Narrative Update • Sep 09

The Electrical industry is up 7.5% in the last week, with Siemens Energy up 7.9%. This means that the industry has gained 42% over the past year. Looking forward, earnings are forecast to grow by 26% annually.
Has the German Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 22 Sep 2026 | €155.2b | €54.8b | €3.2b | 33.6x | 47.9x | 2.8x |
| Thu, 20 Aug 2026 | €163.9b | €54.8b | €3.2b | 32x | 50.8x | 3x |
| Sat, 18 Jul 2026 | €158.8b | €52.8b | €2.5b | 31.1x | 62.6x | 3x |
| Mon, 15 Jun 2026 | €166.1b | €52.8b | €2.5b | 31.1x | 65.3x | 3.1x |
| Wed, 13 May 2026 | €181.2b | €52.3b | €2.2b | 34.1x | 82.1x | 3.5x |
| Fri, 10 Apr 2026 | €173.0b | €51.6b | €2.0b | 30.5x | 88x | 3.4x |
| Sun, 08 Mar 2026 | €157.8b | €51.7b | €1.8b | 35.6x | 87.6x | 3.1x |
| Tue, 03 Feb 2026 | €156.1b | €50.6b | €1.1b | 53.3x | 136.4x | 3.1x |
| Thu, 01 Jan 2026 | €128.3b | €50.6b | €1.1b | 50x | 112.3x | 2.5x |
| Sat, 29 Nov 2025 | €122.9b | €50.6b | €1.1b | 51.9x | 107.1x | 2.4x |
| Mon, 27 Oct 2025 | €112.6b | €48.2b | €928.3m | 47.2x | 121.3x | 2.3x |
| Wed, 24 Sep 2025 | €106.5b | €48.2b | €932.2m | 52.8x | 114.3x | 2.2x |
| Fri, 22 Aug 2025 | €98.1b | €48.1b | €929.6m | 38x | 105.5x | 2x |
| Sun, 20 Jul 2025 | €88.5b | €47.1b | €150.0m | 45.3x | 589.5x | 1.9x |
| Tue, 17 Jun 2025 | €83.3b | €47.1b | €150.0m | 44.6x | 555.1x | 1.8x |
| Thu, 15 May 2025 | €71.5b | €46.8b | €122.1m | 47.5x | 585.5x | 1.5x |
| Sat, 12 Apr 2025 | €54.1b | €45.2b | -€249,026,009.00 | 31.2x | -217.2x | 1.2x |
| Mon, 10 Mar 2025 | €56.0b | €46.1b | -€290,806,146.00 | 19.6x | -192.7x | 1.2x |
| Wed, 05 Feb 2025 | €54.5b | €44.7b | €1.1b | 24.4x | 50.7x | 1.2x |
| Fri, 03 Jan 2025 | €51.1b | €44.7b | €1.1b | 25.2x | 47.2x | 1.1x |
| Sun, 01 Dec 2024 | €50.7b | €44.7b | €1.1b | 22x | 46.9x | 1.1x |
| Tue, 29 Oct 2024 | €41.3b | €43.5b | €473.2m | 18.4x | 87.4x | 0.9x |
| Thu, 26 Sep 2024 | €37.9b | €43.5b | €473.6m | 16.9x | 80.1x | 0.9x |
| Sat, 24 Aug 2024 | €27.2b | €43.5b | €411.9m | 15.4x | 65.9x | 0.6x |
| Mon, 22 Jul 2024 | €27.5b | €41.9b | -€2,519,274,508.00 | 17.3x | -10.9x | 0.7x |
| Wed, 19 Jun 2024 | €26.0b | €42.0b | -€2,654,372,804.00 | 19.3x | -9.8x | 0.6x |
| Fri, 17 May 2024 | €28.2b | €42.0b | -€2,655,357,699.00 | 20.6x | -10.6x | 0.7x |
| Sun, 14 Apr 2024 | €26.1b | €41.4b | -€3,052,202,751.00 | 21.1x | -8.6x | 0.6x |
| Tue, 12 Mar 2024 | €23.5b | €41.4b | -€3,142,508,230.00 | 20.1x | -7.5x | 0.6x |
| Thu, 08 Feb 2024 | €23.2b | €40.6b | -€5,320,072,230.00 | 21.1x | -4.4x | 0.6x |
| Sat, 06 Jan 2024 | €21.3b | €40.7b | -€5,375,590,582.00 | 20.8x | -4x | 0.5x |
| Mon, 04 Dec 2023 | €21.1b | €40.7b | -€5,375,590,582.00 | 20.3x | -3.9x | 0.5x |
| Wed, 01 Nov 2023 | €18.5b | €41.4b | -€4,126,857,394.00 | 19.6x | -4.5x | 0.4x |
| Fri, 29 Sep 2023 | €22.1b | €41.4b | -€4,127,050,076.00 | 21.9x | -5.4x | 0.5x |
-5.4x
Which industries have driven the changes within the German Industrials industry?
| DE Market | 0.32% | |
| Industrials | 3.47% | |
| Electrical | 7.48% | |
| Heavy Electrical Equipment | 7.75% | |
| Electrical Components | 5.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €143.16 | 7.9% +€9.0b | 47.7% | PE45.5x | |
| NDX1 Nordex | €40.34 | 6.3% +€562.8m | 92.6% | PE23.8x | |
| 2GB 2G Energy | €60.40 | 9.8% +€96.9m | 85.0% | PE64.6x | |
| 3CA Plejd | €86.10 | 10.7% +€94.6m | 3.5% | PE47.9x | |
| PFSE PFISTERER Holding | €70.50 | 6.3% +€76.4m | 3.4% | PE19x |