Narrative Update • Jun 30

In the last week, the Electrical industry is up 1.9%, with Siemens Energy up 1.4%. In the same time, PFISTERER Holding was down 7.2%. In the last 12 months, the industry was up 75%. 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 |
|---|---|---|---|---|---|---|
| Fri, 03 Jul 2026 | €178.5b | €52.8b | €2.5b | 33.6x | 70.4x | 3.4x |
| Sun, 31 May 2026 | €175.6b | €52.7b | €2.5b | 32.8x | 69.3x | 3.3x |
| Tue, 28 Apr 2026 | €188.7b | €51.6b | €2.1b | 36.2x | 88.7x | 3.7x |
| Thu, 26 Mar 2026 | €166.0b | €51.7b | €1.9b | 39.1x | 88.1x | 3.2x |
| Sat, 21 Feb 2026 | €170.1b | €51.4b | €1.6b | 55x | 104.1x | 3.3x |
| Mon, 19 Jan 2026 | €142.5b | €50.6b | €1.1b | 50.1x | 124.7x | 2.8x |
| Wed, 17 Dec 2025 | €127.8b | €50.6b | €1.1b | 53x | 111.9x | 2.5x |
| Fri, 14 Nov 2025 | €110.9b | €49.7b | €751.4m | 52.7x | 147.6x | 2.2x |
| Sun, 12 Oct 2025 | €115.4b | €48.2b | €926.7m | 52.8x | 124.6x | 2.4x |
| Tue, 09 Sep 2025 | €93.8b | €48.2b | €875.3m | 46.3x | 107.2x | 1.9x |
| Thu, 07 Aug 2025 | €103.0b | €47.2b | €193.5m | 42.8x | 532.1x | 2.2x |
| Sat, 05 Jul 2025 | €86.5b | €47.1b | €150.0m | 44.5x | 576.5x | 1.8x |
| Mon, 02 Jun 2025 | €80.7b | €47.1b | €150.0m | 42.7x | 537.5x | 1.7x |
| Wed, 30 Apr 2025 | €67.4b | €45.3b | -€216,369,722.00 | 34.4x | -311.7x | 1.5x |
| Fri, 28 Mar 2025 | €57.7b | €45.3b | -€143,516,146.00 | 26.9x | -402.3x | 1.3x |
| Sun, 23 Feb 2025 | €56.7b | €45.9b | -€277,646,146.00 | 18.3x | -204.4x | 1.2x |
| Tue, 21 Jan 2025 | €50.7b | €44.7b | €1.1b | 24.9x | 46.8x | 1.1x |
| Thu, 19 Dec 2024 | €51.2b | €44.7b | €1.1b | 22.7x | 47.3x | 1.1x |
| Sat, 16 Nov 2024 | €47.6b | €44.6b | €1.1b | 20.9x | 43.9x | 1.1x |
| Mon, 14 Oct 2024 | €39.6b | €43.5b | €473.6m | 18.5x | 83.6x | 0.9x |
| Wed, 11 Sep 2024 | €26.2b | €43.5b | €414.0m | 12.3x | 63.3x | 0.6x |
| Fri, 09 Aug 2024 | €26.2b | €43.5b | €388.3m | 19.1x | 67.4x | 0.6x |
| Sun, 07 Jul 2024 | €28.2b | €41.9b | -€2,519,274,508.00 | 17.9x | -11.2x | 0.7x |
| Tue, 04 Jun 2024 | €28.1b | €42.0b | -€2,654,372,804.00 | 19.5x | -10.6x | 0.7x |
| Thu, 02 May 2024 | €27.5b | €41.4b | -€3,060,543,772.00 | 20.1x | -9x | 0.7x |
| Sat, 30 Mar 2024 | €20.9b | €41.4b | -€3,138,161,751.00 | 18.2x | -6.7x | 0.5x |
| Mon, 26 Feb 2024 | €22.5b | €41.2b | -€3,297,072,230.00 | 20.2x | -6.8x | 0.5x |
| Wed, 24 Jan 2024 | €21.7b | €40.7b | -€5,375,590,582.00 | 20.1x | -4x | 0.5x |
| Fri, 22 Dec 2023 | €21.3b | €40.7b | -€5,375,590,582.00 | 21.3x | -4x | 0.5x |
| Sun, 19 Nov 2023 | €21.5b | €40.7b | -€5,375,225,582.00 | 20.9x | -4x | 0.5x |
| Tue, 17 Oct 2023 | €21.4b | €41.4b | -€4,126,857,394.00 | 20.3x | -5.2x | 0.5x |
| Thu, 14 Sep 2023 | €22.6b | €41.4b | -€4,127,050,076.00 | 23.4x | -5.5x | 0.5x |
| Sat, 12 Aug 2023 | €23.9b | €41.2b | -€4,020,470,306.00 | 25.6x | -5.9x | 0.6x |
| Mon, 10 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 | 1.74% | |
| Industrials | 2.81% | |
| Electrical | 1.87% | |
| Electrical Components | 2.56% | |
| Heavy Electrical Equipment | 1.77% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENR Siemens Energy | €168.02 | 9.2% +€12.1b | 81.5% | PE64.6x | |
| NDX1 Nordex | €45.84 | 4.0% +€420.9m | 152.3% | PE33.8x | |
| S92 SMA Solar Technology | €60.05 | 11.3% +€211.7m | 154.2% | PS1.4x | |
| 1AST ASTA Energy Solutions | €72.00 | 9.4% +€88.3m | n/a | PE29x | |
| 2GB 2G Energy | €70.15 | 7.5% +€87.9m | 127.4% | PE75x |