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Page 1: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

Top 100 companies Europe and Germany

www.pwc.de

November 2014

PwC Capital Markets

Page 2: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Europe Top 100 from 2008 to 2014

Ranked by market capitalisation

November 2014 Top 100 companies Europe and Germany

Slide 2

Page 3: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Summary

• In this brief report we have identified the top 100 listed companies in Europe and ranked them by market capitalisation.

• We have been able to identify interesting trends and developments on a individual company level, a regional level and by sector.

Key highlights

• Top companies have fully recovered from financial crisis. Total market cap of the European Top 100 companies in November 2014 is 9% higher than it was in August 2013.

• There are risers and fallers. Healthcare & Pharma (31%) and Financial Services (22%) are the sectors showing the largest growth rate in terms of market cap in the Top 100.

• Roche is 1 in Europe. Having increased its market cap in the past 14 months by almost 42 €bn, it has jumped from rank 3 to pole position.

• Territorial distribution between 2013 and 2014 stayed mostly unchanged with UK (23), Germany (18, up from 17 in 2013) and France (17) being the most successful territories in our survey.

November 2014 Top 100 companies Europe and Germany

Slide 3 Data source: Bloomberg, 2014

5,701

5,217

4,875

0

1

2

3

4

5

6

Total market cap (€bn) of European

Top 100 companies

2014 2013 2008

Page 4: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 European companies, by industry

• Financial Services, Healthcare & Pharma, Retail & Consumer were the rising industries between 2008 and 2014.

• Stable and even increasing private consumption and the rise of the middle class in a number of emerging countries are two of the global mega trends that helped companies lifting their market cap to new heights.

• Despite the financial crisis the Financial Services could not only keep their total market cap but even increase it by 18 %.

November 2014 Top 100 companies Europe and Germany Slide 4

Industry based on PwC Germany industry classification TMT: Technology, Media and Telecommunications

Data source: Bloomberg, 2014

Industries, by number

Industry

Nov. 2014 Aug. 2008

Trend Number

Market Cap

(€bn) Number

Market Cap

(€bn)

Financial

Services 25 1238 26 1050

Retail &

Consumer 19 1203 16 565

Energy 16 1018 25 1624

TMT 14 615 11 550

Healthcare

& Pharma 10 946 8 490

Industrial

Production 10 387 11 472

Automotive 5 260 3 124

Transp. &

Logistics 1 30 n/a n/a

68

260

387

615

946

1018

1203

1237

0 500 1000 1500 2000

Transportation & Logistics

Automotive

Industrial Production

TMT

Healthcare & Pharma

Energy

Retail & Consumer

Financial Services

Total market cap (€bn)

2014 2013 2008

Page 5: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 European companies per country, by numbers

November 2014 Top 100 companies Europe and Germany

Slide 5

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

Data source: Bloomberg, 2014

0

0

0

1

2

2

4

4

4

5

4

4

10

17

18

23

0 5 10 15 20 25

Czech Republic

Finland

Luxembourg

Belgium

Norway

Denmark

Italy

Ireland

Sweden

Spain

Russia

Netherlands

Switzerland

France

Germany

United Kingdom

2014 2013 2008

Page 6: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 European companies 1-20

November 2014 Top 100 companies Europe and Germany

Slide 6

Company name Industry Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market

Cap €m

Rank Market

Cap €m

Rank Market

Cap €m

ROCHE Switzerland Healthcare & Pharma +2 1 201.613 3 159.804 8 103.799

NOVARTIS Switzerland Healthcare & Pharma +3 2 200.408 5 146.285 9 101.149

NESTLE Switzerland Retail & Concumer -2 3 188.269 1 164.111 7 110.972

SHELL Netherlands Energy 0 4 184.063 4 158.531 2 140.542

HSBC United Kingdom Financial Services -3 5 156.996 2 160.636 3 127.605

ANHEUSER-BUSCH Belgium Retail & Consumer +1 6 141.702 7 117.439 75 26.144

TOTAL France Energy +4 7 113.052 11 95.889 6 117.116

BP United Kingdom Energy +2 8 104.820 10 98.385 4 124.120

SANOFI France Healthcare & Pharma 0 9 97.745 9 99.774 25 59.926

NOVO NORDISK Denmark Healthcare & Pharma +9 10 95.660 19 71.232 74 26.841

UNILEVER United Kingdom Retail & Consumer +2 11 94.365 13 92.511 28 51.959

BAYER Germany Healthcare & Pharma +6 12 93.261 18 72.953 46 41.939

GLAXOSMITHKLINE United Kingdom Healthcare & Pharma -1 13 87.954 12 95.336 17 77.894

