Narrative Update • Jun 05

Over the last 7 days, the Electrical industry has dropped 2.5%, driven by Siemens Energy declining 3.2%. On the other hand Plejd is actually up 6.0%. Over the past 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 |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | €170.8b | €52.7b | €2.5b | 31.4x | 67.3x | 3.2x |
| Wed, 06 May 2026 | €194.6b | €51.7b | €2.2b | 36.6x | 89.9x | 3.8x |
| Fri, 03 Apr 2026 | €157.5b | €51.6b | €2.0b | 34.3x | 80.2x | 3.1x |
| Sun, 01 Mar 2026 | €173.1b | €51.7b | €1.8b | 37.1x | 96.2x | 3.3x |
| Tue, 27 Jan 2026 | €148.8b | €50.6b | €1.1b | 54.3x | 130x | 2.9x |
| Thu, 25 Dec 2025 | €128.5b | €50.6b | €1.1b | 50.2x | 112.4x | 2.5x |
| Sat, 22 Nov 2025 | €110.0b | €50.6b | €1.1b | 53.5x | 95.9x | 2.2x |
| Mon, 20 Oct 2025 | €110.4b | €48.2b | €928.2m | 48x | 118.9x | 2.3x |
| Wed, 17 Sep 2025 | €98.4b | €48.2b | €932.2m | 48.6x | 105.6x | 2x |
| Fri, 15 Aug 2025 | €102.1b | €48.1b | €909.2m | 43x | 112.3x | 2.1x |
| Sun, 13 Jul 2025 | €86.1b | €47.1b | €150.0m | 45.2x | 574x | 1.8x |
| Tue, 10 Jun 2025 | €81.2b | €47.1b | €150.0m | 44.7x | 541.5x | 1.7x |
| Thu, 08 May 2025 | €68.5b | €45.1b | -€216,021,722.00 | 37.5x | -317.1x | 1.5x |
| Sat, 05 Apr 2025 | €50.6b | €45.2b | -€249,026,009.00 | 30.4x | -203.1x | 1.1x |
| Mon, 03 Mar 2025 | €54.6b | €46.1b | -€290,806,146.00 | 17.9x | -187.9x | 1.2x |
| Wed, 29 Jan 2025 | €48.9b | €44.7b | €1.1b | 24.8x | 45.2x | 1.1x |
| Fri, 27 Dec 2024 | €51.2b | €44.7b | €1.1b | 22.7x | 47.3x | 1.1x |
| Sun, 24 Nov 2024 | €48.4b | €44.7b | €1.1b | 21.5x | 44.8x | 1.1x |
| Tue, 22 Oct 2024 | €40.2b | €43.5b | €473.2m | 18.5x | 84.9x | 0.9x |
| Thu, 19 Sep 2024 | €31.5b | €43.5b | €414.0m | 12.4x | 76.1x | 0.7x |
| Sat, 17 Aug 2024 | €26.9b | €43.5b | €419.5m | 13.9x | 64.1x | 0.6x |
| Mon, 15 Jul 2024 | €29.4b | €41.9b | -€2,519,274,508.00 | 18.2x | -11.7x | 0.7x |
| Wed, 12 Jun 2024 | €26.0b | €42.0b | -€2,654,372,804.00 | 19.6x | -9.8x | 0.6x |
| Fri, 10 May 2024 | €26.3b | €41.7b | -€2,858,434,699.00 | 19.9x | -9.2x | 0.6x |
| Sun, 07 Apr 2024 | €26.2b | €41.4b | -€3,052,202,751.00 | 21.2x | -8.6x | 0.6x |
| Tue, 05 Mar 2024 | €23.2b | €41.4b | -€3,142,508,230.00 | 20.1x | -7.4x | 0.6x |
| Thu, 01 Feb 2024 | €23.0b | €40.7b | -€5,375,590,582.00 | 21.4x | -4.3x | 0.6x |
| Sat, 30 Dec 2023 | €22.1b | €40.7b | -€5,375,590,582.00 | 21.9x | -4.1x | 0.5x |
| Mon, 27 Nov 2023 | €20.6b | €40.7b | -€5,375,590,582.00 | 20.6x | -3.8x | 0.5x |
| Wed, 25 Oct 2023 | €20.3b | €41.4b | -€4,126,857,394.00 | 19.8x | -4.9x | 0.5x |
| Fri, 22 Sep 2023 | €22.3b | €41.4b | -€4,127,050,076.00 | 23.3x | -5.4x | 0.5x |
| Sun, 20 Aug 2023 | €22.9b | €41.2b | -€4,088,522,306.00 | 21.7x | -5.6x | 0.6x |
| Tue, 18 Jul 2023 | €25.4b | €40.7b | -€1,472,786,306.00 | 27.2x | -17.2x | 0.6x |
| Thu, 15 Jun 2023 | €31.5b | €40.7b | -€1,481,486,937.00 | 31.4x | -21.3x | 0.8x |
-21.3x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -1.25% | |
| Industrials | -0.75% | |
| Electrical | -1.24% | |
| Electrical Components | -0.21% | |
| Heavy Electrical Equipment | -1.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3CA Plejd | €101.20 | 3.3% +€36.3m | 73.6% | PE56.4x | |
| PNE3 PNE | €10.36 | 2.4% +€18.4m | -33.0% | PS3.4x | |
| 2GB 2G Energy | €67.75 | 1.3% +€15.2m | 108.5% | PE49.6x | |
| 1AST ASTA Energy Solutions | €68.80 | 0.9% +€8.5m | n/a | PE27.7x | |
| LMIA LION E-Mobility | €2.18 | 18.5% +€4.2m | 53.5% | PE11.7x |