Narrative Update • Jul 22

Over the last 7 days, the Logistics industry has remained flat. As for the the longer term, the industry is up 39% over the past 12 months. Looking forward, earnings are forecast to grow by 6.4% annually.
Has the German Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | €64.1b | €85.0b | €3.6b | 12.9x | 17.8x | 0.8x |
| Wed, 24 Jun 2026 | €57.5b | €85.0b | €3.6b | 13x | 16x | 0.7x |
| Fri, 22 May 2026 | €54.1b | €85.0b | €3.6b | 13.2x | 15x | 0.6x |
| Sun, 19 Apr 2026 | €56.7b | €85.4b | €3.6b | 12.9x | 15.9x | 0.7x |
| Tue, 17 Mar 2026 | €51.2b | €85.4b | €3.6b | 13.1x | 14.3x | 0.6x |
| Thu, 12 Feb 2026 | €55.7b | €86.1b | €3.6b | 13.6x | 15.4x | 0.6x |
| Sat, 10 Jan 2026 | €54.8b | €86.1b | €3.6b | 12.7x | 15.2x | 0.6x |
| Mon, 08 Dec 2025 | €51.9b | €86.1b | €3.6b | 12.1x | 14.4x | 0.6x |
| Wed, 05 Nov 2025 | €44.6b | €86.6b | €3.5b | 11.9x | 12.7x | 0.5x |
| Fri, 03 Oct 2025 | €44.5b | €86.6b | €3.5b | 12.2x | 12.6x | 0.5x |
| Sun, 31 Aug 2025 | €44.8b | €86.6b | €3.5b | 12.2x | 12.7x | 0.5x |
| Tue, 29 Jul 2025 | €47.1b | €87.3b | €3.5b | 11.3x | 13.7x | 0.5x |
| Thu, 26 Jun 2025 | €44.5b | €87.3b | €3.5b | 11.8x | 12.9x | 0.5x |
| Sat, 24 May 2025 | €44.2b | €87.3b | €3.5b | 11.8x | 12.8x | 0.5x |
| Mon, 21 Apr 2025 | €41.9b | €86.8b | €3.4b | 11x | 12.3x | 0.5x |
| Wed, 19 Mar 2025 | €50.1b | €86.6b | €3.4b | 9.5x | 14.7x | 0.6x |
| Fri, 14 Feb 2025 | €43.4b | €85.0b | €3.3b | 9.5x | 13.2x | 0.5x |
| Sun, 12 Jan 2025 | €39.7b | €85.0b | €3.3b | 9.5x | 12.1x | 0.5x |
| Tue, 10 Dec 2024 | €42.3b | €85.0b | €3.3b | 9.8x | 12.9x | 0.5x |
| Thu, 07 Nov 2024 | €40.8b | €86.9b | €3.3b | 10.2x | 12.4x | 0.5x |
| Sat, 05 Oct 2024 | €45.2b | €83.8b | €3.3b | 10.3x | 13.5x | 0.5x |
| Mon, 02 Sep 2024 | €46.5b | €83.8b | €3.3b | 10.3x | 13.9x | 0.6x |
| Wed, 31 Jul 2024 | €48.6b | €83.3b | €3.6b | 11.5x | 13.5x | 0.6x |
| Fri, 28 Jun 2024 | €45.1b | €83.3b | €3.6b | 11.2x | 12.5x | 0.5x |
| Sun, 26 May 2024 | €46.4b | €83.3b | €3.6b | 11.3x | 12.9x | 0.6x |
| Tue, 23 Apr 2024 | €45.7b | €84.0b | €3.8b | 10.9x | 12.1x | 0.5x |
| Thu, 21 Mar 2024 | €46.3b | €83.9b | €3.8b | 9.3x | 12.3x | 0.6x |
| Sat, 17 Feb 2024 | €51.2b | €86.8b | €4.1b | 10.8x | 12.4x | 0.6x |
| Mon, 15 Jan 2024 | €54.2b | €86.8b | €4.1b | 10.8x | 13.2x | 0.6x |
| Wed, 13 Dec 2023 | €55.6b | €86.8b | €4.1b | 10.3x | 13.5x | 0.6x |
| Fri, 10 Nov 2023 | €47.1b | €91.5b | €4.5b | 10.1x | 10.4x | 0.5x |
| Sun, 08 Oct 2023 | €47.2b | €91.5b | €4.5b | 10.4x | 10.4x | 0.5x |
| Tue, 05 Sep 2023 | €51.0b | €91.5b | €4.5b | 10.1x | 11.3x | 0.6x |
| Thu, 03 Aug 2023 | €52.9b | €95.3b | €5.0b | 10.3x | 10.6x | 0.6x |
10.6x
Which industries have driven the changes within the German Industrials industry?
| DE Market | 0.48% | |
| Industrials | 2.42% | |
| Logistics | 0.22% | |
| Air Freight and Logistics | 0.22% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DHL Deutsche Post | €57.06 | 1.5% +€930.2m | 39.5% | PE17.9x |