BR. AM. TOBACCO United Kingdom Retail & Consumer +1 14 84.591 15 77.573 37 46.142

BANCO SANTAND. Spain Financial Services +16 15 84.252 31 58.750 19 75.364

VOLKSWAGEN Germany Automotive -2 16 80.798 14 81.551 22 67.759

SIEMENS Germany TMT 0 17 79.131 17 73.704 20 70.366

ASTRAZENECA United Kingdom Healthcare & Pharma +21 18 73.404 39 47.580 39 44.920

SABMILLER United Kingdom Retail & Consumer +9 19 72.752 28 59.763 new 19.856

RIO TINTO United Kingdom Energy +3 20 72.009 23 65.508 11 97.027

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 7: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 European companies 21-40

November 2014 Top 100 companies Europe and Germany

Slide 7

Company name Industry Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market

Cap €m

Rank Market

Cap €m

Rank Market

Cap €m

LLOYDS BANKING United Kingdom Financial Services +8 21 70.632 29 59.670 91 21.936

VODAFONE United Kingdom TMT -16 22 70.296 8 110.220 12 92.585

L'OREAL France Retail & Consumer -7 23 69.880 16 76.396 47 40.709

INDITEX Spain Retail & Consumer 0 24 69.860 24 63.081 new 18.613

LVMH France Retail & Consumer -4 25 68.728 21 70.361 59 34.122

SAP Germany TMT -4 26 66.610 22 68.305 35 46.423

DAIMLER Germany Automotive +7 27 66.383 34 56.714 57 35.409

BASF Germany Industrial Prod. -3 28 64.378 25 61.795 51 38.097

BNP PARIBAS France Financial Services -2 29 62.490 27 61.228 26 55.727

GAZPROM Russia Energy -10 30 62.399 20 70.511 1 169.712

ENI Italy Energy -5 31 61.781 26 61.454 14 85.234

ALLIED IRISH BANKS Ireland Financial Services +34 32 60.195 66 31.276 n/a n/a

DIAEGO United Kingdom Retail & Consumer -3 33 59.099 30 59.416 70 28.140

ALLIANZ Germany Financial Services +1 34 57.811 35 53.574 30 49.143

STATOIL Norway Energy +1 35 57.717 36 51.216 24 62.712

ROYAL BANK SCOT. United Kingdom Financial Services +11 36 56.818 47 41.803 40 44.077

BMW Germany Automotive +4 37 54.803 41 46.338 new 17.667

TELEFONICA Spain TMT -1 38 54.590 37 48.832 18 77.821

DEUTSCHE TELEKOM Germany TMT +9 39 54.168 48 40.924 32 47.844

GLENCORE XSTRATA Switzerland Industrial Prod. +3 40 54.002 43 42.910 Merger n/a

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 8: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 European companies 41-60

November 2014 Top 100 companies Europe and Germany

Slide 8

Company name Industry Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market

Cap €m

Rank Market

Cap €m

Rank Market

Cap €m

UBS Switzerland Financial Services -8 41 53.208 33 56.806 54 36.617

BBVA Spain Financial Services +8 42 52.815 50 40.637 42 43.214

HENNES & MAURITZ Sweden Retail & Consumer -1 43 52.632 42 46.279 71 27.829

BARCLAYS United Kingdom Financial Services 0 44 50.689 44 42.777 58 35.274

RECKITT BENCKISER United Kingdom Retail & Consumer +9 45 48.363 54 38.545 81 24.510

