Narrative Update • Jun 22

Over the last 7 days, the Trade Distributors industry has risen 4.3%, driven by gains from Brenntag of 3.7%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 22% per annum.
Has the German Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | €8.5b | €16.4b | €290.6m | 9.3x | 29.4x | 0.5x |
| Tue, 02 Jun 2026 | €8.5b | €16.4b | €249.3m | 12x | 34x | 0.5x |
| Thu, 30 Apr 2026 | €10.2b | €23.2b | €237.0m | 12.7x | 43x | 0.4x |
| Sat, 28 Mar 2026 | €9.7b | €23.2b | €238.4m | 14.8x | 40.6x | 0.4x |
| Mon, 23 Feb 2026 | €9.3b | €23.7b | €314.7m | 15.4x | 29.5x | 0.4x |
| Wed, 21 Jan 2026 | €8.4b | €23.7b | €314.7m | 15.6x | 26.8x | 0.4x |
| Fri, 19 Dec 2025 | €8.4b | €23.7b | €314.7m | 14.9x | 26.6x | 0.4x |
| Sun, 16 Nov 2025 | €8.0b | €23.7b | €316.0m | 17x | 25.4x | 0.3x |
| Tue, 14 Oct 2025 | €8.0b | €24.1b | €305.1m | 16.4x | 26.3x | 0.3x |
| Thu, 11 Sep 2025 | €8.3b | €24.2b | €306.3m | 13.1x | 26.9x | 0.3x |
| Sat, 09 Aug 2025 | €9.0b | €24.5b | €411.4m | 13.3x | 21.9x | 0.4x |
| Mon, 07 Jul 2025 | €9.3b | €46.4b | -€170,237,358.00 | 13.2x | -54.8x | 0.2x |
| Wed, 04 Jun 2025 | €9.8b | €46.4b | -€170,237,358.00 | 11.3x | -57.6x | 0.2x |
| Fri, 02 May 2025 | €9.7b | €46.3b | -€148,052,434.00 | 8x | -65.3x | 0.2x |
| Sun, 30 Mar 2025 | €10.2b | €46.7b | -€148,491,390.00 | 12.1x | -68.7x | 0.2x |
| Tue, 25 Feb 2025 | €10.5b | €46.8b | -€84,596,390.00 | 13.3x | -123.8x | 0.2x |
| Thu, 23 Jan 2025 | €9.2b | €46.8b | -€84,596,390.00 | 13.5x | -108.7x | 0.2x |
| Sat, 21 Dec 2024 | €9.3b | €46.8b | -€84,596,390.00 | 10.5x | -109.7x | 0.2x |
| Mon, 18 Nov 2024 | €9.6b | €46.5b | -€84,596,390.00 | 10.4x | -113.3x | 0.2x |
| Wed, 16 Oct 2024 | €10.5b | €47.2b | €308.9m | 10.4x | 33.9x | 0.2x |
| Fri, 13 Sep 2024 | €10.5b | €48.0b | €382.2m | 9.6x | 27.4x | 0.2x |
| Sun, 11 Aug 2024 | €10.5b | €48.1b | €420.6m | 9.4x | 24.9x | 0.2x |
| Tue, 09 Jul 2024 | €10.8b | €48.0b | €454.0m | 9.5x | 23.8x | 0.2x |
| Thu, 06 Jun 2024 | €11.1b | €48.0b | €454.0m | 9.1x | 24.4x | 0.2x |
| Sat, 04 May 2024 | €12.7b | €49.7b | €635.3m | 8.9x | 19.9x | 0.3x |
| Mon, 01 Apr 2024 | €12.6b | €49.9b | €644.6m | 6.9x | 19.5x | 0.3x |
| Wed, 28 Feb 2024 | €14.3b | €53.0b | €662.5m | 6.6x | 21.6x | 0.3x |
| Fri, 26 Jan 2024 | €13.9b | €53.1b | €664.8m | 11.6x | 20.9x | 0.3x |
| Sun, 24 Dec 2023 | €14.5b | €53.1b | €664.8m | 11.4x | 21.9x | 0.3x |
| Tue, 21 Nov 2023 | €13.6b | €53.1b | €666.3m | 11.4x | 20.3x | 0.3x |
| Thu, 19 Oct 2023 | €12.7b | €56.1b | €780.2m | 13.8x | 16.3x | 0.2x |
| Sat, 16 Sep 2023 | €13.9b | €55.8b | €778.2m | 15x | 17.8x | 0.2x |
| Mon, 14 Aug 2023 | €13.4b | €55.9b | €777.2m | 14.5x | 17.2x | 0.2x |
| Wed, 12 Jul 2023 | €13.6b | €58.2b | €1.2b | 11x | 11.8x | 0.2x |
11.8x
Which industries have driven the changes within the German Industrials industry?
| DE Market | 3.76% | |
| Industrials | 6.95% | |
| Trade Distributors | 4.30% | |
| Trade Companies and Distributors | 4.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BNR Brenntag | €56.20 | 3.7% +€291.7m | 0.8% | PE35.7x | |
| WOLF Meta Wolf | €6.15 | 51.5% +€52.1m | 103.6% | PS1.1x | |
| NWX Nordwest Handel | €19.10 | 15.8% +€8.3m | -9.0% | PE9x |