Narrative Update • Jun 08
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- 7D-11.7%
- 3M71.9%
- 1Y102.4%
- YTD84.9%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 12%, driven by Jenoptik declining 11%. In the past year, the industry has gained 102%. 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | €6.1b | €2.6b | €39.1m | 24.7x | 156.8x | 2.4x |
| Sat, 09 May 2026 | €5.2b | €2.5b | €28.2m | 27.7x | 183.9x | 2.1x |
| Mon, 06 Apr 2026 | €3.5b | €2.4b | €10.7m | 29.6x | 330.6x | 1.5x |
| Wed, 04 Mar 2026 | €3.7b | €2.6b | -€30,765,052.72 | 36.5x | -121.7x | 1.4x |
| Fri, 30 Jan 2026 | €4.0b | €2.6b | -€28,267,882.35 | 38.1x | -141.6x | 1.5x |
| Sun, 28 Dec 2025 | €3.7b | €2.6b | -€27,907,557.62 | 41x | -131.7x | 1.4x |
| Tue, 25 Nov 2025 | €3.6b | €2.6b | -€19,662,709.50 | 42.9x | -180.7x | 1.3x |
| Thu, 23 Oct 2025 | €3.9b | €2.7b | -€14,274,027.49 | 35.3x | -273.3x | 1.5x |
| Sat, 20 Sep 2025 | €3.7b | €2.7b | -€10,330,843.77 | 35.5x | -357.9x | 1.4x |
| Mon, 18 Aug 2025 | €3.7b | €2.7b | -€2,906,733.11 | 28.6x | -1273.5x | 1.4x |
| Wed, 16 Jul 2025 | €2.9b | €2.7b | €51.4m | 30x | 57.1x | 1.1x |
| Fri, 13 Jun 2025 | €2.9b | €3.5b | €17.1m | 26.7x | 168.5x | 0.8x |
| Sun, 11 May 2025 | €2.8b | €3.6b | €36.6m | 17.5x | 76x | 0.8x |
| Tue, 08 Apr 2025 | €2.5b | €3.6b | €22.3m | 14.5x | 112.1x | 0.7x |
| Thu, 06 Mar 2025 | €3.2b | €4.0b | €27.2m | 13.5x | 117.6x | 0.8x |
| Sat, 01 Feb 2025 | €3.2b | €4.0b | €29.0m | 13.6x | 110x | 0.8x |
| Mon, 30 Dec 2024 | €3.1b | €4.0b | €29.0m | 13.9x | 108.1x | 0.8x |
| Wed, 27 Nov 2024 | €3.0b | €4.0b | €31.5m | 12.5x | 95.9x | 0.7x |
| Fri, 25 Oct 2024 | €3.2b | €4.1b | €23.9m | 11.8x | 132.7x | 0.8x |
| Sun, 22 Sep 2024 | €3.5b | €4.1b | €25.6m | 16.5x | 138.6x | 0.9x |
| Tue, 20 Aug 2024 | €3.7b | €4.1b | €31.5m | 18.3x | 118x | 0.9x |
| Thu, 18 Jul 2024 | €3.7b | €4.1b | €87.2m | 16.9x | 42.3x | 0.9x |
| Sat, 15 Jun 2024 | €3.7b | €4.1b | €88.2m | 16.9x | 42x | 0.9x |
| Mon, 13 May 2024 | €3.7b | €4.1b | €90.8m | 17.1x | 40.4x | 0.9x |
| Wed, 10 Apr 2024 | €3.6b | €4.1b | €91.5m | 14.3x | 39.6x | 0.9x |
| Fri, 08 Mar 2024 | €3.9b | €4.1b | €95.7m | 10x | 40.2x | 0.9x |
| Sun, 04 Feb 2024 | €4.0b | €4.2b | €95.0m | 11x | 41.6x | 0.9x |
| Tue, 02 Jan 2024 | €3.9b | €4.2b | €94.8m | 12x | 41.3x | 0.9x |
| Thu, 30 Nov 2023 | €3.5b | €4.1b | €97.9m | 10.7x | 35.7x | 0.9x |
| Sat, 28 Oct 2023 | €3.0b | €4.1b | €126.8m | 14.6x | 24x | 0.7x |
| Mon, 25 Sep 2023 | €3.5b | €4.1b | €128.8m | 16.4x | 27x | 0.8x |
| Wed, 23 Aug 2023 | €3.7b | €4.1b | €129.7m | 17.4x | 28.9x | 0.9x |
| Fri, 21 Jul 2023 | €4.1b | €3.9b | €118.0m | 19.7x | 34.9x | 1.1x |
| Sun, 18 Jun 2023 | €4.5b | €3.7b | €121.5m | 21.8x | 36.7x | 1.2x |
Price to Earnings Ratio
36.7x
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 157x which is higher than its 3-year average PE of 17.1x.
- 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 31% 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 | -2.62% | |
| Tech | -8.04% | |
| Electronic Equipment and Components | -11.68% | |
| Technology Distributors | 17.33% | |
| Electronic Manufacturing Services | -6.79% | |
| Electronic Equipment and Instruments | -9.23% | |
| Electronic Components | -20.11% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 52.6x.
- Analysts are expecting annual earnings growth of 32.6%, 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 41% 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 6.4% 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 | |
|---|---|---|---|---|---|
| BKHT Brockhaus Technologies | €19.05 | 3.3% +€6.3m | 27.4% | PS6.4x | |
| V6C Viscom | €6.22 | 8.7% +€4.4m | 29.6% | PS0.7x | |
| FEV FORTEC Elektronik | €13.00 | 11.1% +€4.2m | -17.5% | PE67.9x | |
| 286 NCTE | €0.96 | 12.2% +€496.7k | n/a | n/a | |
| SYT Softing | €2.82 | 1.1% +€297.8k | -23.8% | PS0.3x |