Narrative Update • Jun 03

Over the last 7 days, the Materials industry has remained flat, although notably Salzgitter gained 9.1%. As for the the longer term, the industry is up 10% over the past 12 months. Earnings are forecast to grow by 32% annually.
Has the German Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | €145.4b | €202.9b | €1.9b | 17x | 74.9x | 0.7x |
| Sun, 03 May 2026 | €146.7b | €196.9b | €2.0b | 18.9x | 73.4x | 0.7x |
| Tue, 31 Mar 2026 | €138.0b | €196.8b | €2.0b | 20.6x | 67.5x | 0.7x |
| Thu, 26 Feb 2026 | €141.5b | €202.6b | €2.0b | 20.1x | 70.1x | 0.7x |
| Sat, 24 Jan 2026 | €143.0b | €202.4b | €1.6b | 22.4x | 87.6x | 0.7x |
| Mon, 22 Dec 2025 | €133.0b | €202.4b | €1.6b | 21.9x | 81.5x | 0.7x |
| Wed, 19 Nov 2025 | €128.2b | €202.8b | €11.0m | 21.8x | 11612x | 0.6x |
| Fri, 17 Oct 2025 | €131.7b | €204.7b | €438.5m | 21.7x | 300.3x | 0.6x |
| Sun, 14 Sep 2025 | €132.6b | €204.7b | €438.5m | 22.1x | 302.3x | 0.6x |
| Tue, 12 Aug 2025 | €134.5b | €208.6b | €2.2b | 21.4x | 60x | 0.6x |
| Thu, 10 Jul 2025 | €138.3b | €209.4b | €2.5b | 21.1x | 56.2x | 0.7x |
| Sat, 07 Jun 2025 | €133.0b | €206.9b | €2.4b | 20.9x | 56.5x | 0.6x |
| Mon, 05 May 2025 | €134.3b | €207.2b | €2.4b | 17.7x | 56.8x | 0.6x |
| Wed, 02 Apr 2025 | €132.5b | €207.3b | €3.0b | 16.5x | 44.6x | 0.6x |
| Fri, 28 Feb 2025 | €129.0b | €207.3b | €1.7b | 17.7x | 75.6x | 0.6x |
| Sun, 26 Jan 2025 | €121.4b | €206.9b | €1.4b | 15.7x | 89.2x | 0.6x |
| Tue, 24 Dec 2024 | €113.5b | €206.9b | €1.4b | 15.1x | 83.2x | 0.5x |
| Thu, 21 Nov 2024 | €122.1b | €213.6b | €287.9m | 12.6x | 423.9x | 0.6x |
| Sat, 19 Oct 2024 | €127.0b | €213.7b | -€469,233,251.40 | 13.8x | -270.8x | 0.6x |
| Mon, 16 Sep 2024 | €113.2b | €206.9b | -€490,553,994.85 | 14.5x | -230.9x | 0.5x |
| Wed, 14 Aug 2024 | €107.9b | €207.5b | -€365,251,669.26 | 11.1x | -295.5x | 0.5x |
| Fri, 12 Jul 2024 | €116.6b | €209.2b | -€534,806,615.26 | 13.6x | -218.1x | 0.6x |
| Sun, 09 Jun 2024 | €117.0b | €209.2b | -€532,121,369.05 | 14.4x | -219.8x | 0.6x |
| Tue, 07 May 2024 | €119.7b | €211.6b | -€326,696,430.55 | 12x | -366.4x | 0.6x |
| Thu, 04 Apr 2024 | €127.3b | €214.7b | -€26,659,483.59 | 12x | -4774.6x | 0.6x |
| Sat, 02 Mar 2024 | €114.6b | €217.6b | €1.1b | 10.7x | 101.8x | 0.5x |
| Mon, 29 Jan 2024 | €113.3b | €223.8b | -€2,615,794,096.00 | 12.1x | -43.3x | 0.5x |
| Wed, 27 Dec 2023 | €118.9b | €223.8b | -€2,614,363,487.00 | 12.6x | -45.5x | 0.5x |
| Fri, 24 Nov 2023 | €111.6b | €225.4b | -€61,608,577.00 | 11.2x | -1811.7x | 0.5x |
| Sun, 22 Oct 2023 | €104.7b | €236.3b | €2.4b | 9.9x | 44.2x | 0.4x |
| Tue, 19 Sep 2023 | €113.4b | €236.3b | €2.4b | 10.3x | 47.8x | 0.5x |
| Thu, 17 Aug 2023 | €114.9b | €236.4b | €2.4b | 9.6x | 48x | 0.5x |
| Sat, 15 Jul 2023 | €115.4b | €247.2b | €5.8b | 10.8x | 19.8x | 0.5x |
| Mon, 12 Jun 2023 | €112.7b | €247.2b | €5.8b | 12.8x | 19.4x | 0.5x |
19.4x
Which industries have driven the changes within the German Materials sector?
| DE Market | -1.48% | |
| Materials | -0.99% | |
| Packaging | 13.54% | |
| Metals and Mining | 6.13% | |
| Chemicals | -0.80% | |
| Paper and Forestry Products | -3.86% | |
| Basic Materials | -5.89% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SZG Salzgitter | €66.55 | 9.1% +€300.2m | 217.5% | PE85.7x | |
| WCH Wacker Chemie | €104.00 | 4.6% +€228.5m | 65.6% | PS1x | |
| NDA Aurubis | €218.20 | 0.8% +€78.6m | 166.1% | PE10.3x | |
| TKA thyssenkrupp | €11.74 | 1.0% +€74.7m | 35.2% | PE811.7x | |
| LXS LANXESS | €16.40 | 0.7% +€10.4m | -36.8% | PS0.3x |