Narrative Update • May 04

Over the last 7 days, the Electrical industry has remained flat, although notably SMA Solar Technology gained 16%. As for the the longer term, the industry is up 123% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | €188.8b | €52.3b | €2.2b | 34.5x | 85.6x | 3.6x |
| Mon, 06 Apr 2026 | €159.1b | €51.6b | €2.0b | 28.4x | 80.9x | 3.1x |
| Wed, 04 Mar 2026 | €162.6b | €51.7b | €1.8b | 35.2x | 90.3x | 3.1x |
| Fri, 30 Jan 2026 | €150.9b | €50.6b | €1.1b | 54.4x | 131.8x | 3x |
| Sun, 28 Dec 2025 | €128.5b | €50.6b | €1.1b | 50.1x | 112.4x | 2.5x |
| Tue, 25 Nov 2025 | €115.3b | €50.6b | €1.1b | 52.1x | 100.5x | 2.3x |
| Thu, 23 Oct 2025 | €105.7b | €48.2b | €928.3m | 47.8x | 113.8x | 2.2x |
| Sat, 20 Sep 2025 | €99.8b | €48.2b | €932.1m | 52x | 107.1x | 2.1x |
| Mon, 18 Aug 2025 | €99.8b | €48.1b | €917.4m | 37.2x | 108.8x | 2.1x |
| Wed, 16 Jul 2025 | €87.5b | €47.1b | €150.0m | 44.6x | 583x | 1.9x |
| Fri, 13 Jun 2025 | €80.9b | €47.1b | €150.0m | 45.5x | 539x | 1.7x |
| Sun, 11 May 2025 | €71.6b | €45.1b | -€247,061,580.00 | 37.7x | -289.8x | 1.6x |
| Tue, 08 Apr 2025 | €49.7b | €45.2b | -€249,026,009.00 | 30.1x | -199.6x | 1.1x |
| Thu, 06 Mar 2025 | €55.5b | €46.1b | -€290,806,146.00 | 19x | -190.8x | 1.2x |
| Sat, 01 Feb 2025 | €56.5b | €44.7b | €1.1b | 25.7x | 52.2x | 1.3x |
| Mon, 30 Dec 2024 | €50.3b | €44.7b | €1.1b | 22.7x | 46.5x | 1.1x |
| Wed, 27 Nov 2024 | €48.5b | €44.7b | €1.1b | 21.3x | 44.8x | 1.1x |
| Fri, 25 Oct 2024 | €40.6b | €43.5b | €473.2m | 18.4x | 85.7x | 0.9x |
| Sun, 22 Sep 2024 | €37.1b | €43.5b | €473.6m | 17.1x | 78.4x | 0.9x |
| Tue, 20 Aug 2024 | €27.0b | €43.5b | €412.0m | 14.5x | 65.4x | 0.6x |
| Thu, 18 Jul 2024 | €27.4b | €41.9b | -€2,519,274,508.00 | 17.6x | -10.9x | 0.7x |
| Sat, 15 Jun 2024 | €25.6b | €42.0b | -€2,654,372,804.00 | 19x | -9.7x | 0.6x |
| Mon, 13 May 2024 | €27.1b | €41.7b | -€2,857,134,699.00 | 19.5x | -9.5x | 0.7x |
| Wed, 10 Apr 2024 | €26.5b | €41.4b | -€3,052,202,751.00 | 21.5x | -8.7x | 0.6x |
| Fri, 08 Mar 2024 | €23.5b | €41.4b | -€3,142,508,230.00 | 20.1x | -7.5x | 0.6x |
| Sun, 04 Feb 2024 | €22.8b | €40.7b | -€5,360,417,582.00 | 21.2x | -4.3x | 0.6x |
| Tue, 02 Jan 2024 | €22.1b | €40.7b | -€5,375,590,582.00 | 21.9x | -4.1x | 0.5x |
| Thu, 30 Nov 2023 | €20.5b | €40.7b | -€5,375,590,582.00 | 20.2x | -3.8x | 0.5x |
| Sat, 28 Oct 2023 | €17.8b | €41.4b | -€4,126,857,394.00 | 19.4x | -4.3x | 0.4x |
| Mon, 25 Sep 2023 | €22.4b | €41.4b | -€4,127,050,076.00 | 23x | -5.4x | 0.5x |
| Wed, 23 Aug 2023 | €23.1b | €41.2b | -€4,088,522,306.00 | 22x | -5.6x | 0.6x |
| Fri, 21 Jul 2023 | €25.6b | €40.7b | -€1,472,786,306.00 | 26.9x | -17.4x | 0.6x |
| Sun, 18 Jun 2023 | €31.1b | €40.7b | -€1,481,486,937.00 | 31.9x | -21x | 0.8x |
| Tue, 16 May 2023 | €31.0b | €39.3b | -€1,401,122,073.00 | 26.9x | -22.1x | 0.8x |
-22.1x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -0.016% | |
| Industrials | 0.94% | |
| Electrical | -0.63% | |
| Electrical Components | 5.50% | |
| Heavy Electrical Equipment | -1.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| S92 SMA Solar Technology | €63.35 | 16.3% +€308.8m | 241.1% | PS1.5x | |
| 2GB 2G Energy | €55.85 | 6.4% +€60.1m | 72.6% | PE40.9x | |
| 1AST ASTA Energy Solutions | €59.40 | 7.2% +€56.9m | n/a | PE28.1x | |
| 3CA Plejd | €95.90 | 4.8% +€48.6m | 74.4% | PE53.2x | |
| EKT Energiekontor | €43.20 | 6.4% +€36.1m | -9.2% | PE14.7x |