PRUDENTIAL United Kingdom Financial Services +16 46 47.368 62 34.528 new 17.437

ROSNEFT Russia Energy -15 47 47.361 32 57.532 21 69.876

GDF SUEZ France Energy +4 48 46.700 52 39.824 13 86.719

BG GROUP United Kingdom Energy -9 49 45.419 40 46.511 33 47.102

NATIONAL GRID United Kingdom Energy +15 50 44.620 65 33.221 98 20.418

AXA France Financial Services 0 51 44.599 51 39.969 50 38.835

ING Netherlands Financial Services +20 52 44.026 72 29.785 41 43.866

ELECTR. DE FRANCE France Energy -4 53 43.803 49 40.906 10 98.762

ACCENTURE Ireland TMT +2 54 43.283 56 38.308 97 20.441

NORDEA BANK Sweden Financial Services -2 55 41.527 53 38.881 83 23.637

ABB Switzerland Industrial Prod. -1 56 40.426 55 38.402 49 39.504

AP MOELLER Denmark Industrial Prod. +32 57 40.347 89 25.389 62 31.612

RICHEMONT Switzerland Retail & Consumer -12 58 38.546 46 42.224 88 22.181

BT GROUP United Kingdom TMT +9 59 38.300 68 31.054 new 16.645

ENEL Italy Energy +36 60 38.272 96 23.922 52 37.677

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 9: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 European companies 61-80

November 2014 Top 100 companies Europe and Germany

Slide 9

Company name Industry Ran

k +/-

3 November 2014 1 August 2013 1 August 2008

Rank Market

Cap €m

Rank Market

Cap €m

Rank Market

Cap €m

INTESA SANPAOLO Italy Financial Services +41 61 38.176 102 23.502 36 46.314

AIRBUS (EADS)* France Industrial Prod. -3 62 37.356 59 35.675 new 9.891

SCHNEIDER ELECTRIC France Industrial Prod. 0 63 36.697 63 34.355 new 16.403

ZURICH INSURANCE Switzerland Financial Services +7 64 36.038 71 29.984 79 24.716

IBERDROLA Spain Energy +19 65 35.579 84 25.865 45 41.997

DANONE France Retail & Consumer -8 66 34.906 58 37.748 82 24.385

ASML Netherlands TMT +3 67 34.764 70 30.414 new 6.409

DEUTSCHE BANK Germany Financial Services -7 68 34.402 61 34.719 64 31.265

HEINEKEN Netherlands Retail & Consumer 0 69 34.324 69 30.442 new 14.567

CREDIT SUISSE Switzerland Financial Services -10 70 34.093 60 34.820 53 37.569

UNICREDIT Italy Financial Services +24 71 33.792 95 24.101 29 51.081

ORANGE France TMT +47 72 33.681 119 19.623 27 52.797

LUKOIL Russia Energy -16 73 33.589 57 38.219 38 45.320

COVIDIEN Ireland Healthc. & Pharma +39 74 33.518 113 21.903 132 15.877

IMPERIAL TOBACCO United Kingdom Retail & Consumer +16 75 33.197 91 24.767 78 25.300

AIR LIQUIDE France Industrial Prod. -9 76 33.173 67 31.253 94 21.558

HENKEL Germany Retail & Consumer -4 77 32.838 73 29.441 new 12.164

SHIRE Ireland Healthc. & Pharma n/a 78 31.882 n/a n/a n/a n/a

CONTINENTAL Germany Automotive +28 79 31.345 107 23.081 n/a n/a

MERCK Germany Healthc. & Pharma -3 80 31.318 77 27.326 new 17.141

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 10: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 European companies 81-100

November 2014 Top 100 companies Europe and Germany

Slide 10

Company name Industry Ran

k +/-

3 November 2014 1 August 2013 1 August 2008

Rank Market

Cap €m

Rank Market

Cap €m

Rank Market

Cap €m

ERICSSON Sweden TMT -6 81 30.991 75 29.358 92 21.896

SOCIETE GENERALE France Financial Services +1 82 30.733 83 25.896 56 35.467

SBERBANK OF RUSSIA Russia Financial Services -45 83 30.653 38 47.607 48 39.991

DEUTSCHE POST Germany Transp. & Logistics +1 84 30.427 85 25.764 new 18.039

CREDIT AGRICOLE France Financial Services +45 85 30.388 130 18.093 67 30.167

STAND. CHARTERED United Kingdom Financial Services -41 86 29.720 45 42.553 73 26.928

ACE Switzerland Financial Services +16 87 29.047 103 23.478 n/a n/a

REED ELSEVIER United Kingdom TMT n/a 88 28.493 n/a n/a n/a n/a

LIBERTY GLOBAL United Kingdom TMT n/a 89 27.904 n/a n/a n/a n/a

ASS. BRITISH FOODS United Kingdom Retail & Consumer +46 90 27.895 136 17.638 n/a n/a

