Narrative Update • Jun 10

The Logistics industry has stayed flat over the last week. As for the the longer term, the industry is up 26% over the past 12 months. Looking forward, earnings are forecast to grow by 6.5% annually.
Has the German Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | €57.7b | €85.0b | €3.6b | 13x | 16.1x | 0.7x |
| Wed, 20 May 2026 | €53.2b | €85.0b | €3.6b | 13.2x | 14.8x | 0.6x |
| Fri, 17 Apr 2026 | €55.1b | €85.4b | €3.6b | 12.8x | 15.4x | 0.6x |
| Sun, 15 Mar 2026 | €51.2b | €85.4b | €3.6b | 13.1x | 14.3x | 0.6x |
| Tue, 10 Feb 2026 | €54.9b | €86.1b | €3.6b | 13.2x | 15.2x | 0.6x |
| Thu, 08 Jan 2026 | €54.9b | €86.1b | €3.6b | 12.5x | 15.2x | 0.6x |
| Sat, 06 Dec 2025 | €51.9b | €86.1b | €3.6b | 12.1x | 14.4x | 0.6x |
| Mon, 03 Nov 2025 | €45.4b | €86.6b | €3.5b | 12x | 12.9x | 0.5x |
| Wed, 01 Oct 2025 | €43.5b | €86.6b | €3.5b | 12.1x | 12.4x | 0.5x |
| Fri, 29 Aug 2025 | €44.9b | €86.6b | €3.5b | 12.2x | 12.8x | 0.5x |
| Sun, 27 Jul 2025 | €47.0b | €87.3b | €3.5b | 11.5x | 13.6x | 0.5x |
| Tue, 24 Jun 2025 | €46.2b | €87.3b | €3.5b | 11.9x | 13.4x | 0.5x |
| Thu, 22 May 2025 | €45.4b | €87.3b | €3.5b | 11.7x | 13.2x | 0.5x |
| Sat, 19 Apr 2025 | €41.9b | €86.8b | €3.4b | 11x | 12.3x | 0.5x |
| Mon, 17 Mar 2025 | €49.9b | €86.6b | €3.4b | 9.6x | 14.7x | 0.6x |
| Wed, 12 Feb 2025 | €41.6b | €85.0b | €3.3b | 9.5x | 12.6x | 0.5x |
| Fri, 10 Jan 2025 | €40.0b | €85.0b | €3.3b | 9.7x | 12.1x | 0.5x |
| Sun, 08 Dec 2024 | €42.0b | €85.0b | €3.3b | 10.1x | 12.8x | 0.5x |
| Tue, 05 Nov 2024 | €44.2b | €83.8b | €3.3b | 10.3x | 13.2x | 0.5x |
| Thu, 03 Oct 2024 | €46.3b | €83.8b | €3.3b | 10x | 13.8x | 0.6x |
| Sat, 31 Aug 2024 | €46.5b | €83.8b | €3.4b | 9.3x | 13.8x | 0.6x |
| Mon, 29 Jul 2024 | €48.0b | €83.3b | €3.6b | 11.5x | 13.3x | 0.6x |
| Wed, 26 Jun 2024 | €45.2b | €83.3b | €3.6b | 11.1x | 12.6x | 0.5x |
| Fri, 24 May 2024 | €46.0b | €83.3b | €3.6b | 11.2x | 12.8x | 0.6x |
| Sun, 21 Apr 2024 | €45.7b | €84.0b | €3.8b | 10.9x | 12.1x | 0.5x |
| Tue, 19 Mar 2024 | €46.0b | €83.9b | €3.8b | 9.3x | 12.2x | 0.5x |
| Thu, 15 Feb 2024 | €50.6b | €86.8b | €4.1b | 10.8x | 12.3x | 0.6x |
| Sat, 13 Jan 2024 | €54.2b | €86.8b | €4.1b | 10.8x | 13.2x | 0.6x |
| Mon, 11 Dec 2023 | €55.2b | €86.8b | €4.1b | 10x | 13.4x | 0.6x |
| Wed, 08 Nov 2023 | €44.9b | €91.5b | €4.5b | 9.9x | 9.9x | 0.5x |
| Fri, 06 Oct 2023 | €46.1b | €91.5b | €4.5b | 10.3x | 10.2x | 0.5x |
| Sun, 03 Sep 2023 | €51.9b | €91.5b | €4.5b | 10.3x | 11.5x | 0.6x |
| Tue, 01 Aug 2023 | €56.9b | €95.8b | €5.0b | 10.8x | 11.4x | 0.6x |
| Thu, 29 Jun 2023 | €53.0b | €95.8b | €5.0b | 10.4x | 10.6x | 0.6x |
10.6x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -0.24% | |
| Industrials | 2.60% | |
| Logistics | -1.63% | |
| Air Freight and Logistics | -1.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TGHN Logwin | €272.00 | 0.7% +€5.8m | 13.3% | PE12.9x | |
| 6ZR MoveByBike Europe | €0.0015 | 400.0% +€3.1m | 150.0% | PS1.2x | |
| MLL Müller - Die lila Logistik | €4.88 | 2.5% +€954.7k | 0% | PE9x | |
| DE10 Deufol | €4.30 | 1.4% +€509.7k | -25.2% | PE13.2x |