Narrative Update • Jun 24
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- 7D0.2%
- 3M-0.7%
- 1Y3.8%
- YTD10.1%
The Chemicals is pretty flat in the last 7 days, but Symrise has stood out, gaining 3.4%. The past year has been better, since the industry has gained 5.7% in that time. As for the next few years, earnings are expected to grow by 43% per annum.
Industry Valuation and Performance
Has the German Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | €89.5b | €112.1b | -€1,108,583,274.00 | 26.5x | -80.8x | 0.8x |
| Sun, 24 May 2026 | €93.0b | €112.1b | -€1,119,205,274.00 | 25.1x | -83.1x | 0.8x |
| Tue, 21 Apr 2026 | €93.6b | €113.2b | -€796,981,968.68 | 28.9x | -117.4x | 0.8x |
| Thu, 19 Mar 2026 | €86.5b | €113.4b | -€429,460,906.56 | 25.4x | -201.5x | 0.8x |
| Sat, 14 Feb 2026 | €89.7b | €118.7b | -€525,652,022.15 | 19.6x | -170.7x | 0.8x |
| Mon, 12 Jan 2026 | €81.7b | €118.9b | -€1,065,590,357.06 | 23.3x | -76.7x | 0.7x |
| Wed, 10 Dec 2025 | €79.1b | €118.9b | -€1,065,570,747.62 | 22.5x | -74.3x | 0.7x |
| Fri, 07 Nov 2025 | €79.9b | €119.2b | -€897,536,049.40 | 21.2x | -89x | 0.7x |
| Sun, 05 Oct 2025 | €82.6b | €120.6b | -€417,458,946.88 | 20x | -197.8x | 0.7x |
| Tue, 02 Sep 2025 | €85.7b | €120.6b | -€417,426,481.81 | 22x | -205.4x | 0.7x |
| Thu, 31 Jul 2025 | €84.8b | €122.0b | €1.6b | 17.7x | 53.3x | 0.7x |
| Sat, 28 Jun 2025 | €87.7b | €122.0b | €1.6b | 20.7x | 55.1x | 0.7x |
| Mon, 26 May 2025 | €87.7b | €122.0b | €1.6b | 18.9x | 55.1x | 0.7x |
| Wed, 23 Apr 2025 | €86.7b | €122.2b | €2.1b | 15.7x | 40.3x | 0.7x |
| Fri, 21 Mar 2025 | €96.0b | €122.1b | €1.6b | 19.4x | 59.2x | 0.8x |
| Sun, 16 Feb 2025 | €95.2b | €122.1b | €720.2m | 23.4x | 132.2x | 0.8x |
| Tue, 14 Jan 2025 | €82.8b | €122.1b | €722.6m | 25x | 114.6x | 0.7x |
| Thu, 12 Dec 2024 | €88.3b | €122.1b | €722.6m | 22.8x | 122.1x | 0.7x |
| Sat, 09 Nov 2024 | €96.2b | €128.9b | €623.6m | 19.5x | 154.2x | 0.7x |
| Mon, 07 Oct 2024 | €104.6b | €128.8b | -€331,077,792.00 | 16.6x | -315.9x | 0.8x |
| Wed, 04 Sep 2024 | €90.3b | €122.0b | -€352,696,450.00 | 15x | -256x | 0.7x |
| Fri, 02 Aug 2024 | €88.0b | €121.9b | -€841,922,620.00 | 13.2x | -104.5x | 0.7x |
| Sun, 30 Jun 2024 | €91.4b | €123.4b | -€574,854,556.00 | 13.9x | -159x | 0.7x |
| Tue, 28 May 2024 | €88.7b | €119.9b | -€863,382,780.17 | 14.7x | -102.7x | 0.7x |
| Thu, 25 Apr 2024 | €95.1b | €127.2b | -€39,147,483.00 | 15.7x | -2429.9x | 0.7x |
| Sat, 23 Mar 2024 | €97.4b | €127.2b | -€31,907,209.00 | 14.1x | -3053.4x | 0.8x |
| Mon, 19 Feb 2024 | €88.4b | €133.6b | -€2,982,235,209.00 | 12.2x | -29.6x | 0.7x |
| Wed, 17 Jan 2024 | €85.9b | €133.6b | -€2,980,615,209.00 | 13x | -28.8x | 0.6x |
| Fri, 15 Dec 2023 | €93.0b | €133.6b | -€2,980,615,209.00 | 11.5x | -31.2x | 0.7x |
| Sun, 12 Nov 2023 | €86.6b | €134.3b | -€2,655,191,209.00 | 11.3x | -32.6x | 0.6x |
| Tue, 10 Oct 2023 | €83.3b | €143.9b | -€701,228,845.00 | 10x | -118.7x | 0.6x |
| Thu, 07 Sep 2023 | €90.1b | €143.9b | -€699,067,207.00 | 10.5x | -129x | 0.6x |
| Sat, 05 Aug 2023 | €91.4b | €145.8b | €507.6m | 11x | 180.1x | 0.6x |
| Mon, 03 Jul 2023 | €88.1b | €152.7b | €2.6b | 11.9x | 34.5x | 0.6x |
Price to Earnings Ratio
34.5x
Current Industry PE
- Investors are optimistic on the German Chemicals industry, and appear confident in long term growth rates.
- The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
- Total earnings for the Chemicals industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 9.8% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the German Materials industry?
| DE Market | -0.77% | |
| Materials | -0.14% | |
| Chemicals | 0.18% | |
| Specialty Chemicals | 1.14% | |
| Commodity Chemicals | -0.43% | |
| Diversified Chemicals | -0.46% | |
| Fertilizers and Agricultural Chemicals | -2.46% | |
Industry PE
- Investors are most optimistic about the Diversified Chemicals industry which is trading above its 3-year average PE ratio of 33.8x.
- Analysts are expecting annual earnings growth of 16.1%, which is lower than the prior year's growth of 172.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Fertilizers and Agricultural Chemicals industry, expecting annual earnings growth of 130% over the next 5 years.
- In contrast, the Commodity Chemicals industry is expected to see its earnings grow by 8.5% 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 | |
|---|---|---|---|---|---|
| SY1 Symrise | €88.44 | 3.4% +€399.5m | -6.2% | PE48.9x | |
| EVK Evonik Industries | €15.93 | 4.3% +€302.9m | -10.9% | PE47.3x | |
| LXS LANXESS | €16.16 | 1.7% +€23.3m | -36.0% | PS0.3x | |
| NTG Nabaltec | €13.10 | 2.7% +€3.1m | -13.8% | PE13.2x | |
| 2HRA H&R GmbH KGaA | €4.74 | 0.6% +€1.1m | -4.0% | PS0.1x |
