Narrative Update • Jul 10
Have your own idea? Try our Stock Screener
- 7D-5.9%
- 3M15.4%
- 1Y70.5%
- YTD61.0%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 5.9%, driven by Jenoptik declining 2.4%. Over the past 12 months, the industry was up 70%. As for the next few years, earnings are expected to grow by 33% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | €5.6b | €2.5b | €35.0m | 34x | 161x | 2.3x |
| Fri, 19 Jun 2026 | €6.6b | €2.6b | €41.1m | 25.3x | 159.5x | 2.6x |
| Sun, 17 May 2026 | €5.8b | €2.6b | €38.2m | 25.5x | 151.1x | 2.2x |
| Tue, 14 Apr 2026 | €4.1b | €2.4b | €10.6m | 28x | 381.8x | 1.7x |
| Thu, 12 Mar 2026 | €3.8b | €2.6b | -€24,353,538.34 | 35.9x | -155.1x | 1.4x |
| Sat, 07 Feb 2026 | €4.0b | €2.6b | -€30,137,197.18 | 37.8x | -133.1x | 1.5x |
| Mon, 05 Jan 2026 | €3.8b | €2.6b | -€27,857,412.08 | 42.4x | -136x | 1.4x |
| Wed, 03 Dec 2025 | €3.6b | €2.6b | -€20,546,269.55 | 43.8x | -175x | 1.4x |
| Fri, 31 Oct 2025 | €3.8b | €2.7b | -€14,275,807.36 | 34.7x | -266.7x | 1.4x |
| Sun, 28 Sep 2025 | €3.7b | €2.7b | -€14,348,655.32 | 38.3x | -257.1x | 1.4x |
| Tue, 26 Aug 2025 | €3.7b | €2.7b | -€4,158,468.62 | 26.9x | -890.4x | 1.4x |
| Thu, 24 Jul 2025 | €2.8b | €2.7b | €51.4m | 28.4x | 55.1x | 1x |
| Sat, 21 Jun 2025 | €2.8b | €3.5b | €17.1m | 27.8x | 163.7x | 0.8x |
| Mon, 19 May 2025 | €2.8b | €3.5b | €23.0m | 25x | 122.8x | 0.8x |
| Wed, 16 Apr 2025 | €2.6b | €3.6b | €22.4m | 14.4x | 118.4x | 0.7x |
| Fri, 14 Mar 2025 | €3.1b | €4.0b | €27.2m | 13.5x | 112.2x | 0.8x |
| Sun, 09 Feb 2025 | €3.1b | €4.0b | €28.9m | 13.6x | 108.7x | 0.8x |
| Tue, 07 Jan 2025 | €3.3b | €4.0b | €29.0m | 15.8x | 112.4x | 0.8x |
| Thu, 05 Dec 2024 | €3.0b | €4.0b | €29.0m | 13.5x | 105.2x | 0.8x |
| Sat, 02 Nov 2024 | €3.0b | €4.1b | €24.0m | 11.7x | 126x | 0.7x |
| Mon, 30 Sep 2024 | €3.6b | €4.1b | €25.6m | 16.8x | 140.3x | 0.9x |
| Wed, 28 Aug 2024 | €3.7b | €4.1b | €31.5m | 17.3x | 117.5x | 0.9x |
| Fri, 26 Jul 2024 | €3.7b | €4.1b | €87.3m | 18.4x | 41.9x | 0.9x |
| Sun, 23 Jun 2024 | €3.6b | €4.1b | €87.0m | 18.3x | 41.9x | 0.9x |
| Tue, 21 May 2024 | €3.7b | €4.1b | €85.7m | 16.9x | 43.6x | 0.9x |
| Thu, 18 Apr 2024 | €3.5b | €4.1b | €88.0m | 12.2x | 39.6x | 0.8x |
| Sat, 16 Mar 2024 | €3.8b | €4.1b | €95.8m | 9.7x | 39.6x | 0.9x |
| Mon, 12 Feb 2024 | €3.7b | €4.1b | €95.1m | 11x | 39x | 0.9x |
| Wed, 10 Jan 2024 | €3.8b | €4.2b | €94.9m | 11.5x | 39.7x | 0.9x |
| Fri, 08 Dec 2023 | €3.6b | €4.1b | €95.0m | 11.1x | 37.8x | 0.9x |
| Sun, 05 Nov 2023 | €3.3b | €4.1b | €116.7m | 15.4x | 28.6x | 0.8x |
| Tue, 03 Oct 2023 | €3.4b | €4.1b | €128.6m | 15.7x | 26.6x | 0.8x |
| Thu, 31 Aug 2023 | €3.8b | €4.1b | €129.6m | 17x | 29.5x | 0.9x |
| Sat, 29 Jul 2023 | €4.1b | €3.9b | €116.8m | 20.1x | 34.8x | 1x |
Price to Earnings Ratio
34.8x
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 161x which is higher than its 3-year average PE of 21.8x.
- 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 33% per year over the last three years,
- Revenues have also declined 14% 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 | -0.78% | |
| Tech | -4.22% | |
| Electronic Equipment and Components | -5.94% | |
| Electronic Manufacturing Services | 1.87% | |
| Electronic Equipment and Instruments | -5.68% | |
| Electronic Components | -8.35% | |
| Technology Distributors | -42.00% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 56.0x.
- Analysts are expecting annual earnings growth of 32.8%, which is higher than its past year's earnings decline of 10.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 40% 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 2.0% 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 | |
|---|---|---|---|---|---|
| EVAC electrovac | €7.90 | 8.5% +€9.9m | n/a | PE15.4x | |
| M7U Nynomic | €16.60 | 4.7% +€4.9m | 24.3% | PS1.2x | |
| S9I Stemmer Imaging | €62.00 | 0.8% +€3.3m | 13.6% | n/a | |
| IS7 InTiCa Systems | €1.62 | 0.9% +€63.3k | -24.2% | PS0.1x | |
| TIS0 tiscon | €0.81 | 22.7% +€37.5k | -65.1% | n/a |