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Aug 08
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German (DAX) Industrials Sector Analysis
UpdatedAug 11, 2025
DataAggregated Company Financials
Companies145
- 7D4.0%
- 3M8.4%
- 1Y56.3%
- YTD37.0%
The Industrials industry is up 4.0% in the last week, with Siemens up 9.1%. Meanwhile, Rheinmetall actually underperformed within the industry, shrinking 5.1% in the last week. This takes the industry's 12 month performance to a gain of 56%. As for the next few years, earnings are expected to grow by 16% per annum.
Sector Valuation and Performance
Has the German Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 Aug 2025 | €645.2b | €552.4b | €27.8b | 19.7x | 23.2x | 1.2x |
| Wed, 09 Jul 2025 | €618.1b | €572.2b | €26.9b | 17.6x | 22.9x | 1.1x |
| Fri, 06 Jun 2025 | €619.8b | €573.5b | €26.9b | 16.8x | 23.1x | 1.1x |
| Sun, 04 May 2025 | €563.8b | €566.2b | €25.7b | 16.6x | 21.9x | 1x |
| Tue, 01 Apr 2025 | €538.9b | €566.6b | €26.5b | 16.6x | 20.3x | 1x |
| Thu, 27 Feb 2025 | €539.3b | €563.5b | €25.4b | 16.6x | 21.3x | 1x |
| Sat, 25 Jan 2025 | €497.8b | €558.6b | €27.5b | 15.4x | 18.1x | 0.9x |
| Mon, 23 Dec 2024 | €463.8b | €559.1b | €27.4b | 14.7x | 16.9x | 0.8x |
| Wed, 20 Nov 2024 | €450.5b | €558.7b | €27.5b | 14x | 16.4x | 0.8x |
| Fri, 18 Oct 2024 | €451.9b | €554.4b | €26.2b | 14.7x | 17.3x | 0.8x |
| Sun, 15 Sep 2024 | €416.3b | €555.2b | €26.2b | 14.8x | 15.9x | 0.7x |
| Tue, 13 Aug 2024 | €406.7b | €555.1b | €26.9b | 14.1x | 15.1x | 0.7x |
| Thu, 11 Jul 2024 | €435.2b | €549.6b | €23.8b | 14.9x | 18.3x | 0.8x |
| Sat, 08 Jun 2024 | €440.7b | €549.6b | €23.6b | 15.8x | 18.7x | 0.8x |
| Mon, 06 May 2024 | €443.5b | €551.9b | €26.8b | 15.8x | 16.5x | 0.8x |
| Wed, 03 Apr 2024 | €443.1b | €551.1b | €27.0b | 14.7x | 16.4x | 0.8x |
| Fri, 01 Mar 2024 | €432.9b | €558.6b | €29.8b | 13.6x | 14.5x | 0.8x |
| Sun, 28 Jan 2024 | €420.1b | €565.0b | €26.7b | 14.8x | 15.7x | 0.7x |
| Tue, 26 Dec 2023 | €415.6b | €565.0b | €26.7b | 15x | 15.6x | 0.7x |
| Thu, 23 Nov 2023 | €381.0b | €564.7b | €26.7b | 14.3x | 14.3x | 0.7x |
| Sat, 21 Oct 2023 | €354.8b | €574.8b | €33.7b | 13.1x | 10.5x | 0.6x |
| Mon, 18 Sep 2023 | €390.7b | €574.5b | €33.8b | 14.4x | 11.6x | 0.7x |
| Wed, 16 Aug 2023 | €397.6b | €574.1b | €33.8b | 14.4x | 11.8x | 0.7x |
| Fri, 14 Jul 2023 | €420.9b | €574.8b | €36.5b | 14.7x | 11.5x | 0.7x |
| Sun, 11 Jun 2023 | €414.4b | €573.0b | €36.6b | 15x | 11.3x | 0.7x |
| Tue, 09 May 2023 | €413.3b | €565.7b | €36.0b | 16.3x | 11.5x | 0.7x |
| Thu, 06 Apr 2023 | €419.5b | €560.0b | €36.7b | 15x | 11.4x | 0.7x |
| Sat, 04 Mar 2023 | €425.7b | €546.8b | €35.1b | 15.4x | 12.1x | 0.8x |
| Mon, 30 Jan 2023 | €399.3b | €540.2b | €35.6b | 15.5x | 11.2x | 0.7x |
| Wed, 28 Dec 2022 | €358.4b | €539.4b | €35.5b | 14.4x | 10.1x | 0.7x |
| Fri, 25 Nov 2022 | €368.2b | €531.7b | €33.2b | 14.9x | 11.1x | 0.7x |
| Sun, 23 Oct 2022 | €316.6b | €505.9b | €29.7b | 12.6x | 10.6x | 0.6x |
| Tue, 20 Sep 2022 | €312.8b | €508.6b | €29.2b | 14.2x | 10.7x | 0.6x |
| Thu, 18 Aug 2022 | €369.5b | €508.3b | €29.2b | 16.2x | 12.6x | 0.7x |
Price to Earnings Ratio
12.6x
Current Industry PE
- Investors are optimistic on the German Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 23.2x which is higher than its 3-year average PE of 15.1x.
- The 3-year average PS ratio of 0.79x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 2.8% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the German Industrials sector?
| DE Market | 0.33% | |
| Industrials | 3.95% | |
| Infrastructure | 12.45% | |
| Construction | 11.24% | |
| Airlines | 10.08% | |
| Industrials | 9.06% | |
| Logistics | 6.61% | |
| Machinery | 5.09% | |
| Marine and Shipping | 4.95% | |
| Transportation | 4.72% | |
| Trade Distributors | 3.58% | |
| Commercial Services | 3.54% | |
| Building | 2.31% | |
| Professional Services | 0.45% | |
| Electrical | -1.14% | |
| Aerospace & Defense | -3.51% | |
Industry PE
- Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 48.9x.
- Analysts are expecting annual earnings growth of 45.1%, which is higher than its past year's earnings decline of 29.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Professional Services industry, expecting annual earnings growth of 61% over the next 5 years.
- This is better than its past earnings growth rate of 42% per year.
- In contrast, the Marine and Shipping industry is expected to see its earnings decline by 17% 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 | |
|---|---|---|---|---|---|
| SIE Siemens | €232.40 | 9.1% +€15.1b | 47.9% | PE22.9x | |
| DHL Deutsche Post | €40.83 | 6.7% +€2.8b | 12.9% | PE13.4x | |
| DTG Daimler Truck Holding | €41.76 | 6.8% +€2.0b | 25.4% | PE13.4x | |
| HOT HOCHTIEF | €209.00 | 12.1% +€1.7b | 97.9% | PE19.2x | |
| 8TRA Traton | €31.88 | 8.4% +€1.2b | 19.4% | PE7.3x |
