Narrative Update • Jun 08
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- 7D3.4%
- 3M99.9%
- 1Y128.6%
- YTD103.0%
In the last week, the Electronic Equipment and Components industry is up 4.2%, with Jenoptik up 6.2%. This means that the industry has gained 130% over the past year. Earnings are forecast to grow by 35% 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | €6.8b | €2.6b | €41.1m | 26.5x | 165.8x | 2.7x |
| Thu, 21 May 2026 | €5.6b | €2.6b | €37.7m | 29.2x | 149.7x | 2.2x |
| Sat, 18 Apr 2026 | €4.4b | €2.4b | €10.6m | 27.9x | 412.5x | 1.8x |
| Mon, 16 Mar 2026 | €3.7b | €2.6b | -€24,193,407.61 | 35.6x | -153.3x | 1.4x |
| Wed, 11 Feb 2026 | €4.1b | €2.6b | -€30,275,503.71 | 37.5x | -135.4x | 1.5x |
| Fri, 09 Jan 2026 | €3.8b | €2.6b | -€27,931,247.58 | 42.2x | -136.2x | 1.4x |
| Sun, 07 Dec 2025 | €3.6b | €2.6b | -€27,634,520.55 | 41.1x | -130.5x | 1.4x |
| Tue, 04 Nov 2025 | €3.7b | €2.7b | -€14,790,742.06 | 34.9x | -253x | 1.4x |
| Thu, 02 Oct 2025 | €3.7b | €2.7b | -€14,347,894.17 | 38.6x | -261.2x | 1.4x |
| Sat, 30 Aug 2025 | €3.7b | €2.7b | -€4,247,634.00 | 24.3x | -868x | 1.4x |
| Mon, 28 Jul 2025 | €2.8b | €2.7b | €54.6m | 29x | 51.5x | 1x |
| Wed, 25 Jun 2025 | €2.9b | €3.5b | €17.1m | 27.2x | 169.2x | 0.8x |
| Fri, 23 May 2025 | €2.8b | €3.5b | €27.3m | 28.1x | 102.3x | 0.8x |
| Sun, 20 Apr 2025 | €2.6b | €3.6b | €22.3m | 14.4x | 117.9x | 0.7x |
| Tue, 18 Mar 2025 | €3.2b | €4.0b | €27.2m | 14.3x | 116.4x | 0.8x |
| Thu, 13 Feb 2025 | €3.1b | €4.0b | €28.9m | 13.1x | 108.8x | 0.8x |
| Sat, 11 Jan 2025 | €3.2b | €4.0b | €29.0m | 14.6x | 109.3x | 0.8x |
| Mon, 09 Dec 2024 | €3.1b | €4.0b | €29.0m | 13.7x | 105.6x | 0.8x |
| Wed, 06 Nov 2024 | €3.1b | €4.1b | €24.0m | 11.9x | 128.2x | 0.8x |
| Fri, 04 Oct 2024 | €3.6b | €4.1b | €25.5m | 14.6x | 140.3x | 0.9x |
| Sun, 01 Sep 2024 | €3.7b | €4.1b | €26.9m | 17.4x | 137.5x | 0.9x |
| Tue, 30 Jul 2024 | €3.6b | €4.1b | €86.4m | 18.2x | 42x | 0.9x |
| Thu, 27 Jun 2024 | €3.7b | €4.1b | €87.0m | 18.2x | 42x | 0.9x |
| Sat, 25 May 2024 | €3.7b | €4.1b | €87.8m | 18.6x | 42.2x | 0.9x |
| Mon, 22 Apr 2024 | €3.4b | €4.1b | €87.9m | 12.1x | 39.1x | 0.8x |
| Wed, 20 Mar 2024 | €3.8b | €4.1b | €95.8m | 9.6x | 39.7x | 0.9x |
| Fri, 16 Feb 2024 | €3.7b | €4.1b | €95.1m | 10.8x | 39.4x | 0.9x |
| Sun, 14 Jan 2024 | €3.8b | €4.2b | €94.9m | 11.5x | 40.5x | 0.9x |
| Tue, 12 Dec 2023 | €3.6b | €4.1b | €95.1m | 11.1x | 38.1x | 0.9x |
| Thu, 09 Nov 2023 | €3.3b | €4.1b | €119.2m | 15.6x | 28.1x | 0.8x |
| Sat, 07 Oct 2023 | €3.3b | €4.1b | €128.4m | 15.6x | 25.9x | 0.8x |
| Mon, 04 Sep 2023 | €3.8b | €4.1b | €128.8m | 16.9x | 29.5x | 0.9x |
| Wed, 02 Aug 2023 | €4.0b | €3.9b | €116.8m | 20.1x | 34.5x | 1x |
| Fri, 30 Jun 2023 | €4.2b | €3.7b | €121.6m | 21.1x | 34.8x | 1.1x |
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 167x which is higher than its 3-year average PE of 18.5x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 2.7x.
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 | 0.10% | |
| Tech | -1.87% | |
| Electronic Equipment and Components | 3.44% | |
| Electronic Equipment and Instruments | 8.29% | |
| Electronic Manufacturing Services | -1.51% | |
| Technology Distributors | -3.90% | |
| Electronic Components | -12.09% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 53.6x.
- Analysts are expecting annual earnings growth of 35.2%, 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 6.5% 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 | |
|---|---|---|---|---|---|
| JEN Jenoptik | €47.46 | 6.2% +€158.0m | 156.5% | PE35.6x | |
| LPK LPKF Laser & Electronics | €28.10 | 23.2% +€129.6m | 246.9% | PS6x | |
| BSL Basler | €31.90 | 15.0% +€127.6m | 192.7% | PE49.3x | |
| 7H6 SHT Smart High-Tech | €4.49 | 17.1% +€19.6m | 245.9% | PS247.8x | |
| EVAC electrovac | €7.94 | 3.5% +€4.3m | n/a | PE15.4x |