ATLAS COPCO Sweden Industrial Prod. +13 91 27.606 104 23.418 n/a n/a

LINDE Germany Industrial Prod. -12 92 27.408 80 26.858 new 15.024

E.ON Germany Energy -6 93 27.376 87 25.633 15 81.107

AUDI Germany Automotive -13 94 27.096 81 26.703 100 20.307

MUNICH RE Germany Financial Services -16 95 27.078 79 26.883 89 22.069

TELENOR Norway TMT -14 96 26.929 82 25.990 new 16.765

VINCI France Industrial Prod. -3 97 26.829 94 24.347 new 17.815

VIVENDI France TMT +17 98 26.262 115 21.424 66 31.019

HERMES INTERNAT. France Retail & Consumer -21 99 26.086 78 27.131 n/a n/a

CHRISTIAN DIOR France Retail & Consumer -8 100 25.651 92 24.688 n/a n/a

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 11: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 10 European Healthcare & Pharma companies

November 2014 Top 100 companies Europe and Germany

Slide 11

Company name Country Ran

k +/-

3 November 2014 1 August 2013 1 August 2008

Rank Market

Cap €m

Rank Market

Cap €m

Rank Market

Cap €m

ROCHE Switzerland +2 1 201.613 3 159.804 8 103.799

NOVARTIS Switzerland +3 2 200.408 5 146.285 9 101.149

SANOFI France -2 11 97.745 9 99.774 25 59.926

NOVO NORDISK Denmark +7 12 95.660 19 71.232 74 26.841

BAYER Germany +4 14 93.261 18 72.953 46 41.939

GLAXOSMITHKLINE United Kingdom -3 15 87.954 12 95.336 17 77.894

ASTRAZENECA United Kingdom +19 20 73.404 39 47.580 39 44.920

COVIDIEN Ireland +37 76 33.518 113 21.903 132 15.877

SHIRE Ireland n/a 80 31.882 n/a n/a n/a n/a

MERCK Germany -5 82 31.318 77 27.326 new 17.141

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 12: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Germany Top 100

Ranked by market capitalisation

November 2014 Top 100 companies Europe and Germany

Slide 12

Page 13: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Summary

• German Top 100 companies have recovered from financial crisis as well. Their total market cap in November 2014 exceeds the market cap in August 2013 by 11 %.

• Bayer is no. 1 in Germany. Having increased its market cap by more than 20bn, Bayer has jumped from rank 3 in 2013 to pole position in 2014.

• Also top-ranked are Volkswagen, Siemens, SAP and Daimler

• The most significant risers in the German Top 100 are Bayer (+20 €bn), Deutsche Telekom (+13 €bn) and Daimler (+10 €bn).

November 2014 Top 100 companies Europe and Germany

Slide 13

1332

1202

1083

0

200

400

600

800

1000

1200

1400

2014 2013 2008

Total market cap (€bn) of German

Top 100 companies

Page 14: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 German companies, by industry

• Healthcare & Pharma, Automotive and TMT were the rising industries between 2008 and 2014.

• Automotive companies also have the highest average market capitalisation (46.7 €bn) within the German Top 100 ranking.

• The largest industry by number, within the German Top 100 is Industrial Production (28). The average market cap of 7 €bn within this group demonstrates the significance of middle market companies.

November 2014 Top 100 companies Europe and Germany Slide 14

Industry based on PwC Germany industry classification TMT: Technology, Media and Telecommunications

Data source: Bloomberg, 2014

Industries, by number

Industry

Nov. 2014 Aug. 2008

Trend Number

Market Cap

(€bn) Number

Market Cap

(€bn)

Automotive 6 280 6 169

TMT 14 263 10 180

Financial

Services 17 197 20 225

Industrial

Production 28 196 30 158

Healthcare &

Pharma 10 190 8 108

Retail &

Consumer 13 101 12 59

Energy 8 61 8 149

Transp. &

Logistics 4 44 5 35

44

61

101

190

196

197

263

280

0 50 100 150 200 250 300

Transp. & Logistics

Energy

Retail & Consumer

Healthcare & Pharma

Industrial Production

Financial Services

TMT

Automotive

Total market cap (€bn)

