Analysis Article • Aug 15
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- 7D0.6%
- 3M-1.3%
- 1Y79.3%
- YTD69.8%
Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Jenoptik gained 7.3%. As for the the longer term, the industry is up 79% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | €5.7b | €2.5b | €47.6m | 25.6x | 119.1x | 2.3x |
| Wed, 15 Jul 2026 | €6.0b | €2.5b | €35.0m | 35.2x | 171.3x | 2.4x |
| Fri, 12 Jun 2026 | €6.2b | €2.6b | €39.1m | 25.1x | 159.6x | 2.4x |
| Sun, 10 May 2026 | €5.2b | €2.5b | €28.2m | 27.7x | 183.9x | 2.1x |
| Tue, 07 Apr 2026 | €3.5b | €2.4b | €10.7m | 29.6x | 330.6x | 1.5x |
| Thu, 05 Mar 2026 | €3.8b | €2.6b | -€30,898,277.71 | 36.3x | -123.5x | 1.4x |
| Sat, 31 Jan 2026 | €4.1b | €2.6b | -€28,220,410.58 | 38.2x | -147x | 1.6x |
| Mon, 29 Dec 2025 | €3.7b | €2.6b | -€27,907,557.62 | 41x | -131.7x | 1.4x |
| Wed, 26 Nov 2025 | €3.6b | €2.6b | -€19,652,543.68 | 40.5x | -182.5x | 1.4x |
| Fri, 24 Oct 2025 | €3.9b | €2.7b | -€14,284,427.44 | 34.2x | -270.3x | 1.5x |
| Sun, 21 Sep 2025 | €3.7b | €2.7b | -€10,330,843.77 | 35.5x | -358.8x | 1.4x |
| Tue, 19 Aug 2025 | €3.7b | €2.7b | -€2,921,390.06 | 28.3x | -1275.5x | 1.4x |
| Thu, 17 Jul 2025 | €2.9b | €2.7b | €51.4m | 32.2x | 56.5x | 1.1x |
| Sat, 14 Jun 2025 | €2.8b | €3.5b | €17.1m | 27.2x | 164.7x | 0.8x |
| Mon, 12 May 2025 | €2.8b | €3.6b | €33.8m | 17.5x | 82.4x | 0.8x |
| Wed, 09 Apr 2025 | €2.6b | €3.6b | €22.3m | 14.7x | 115.4x | 0.7x |
| Fri, 07 Mar 2025 | €3.2b | €4.0b | €27.2m | 13.9x | 117.8x | 0.8x |
| Sun, 02 Feb 2025 | €3.2b | €4.0b | €29.0m | 13.6x | 110x | 0.8x |
| Tue, 31 Dec 2024 | €3.1b | €4.0b | €29.0m | 13.9x | 108.7x | 0.8x |
| Thu, 28 Nov 2024 | €3.0b | €4.0b | €31.5m | 12.4x | 95.1x | 0.7x |
| Sat, 26 Oct 2024 | €3.2b | €4.1b | €24.0m | 11.7x | 132.1x | 0.8x |
| Mon, 23 Sep 2024 | €3.5b | €4.1b | €25.6m | 16.5x | 138.6x | 0.9x |
| Wed, 21 Aug 2024 | €3.7b | €4.1b | €31.5m | 18.2x | 118.5x | 0.9x |
| Fri, 19 Jul 2024 | €3.6b | €4.1b | €87.2m | 16.9x | 41.7x | 0.9x |
| Sun, 16 Jun 2024 | €3.7b | €4.1b | €88.2m | 16.9x | 42x | 0.9x |
| Tue, 14 May 2024 | €3.6b | €4.1b | €90.8m | 17.1x | 40x | 0.9x |
| Thu, 11 Apr 2024 | €3.6b | €4.1b | €89.6m | 14.7x | 40.2x | 0.9x |
| Sat, 09 Mar 2024 | €3.8b | €4.1b | €95.7m | 9.8x | 39.8x | 0.9x |
| Mon, 05 Feb 2024 | €4.0b | €4.2b | €95.0m | 11x | 41.6x | 0.9x |
| Wed, 03 Jan 2024 | €3.9b | €4.2b | €94.9m | 12x | 40.9x | 0.9x |
| Fri, 01 Dec 2023 | €3.5b | €4.1b | €98.4m | 10.7x | 35.5x | 0.9x |
| Sun, 29 Oct 2023 | €3.0b | €4.1b | €126.8m | 14.6x | 24x | 0.7x |
| Tue, 26 Sep 2023 | €3.4b | €4.1b | €128.7m | 16.1x | 26.6x | 0.8x |
| Thu, 24 Aug 2023 | €3.7b | €4.1b | €129.7m | 17.4x | 28.8x | 0.9x |
Price to Earnings Ratio
28.8x
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 119x which is higher than its 3-year average PE of 25.2x.
- 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 28% 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 | 0.22% | |
| Tech | 0.71% | |
| Electronic Equipment and Components | 0.64% | |
| Electronic Equipment and Instruments | 4.77% | |
| Electronic Manufacturing Services | 0.64% | |
| Electronic Components | -14.17% | |
| Technology Distributors | -17.56% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 58.5x.
- Analysts are expecting annual earnings growth of 31.9%, which is higher than its past year's earnings growth of 18.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 47% 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 3.7% 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 | €41.98 | 7.3% +€163.7m | 135.7% | PE27.7x | |
| S9I Stemmer Imaging | €61.50 | 4.2% +€16.3m | 12.6% | n/a | |
| M7U Nynomic | €19.20 | 13.3% +€14.8m | 74.5% | PS1.4x | |
| BSL Basler | €24.00 | 0.6% +€4.6m | 61.9% | PE25.6x | |
| BKHT Brockhaus Technologies | €20.70 | 1.5% +€3.1m | 73.9% | PS7.5x |
