Narrative Update • Jul 23
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- 7D0.7%
- 3M-3.6%
- 1Y38.7%
- YTD20.5%
The Renewable Energy is pretty flat in the last 7 days, but Uniper has stood out, gaining 3.9%. As for the the longer term, the industry is up 39% over the past 12 months. Looking forward, earnings are forecast to decline by 4.2% per year.
Industry Valuation and Performance
Has the German Renewable Energy Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | €57.2b | €74.1b | €4.0b | 10.8x | 14.3x | 0.8x |
| Sat, 04 Jul 2026 | €59.1b | €74.1b | €4.0b | 10.8x | 14.7x | 0.8x |
| Mon, 01 Jun 2026 | €59.3b | €74.1b | €4.0b | 12.4x | 14.8x | 0.8x |
| Wed, 29 Apr 2026 | €61.0b | €80.1b | €4.5b | 12.4x | 13.4x | 0.8x |
| Fri, 27 Mar 2026 | €55.9b | €80.1b | €4.5b | 11.4x | 12.3x | 0.7x |
| Sun, 22 Feb 2026 | €52.0b | €88.5b | €2.2b | 17.1x | 23.3x | 0.6x |
| Tue, 20 Jan 2026 | €51.7b | €88.5b | €2.2b | 17.1x | 23.2x | 0.6x |
| Thu, 18 Dec 2025 | €45.8b | €88.5b | €2.2b | 14.5x | 20.5x | 0.5x |
| Sat, 15 Nov 2025 | €45.5b | €88.5b | €2.2b | 15.2x | 20.4x | 0.5x |
| Mon, 13 Oct 2025 | €43.5b | €94.8b | €2.2b | 12.8x | 19.9x | 0.5x |
| Wed, 10 Sep 2025 | €44.3b | €95.2b | €2.0b | 13.8x | 22x | 0.5x |
| Fri, 08 Aug 2025 | €44.7b | €95.7b | €3.7b | 13.7x | 12x | 0.5x |
| Sun, 06 Jul 2025 | €45.5b | €95.7b | €3.7b | 13.9x | 12.2x | 0.5x |
| Tue, 03 Jun 2025 | €44.2b | €95.7b | €3.7b | 93.6x | 11.9x | 0.5x |
| Thu, 01 May 2025 | €45.5b | €95.0b | €5.3b | 18.9x | 8.6x | 0.5x |
| Sat, 29 Mar 2025 | €45.8b | €94.8b | €5.5b | 19.4x | 8.4x | 0.5x |
| Mon, 24 Feb 2025 | €43.4b | €130.9b | €178.3m | 15.1x | 243.4x | 0.3x |
| Wed, 22 Jan 2025 | €43.8b | €130.9b | €178.3m | 15.6x | 245.9x | 0.3x |
| Fri, 20 Dec 2024 | €41.0b | €130.9b | €178.3m | 14.9x | 230.2x | 0.3x |
| Sun, 17 Nov 2024 | €44.5b | €130.9b | €182.4m | 14.8x | 244.2x | 0.3x |
| Tue, 15 Oct 2024 | €47.6b | €119.0b | €1.3b | 18.5x | 37.1x | 0.4x |
| Thu, 12 Sep 2024 | €45.5b | €119.0b | €1.3b | 18.3x | 35.2x | 0.4x |
| Sat, 10 Aug 2024 | €44.8b | €137.8b | -€390,848,400.00 | 18.6x | -114.7x | 0.3x |
| Mon, 08 Jul 2024 | €47.1b | €124.5b | €1.9b | 37.3x | 25.1x | 0.4x |
| Wed, 05 Jun 2024 | €51.7b | €124.6b | €1.9b | 24.5x | 27.5x | 0.4x |
| Fri, 03 May 2024 | €50.2b | €143.6b | €7.9b | 20.8x | 6.4x | 0.3x |
| Sun, 31 Mar 2024 | €49.0b | €143.6b | €7.8b | 20.4x | 6.2x | 0.3x |
| Tue, 27 Feb 2024 | €48.8b | €170.4b | €39.9b | 17.2x | 1.2x | 0.3x |
| Thu, 25 Jan 2024 | €54.6b | €170.4b | €39.9b | 16.6x | 1.4x | 0.3x |
| Sat, 23 Dec 2023 | €58.6b | €170.4b | €39.9b | 16.3x | 1.5x | 0.3x |
| Mon, 20 Nov 2023 | €68.9b | €170.4b | €39.9b | 16.2x | 1.7x | 0.4x |
| Wed, 18 Oct 2023 | €70.1b | €247.8b | €9.7b | 16.7x | 7.2x | 0.3x |
| Fri, 15 Sep 2023 | €79.0b | €247.8b | €9.7b | 12.9x | 8.1x | 0.3x |
| Sun, 13 Aug 2023 | €84.2b | €247.8b | €9.8b | 13.5x | 8.6x | 0.3x |
Price to Earnings Ratio
8.6x
Current Industry PE
- Investors are pessimistic on the German Renewable Energy 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 14.3x which is lower than its 3-year average PE of 36.7x.
- The industry is trading close to its 3-year average PS ratio of 0.46x.
Past Earnings Growth
- The earnings for companies in the Renewable Energy industry have declined 26% per year over the last three years,
- Revenues have also declined 33% 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 Utilities industry?
| DE Market | 1.86% | |
| Utilities | 0.30% | |
| Renewable Energy | 0.68% | |
| Renewable Energy | 2.48% | |
| Independent Power Producers and Energy Traders | 0.68% | |
Industry PE
- Investors are most optimistic about the Renewable Energy industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 28.9%, which is higher than its past year's earnings decline of 20.0% per year.
- Investors are most pessimistic about the Independent Power Producers and Energy Traders industry, which is trading below its 3-year average of 34.0x.
Forecasted Growth
- Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 29% over the next 5 years.
- This is better than its past earnings decline of 20% per year.
- In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings decline by 4.2% 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 | |
|---|---|---|---|---|---|
| UN0 Uniper | €43.50 | 5.5% +€937.1m | 21.5% | PE11x | |
| RWE RWE | €56.48 | 0.4% +€155.3m | 56.3% | PE16.9x | |
| HRPK 7C Solarparken | €1.76 | 3.8% +€4.9m | -3.7% | PS2x | |
| AB9 ABO Energy GmbH KGaA | €3.57 | 0.8% +€276.6k | -90.6% | PE1.4x |