Kontron (ETR:SANT) Has A Pretty Healthy Balance Sheet
Dec 24
Have your own idea? Try our Stock Screener
German (DAX) IT Industry Analysis
UpdatedDec 24, 2024
DataAggregated Company Financials
Companies26
- 7D-0.4%
- 3M-3.4%
- 1Y-20.4%
- YTD-19.8%
Over the last 7 days, the IT industry has dropped 2.8%, driven by a pullback from IONOS Group of 5.8%. In contrast, SNP Schneider-Neureither & Partner has gained 8.0%. However, the industry is down 21% over the past year. Looking forward, earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Tue, 24 Dec 2024 | €10.6b | €15.8b | €562.0m | 18.1x | 18.8x | 0.7x |
| Thu, 21 Nov 2024 | €10.6b | €15.8b | €559.6m | 18.8x | 18.9x | 0.7x |
| Sat, 19 Oct 2024 | €11.2b | €15.5b | €551.7m | 19.5x | 20.2x | 0.7x |
| Mon, 16 Sep 2024 | €11.1b | €15.5b | €563.0m | 18.4x | 19.7x | 0.7x |
| Wed, 14 Aug 2024 | €11.5b | €15.1b | €557.6m | 19x | 20.6x | 0.8x |
| Fri, 12 Jul 2024 | €12.5b | €15.3b | €546.1m | 20.4x | 22.8x | 0.8x |
| Sun, 09 Jun 2024 | €13.5b | €15.3b | €545.4m | 20.7x | 24.7x | 0.9x |
| Tue, 07 May 2024 | €13.2b | €15.0b | €548.2m | 19.2x | 24x | 0.9x |
| Thu, 04 Apr 2024 | €13.6b | €15.0b | €546.8m | 20.6x | 24.9x | 0.9x |
| Sat, 02 Mar 2024 | €13.8b | €14.7b | €454.9m | 22.8x | 30.2x | 0.9x |
| Mon, 29 Jan 2024 | €14.2b | €14.8b | €458.7m | 22.7x | 31.1x | 1x |
| Wed, 27 Dec 2023 | €13.5b | €14.9b | €464.3m | 21.4x | 29x | 0.9x |
| Fri, 24 Nov 2023 | €13.4b | €14.8b | €462.3m | 21.7x | 29x | 0.9x |
| Sun, 22 Oct 2023 | €12.4b | €14.6b | €457.9m | 19.2x | 27.1x | 0.8x |
| Tue, 19 Sep 2023 | €13.0b | €14.6b | €457.3m | 20x | 28.4x | 0.9x |
| Thu, 17 Aug 2023 | €13.3b | €14.6b | €458.6m | 19x | 29x | 0.9x |
| Sat, 15 Jul 2023 | €12.8b | €14.3b | €487.8m | 18.1x | 26.1x | 0.9x |
| Mon, 12 Jun 2023 | €12.6b | €14.3b | €491.9m | 18.5x | 25.6x | 0.9x |
| Wed, 10 May 2023 | €13.9b | €14.0b | €501.8m | 20.9x | 27.6x | 1x |
| Fri, 07 Apr 2023 | €13.9b | €13.8b | €497.4m | 21.3x | 28x | 1x |
| Sun, 05 Mar 2023 | €14.5b | €13.8b | €579.4m | 23.8x | 25.1x | 1.1x |
| Tue, 31 Jan 2023 | €14.5b | €13.7b | €576.5m | 25.3x | 25.2x | 1.1x |
| Thu, 29 Dec 2022 | €12.5b | €13.7b | €576.6m | 22.1x | 21.6x | 0.9x |
| Sat, 26 Nov 2022 | €13.5b | €13.5b | €581.5m | 23.4x | 23.2x | 1x |
| Mon, 24 Oct 2022 | €12.2b | €13.2b | €594.1m | 18.7x | 20.5x | 0.9x |
| Wed, 21 Sep 2022 | €12.7b | €13.1b | €594.4m | 20x | 21.3x | 1x |
| Fri, 19 Aug 2022 | €15.2b | €13.2b | €584.6m | 25.9x | 26x | 1.2x |
| Sun, 17 Jul 2022 | €13.8b | €12.8b | €574.3m | 22.9x | 24.1x | 1.1x |
| Tue, 14 Jun 2022 | €14.9b | €12.8b | €573.6m | 26.2x | 26x | 1.2x |
| Thu, 12 May 2022 | €15.5b | €12.5b | €572.5m | 21.7x | 27.1x | 1.2x |
| Sat, 09 Apr 2022 | €18.7b | €12.3b | €541.5m | 28.3x | 34.5x | 1.5x |
| Mon, 07 Mar 2022 | €16.7b | €13.6b | €568.3m | 27x | 29.3x | 1.2x |
| Wed, 02 Feb 2022 | €19.2b | €13.5b | €560.9m | 30.9x | 34.2x | 1.4x |
| Fri, 31 Dec 2021 | €22.2b | €13.5b | €561.2m | 34.5x | 39.6x | 1.6x |
Price to Earnings Ratio
39.6x
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 18.7x which is lower than its 3-year average PE of 26.1x.
- The industry is trading close to its 3-year average PS ratio of 0.99x.
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 | -2.04% | |
| Tech | -1.88% | |
| IT | -0.36% | |
| Data Processing Services | 0% | |
| Internet Services and Infrastructure | -0.14% | |
| IT Consulting | -0.36% | |
Industry PE
- Investors are most optimistic about the IT Consulting industry even though it's trading below its 3-year average PE ratio of 25.2x.
- Analysts are expecting annual earnings growth of 13.5%, 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 13% 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 | |
|---|---|---|---|---|---|
| SHF SNP Schneider-Neureither & Partner | €61.00 | 23.0% +€83.0m | 45.6% | PE31.1x | |
| SANT Kontron | €19.11 | 5.2% +€57.8m | -12.3% | PE13.9x | |
| BC8 Bechtle | €31.00 | 0.5% +€17.6m | -31.6% | PE15.6x | |
| A1OS All for One Group | €56.00 | 4.5% +€11.7m | 16.9% | PE15.1x | |
| AMI medondo holding | €0.69 | 34.3% +€3.0m | -5.5% | PS4.3x |
