Narrative Update • Jul 15

Over the last 7 days, the Tech industry has dropped 4.2%, driven by Infineon Technologies declining 9.1%. Meanwhile, All for One Group actually outperformed within the industry, gaining 88% in the last week. However, the industry is down 29% over the past year. Earnings are forecast to grow by 22% annually.
Has the German Tech Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | €294.5b | €81.4b | €9.2b | 21.9x | 31.9x | 3.6x |
| Thu, 18 Jun 2026 | €317.8b | €81.6b | €9.3b | 22.5x | 34.1x | 3.9x |
| Sat, 16 May 2026 | €303.9b | €81.2b | €9.3b | 23.7x | 32.8x | 3.7x |
| Mon, 13 Apr 2026 | €262.1b | €79.9b | €9.0b | 24.3x | 29.1x | 3.3x |
| Wed, 11 Mar 2026 | €295.7b | €80.7b | €9.2b | 27.1x | 32x | 3.7x |
| Fri, 06 Feb 2026 | €297.3b | €80.6b | €9.4b | 26.9x | 31.7x | 3.7x |
| Sun, 04 Jan 2026 | €332.8b | €80.1b | €9.1b | 27x | 36.5x | 4.2x |
| Tue, 02 Dec 2025 | €338.0b | €80.4b | €9.1b | 25.3x | 37x | 4.2x |
| Thu, 30 Oct 2025 | €354.7b | €81.8b | €9.1b | 25.4x | 39x | 4.3x |
| Sat, 27 Sep 2025 | €354.7b | €80.5b | €8.5b | 27x | 41.8x | 4.4x |
| Mon, 25 Aug 2025 | €369.4b | €80.5b | €8.5b | 29.2x | 43.5x | 4.6x |
| Wed, 23 Jul 2025 | €403.4b | €79.6b | €7.9b | 28.5x | 51.1x | 5.1x |
| Fri, 20 Jun 2025 | €383.5b | €80.7b | €7.9b | 27.4x | 48.7x | 4.8x |
| Sun, 18 May 2025 | €404.1b | €80.9b | €7.7b | 26.2x | 52.2x | 5x |
| Tue, 15 Apr 2025 | €347.5b | €80.0b | €5.5b | 18.3x | 63.3x | 4.3x |
| Thu, 13 Mar 2025 | €374.6b | €79.6b | €5.5b | 18.8x | 68.5x | 4.7x |
| Sat, 08 Feb 2025 | €409.6b | €79.5b | €5.5b | 16.7x | 74x | 5.2x |
| Mon, 06 Jan 2025 | €357.3b | €78.7b | €5.5b | 19.2x | 64.5x | 4.5x |
| Wed, 04 Dec 2024 | €355.2b | €78.8b | €5.5b | 19.1x | 64.3x | 4.5x |
| Fri, 01 Nov 2024 | €337.7b | €79.2b | €6.0b | 18.4x | 56.5x | 4.3x |
| Sun, 29 Sep 2024 | €327.1b | €78.1b | €5.8b | 19.7x | 56.2x | 4.2x |
| Tue, 27 Aug 2024 | €315.6b | €78.4b | €5.8b | 19.7x | 54.6x | 4x |
| Thu, 25 Jul 2024 | €314.5b | €79.1b | €6.3b | 19.7x | 50x | 4x |
| Sat, 22 Jun 2024 | €300.7b | €78.6b | €6.3b | 19.2x | 48x | 3.8x |
| Mon, 20 May 2024 | €302.1b | €78.6b | €6.3b | 18.8x | 47.7x | 3.8x |
| Wed, 17 Apr 2024 | €292.0b | €78.8b | €8.1b | 17.9x | 35.9x | 3.7x |
| Fri, 15 Mar 2024 | €299.6b | €78.0b | €8.3b | 18.5x | 36.1x | 3.8x |
| Sun, 11 Feb 2024 | €294.1b | €78.1b | €8.3b | 19.4x | 35.3x | 3.8x |
| Tue, 09 Jan 2024 | €261.0b | €80.7b | €6.7b | 20.3x | 39.2x | 3.2x |
| Thu, 07 Dec 2023 | €272.2b | €80.3b | €6.7b | 19.5x | 40.8x | 3.4x |
| Sat, 04 Nov 2023 | €238.4b | €79.8b | €6.7b | 19.9x | 35.5x | 3x |
| Mon, 02 Oct 2023 | €234.1b | €79.4b | €6.3b | 20.1x | 37.4x | 2.9x |
| Wed, 30 Aug 2023 | €246.9b | €79.4b | €6.3b | 19.4x | 39.4x | 3.1x |
| Fri, 28 Jul 2023 | €240.0b | €78.0b | €5.9b | 21.3x | 40.7x | 3.1x |
40.7x
Which industries have driven the changes within the German Tech sector?
| DE Market | -0.78% | |
| Tech | -4.22% | |
| Communications | 0.059% | |
| IT | -0.063% | |
| Software | -1.68% | |
| Tech Hardware | -5.58% | |
| Electronic Equipment and Components | -5.94% | |
| Semiconductors | -9.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A1OS All for One Group | €67.40 | 91.5% +€148.7m | 39.3% | PE57.3x | |
| BC8 Bechtle | €30.84 | 0.8% +€30.2m | -19.9% | PE16.5x | |
| ADN1 adesso | €55.50 | 6.5% +€21.8m | -36.9% | PE13.1x | |
| IOS IONOS Group | €30.38 | 0.5% +€19.0m | -24.1% | PE18.5x | |
| IVU IVU Traffic Technologies | €22.30 | 4.7% +€17.3m | 10.4% | PE27x |