Value Creation for Industrials in Europe | Page 8

TSR Performance 2016 – 2019 and 2019 – 2021 | Subindustry View

Industrial machinery & components outperformed the industry average in both time periods , making it the top performer in 2016 – 2019 with an CAGR of 17 % versus a CAGR of 11 % for industrial players .
TOTAL SHAREHOLDER RETURN ( TSR ) CAGR OF INDUSTRIALS PER SUBINDUSTRY
TSR CAGR 2016 – 2019
3 %
7 %
9 %
10 %
11 % 12 %
15 % 15 %
17 %
11 %
Subindustry
Aerospace & defense
Automotive
Industrial materials
Commercial & professional services
Industrial conglomerates
Trading & distribution
Construction & engineering
Transportation infrastructure & logistics
Industrial machinery & components
TSR CAGR 2019 – 2021
4 %
9 %
11 %
13 %
17 %
19 %
24 %
28 %
32 %
15 %
Subindustry
Industrial conglomerates
Construction & engineering
Commercial & professional services
Industrial materials
Automotive
Transportation infrastructure & logistics
Industrial machinery & components
Trading & distribution
Aerospace & defense
Change of rank -4 -5 -1 + 1 + 3 -2 -2 + 2
+ 8
Focus of analysis Source : Capital IQ , goetzpartners analysis
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