Analysis Article • Aug 15
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- 7D0.6%
- 3M-1.3%
- 1Y79.3%
- YTD69.8%
The Electronic Equipment and Components is pretty flat in the last 7 days, but Jenoptik has stood out, gaining 10.0%. As for the the longer term, the industry is up 79% over the past 12 months. Earnings are forecast to grow by 33% annually.
Industry Valuation and Performance
Has the German Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | €5.7b | €2.5b | €47.6m | 25.6x | 119.1x | 2.3x |
| Thu, 16 Jul 2026 | €5.9b | €2.5b | €34.9m | 35.9x | 167.8x | 2.4x |
| Sat, 13 Jun 2026 | €6.3b | €2.6b | €41.0m | 25.3x | 154.2x | 2.5x |
| Mon, 11 May 2026 | €5.2b | €2.5b | €28.2m | 27.7x | 183.8x | 2.1x |
| Wed, 08 Apr 2026 | €3.6b | €2.4b | €10.8m | 29.3x | 331.4x | 1.5x |
| Fri, 06 Mar 2026 | €3.9b | €2.6b | -€30,836,180.56 | 36.3x | -125.2x | 1.5x |
| Sun, 01 Feb 2026 | €4.1b | €2.6b | -€28,220,410.58 | 38.2x | -146.9x | 1.6x |
| Tue, 30 Dec 2025 | €3.7b | €2.6b | -€27,856,028.56 | 42.4x | -133.2x | 1.4x |
| Thu, 27 Nov 2025 | €3.6b | €2.6b | -€19,343,850.73 | 41x | -184x | 1.3x |
| Sat, 25 Oct 2025 | €3.9b | €2.7b | -€14,278,250.31 | 34.3x | -269.9x | 1.5x |
| Mon, 22 Sep 2025 | €3.7b | €2.7b | -€10,330,843.77 | 35.5x | -358.8x | 1.4x |
| Wed, 20 Aug 2025 | €3.7b | €2.7b | -€3,406,489.03 | 27.5x | -1085.5x | 1.4x |
| Fri, 18 Jul 2025 | €2.9b | €2.7b | €51.4m | 31.3x | 57.2x | 1.1x |
| Sun, 15 Jun 2025 | €2.8b | €3.5b | €17.1m | 27.2x | 165.3x | 0.8x |
| Tue, 13 May 2025 | €2.8b | €3.6b | €33.7m | 17.7x | 83.7x | 0.8x |
| Thu, 10 Apr 2025 | €2.5b | €3.6b | €22.3m | 14.4x | 113.3x | 0.7x |
| Sat, 08 Mar 2025 | €3.1b | €4.0b | €27.2m | 13.8x | 115.8x | 0.8x |
| Mon, 03 Feb 2025 | €3.2b | €4.0b | €29.0m | 13.6x | 110x | 0.8x |
| Wed, 01 Jan 2025 | €3.1b | €4.0b | €29.0m | 13.9x | 108.7x | 0.8x |
| Fri, 29 Nov 2024 | €3.0b | €4.0b | €31.5m | 12.4x | 95.9x | 0.7x |
| Sun, 27 Oct 2024 | €3.2b | €4.1b | €24.0m | 11.7x | 132.2x | 0.8x |
| Tue, 24 Sep 2024 | €3.5b | €4.1b | €25.6m | 16.5x | 138.6x | 0.9x |
| Thu, 22 Aug 2024 | €3.5b | €3.3b | €31.5m | 18.3x | 111.7x | 1.1x |
| Sat, 20 Jul 2024 | €3.6b | €4.1b | €87.3m | 16.8x | 41.7x | 0.9x |
| Mon, 17 Jun 2024 | €3.7b | €4.1b | €87.0m | 16.9x | 42.6x | 0.9x |
| Wed, 15 May 2024 | €3.6b | €4.1b | €90.8m | 17x | 40.1x | 0.9x |
| Fri, 12 Apr 2024 | €3.6b | €4.1b | €89.6m | 14.5x | 40.2x | 0.9x |
| Sun, 10 Mar 2024 | €3.8b | €4.1b | €95.7m | 9.8x | 39.8x | 0.9x |
| Tue, 06 Feb 2024 | €3.8b | €4.1b | €95.2m | 11.1x | 40x | 0.9x |
| Thu, 04 Jan 2024 | €3.7b | €4.2b | €94.9m | 12x | 39.1x | 0.9x |
| Sat, 02 Dec 2023 | €3.6b | €4.1b | €95.1m | 10.7x | 37.6x | 0.9x |
| Mon, 30 Oct 2023 | €3.0b | €4.1b | €126.8m | 14.6x | 24x | 0.7x |
| Wed, 27 Sep 2023 | €3.4b | €4.1b | €128.7m | 15.5x | 26.2x | 0.8x |
| Fri, 25 Aug 2023 | €3.8b | €4.1b | €129.7m | 17.4x | 29x | 0.9x |
Price to Earnings Ratio
29x
Current Industry PE
- Investors are optimistic on the German Electronic industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 119x which is higher than its 3-year average PE of 25.3x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 28% per year over the last three years,
- Revenues have also declined 16% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the German Tech industry?
| DE Market | 0.22% | |
| Tech | 0.71% | |
| Electronic Equipment and Components | 0.64% | |
| Electronic Equipment and Instruments | 4.77% | |
| Electronic Manufacturing Services | 0.64% | |
| Electronic Components | -14.17% | |
| Technology Distributors | -17.56% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 58.5x.
- Analysts are expecting annual earnings growth of 31.9%, which is higher than its past year's earnings growth of 18.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 47% over the next 5 years.
- However this is lower than its past earnings growth rate of 88% per year.
- In contrast, the Electronic Components industry is expected to see its earnings decline by 3.7% 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 | |
|---|---|---|---|---|---|
| JEN Jenoptik | €42.62 | 9.6% +€212.9m | 139.3% | PE28.1x | |
| M7U Nynomic | €20.00 | 14.6% +€16.8m | 83.5% | PS1.4x | |
| BSL Basler | €23.60 | 2.2% +€15.4m | 57.8% | PE25.2x | |
| EVAC electrovac | €8.32 | 6.4% +€8.0m | n/a | PE16.2x | |
| V6C Viscom | €5.98 | 15.4% +€7.1m | 45.9% | PS0.7x |