2014 2013 2008

Page 15: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 German companies 1-20

November 2014 Top 100 companies Europe and Germany

Slide 15

Company name Industry Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market Cap

€m

Rank Market Cap

€m

Rank Market Cap

€m

BAYER Healthcare & Pharma +2 1 93.261 3 72.953 8 41.939

VOLKSWAGEN Automotive -1 2 80.798 1 81.551 3 67.759

SIEMENS TMT -1 3 79.131 2 73.704 2 70.366

SAP TMT 0 4 66.610 4 68.305 6 46.423

DAIMLER Automotive +1 5 66.383 6 56.714 10 35.409

BASF SE Industrial Production -1 6 64.378 5 61.795 9 38.097

ALLIANZ Financial Services 0 7 57.810 7 53.574 4 49.143

BMW Automotive 0 8 54.802 8 46.338 18 17.667

DEUTSCHE TELEKOM TMT 0 9 54.168 9 40.924 5 47.844

DEUTSCHE BANK Financial Services 0 10 34.402 10 34.719 12 31.265

HENKEL Retail & Consumer 0 11 32.838 11 29.441 29 10.579

CONTINENTAL Automotive +6 12 31.345 18 23.081 26 11.758

MERCK Healthcare & Pharma -1 13 31.318 12 27.326 19 17.141

DEUTSCHE POST Transports & Logistics +2 14 30.427 16 25.764 17 18.039

LINDE Industrial Production -1 15 27.408 14 26.858 21 15.024

E.ON Energy +1 16 27.376 17 25.633 1 81.107

AUDI Automotive -2 17 27.096 15 26.703 14 20.307

MUENCHENER RUECK Financial Services -5 18 27.078 13 26.883 13 22.069

FRESENIUS SE Healthcare & Pharma +3 19 22.181 22 17.043 34 8.529

PORSCHE Automotive -1 20 20.039 19 19.594 20 16.067

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 16: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 German companies 21-40

November 2014 Top 100 companies Europe and Germany

Slide 16

Company name Industry Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market Cap

€m

Rank Market Cap

€m

Rank Market Cap

€m

FRESENIUS MEDICAL Healthcare & Pharma +2 21 18.150 23 14.904 28 10.663

RWE Energy +2 22 17.055 24 13.772 7 42.085

BEIERSDORF Retail & Consumer -2 23 16.267 21 17.648 30 10.357

COMMERZBANK Financial Services +9 24 13.639 33 7.409 23 13.787

MAN SE Automotive 0 25 13.375 25 12.615 32 9.447

EVONIK INDUSTRIES Industrial Production 0 26 12.353 26 12.060 IPO n/a

ADIDAS Retail & Consumer -7 27 12.096 20 17.737 36 7.779

TELEFONICA TMT +16 28 11.625 44 5.858 IPO n/a

THYSSENKRUPP Industrial Production +1 29 10.861 30 8.605 16 18.105

DEUTSCHE BOERSE Financial Services -2 30 10.521 28 10.451 22 13.884

HEIDELBERGCEMENT Industrial Production -4 31 10.197 27 10.793 33 9.211

KABEL DEUTSCHLAND TMT 0 32 9.550 32 7.514 IPO n/a

INFINEON TMT +1 33 8.751 34 7.241 51 3.606

METRO Retail & Consumer -5 34 8.327 29 8.895 25 11.935

HANNOVER RUECK Financial Services +3 35 8.015 38 6.756 50 3.624

DEUTSCHE POSTBANK Financial Services 36 7.847

HUGO BOSS Retail & Consumer +3 37 7.442 40 6.209 78 1.654

ENBW Energy -7 38 7.344 31 7.537 27 11.265

GEA Industrial Production +2 39 7.031 41 6.147 45 3.858

PROSIEBENSAT1. TMT -4 40 7.017 36 7.062 101 1.195

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 17: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 German companies 41-60

November 2014 Top 100 companies Europe and Germany

Slide 17

Company name Industry Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market Cap

