Calculating The Intrinsic Value Of IONOS Group SE (ETR:IOS)
Jan 23
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German (DAX) IT Industry Analysis
UpdatedJan 24, 2025
DataAggregated Company Financials
Companies26
- 7D0.9%
- 3M-1.8%
- 1Y-23.8%
- YTD-1.5%
Over the last 7 days, the IT industry has risen 2.1%, driven by gains from IONOS Group of 7.4%. In contrast, the industry has lost 22% in the last 12 months. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the German IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jan 2025 | €10.6b | €15.8b | €562.0m | 18.8x | 18.9x | 0.7x |
| Sun, 22 Dec 2024 | €10.5b | €15.8b | €562.0m | 18.3x | 18.7x | 0.7x |
| Tue, 19 Nov 2024 | €10.8b | €15.8b | €559.6m | 18.9x | 19.4x | 0.7x |
| Thu, 17 Oct 2024 | €11.3b | €15.5b | €551.7m | 20x | 20.4x | 0.7x |
| Sat, 14 Sep 2024 | €11.1b | €15.5b | €563.0m | 18.4x | 19.7x | 0.7x |
| Mon, 12 Aug 2024 | €11.6b | €15.4b | €555.5m | 19x | 20.9x | 0.8x |
| Wed, 10 Jul 2024 | €12.3b | €15.3b | €546.1m | 19.3x | 22.6x | 0.8x |
| Fri, 07 Jun 2024 | €13.5b | €15.3b | €545.4m | 20.7x | 24.7x | 0.9x |
| Sun, 05 May 2024 | €13.2b | €15.0b | €547.5m | 18.8x | 24x | 0.9x |
| Tue, 02 Apr 2024 | €13.6b | €15.0b | €487.8m | 22.2x | 27.9x | 0.9x |
| Thu, 29 Feb 2024 | €13.7b | €14.7b | €455.0m | 22.9x | 30.2x | 0.9x |
| Sat, 27 Jan 2024 | €14.2b | €14.8b | €458.7m | 22.7x | 31x | 1x |
| Mon, 25 Dec 2023 | €13.5b | €14.9b | €464.3m | 21.4x | 29x | 0.9x |
| Wed, 22 Nov 2023 | €13.5b | €14.9b | €458.2m | 21.3x | 29.5x | 0.9x |
| Fri, 20 Oct 2023 | €12.5b | €14.6b | €457.9m | 19.3x | 27.3x | 0.9x |
| Sun, 17 Sep 2023 | €13.2b | €14.6b | €453.8m | 21.3x | 29x | 0.9x |
| Tue, 15 Aug 2023 | €13.5b | €14.5b | €481.8m | 17.6x | 27.9x | 0.9x |
| Thu, 13 Jul 2023 | €12.5b | €14.3b | €487.8m | 18.1x | 25.7x | 0.9x |
| Sat, 10 Jun 2023 | €12.6b | €14.3b | €491.9m | 18.5x | 25.7x | 0.9x |
| Mon, 08 May 2023 | €14.1b | €14.0b | €500.1m | 21.3x | 28.3x | 1x |
| Wed, 05 Apr 2023 | €14.2b | €13.8b | €497.4m | 21.4x | 28.5x | 1x |
| Fri, 03 Mar 2023 | €14.4b | €13.8b | €579.4m | 23.8x | 24.8x | 1x |
| Sun, 29 Jan 2023 | €14.6b | €13.7b | €576.5m | 25.2x | 25.3x | 1.1x |
| Tue, 27 Dec 2022 | €12.6b | €13.7b | €576.6m | 22.3x | 21.8x | 0.9x |
| Thu, 24 Nov 2022 | €13.3b | €13.5b | €584.4m | 22x | 22.7x | 1x |
| Sat, 22 Oct 2022 | €12.2b | €13.2b | €594.1m | 19.5x | 20.5x | 0.9x |
| Mon, 19 Sep 2022 | €13.0b | €13.2b | €594.4m | 20.5x | 21.9x | 1x |
| Wed, 17 Aug 2022 | €15.2b | €13.2b | €584.6m | 26.6x | 25.9x | 1.2x |
| Fri, 15 Jul 2022 | €13.6b | €12.8b | €574.3m | 23.1x | 23.6x | 1.1x |
| Sun, 12 Jun 2022 | €15.5b | €12.8b | €573.6m | 26.7x | 27x | 1.2x |
| Tue, 10 May 2022 | €15.5b | €12.4b | €572.6m | 21.6x | 27.1x | 1.2x |
| Thu, 07 Apr 2022 | €19.0b | €12.3b | €541.5m | 28.7x | 35.1x | 1.5x |
| Sat, 05 Mar 2022 | €16.7b | €13.6b | €568.3m | 26.8x | 29.5x | 1.2x |
| Mon, 31 Jan 2022 | €18.4b | €13.5b | €560.9m | 30.6x | 32.8x | 1.4x |
Price to Earnings Ratio
32.8x
Current Industry PE
- Investors are pessimistic on the German IT industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 19.0x which is lower than its 3-year average PE of 25.5x.
- The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
- The earnings for companies in the IT industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.4% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the German Tech industry?
| DE Market | 2.75% | |
| Tech | 2.92% | |
| IT | 0.92% | |
| IT Consulting | 0.95% | |
| Data Processing Services | 0% | 0 |
| Internet Services and Infrastructure | -2.19% | |
Industry PE
- Investors are most optimistic about the IT Consulting industry even though it's trading below its 3-year average PE ratio of 24.6x.
- Analysts are expecting annual earnings growth of 12.1%, which is lower than the prior year's growth of 16.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 118% over the next 5 years.
- This is better than its past earnings decline of 23% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| IOS IONOS Group | €24.60 | 7.4% +€236.7m | 25.6% | PE23.4x | |
| SANT Kontron | €19.32 | 7.5% +€83.0m | -12.3% | PE14.1x | |
| NA9 Nagarro | €82.00 | 5.1% +€53.3m | -12.8% | PE20.1x | |
| SHF SNP Schneider-Neureither & Partner | €66.00 | 2.8% +€13.1m | 52.8% | PE33.7x | |
| A1OS All for One Group | €63.40 | 3.6% +€10.7m | 37.2% | PE17x |
