 | €20.9b | €41.4b | -€3,138,161,751.00 | 18.2x | -6.7x | 0.5x |
| Sun, 25 Feb 2024 | €22.5b | €41.2b | -€3,297,072,230.00 | 20.2x | -6.8x | 0.5x |
| Tue, 23 Jan 2024 | €21.2b | €40.7b | -€5,375,590,582.00 | 20x | -4x | 0.5x |
| Thu, 21 Dec 2023 | €21.3b | €40.7b | -€5,375,590,582.00 | 21.2x | -4x | 0.5x |
| Sat, 18 Nov 2023 | €21.5b | €41.4b | -€4,168,227,582.00 | 20.9x | -5.2x | 0.5x |
| Mon, 16 Oct 2023 | €21.4b | €41.4b | -€4,126,857,394.00 | 20.5x | -5.2x | 0.5x |
| Wed, 13 Sep 2023 | €22.3b | €41.4b | -€4,127,050,076.00 | 23.2x | -5.4x | 0.5x |
| Fri, 11 Aug 2023 | €23.7b | €41.2b | -€4,020,470,306.00 | 25.8x | -5.9x | 0.6x |
| Sun, 09 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 | 0.57% | |
| Industrials | 1.62% | |
| Electrical | 2.07% | |
| Heavy Electrical Equipment | 2.54% | |
| Electrical Components | -0.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €163.34 | 2.2% +€3.0b | 78.3% | PE62.8x | |
| NDX1 Nordex | €46.56 | 7.4% +€761.4m | 170.9% | PE34.4x | |
| S92 SMA Solar Technology | €60.60 | 17.2% +€308.8m | 149.8% | PS1.4x | |
| 2GB 2G Energy | €71.70 | 6.3% +€76.2m | 129.8% | PE52.5x | |
| OSR OSRAM Licht | €53.20 | 0.4% +€18.8m | 3.9% | PE32.9x |