An Intrinsic Calculation For Knorr-Bremse AG (ETR:KBX) Suggests It's 30% Undervalued
Feb 04
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German (DAX) Construction Machinery and Vehicles Industry Analysis
UpdatedFeb 06, 2025
DataAggregated Company Financials
Companies16
- 7D-1.7%
- 3M0.1%
- 1Y15.3%
- YTDn/a
The Construction Machinery and Vehicles industry is up 4.8% in the last week, with Knorr-Bremse up 5.0%. During this same period, the Daimler Truck Holding underperformed, falling 5.1%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the German Construction Machinery and Vehicles Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 07 Feb 2025 | €72.6b | €135.8b | €7.4b | 15.9x | 9.8x | 0.5x |
| Sun, 05 Jan 2025 | €65.5b | €135.8b | €7.4b | 14.6x | 8.9x | 0.5x |
| Tue, 03 Dec 2024 | €66.3b | €135.8b | €7.4b | 14.4x | 9x | 0.5x |
| Thu, 31 Oct 2024 | €70.1b | €136.4b | €7.8b | 14.4x | 9x | 0.5x |
| Sat, 28 Sep 2024 | €68.8b | €136.4b | €7.8b | 14.3x | 8.9x | 0.5x |
| Mon, 26 Aug 2024 | €67.3b | €136.4b | €7.8b | 13.7x | 8.7x | 0.5x |
| Wed, 24 Jul 2024 | €70.7b | €137.2b | €8.1b | 11.1x | 8.8x | 0.5x |
| Fri, 21 Jun 2024 | €71.0b | €137.2b | €8.1b | 12.3x | 8.8x | 0.5x |
| Sun, 19 May 2024 | €75.4b | €137.1b | €8.1b | 12.8x | 9.4x | 0.5x |
| Tue, 16 Apr 2024 | €82.2b | €136.5b | €7.8b | 13.3x | 10.5x | 0.6x |
| Thu, 14 Mar 2024 | €79.1b | €135.3b | €7.8b | 10.3x | 10.2x | 0.6x |
| Sat, 10 Feb 2024 | €60.0b | €134.0b | €7.0b | 9.7x | 8.6x | 0.4x |
| Mon, 08 Jan 2024 | €57.7b | €134.0b | €7.0b | 9.6x | 8.2x | 0.4x |
| Wed, 06 Dec 2023 | €55.3b | €134.0b | €7.0b | 9.2x | 7.9x | 0.4x |
| Fri, 03 Nov 2023 | €51.9b | €133.4b | €7.0b | 8.8x | 7.4x | 0.4x |
| Sun, 01 Oct 2023 | €57.6b | €132.4b | €6.2b | 9.4x | 9.4x | 0.4x |
| Tue, 29 Aug 2023 | €57.3b | €132.4b | €6.2b | 9.8x | 9.3x | 0.4x |
| Thu, 27 Jul 2023 | €58.8b | €127.6b | €5.7b | 11.7x | 10.4x | 0.5x |
| Sat, 24 Jun 2023 | €56.2b | €127.6b | €5.7b | 11x | 9.9x | 0.4x |
| Mon, 22 May 2023 | €57.1b | €124.9b | €5.2b | 11.3x | 11x | 0.5x |
| Wed, 19 Apr 2023 | €57.2b | €121.3b | €5.0b | 12x | 11.5x | 0.5x |
| Fri, 17 Mar 2023 | €53.7b | €120.7b | €5.0b | 12x | 10.8x | 0.4x |
| Sun, 12 Feb 2023 | €55.8b | €114.3b | €4.0b | 13.3x | 14.1x | 0.5x |
| Tue, 10 Jan 2023 | €53.6b | €114.3b | €4.0b | 13.1x | 13.5x | 0.5x |
| Thu, 08 Dec 2022 | €50.4b | €114.3b | €4.0b | 12.6x | 12.7x | 0.4x |
| Sat, 05 Nov 2022 | €46.0b | €109.3b | €3.2b | 14.8x | 14.4x | 0.4x |
| Mon, 03 Oct 2022 | €39.7b | €106.6b | €3.8b | 8.6x | 10.5x | 0.4x |
| Wed, 31 Aug 2022 | €46.9b | €106.6b | €3.8b | 10.2x | 12.4x | 0.4x |
| Fri, 29 Jul 2022 | €48.6b | €101.9b | €3.5b | 11.8x | 13.7x | 0.5x |
| Sun, 26 Jun 2022 | €48.0b | €101.9b | €3.5b | 11.1x | 13.5x | 0.5x |
| Tue, 24 May 2022 | €53.8b | €100.4b | €4.7b | 11.5x | 11.4x | 0.5x |
| Thu, 21 Apr 2022 | €53.5b | €97.7b | €4.5b | 13.7x | 11.9x | 0.5x |
| Sat, 19 Mar 2022 | €57.7b | €97.0b | €4.7b | 16.9x | 12.3x | 0.6x |
| Mon, 14 Feb 2022 | €70.0b | €94.3b | €4.9b | 17.4x | 14.4x | 0.7x |
Price to Earnings Ratio
14.4x
Current Industry PE
- Investors are relatively neutral on the German Construction Machinery and Heavy Trucks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 10.7x.
- The industry is trading close to its 3-year average PS ratio of 0.48x.
Past Earnings Growth
- The earnings for companies in the Construction Machinery and Heavy Trucks industry have grown 15% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does German Construction Machinery and Vehicles compare with similar industries?
| DE Market | -0.20% | |
| Industrials | -0.29% | |
| Machinery | -1.11% | |
| Construction Machinery and Vehicles | -1.75% | |
| Industrial Machinery | 0.16% | |
| Agricultural Machinery | 0% | 0 |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KBX Knorr-Bremse | €77.65 | 2.7% +€330.5m | 36.3% | PE20.9x | |
| 8TRA Traton | €30.50 | 0.7% +€100.0m | 32.5% | PE5.9x | |
| KGX KION GROUP | €35.93 | 0.8% +€39.3m | -14.3% | PE14.2x | |
| JST JOST Werke | €47.65 | 3.5% +€23.8m | 5.4% | PE19.5x | |
| 4X0 Steyr Motors | €14.20 | 5.2% +€3.6m | n/a | n/a |
