Narrative Update • Jun 16

The Marine industry is up 4.6% in the last week, with Hapag-Lloyd up 4.8%. During this same period, the SLOMAN NEPTUN Schiffahrts-Aktiengesellschaft underperformed, falling 14%. In contrast, the industry has lost 8.3% in the last 12 months. Looking forward, earnings are forecast to grow by 28% annually.
Has the German Marine Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | €20.6b | €17.9b | €254.7m | 64.5x | 81x | 1.2x |
| Sun, 24 May 2026 | €20.0b | €17.9b | €271.7m | 12.1x | 73.7x | 1.1x |
| Tue, 21 Apr 2026 | €21.1b | €18.8b | €933.7m | 11.2x | 22.6x | 1.1x |
| Thu, 19 Mar 2026 | €27.8b | €19.5b | €1.6b | 11.9x | 17.7x | 1.4x |
| Sat, 14 Feb 2026 | €21.4b | €19.5b | €1.6b | 10.1x | 13.7x | 1.1x |
| Mon, 12 Jan 2026 | €22.2b | €19.5b | €1.6b | 11.4x | 14.2x | 1.1x |
| Wed, 10 Dec 2025 | €21.4b | €19.5b | €1.6b | 9.9x | 13.7x | 1.1x |
| Fri, 07 Nov 2025 | €20.9b | €20.1b | €2.4b | 8.8x | 8.8x | 1x |
| Sun, 05 Oct 2025 | €21.0b | €20.1b | €2.4b | 6.9x | 8.8x | 1x |
| Tue, 02 Sep 2025 | €21.2b | €20.2b | €2.4b | 7x | 8.8x | 1.1x |
| Thu, 31 Jul 2025 | €23.3b | €20.1b | €2.6b | 7.3x | 9x | 1.2x |
| Sat, 28 Jun 2025 | €22.8b | €20.1b | €2.6b | 7.3x | 8.8x | 1.1x |
| Mon, 26 May 2025 | €28.1b | €20.1b | €2.6b | 9.7x | 10.9x | 1.4x |
| Wed, 23 Apr 2025 | €23.7b | €19.3b | €2.4b | 9.2x | 9.7x | 1.2x |
| Fri, 21 Mar 2025 | €23.9b | €19.3b | €2.4b | 9x | 9.8x | 1.2x |
| Sun, 16 Feb 2025 | €26.6b | €18.0b | €1.5b | 10.2x | 17.5x | 1.5x |
| Tue, 14 Jan 2025 | €25.3b | €18.0b | €1.5b | 10.5x | 16.7x | 1.4x |
| Thu, 12 Dec 2024 | €27.4b | €18.0b | €1.5b | 10.5x | 18.1x | 1.5x |
| Sat, 09 Nov 2024 | €28.1b | €16.9b | €817.7m | 10.5x | 34.4x | 1.7x |
| Mon, 07 Oct 2024 | €24.6b | €16.9b | €817.7m | 10x | 30x | 1.5x |
| Wed, 04 Sep 2024 | €25.0b | €16.9b | €802.9m | 17.5x | 31.2x | 1.5x |
| Fri, 02 Aug 2024 | €28.4b | €16.8b | €1.4b | 11.8x | 20.7x | 1.7x |
| Sun, 30 Jun 2024 | €30.6b | €16.8b | €1.4b | 12.6x | 22.2x | 1.8x |
| Tue, 28 May 2024 | €30.2b | €16.8b | €1.4b | 12.3x | 21.8x | 1.8x |
| Thu, 25 Apr 2024 | €31.1b | €18.4b | €3.1b | 3.1x | 10.2x | 1.7x |
| Sat, 23 Mar 2024 | €22.2b | €18.1b | €3.0b | 4.8x | 7.5x | 1.2x |
| Mon, 19 Feb 2024 | €23.0b | €22.2b | €6.5b | 2.8x | 3.5x | 1x |
| Wed, 17 Jan 2024 | €28.5b | €22.4b | €6.5b | 2.7x | 4.3x | 1.3x |
| Fri, 15 Dec 2023 | €19.4b | €22.4b | €6.5b | 2.7x | 3x | 0.9x |
| Sun, 12 Nov 2023 | €21.8b | €22.4b | €6.5b | 2.7x | 3.3x | 1x |
| Tue, 10 Oct 2023 | €31.7b | €28.1b | €11.4b | 2.3x | 2.8x | 1.1x |
| Thu, 07 Sep 2023 | €34.1b | €28.1b | €11.4b | 2.4x | 3x | 1.2x |
| Sat, 05 Aug 2023 | €35.4b | €32.6b | €14.9b | 2.2x | 2.4x | 1.1x |
| Mon, 03 Jul 2023 | €33.0b | €32.6b | €14.9b | 2.2x | 2.2x | 1x |
2.2x
How does German Marine compare with similar industries?
| DE Market | -0.77% | |
| Industrials | -2.87% | |
| Marine and Shipping | 4.62% | |
| Marine | 4.62% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HLAG Hapag-Lloyd | €116.40 | 4.8% +€931.5m | -8.3% | PE82.6x |