Narrative Update • Jun 15

Over the last 7 days, the Electrical industry has dropped 1.0%, driven by Siemens Energy declining 0.9%. In contrast, ASTA Energy Solutions has gained 6.5%. Over the past 12 months, the industry was up 73%. 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 |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | €169.2b | €52.8b | €2.5b | 31.5x | 66.5x | 3.2x |
| Thu, 14 May 2026 | €187.3b | €52.7b | €2.5b | 33.8x | 74x | 3.6x |
| Sat, 11 Apr 2026 | €176.5b | €51.6b | €2.0b | 31.9x | 89.7x | 3.4x |
| Mon, 09 Mar 2026 | €157.8b | €51.7b | €1.8b | 35.6x | 87.6x | 3.1x |
| Wed, 04 Feb 2026 | €161.7b | €50.6b | €1.1b | 53.5x | 141.2x | 3.2x |
| Fri, 02 Jan 2026 | €128.3b | €50.6b | €1.1b | 50x | 112.3x | 2.5x |
| Sun, 30 Nov 2025 | €123.0b | €50.6b | €1.1b | 51.9x | 107.7x | 2.4x |
| Tue, 28 Oct 2025 | €111.9b | €48.2b | €928.3m | 47.6x | 120.5x | 2.3x |
| Thu, 25 Sep 2025 | €108.8b | €48.2b | €932.1m | 51.6x | 116.7x | 2.3x |
| Sat, 23 Aug 2025 | €98.1b | €48.1b | €929.7m | 39.3x | 105.5x | 2x |
| Mon, 21 Jul 2025 | €88.5b | €47.1b | €150.0m | 45.3x | 589.5x | 1.9x |
| Wed, 18 Jun 2025 | €83.2b | €47.1b | €150.0m | 44.6x | 554.2x | 1.8x |
| Fri, 16 May 2025 | €73.2b | €46.8b | €122.1m | 45.8x | 599.2x | 1.6x |
| Sun, 13 Apr 2025 | €54.1b | €45.2b | -€249,026,009.00 | 31.2x | -217.2x | 1.2x |
| Tue, 11 Mar 2025 | €51.8b | €46.1b | -€290,806,146.00 | 19x | -178.1x | 1.1x |
| Thu, 06 Feb 2025 | €53.4b | €44.7b | €1.1b | 25.1x | 49.7x | 1.2x |
| Sat, 04 Jan 2025 | €52.1b | €44.7b | €1.1b | 26.2x | 48.2x | 1.2x |
| Mon, 02 Dec 2024 | €50.7b | €44.7b | €1.1b | 22x | 46.9x | 1.1x |
| Wed, 30 Oct 2024 | €41.3b | €43.5b | €473.2m | 17.9x | 87.3x | 0.9x |
| Fri, 27 Sep 2024 | €37.7b | €43.5b | €473.6m | 17.3x | 79.6x | 0.9x |
| Sun, 25 Aug 2024 | €27.2b | €43.5b | €411.9m | 15.4x | 65.9x | 0.6x |
| Tue, 23 Jul 2024 | €27.6b | €41.9b | -€2,519,274,508.00 | 17.3x | -10.9x | 0.7x |
| Thu, 20 Jun 2024 | €26.3b | €42.0b | -€2,654,372,804.00 | 19x | -9.9x | 0.6x |
| Sat, 18 May 2024 | €27.8b | €42.0b | -€2,652,169,072.00 | 20x | -10.5x | 0.7x |
| Mon, 15 Apr 2024 | €26.1b | €41.4b | -€3,052,202,751.00 | 21.1x | -8.6x | 0.6x |
| Wed, 13 Mar 2024 | €23.4b | €41.4b | -€3,142,508,230.00 | 19.8x | -7.5x | 0.6x |
| Fri, 09 Feb 2024 | €22.9b | €40.6b | -€5,320,072,230.00 | 21.3x | -4.3x | 0.6x |
| Sun, 07 Jan 2024 | €21.3b | €40.7b | -€5,375,590,582.00 | 20.8x | -4x | 0.5x |
| Tue, 05 Dec 2023 | €21.0b | €40.7b | -€5,375,590,582.00 | 20.1x | -3.9x | 0.5x |
| Thu, 02 Nov 2023 | €18.5b | €41.4b | -€4,126,857,394.00 | 20x | -4.5x | 0.4x |
| Sat, 30 Sep 2023 | €22.5b | €41.4b | -€4,127,050,076.00 | 22x | -5.4x | 0.5x |
| Mon, 28 Aug 2023 | €23.0b | €41.2b | -€4,089,990,980.00 | 23.2x | -5.6x | 0.6x |
| Wed, 26 Jul 2023 | €25.9b | €40.7b | -€1,472,786,306.00 | 27.2x | -17.6x | 0.6x |
| Fri, 23 Jun 2023 | €31.3b | €40.7b | -€1,481,486,937.00 | 30.9x | -21.2x | 0.8x |
-21.2x
Which industries have driven the changes within the German Industrials industry?
| DE Market | 0.72% | |
| Industrials | 0.22% | |
| Electrical | -1.01% | |
| Heavy Electrical Equipment | -0.90% | |
| Electrical Components | -1.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1AST ASTA Energy Solutions | €72.00 | 6.5% +€62.6m | n/a | PE29x | |
| SGL SGL Carbon | €5.22 | 9.9% +€57.5m | 42.6% | PS0.8x | |
| OSR OSRAM Licht | €53.20 | 0.8% +€37.7m | 4.3% | PE32.9x | |
| NDX1 Nordex | €40.70 | 0.1% +€14.2m | 128.1% | PE30x | |
| PNE3 PNE | €10.34 | 0.2% +€1.5m | -32.2% | PS3.1x |