Narrative Update • Aug 25

The Construction Machinery and Vehicles is pretty flat in the last 7 days, but Knorr-Bremse has stood out, gaining 4.1%. As for the the longer term, the industry is up 4.1% over the past 12 months. Looking forward, earnings are forecast to grow by 24% annually.
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, 26 Aug 2026 | €89.9b | €123.4b | €4.2b | 30x | 21.4x | 0.7x |
| Fri, 24 Jul 2026 | €89.4b | €121.7b | €3.8b | 29.6x | 23.5x | 0.7x |
| Sun, 21 Jun 2026 | €83.0b | €121.7b | €3.8b | 27x | 21.8x | 0.7x |
| Tue, 19 May 2026 | €80.9b | €121.7b | €3.8b | 26.1x | 21.2x | 0.7x |
| Thu, 16 Apr 2026 | €85.1b | €123.4b | €4.5b | 28.3x | 19x | 0.7x |
| Sat, 14 Mar 2026 | €84.0b | €123.0b | €4.4b | 23.7x | 19x | 0.7x |
| Mon, 09 Feb 2026 | €92.0b | €128.7b | €5.1b | 28.2x | 17.9x | 0.7x |
| Wed, 07 Jan 2026 | €87.3b | €128.7b | €5.1b | 27.4x | 17x | 0.7x |
| Fri, 05 Dec 2025 | €80.1b | €128.7b | €5.1b | 26.1x | 15.6x | 0.6x |
| Sun, 02 Nov 2025 | €76.6b | €130.0b | €5.4b | 26.9x | 14.2x | 0.6x |
| Tue, 30 Sep 2025 | €78.6b | €131.5b | €5.7b | 29.9x | 13.7x | 0.6x |
| Thu, 28 Aug 2025 | €83.4b | €131.5b | €5.8b | 29.5x | 14.5x | 0.6x |
| Sat, 26 Jul 2025 | €86.9b | €132.5b | €6.5b | 29.3x | 13.3x | 0.7x |
| Mon, 23 Jun 2025 | €76.9b | €132.5b | €6.5b | 23.3x | 11.8x | 0.6x |
| Wed, 21 May 2025 | €81.3b | €132.5b | €6.5b | 23x | 12.4x | 0.6x |
| Fri, 18 Apr 2025 | €69.4b | €134.6b | €7.1b | 18.6x | 9.8x | 0.5x |
| Sun, 16 Mar 2025 | €81.6b | €134.7b | €7.0b | 16.6x | 11.6x | 0.6x |
| Tue, 11 Feb 2025 | €74.1b | €135.8b | €7.4b | 16.4x | 10x | 0.5x |
| Thu, 09 Jan 2025 | €69.0b | €135.8b | €7.4b | 14.1x | 9.4x | 0.5x |
| Sat, 07 Dec 2024 | €68.7b | €135.8b | €7.4b | 14.6x | 9.3x | 0.5x |
| Mon, 04 Nov 2024 | €68.3b | €136.8b | €7.8b | 13.2x | 8.8x | 0.5x |
| Wed, 02 Oct 2024 | €66.1b | €136.4b | €7.8b | 13.5x | 8.5x | 0.5x |
| Fri, 30 Aug 2024 | €67.4b | €136.4b | €7.8b | 13.4x | 8.7x | 0.5x |
| Sun, 28 Jul 2024 | €68.1b | €137.1b | €8.0b | 10.9x | 8.5x | 0.5x |
| Tue, 25 Jun 2024 | €71.0b | €137.2b | €8.1b | 12.1x | 8.8x | 0.5x |
| Thu, 23 May 2024 | €74.8b | €137.1b | €8.1b | 12.7x | 9.3x | 0.5x |
| Sat, 20 Apr 2024 | €80.3b | €136.5b | €7.8b | 12.8x | 10.3x | 0.6x |
| Mon, 18 Mar 2024 | €80.8b | €135.3b | €7.8b | 10.3x | 10.4x | 0.6x |
| Wed, 14 Feb 2024 | €60.2b | €134.0b | €7.0b | 9.8x | 8.6x | 0.4x |
| Fri, 12 Jan 2024 | €57.6b | €134.0b | €7.0b | 9.6x | 8.2x | 0.4x |
| Sun, 10 Dec 2023 | €56.3b | €134.0b | €7.0b | 9.5x | 8x | 0.4x |
| Tue, 07 Nov 2023 | €52.1b | €133.4b | €7.0b | 9x | 7.4x | 0.4x |
| Thu, 05 Oct 2023 | €57.3b | €132.4b | €6.2b | 9.3x | 9.3x | 0.4x |
| Sat, 02 Sep 2023 | €57.8b | €132.4b | €6.2b | 10.3x | 9.4x | 0.4x |
9.4x
How does German Construction Machinery and Vehicles compare with similar industries?
| DE Market | 0.86% | |
| Industrials | 0.77% | |
| Machinery | 3.56% | |
| Construction Machinery and Vehicles | 4.10% | |
| Industrial Machinery | 2.25% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DTG Daimler Truck Holding | €46.99 | 4.5% +€1.5b | 14.8% | PE33.1x | |
| KBX Knorr-Bremse | €104.10 | 5.9% +€935.0m | 16.2% | PE28.7x | |
| 8TRA Traton | €38.00 | 3.3% +€600.0m | 18.3% | PE10.7x | |
| KGX KION GROUP | €42.23 | 6.7% +€350.1m | -26.4% | PE14.4x | |
| DEZ DEUTZ | €11.51 | 13.4% +€207.6m | 27.6% | PE22.3x |