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 25%. This takes the industry's 12 month performance to a gain of 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 |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | €6.2b | €2.6b | €41.2m | 26.1x | 151.7x | 2.4x |
| Wed, 27 May 2026 | €7.0b | €2.6b | €39.8m | 21.1x | 175.6x | 2.7x |
| Fri, 24 Apr 2026 | €4.5b | €2.4b | €10.6m | 28.2x | 421.2x | 1.8x |
| Sun, 22 Mar 2026 | €3.6b | €2.7b | -€17,694,016.43 | 24.9x | -202.5x | 1.4x |
| Tue, 17 Feb 2026 | €3.8b | €2.6b | -€30,961,621.40 | 40.6x | -122.5x | 1.4x |
| Thu, 15 Jan 2026 | €3.8b | €2.6b | -€27,990,105.85 | 42.1x | -137.4x | 1.5x |
| Sat, 13 Dec 2025 | €3.6b | €2.6b | -€27,726,562.18 | 41.6x | -131.1x | 1.4x |
| Mon, 10 Nov 2025 | €3.6b | €2.7b | -€10,508,622.13 | 48.6x | -337.8x | 1.3x |
| Wed, 08 Oct 2025 | €3.9b | €2.7b | -€14,247,930.80 | 35.4x | -270.7x | 1.5x |
| Fri, 05 Sep 2025 | €3.6b | €2.7b | -€10,354,883.65 | 34.1x | -352.4x | 1.4x |
| Sun, 03 Aug 2025 | €3.7b | €2.7b | €51.2m | 33.7x | 73x | 1.4x |
| Tue, 01 Jul 2025 | €3.0b | €3.5b | €17.1m | 30.4x | 172.3x | 0.8x |
| Thu, 29 May 2025 | €2.8b | €3.5b | €21.0m | 27.2x | 134.2x | 0.8x |
| Sat, 26 Apr 2025 | €2.7b | €3.6b | €22.3m | 14x | 121.8x | 0.8x |
| Mon, 24 Mar 2025 | €3.1b | €4.0b | €25.2m | 16.2x | 124.9x | 0.8x |
| Wed, 19 Feb 2025 | €3.2b | €4.0b | €28.9m | 13.6x | 110.8x | 0.8x |
| Fri, 17 Jan 2025 | €3.2b | €4.0b | €29.0m | 14.6x | 109x | 0.8x |
| Sun, 15 Dec 2024 | €3.1b | €4.0b | €29.0m | 13.8x | 107.5x | 0.8x |
| Tue, 12 Nov 2024 | €3.2b | €4.0b | €35.0m | 12.9x | 90.5x | 0.8x |
| Thu, 10 Oct 2024 | €3.6b | €4.1b | €27.8m | 12.8x | 130x | 0.9x |
| Sat, 07 Sep 2024 | €3.6b | €4.1b | €25.6m | 16.1x | 139x | 0.9x |
| Mon, 05 Aug 2024 | €3.5b | €4.1b | €86.2m | 17.7x | 41x | 0.9x |
| Wed, 03 Jul 2024 | €3.7b | €4.1b | €87.1m | 18.4x | 42x | 0.9x |
| Fri, 31 May 2024 | €3.7b | €4.1b | €90.4m | 17.6x | 40.8x | 0.9x |
| Sun, 28 Apr 2024 | €3.5b | €4.1b | €89.5m | 12x | 39.3x | 0.9x |
| Tue, 26 Mar 2024 | €3.9b | €4.1b | €100.6m | 11.1x | 38.7x | 0.9x |
| Thu, 22 Feb 2024 | €3.8b | €4.1b | €95.0m | 10.6x | 40x | 0.9x |
| Sat, 20 Jan 2024 | €3.9b | €4.2b | €95.0m | 10.9x | 40.7x | 0.9x |
| Mon, 18 Dec 2023 | €3.7b | €4.1b | €95.0m | 11.6x | 39.2x | 0.9x |
| Wed, 15 Nov 2023 | €3.5b | €4.1b | €95.7m | 13.4x | 36.5x | 0.9x |
| Fri, 13 Oct 2023 | €3.3b | €4.1b | €128.4m | 15.6x | 25.6x | 0.8x |
| Sun, 10 Sep 2023 | €3.7b | €4.1b | €128.8m | 16.8x | 28.8x | 0.9x |
| Tue, 08 Aug 2023 | €4.1b | €4.0b | €138.7m | 15.6x | 29.3x | 1x |
| Thu, 06 Jul 2023 | €4.2b | €3.7b | €121.6m | 21x | 34.6x | 1.1x |
Price to Earnings Ratio
34.6x
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 19.1x.
- 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 | 13.1% | PE95.4x | |
| MBQ Mobotix | €1.30 | 11.6% +€1.8m | 76.2% | PE6.2x | |
| SU3 Sunline-Solar Ag | €0.04 | 142.4% +€146.3k | n/a | n/a | |
| A6T artec technologies | €2.33 | 0.4% +€28.5k | 14.2% | PS1.9x |
