Narrative Update • May 26

In the last week, the Construction Machinery and Vehicles industry is up 4.7%, with Daimler Truck Holding up 6.6%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 28% per annum.
Has the German Construction Machinery and Vehicles Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 May 2026 | €84.0b | €121.7b | €3.8b | 27.1x | 22x | 0.7x |
| Fri, 24 Apr 2026 | €86.0b | €123.4b | €4.5b | 28x | 19.2x | 0.7x |
| Sun, 22 Mar 2026 | €79.3b | €123.0b | €4.5b | 23.6x | 17.6x | 0.6x |
| Tue, 17 Feb 2026 | €92.0b | €128.7b | €5.1b | 28.1x | 17.9x | 0.7x |
| Thu, 15 Jan 2026 | €87.1b | €128.7b | €5.1b | 27.5x | 16.9x | 0.7x |
| Sat, 13 Dec 2025 | €82.7b | €128.7b | €5.1b | 25.9x | 16.1x | 0.6x |
| Mon, 10 Nov 2025 | €75.4b | €128.5b | €5.2b | 23.9x | 14.4x | 0.6x |
| Wed, 08 Oct 2025 | €78.3b | €131.5b | €5.7b | 29.3x | 13.6x | 0.6x |
| Fri, 05 Sep 2025 | €80.5b | €131.5b | €5.8b | 28.1x | 14x | 0.6x |
| Sun, 03 Aug 2025 | €80.7b | €131.3b | €5.7b | 28.4x | 14.1x | 0.6x |
| Tue, 01 Jul 2025 | €80.4b | €132.5b | €6.5b | 26.8x | 12.3x | 0.6x |
| Thu, 29 May 2025 | €81.4b | €132.5b | €6.5b | 24.1x | 12.4x | 0.6x |
| Sat, 26 Apr 2025 | €72.7b | €134.6b | €7.1b | 18.7x | 10.3x | 0.5x |
| Mon, 24 Mar 2025 | €78.7b | €134.6b | €7.0b | 21x | 11.2x | 0.6x |
| Wed, 19 Feb 2025 | €80.2b | €135.8b | €7.4b | 16.5x | 10.9x | 0.6x |
| Fri, 17 Jan 2025 | €66.6b | €135.8b | €7.4b | 14.3x | 9x | 0.5x |
| Sun, 15 Dec 2024 | €68.3b | €135.8b | €7.4b | 14.6x | 9.3x | 0.5x |
| Tue, 12 Nov 2024 | €69.7b | €136.0b | €7.4b | 13.6x | 9.4x | 0.5x |
| Thu, 10 Oct 2024 | €68.4b | €136.4b | €7.8b | 13.9x | 8.8x | 0.5x |
| Sat, 07 Sep 2024 | €63.1b | €136.4b | €7.8b | 12.5x | 8.1x | 0.5x |
| Mon, 05 Aug 2024 | €63.7b | €136.5b | €7.8b | 10.4x | 8.2x | 0.5x |
| Wed, 03 Jul 2024 | €70.8b | €137.2b | €8.1b | 12.5x | 8.8x | 0.5x |
| Fri, 31 May 2024 | €74.4b | €137.2b | €8.1b | 13.1x | 9.2x | 0.5x |
| Sun, 28 Apr 2024 | €77.8b | €137.2b | €8.0b | 12.1x | 9.7x | 0.6x |
| Tue, 26 Mar 2024 | €82.6b | €135.4b | €7.8b | 10.7x | 10.5x | 0.6x |
| Thu, 22 Feb 2024 | €62.3b | €134.0b | €7.0b | 10x | 8.9x | 0.5x |
| Sat, 20 Jan 2024 | €56.2b | €134.0b | €7.0b | 9.5x | 8x | 0.4x |
| Mon, 18 Dec 2023 | €59.1b | €134.0b | €7.0b | 10.1x | 8.4x | 0.4x |
| Wed, 15 Nov 2023 | €51.9b | €134.0b | €7.0b | 9x | 7.4x | 0.4x |
| Fri, 13 Oct 2023 | €55.2b | €132.4b | €6.2b | 9.4x | 9x | 0.4x |
| Sun, 10 Sep 2023 | €57.2b | €132.4b | €6.2b | 10.1x | 9.3x | 0.4x |
| Tue, 08 Aug 2023 | €60.3b | €131.7b | €6.1b | 11.6x | 9.9x | 0.5x |
| Thu, 06 Jul 2023 | €58.6b | €127.6b | €5.7b | 11.5x | 10.3x | 0.5x |
| Sat, 03 Jun 2023 | €55.5b | €127.6b | €5.7b | 11.1x | 9.8x | 0.4x |
9.8x
How does German Construction Machinery and Vehicles compare with similar industries?
| DE Market | 2.85% | |
| Industrials | 5.09% | |
| Machinery | 3.29% | |
| Construction Machinery and Vehicles | 4.65% | |
| Industrial Machinery | 0.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DTG Daimler Truck Holding | €43.05 | 8.0% +€2.4b | 13.4% | PE28x | |
| 8TRA Traton | €34.48 | 8.3% +€1.3b | 10.6% | PE13.2x | |
| R3NK RENK Group | €52.59 | 10.0% +€478.5m | -31.7% | PE45.7x | |
| KBX Knorr-Bremse | €102.70 | 0.8% +€129.0m | 13.7% | PE30x | |
| DEZ DEUTZ | €10.23 | 4.3% +€64.1m | 35.1% | PE18.3x |