Analysis Article • Aug 08
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- 7D2.4%
- 3M2.1%
- 1Y74.1%
- YTD68.8%
In the last week, the Electronic Equipment and Components industry is up 2.4%, with Jenoptik up 4.2%. In the same time, Basler was down 6.7%. In the last 12 months, the industry was up 74%. Looking forward, earnings are forecast to grow by 33% 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, 10 Aug 2026 | €5.7b | €2.5b | €35.4m | 25.5x | 159.6x | 2.3x |
| Wed, 08 Jul 2026 | €5.3b | €2.5b | €34.6m | 28.4x | 153.1x | 2.2x |
| Fri, 05 Jun 2026 | €6.7b | €2.6b | €40.0m | 23.1x | 167x | 2.6x |
| Sun, 03 May 2026 | €4.6b | €2.4b | €10.6m | 27.7x | 431.6x | 1.9x |
| Tue, 31 Mar 2026 | €3.4b | €2.4b | -€1,596,264.05 | 30.2x | -2147.7x | 1.4x |
| Thu, 26 Feb 2026 | €3.8b | €2.6b | -€30,939,739.69 | 35.4x | -124.3x | 1.5x |
| Sat, 24 Jan 2026 | €4.0b | €2.6b | -€28,197,943.51 | 41.5x | -142.3x | 1.5x |
| Mon, 22 Dec 2025 | €3.6b | €2.6b | -€27,775,012.40 | 41.3x | -130.6x | 1.4x |
| Wed, 19 Nov 2025 | €3.5b | €2.7b | -€18,291,783.14 | 43.1x | -191.8x | 1.3x |
| Fri, 17 Oct 2025 | €3.9b | €2.7b | -€14,212,971.57 | 35.7x | -276.2x | 1.5x |
| Sun, 14 Sep 2025 | €3.6b | €2.7b | -€10,406,007.88 | 34.6x | -348.6x | 1.4x |
| Tue, 12 Aug 2025 | €3.8b | €2.7b | €3.1m | 27.8x | 1229.1x | 1.4x |
| Thu, 10 Jul 2025 | €2.9b | €2.7b | €51.4m | 28.1x | 57x | 1.1x |
| Sat, 07 Jun 2025 | €2.8b | €3.5b | €48.1m | 29x | 57.8x | 0.8x |
| Mon, 05 May 2025 | €2.8b | €3.6b | €23.4m | 17.8x | 118.6x | 0.8x |
| Wed, 02 Apr 2025 | €2.9b | €3.6b | €12.8m | 15.6x | 223.8x | 0.8x |
| Fri, 28 Feb 2025 | €3.2b | €4.0b | €28.9m | 13.6x | 110.1x | 0.8x |
| Sun, 26 Jan 2025 | €3.1b | €4.0b | €29.0m | 13.9x | 108.6x | 0.8x |
| Tue, 24 Dec 2024 | €3.2b | €4.0b | €29.0m | 14.1x | 109.2x | 0.8x |
| Thu, 21 Nov 2024 | €3.0b | €4.0b | €35.4m | 13x | 85.4x | 0.7x |
| Sat, 19 Oct 2024 | €3.3b | €4.1b | €27.8m | 13x | 118.1x | 0.8x |
| Mon, 16 Sep 2024 | €3.6b | €4.1b | €25.6m | 16.5x | 141.2x | 0.9x |
| Wed, 14 Aug 2024 | €3.7b | €4.1b | €85.3m | 16.7x | 43.5x | 0.9x |
| Fri, 12 Jul 2024 | €3.8b | €4.1b | €87.1m | 17.9x | 43.3x | 0.9x |
| Sun, 09 Jun 2024 | €3.8b | €4.1b | €88.3m | 18.1x | 43.4x | 0.9x |
| Tue, 07 May 2024 | €3.5b | €4.1b | €92.8m | 11.9x | 38x | 0.9x |
| Thu, 04 Apr 2024 | €3.7b | €4.1b | €91.6m | 13.5x | 40.8x | 0.9x |
| Sat, 02 Mar 2024 | €3.8b | €4.1b | €95.7m | 10x | 40.1x | 0.9x |
| Mon, 29 Jan 2024 | €4.0b | €4.2b | €95.0m | 11.9x | 42.6x | 1x |
| Wed, 27 Dec 2023 | €3.9b | €4.2b | €94.8m | 11.3x | 41x | 0.9x |
| Fri, 24 Nov 2023 | €3.4b | €4.1b | €100.4m | 10.8x | 33.9x | 0.8x |
| Sun, 22 Oct 2023 | €3.1b | €4.1b | €133.7m | 14.5x | 22.9x | 0.7x |
| Tue, 19 Sep 2023 | €3.6b | €4.1b | €128.8m | 16.5x | 28.1x | 0.9x |
| Thu, 17 Aug 2023 | €3.8b | €4.1b | €129.0m | 17x | 29.6x | 0.9x |
Price to Earnings Ratio
29.6x
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 160x which is higher than its 3-year average PE of 24.6x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 35% per year over the last three years,
- Revenues have also declined 16% 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 | 0.93% | |
| Tech | 5.51% | |
| Electronic Equipment and Components | 2.37% | |
| Technology Distributors | 17.42% | |
| Electronic Components | 9.01% | |
| Electronic Equipment and Instruments | 0.72% | |
| Electronic Manufacturing Services | 0.62% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 58.0x.
- Analysts are expecting annual earnings growth of 32.3%, which is higher than its past year's earnings decline of 10.1% 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 growth to stay flat 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 | €39.12 | 4.2% +€89.3m | 109.2% | PE29.3x | |
| LPK LPKF Laser & Electronics | €15.30 | 5.9% +€20.8m | 91.0% | PS3.8x | |
| 7H6 SHT Smart High-Tech | €3.40 | 9.1% +€8.5m | 94.5% | PS188.2x | |
| EVAC electrovac | €7.91 | 1.7% +€2.1m | n/a | PE15.4x | |
| V6C Viscom | €5.30 | 3.9% +€1.8m | 14.7% | PS0.6x |
