Narrative Update • Jun 26
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- 7D-9.5%
- 3M76.7%
- 1Y98.0%
- YTD85.2%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 9.5%, driven by LPKF Laser & Electronics declining 28%. Over the past 12 months, the industry was up 98%. Looking forward, earnings are forecast to grow by 34% 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 |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | €6.2b | €2.6b | €41.2m | 26.1x | 151.7x | 2.4x |
| Tue, 26 May 2026 | €6.6b | €2.6b | €39.9m | 21.3x | 165.1x | 2.6x |
| Thu, 23 Apr 2026 | €4.5b | €2.4b | €10.6m | 28.2x | 429x | 1.9x |
| Sat, 21 Mar 2026 | €3.6b | €2.7b | -€17,694,016.43 | 24.9x | -202.5x | 1.4x |
| Mon, 16 Feb 2026 | €3.8b | €2.6b | -€30,987,304.69 | 40.6x | -122.3x | 1.4x |
| Wed, 14 Jan 2026 | €3.8b | €2.6b | -€27,953,469.01 | 42.2x | -137.3x | 1.5x |
| Fri, 12 Dec 2025 | €3.7b | €2.6b | -€27,766,455.71 | 41.8x | -132.9x | 1.4x |
| Sun, 09 Nov 2025 | €3.6b | €2.7b | -€11,822,622.13 | 48.6x | -300.3x | 1.3x |
| Tue, 07 Oct 2025 | €3.9b | €2.7b | -€14,233,128.66 | 36.1x | -272.3x | 1.5x |
| Thu, 04 Sep 2025 | €3.7b | €2.7b | -€10,373,620.07 | 34x | -354.7x | 1.4x |
| Sat, 02 Aug 2025 | €3.7b | €2.7b | €51.2m | 33.7x | 73.1x | 1.4x |
| Mon, 30 Jun 2025 | €3.0b | €3.5b | €17.1m | 29.6x | 173.4x | 0.8x |
| Wed, 28 May 2025 | €2.8b | €3.5b | €21.2m | 26.9x | 133.1x | 0.8x |
| Fri, 25 Apr 2025 | €2.7b | €3.6b | €22.3m | 14x | 122.2x | 0.8x |
| Sun, 23 Mar 2025 | €3.1b | €4.0b | €25.2m | 16.2x | 124.9x | 0.8x |
| Tue, 18 Feb 2025 | €3.2b | €4.0b | €28.9m | 13.7x | 110.2x | 0.8x |
| Thu, 16 Jan 2025 | €3.2b | €4.0b | €29.0m | 14.6x | 108.8x | 0.8x |
| Sat, 14 Dec 2024 | €3.1b | €4.0b | €29.0m | 13.8x | 107.4x | 0.8x |
| Mon, 11 Nov 2024 | €3.1b | €4.0b | €35.0m | 12.5x | 89.6x | 0.8x |
| Wed, 09 Oct 2024 | €3.6b | €4.1b | €27.7m | 12.7x | 128.1x | 0.9x |
| Fri, 06 Sep 2024 | €3.6b | €4.1b | €25.9m | 16.6x | 138.9x | 0.9x |
| Sun, 04 Aug 2024 | €3.5b | €4.1b | €86.2m | 17.7x | 41x | 0.9x |
| Tue, 02 Jul 2024 | €3.7b | €4.1b | €87.1m | 18.1x | 42x | 0.9x |
| Thu, 30 May 2024 | €3.6b | €4.1b | €91.0m | 17.7x | 40.1x | 0.9x |
| Sat, 27 Apr 2024 | €3.5b | €4.1b | €89.5m | 12x | 39.3x | 0.9x |
| Mon, 25 Mar 2024 | €3.9b | €4.1b | €100.5m | 10.8x | 38.7x | 0.9x |
| Wed, 21 Feb 2024 | €3.8b | €4.1b | €95.0m | 10.9x | 40.4x | 0.9x |
| Fri, 19 Jan 2024 | €3.9b | €4.2b | €95.0m | 10.9x | 41x | 0.9x |
| Sun, 17 Dec 2023 | €3.7b | €4.1b | €95.0m | 11.6x | 39.1x | 0.9x |
| Tue, 14 Nov 2023 | €3.4b | €4.1b | €95.7m | 13.1x | 35.8x | 0.8x |
| Thu, 12 Oct 2023 | €3.3b | €4.1b | €128.4m | 15.5x | 25.7x | 0.8x |
| Sat, 09 Sep 2023 | €3.7b | €4.1b | €128.8m | 16.8x | 28.8x | 0.9x |
| Mon, 07 Aug 2023 | €4.0b | €3.9b | €117.0m | 19.8x | 34.6x | 1x |
| Wed, 05 Jul 2023 | €4.2b | €3.7b | €121.6m | 21.1x | 34.9x | 1.1x |
Price to Earnings Ratio
34.9x
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 152x which is higher than its 3-year average PE of 19.0x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 30% per year over the last three years,
- Revenues have also declined 12% 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 | -1.70% | |
| Tech | -2.02% | |
| Electronic Equipment and Components | -9.53% | |
| Technology Distributors | 20.98% | |
| Electronic Manufacturing Services | -3.55% | |
| Electronic Equipment and Instruments | -7.01% | |
| Electronic Components | -20.12% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 54.0x.
- Analysts are expecting annual earnings growth of 33.7%, which is higher than its past year's earnings decline of 41.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 42% 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 7.0% 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 | |
|---|---|---|---|---|---|
| S9I Stemmer Imaging | €61.50 | 0.8% +€3.3m | 12.2% | PE95.4x | |
| MBQ Mobotix | €1.30 | 11.6% +€1.8m | 72.7% | PE6.2x | |
| 9W40 Miris Holding | €2.28 | 6.5% +€186.6k | -12.3% | PS1.9x | |
| A6T artec technologies | €2.33 | 1.3% +€85.4k | 13.7% | PS1.9x |
