Capital Allocation Trends At Mühlbauer Holding (ETR:MUB) Aren't Ideal
Sep 13
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German (DAX) Machinery Industry Analysis
UpdatedSep 21, 2024
DataAggregated Company Financials
Companies47
- 7D2.7%
- 3M-3.2%
- 1Y12.3%
- YTD7.0%
The Machinery industry is up 6.0% in the last week, with Daimler Truck Holding up 3.8%. In the same time, Mühlbauer Holding was down 7.8%. This takes the industry's 12 month performance to a gain of 14%. Earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the German Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 21 Sep 2024 | €101.4b | €169.7b | €9.4b | 15.5x | 10.8x | 0.6x |
| Mon, 19 Aug 2024 | €101.7b | €169.7b | €9.4b | 15.1x | 10.8x | 0.6x |
| Wed, 17 Jul 2024 | €107.1b | €170.4b | €9.7b | 15.9x | 11x | 0.6x |
| Fri, 14 Jun 2024 | €110.6b | €170.3b | €9.7b | 15.8x | 11.5x | 0.6x |
| Sun, 12 May 2024 | €114.5b | €170.3b | €9.7b | 17.2x | 11.8x | 0.7x |
| Tue, 09 Apr 2024 | €119.5b | €169.7b | €9.6b | 16.1x | 12.5x | 0.7x |
| Thu, 07 Mar 2024 | €109.3b | €168.3b | €9.6b | 13.6x | 11.4x | 0.6x |
| Sat, 03 Feb 2024 | €98.4b | €171.2b | €8.9b | 14.1x | 11x | 0.6x |
| Mon, 01 Jan 2024 | €97.1b | €171.2b | €8.9b | 14x | 10.9x | 0.6x |
| Wed, 29 Nov 2023 | €88.0b | €171.0b | €9.0b | 13x | 9.8x | 0.5x |
| Fri, 27 Oct 2023 | €85.5b | €170.2b | €8.9b | 12x | 9.7x | 0.5x |
| Sun, 24 Sep 2023 | €93.2b | €169.4b | €8.1b | 12.4x | 11.5x | 0.6x |
| Tue, 22 Aug 2023 | €94.6b | €169.3b | €8.1b | 11.8x | 11.7x | 0.6x |
| Thu, 20 Jul 2023 | €96.5b | €163.6b | €7.5b | 13.2x | 12.8x | 0.6x |
| Sat, 17 Jun 2023 | €97.6b | €163.5b | €7.5b | 14.8x | 13x | 0.6x |
| Mon, 15 May 2023 | €94.7b | €160.3b | €7.0b | 15.8x | 13.6x | 0.6x |
| Wed, 12 Apr 2023 | €91.8b | €156.6b | €6.8b | 16.9x | 13.6x | 0.6x |
| Fri, 10 Mar 2023 | €97.3b | €151.5b | €6.2b | 18.1x | 15.6x | 0.6x |
| Sun, 05 Feb 2023 | €96.4b | €148.2b | €5.6b | 18.1x | 17.1x | 0.7x |
| Tue, 03 Jan 2023 | €85.5b | €148.2b | €5.6b | 15.9x | 15.1x | 0.6x |
| Thu, 01 Dec 2022 | €88.8b | €143.8b | €4.9b | 16.9x | 18.2x | 0.6x |
| Sat, 29 Oct 2022 | €78.9b | €141.8b | €4.9b | 14.6x | 16x | 0.6x |
| Mon, 26 Sep 2022 | €71.4b | €139.2b | €5.3b | 13.5x | 13.5x | 0.5x |
| Wed, 24 Aug 2022 | €80.9b | €139.2b | €5.3b | 14.8x | 15.3x | 0.6x |
| Fri, 22 Jul 2022 | €84.6b | €133.5b | €5.0b | 16.3x | 16.9x | 0.6x |
| Sun, 19 Jun 2022 | €83.5b | €133.5b | €5.0b | 16.3x | 16.6x | 0.6x |
| Tue, 17 May 2022 | €87.3b | €131.9b | €6.2b | 17.2x | 14.2x | 0.7x |
| Thu, 14 Apr 2022 | €85.6b | €128.4b | €5.8b | 17.6x | 14.7x | 0.7x |
| Sat, 12 Mar 2022 | €90.7b | €124.7b | €5.9b | 18.2x | 15.5x | 0.7x |
| Mon, 07 Feb 2022 | €108.0b | €123.6b | €5.6b | 20x | 19.5x | 0.9x |
| Wed, 05 Jan 2022 | €118.8b | €84.3b | €2.9b | 23.2x | 40.4x | 1.4x |
| Fri, 03 Dec 2021 | €88.8b | €84.7b | €3.0b | 22.6x | 29.5x | 1x |
| Sun, 31 Oct 2021 | €100.3b | €96.3b | €2.5b | 24.7x | 40.2x | 1x |
| Tue, 28 Sep 2021 | €97.8b | €93.2b | €2.2b | 25.3x | 45.2x | 1x |
Price to Earnings Ratio
45.2x
Current Industry PE
- Investors are pessimistic on the German Machinery industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 11.0x which is lower than its 3-year average PE of 16.3x.
- The industry is trading close to its 3-year average PS ratio of 0.67x.
Past Earnings Growth
- The earnings for companies in the Machinery industry have grown 63% per year over the last three years.
- Revenues for these companies have grown 22% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the German Industrials industry?
| DE Market | -0.0072% | |
| Industrials | 1.29% | |
| Machinery | 2.72% | |
| Construction Machinery and Vehicles | 3.57% | |
| Industrial Machinery | 1.21% | |
| Agricultural Machinery | 0% | |
Industry PE
- Investors are most optimistic about the Industrial Machinery industry even though it's trading below its 3-year average PE ratio of 27.6x.
- Analysts are expecting annual earnings growth of 13.2%, which is higher than its past year's earnings decline of 5.4% per year.
- Investors are most pessimistic about the Construction Machinery and Vehicles industry, which is trading below its 3-year average of 13.0x.
Forecasted Growth
- Analysts are most optimistic on the Industrial Machinery industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 5.4% per year.
- In contrast, the Construction Machinery and Vehicles industry is expected to see its earnings grow by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DTG Daimler Truck Holding | €32.25 | 3.8% +€935.8m | -4.2% | PE7x | |
| KBX Knorr-Bremse | €78.10 | 5.1% +€612.6m | 34.0% | PE21x | |
| 8TRA Traton | €29.25 | 3.4% +€475.0m | 53.5% | PE5.7x | |
| KRN Krones | €129.00 | 5.7% +€221.2m | 35.3% | PE17.1x | |
| KGX KION GROUP | €33.63 | 4.5% +€188.8m | -6.1% | PE13x |
