Narrative Update • Jun 04

Over the last 7 days, the Machinery industry has dropped 2.7%, driven by a pullback from Daimler Truck Holding of 2.4%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 25% annually.
Has the German Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | €117.3b | €154.3b | €5.1b | 19.7x | 23.2x | 0.8x |
| Tue, 05 May 2026 | €118.1b | €155.9b | €5.4b | 20.7x | 21.8x | 0.8x |
| Thu, 02 Apr 2026 | €122.4b | €157.5b | €5.8b | 19.1x | 21.2x | 0.8x |
| Sat, 28 Feb 2026 | €131.0b | €161.7b | €6.3b | 21.6x | 20.7x | 0.8x |
| Mon, 26 Jan 2026 | €125.3b | €161.7b | €6.4b | 20.8x | 19.7x | 0.8x |
| Wed, 24 Dec 2025 | €118.1b | €161.7b | €6.4b | 21.6x | 18.4x | 0.7x |
| Fri, 21 Nov 2025 | €111.1b | €161.6b | €6.6b | 19.6x | 16.9x | 0.7x |
| Sun, 19 Oct 2025 | €109.9b | €164.4b | €7.1b | 20.9x | 15.5x | 0.7x |
| Tue, 16 Sep 2025 | €119.6b | €164.4b | €7.1b | 19.2x | 16.9x | 0.7x |
| Thu, 14 Aug 2025 | €123.2b | €164.4b | €7.1b | 18x | 17.3x | 0.7x |
| Sat, 12 Jul 2025 | €124.5b | €165.2b | €8.1b | 19.9x | 15.3x | 0.8x |
| Mon, 09 Jun 2025 | €118.8b | €165.7b | €8.1b | 20.9x | 14.6x | 0.7x |
| Wed, 07 May 2025 | €112.2b | €166.4b | €8.1b | 19.3x | 13.8x | 0.7x |
| Fri, 04 Apr 2025 | €108.0b | €168.0b | €8.8b | 16.8x | 12.3x | 0.6x |
| Sun, 02 Mar 2025 | €117.9b | €169.4b | €9.0b | 16.5x | 13.1x | 0.7x |
| Tue, 28 Jan 2025 | €107.0b | €169.1b | €9.0b | 17x | 11.9x | 0.6x |
| Thu, 26 Dec 2024 | €101.4b | €169.1b | €9.0b | 16.5x | 11.3x | 0.6x |
| Sat, 23 Nov 2024 | €102.8b | €169.1b | €9.0b | 14.7x | 11.5x | 0.6x |
| Mon, 21 Oct 2024 | €107.9b | €169.7b | €9.4b | 16x | 11.5x | 0.6x |
| Wed, 18 Sep 2024 | €100.4b | €169.7b | €9.4b | 15.2x | 10.7x | 0.6x |
| Fri, 16 Aug 2024 | €101.3b | €169.7b | €9.4b | 15x | 10.8x | 0.6x |
| Sun, 14 Jul 2024 | €107.6b | €170.4b | €9.7b | 15.9x | 11.1x | 0.6x |
| Tue, 11 Jun 2024 | €109.3b | €170.3b | €9.7b | 16.5x | 11.3x | 0.6x |
| Thu, 09 May 2024 | €113.4b | €170.3b | €9.7b | 17.1x | 11.7x | 0.7x |
| Sat, 06 Apr 2024 | €118.4b | €169.7b | €9.6b | 16.1x | 12.3x | 0.7x |
| Mon, 04 Mar 2024 | €109.0b | €167.4b | €9.6b | 13.5x | 11.4x | 0.7x |
| Wed, 31 Jan 2024 | €97.4b | €171.2b | €8.9b | 14.1x | 10.9x | 0.6x |
| Fri, 29 Dec 2023 | €97.1b | €171.2b | €8.9b | 13.7x | 10.9x | 0.6x |
| Sun, 26 Nov 2023 | €88.4b | €171.0b | €9.0b | 13.1x | 9.9x | 0.5x |
| Tue, 24 Oct 2023 | €86.6b | €169.4b | €8.1b | 12.4x | 10.7x | 0.5x |
| Thu, 21 Sep 2023 | €94.2b | €169.4b | €8.1b | 12.3x | 11.6x | 0.6x |
| Sat, 19 Aug 2023 | €94.6b | €169.3b | €8.1b | 11.9x | 11.6x | 0.6x |
| Mon, 17 Jul 2023 | €96.6b | €163.6b | €7.5b | 13.1x | 12.8x | 0.6x |
| Wed, 14 Jun 2023 | €96.1b | €163.5b | €7.5b | 14.3x | 12.8x | 0.6x |
12.8x
Which industries have driven the changes within the German Industrials industry?
| DE Market | -1.53% | |
| Industrials | -1.90% | |
| Machinery | -2.73% | |
| Industrial Machinery | -1.72% | |
| Construction Machinery and Vehicles | -3.15% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8TRA Traton | €33.82 | 0.2% +€30.0m | 15.8% | PE12.9x | |
| AAG Aumann | €15.25 | 10.1% +€18.1m | 18.4% | PE14.3x | |
| RSL2 R. STAHL | €13.70 | 8.7% +€7.1m | -30.1% | PE17x | |
| PFV Pfeiffer Vacuum Technology | €167.00 | 0.4% +€5.9m | 4.2% | PE27.2x | |
| SKB Koenig & Bauer | €9.07 | 3.2% +€4.6m | -31.4% | PS0.1x |