Narrative Update • Jun 22
Have your own idea? Try our Stock Screener
- 7D-0.4%
- 3M86.5%
- 1Y111.1%
- YTD93.9%
In the last week, the Electronic Equipment and Components industry is flat overall, with LPKF Laser & Electronics standing out by going down 28%. The past year has been better, since the industry has gained 111% in that time. 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | €6.4b | €2.6b | €41.2m | 26.3x | 156.3x | 2.5x |
| Mon, 25 May 2026 | €5.9b | €2.6b | €39.9m | 21.2x | 147.9x | 2.3x |
| Wed, 22 Apr 2026 | €4.5b | €2.4b | €10.6m | 28.1x | 426.4x | 1.9x |
| Fri, 20 Mar 2026 | €3.6b | €2.7b | -€19,105,986.14 | 25.2x | -190.2x | 1.4x |
| Sun, 15 Feb 2026 | €3.8b | €2.6b | -€30,987,304.69 | 40.6x | -122.3x | 1.4x |
| Tue, 13 Jan 2026 | €3.8b | €2.6b | -€28,009,915.30 | 42x | -137x | 1.5x |
| Thu, 11 Dec 2025 | €3.6b | €2.6b | -€27,803,400.82 | 41.9x | -130.8x | 1.4x |
| Sat, 08 Nov 2025 | €3.6b | €2.7b | -€6,801,622.13 | 48.6x | -522x | 1.3x |
| Mon, 06 Oct 2025 | €3.9b | €2.7b | -€14,228,426.46 | 36x | -271.3x | 1.5x |
| Wed, 03 Sep 2025 | €3.7b | €2.7b | -€10,366,207.86 | 34x | -352.6x | 1.4x |
| Fri, 01 Aug 2025 | €3.8b | €2.7b | €51.2m | 33.9x | 73.4x | 1.4x |
| Sun, 29 Jun 2025 | €3.0b | €3.5b | €17.1m | 29.6x | 173.4x | 0.8x |
| Tue, 27 May 2025 | €2.8b | €3.5b | €21.2m | 28.1x | 132.3x | 0.8x |
| Thu, 24 Apr 2025 | €2.7b | €3.6b | €22.3m | 14.4x | 120x | 0.8x |
| Sat, 22 Mar 2025 | €3.1b | €4.0b | €27.2m | 14x | 115.7x | 0.8x |
| Mon, 17 Feb 2025 | €3.2b | €4.0b | €28.9m | 13.4x | 109.8x | 0.8x |
| Wed, 15 Jan 2025 | €3.1b | €4.0b | €29.0m | 14.4x | 107.9x | 0.8x |
| Fri, 13 Dec 2024 | €3.1b | €4.0b | €29.0m | 14.1x | 106x | 0.8x |
| Sun, 10 Nov 2024 | €3.1b | €4.0b | €35.0m | 12.5x | 89.6x | 0.8x |
| Tue, 08 Oct 2024 | €3.7b | €4.1b | €25.5m | 14.1x | 143.4x | 0.9x |
| Thu, 05 Sep 2024 | €3.6b | €4.1b | €25.9m | 17x | 139.8x | 0.9x |
| Sat, 03 Aug 2024 | €3.6b | €4.1b | €86.2m | 17.7x | 41.2x | 0.9x |
| Mon, 01 Jul 2024 | €3.7b | €4.1b | €87.1m | 18.4x | 42.2x | 0.9x |
| Wed, 29 May 2024 | €3.7b | €4.1b | €90.9m | 17.9x | 40.6x | 0.9x |
| Fri, 26 Apr 2024 | €3.5b | €4.1b | €89.5m | 12x | 38.7x | 0.8x |
| Sun, 24 Mar 2024 | €3.9b | €4.1b | €100.5m | 10.8x | 38.7x | 0.9x |
| Tue, 20 Feb 2024 | €3.9b | €4.1b | €95.0m | 10.8x | 40.5x | 0.9x |
| Thu, 18 Jan 2024 | €3.8b | €4.2b | €95.0m | 10.9x | 39.9x | 0.9x |
| Sat, 16 Dec 2023 | €3.7b | €4.1b | €95.0m | 11.6x | 39.1x | 0.9x |
| Mon, 13 Nov 2023 | €3.4b | €4.1b | €95.7m | 13.1x | 35.1x | 0.8x |
| Wed, 11 Oct 2023 | €3.3b | €4.1b | €128.4m | 15.6x | 26x | 0.8x |
| Fri, 08 Sep 2023 | €3.7b | €4.1b | €128.8m | 16.9x | 28.9x | 0.9x |
| Sun, 06 Aug 2023 | €4.0b | €3.9b | €117.0m | 19.8x | 34.6x | 1x |
| Tue, 04 Jul 2023 | €4.2b | €3.7b | €121.6m | 20.9x | 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 156x which is higher than its 3-year average PE of 18.8x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 2.5x.
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 | -0.77% | |
| Tech | -1.54% | |
| Electronic Equipment and Components | -0.41% | |
| Electronic Equipment and Instruments | 1.03% | |
| Electronic Manufacturing Services | -3.81% | |
| Electronic Components | -5.53% | |
| Technology Distributors | -6.32% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 53.8x.
- Analysts are expecting annual earnings growth of 34.3%, 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 7.1% 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 | |
| SU3 Sunline-Solar Ag | €0.04 | 142.4% +€146.3k | n/a | n/a | |
| A6T artec technologies | €2.33 | 1.3% +€85.4k | 13.7% | PS1.9x |