New Narrative • Jun 16

In the last week, the Electrical industry is up 9.9%, with Siemens Energy up 9.9%. This takes the industry's 12 month performance to a gain of 90%. 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 |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | €182.2b | €52.8b | €2.5b | 34x | 71.6x | 3.5x |
| Mon, 18 May 2026 | €181.3b | €52.7b | €2.5b | 36.3x | 71.8x | 3.4x |
| Wed, 15 Apr 2026 | €180.0b | €51.6b | €2.0b | 32.9x | 91.3x | 3.5x |
| Fri, 13 Mar 2026 | €160.5b | €51.7b | €1.8b | 37.8x | 89.1x | 3.1x |
| Sun, 08 Feb 2026 | €158.5b | €50.6b | €1.1b | 53.9x | 138.5x | 3.1x |
| Tue, 06 Jan 2026 | €134.7b | €50.6b | €1.1b | 49.5x | 117.9x | 2.7x |
| Thu, 04 Dec 2025 | €122.0b | €50.6b | €1.1b | 52.7x | 106.8x | 2.4x |
| Sat, 01 Nov 2025 | €116.2b | €48.2b | €928.2m | 48.2x | 125.2x | 2.4x |
| Mon, 29 Sep 2025 | €108.8b | €48.2b | €926.4m | 52.5x | 117.4x | 2.3x |
| Wed, 27 Aug 2025 | €99.0b | €48.2b | €930.6m | 49.7x | 106.3x | 2.1x |
| Fri, 25 Jul 2025 | €91.1b | €47.1b | €150.0m | 45.7x | 606.8x | 1.9x |
| Sun, 22 Jun 2025 | €81.9b | €47.1b | €150.0m | 42.5x | 545.9x | 1.7x |
| Tue, 20 May 2025 | €74.8b | €46.7b | €115.8m | 47.2x | 645.9x | 1.6x |
| Thu, 17 Apr 2025 | €57.5b | €45.2b | -€249,026,009.00 | 34x | -230.9x | 1.3x |
| Sat, 15 Mar 2025 | €54.0b | €45.3b | -€54,295,146.00 | 12.5x | -995.3x | 1.2x |
| Mon, 10 Feb 2025 | €56.0b | €44.7b | €1.1b | 24.8x | 52.1x | 1.3x |
| Wed, 08 Jan 2025 | €53.4b | €44.7b | €1.1b | 25x | 49.4x | 1.2x |
| Fri, 06 Dec 2024 | €52.2b | €44.7b | €1.1b | 21.4x | 48.2x | 1.2x |
| Sun, 03 Nov 2024 | €41.3b | €43.5b | €473.2m | 18x | 87.4x | 0.9x |
| Tue, 01 Oct 2024 | €37.5b | €43.5b | €473.6m | 17.3x | 79.2x | 0.9x |
| Thu, 29 Aug 2024 | €26.9b | €43.5b | €411.9m | 14.9x | 65.3x | 0.6x |
| Sat, 27 Jul 2024 | €27.3b | €42.0b | -€2,435,051,508.00 | 17.2x | -11.2x | 0.7x |
| Mon, 24 Jun 2024 | €25.9b | €42.0b | -€2,654,372,804.00 | 18.2x | -9.8x | 0.6x |
| Wed, 22 May 2024 | €27.0b | €42.0b | -€2,654,375,804.00 | 19.8x | -10.2x | 0.6x |
| Fri, 19 Apr 2024 | €26.1b | €41.4b | -€3,051,515,772.00 | 21.1x | -8.5x | 0.6x |
| Sun, 17 Mar 2024 | €18.6b | €41.4b | -€3,142,508,230.00 | 19.8x | -5.9x | 0.4x |
| Tue, 13 Feb 2024 | €23.6b | €41.2b | -€3,297,072,230.00 | 21.5x | -7.2x | 0.6x |
| Thu, 11 Jan 2024 | €22.0b | €40.7b | -€5,375,590,582.00 | 21.2x | -4.1x | 0.5x |
| Sat, 09 Dec 2023 | €21.1b | €40.7b | -€5,375,590,582.00 | 20.3x | -3.9x | 0.5x |
| Mon, 06 Nov 2023 | €19.8b | €41.4b | -€4,230,451,394.00 | 21.2x | -4.7x | 0.5x |
| Wed, 04 Oct 2023 | €22.2b | €41.4b | -€4,127,050,076.00 | 20.8x | -5.4x | 0.5x |
| Fri, 01 Sep 2023 | €23.2b | €41.3b | -€4,127,926,980.00 | 24.6x | -5.6x | 0.6x |
| Sun, 30 Jul 2023 | €25.7b | €41.0b | -€1,424,189,306.00 | 28.4x | -18.1x | 0.6x |
| Tue, 27 Jun 2023 | €24.0b | €40.7b | -€1,481,486,937.00 | 29.9x | -16.2x | 0.6x |
-16.2x
Which industries have driven the changes within the German Industrials industry?
| DE Market | 0.63% | |
| Industrials | 3.77% | |
| Electrical | 9.86% | |
| Heavy Electrical Equipment | 10.54% | |
| Electrical Components | 5.55% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €168.72 | 9.9% +€12.9b | 93.0% | PE64.9x | |
| NDX1 Nordex | €47.50 | 18.5% +€1.7b | 183.6% | PE35.1x | |
| S92 SMA Solar Technology | €58.60 | 18.4% +€315.8m | 230.0% | PS1.3x | |
| 2GB 2G Energy | €70.85 | 11.6% +€131.9m | 137.4% | PE51.9x | |
| PFSE PFISTERER Holding | €98.45 | 7.9% +€130.3m | 150.2% | PE31x |