€m

Rank Market Cap

€m

Rank Market Cap

€m

TALANX Financial Services +1 41 6.496 42 6.030 IPO n/a

ROCKET INTERNET Retail & Consumer IPO 42 6.485 n/a n/a n/a n/a

UNITED INTERNET TMT +4 43 6.369 47 4.765 57 3.037

SKY DEUTSCHLAND TMT +1 44 6.272 45 5.254 97 1.316

BRENNTAG Transportation & Logistics -6 45 5.946 39 6.329 IPO n/a

SYMRISE Industrial Production +7 46 5.847 53 3.856 98 1.262

DT. ANNINGTON Financial Services +3 47 5.815 50 4.040 IPO n/a

DT. LUFTHANSA Transportation & Logistics -11 48 5.472 37 6.950 38 6.777

CELESIO Retail & Consumer +13 49 5.335 62 2.899 46 3.710

DEUTSCHE WOHNEN Financial Services +20 50 5.203 70 2.255 new 208

WACKER CHEMIE Industrial Production +3 51 5.004 54 3.846 40 6.733

FRAPORT Transportation & Logistics -4 52 4.546 48 4.519 52 3.582

ZALANDO Retail & Consumer IPO 53 4.470 n/a n/a n/a n/a

FIELMANN Retail & Consumer +5 54 4.346 59 3.312 66 2.161

AXEL SPRINGER TMT -3 55 4.330 52 3.924 63 2.527

K + S Industrial Production +1 56 4.255 57 3.399 24 12.622

FUCHS PETROLUB Industrial Production -2 57 4.227 55 3.754 89 1.434

HOCHTIEF Industrial Production -11 58 4.080 49 4.386 54 3.466

LANXESS Industrial Production -8 59 3.780 51 3.926 69 2.068

MTU AERO ENGINES Industrial Production -4 60 3.629 56 3.573 new 994

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 18: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 German companies 61-80

November 2014 Top 100 companies Europe and Germany

Slide 18

Company name Industry Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market Cap

€m

Rank Market Cap

€m

Rank Market Cap

€m

WIRECARD Financial Services +2 61 3.521 63 2.599 new 490

TUI Transport. & Logistics +5 62 3.519 67 2.412 48 3.643

RHOEN KLINIKUM Healthcare & Pharma +1 63 3.283 64 2.537 68 2.131

LEG IMMOBILIEN Financial Services +13 64 3.132 77 2.016 IPO n/a

OSRAM LICHT Retail & Consumer -4 65 2.919 61 3.054 IPO n/a

KION Industrial Production 0 66 2.855 66 2.481 IPO n/a

RATIONAL Industrial Production -2 67 2.841 65 2.489 95 1.364

FREENET TMT +1 68 2.677 69 2.315 86 1.479

HSBC Financial Services -1 69 2.557 68 2.361 60 2.767

PUMA Retail & Consumer -10 70 2.523 60 3.207 55 3.351

KRONES Industrial Production +5 71 2.408 76 2.017 81 1.590

GSW IMMOBILIEN Financial Services +21 72 2.395 93 1.547 IPO n/a

LECHWERKE Energy -2 73 2.375 71 2.127 71 2.038

BILFINGER Industrial Production -16 74 2.357 58 3.354 80 1.631

SUEDZUCKER Retail & Consumer -29 75 2.265 46 5.002 67 2.157

AAREAL BANK Financial Services +27 76 2.037 103 1.249 136 655

CTS EVENTIM TMT +11 77 2.014 88 1.618 new 526

MORPHOSYS Healthcare & Pharma +26 78 2.005 104 1.248 new n/a

DIALOG SEMICOND. TMT +14 79 1.930 93 858 new n/a

DUERR Industrial Production +3 80 1.929 83 1.766 new 411

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

Page 19: Top 100 companies Europe and Germany · PDF fileTop 100 companies 2014 2013 2008. PwC Top 100 European companies, ... Top 100 European companies 81-100 Top 100 companies Europe and

PwC

Top 100 German companies 81-100

November 2014 Top 100 companies Europe and Germany

Slide 19

Company name Industry Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market Cap

€m

Rank Market Cap

€m

Rank Market Cap

€m

DT. EUROSHOP Financial Services +4 81 1.921 85 1.718 new 793

MAINOVA Energy -8 82 1.919 74 2.041 72 1.946

AURUBIS Industrial Production -3 83 1.866 80 1.923 94 1.365

STADA ARZNEIM. Healthcare & Pharma +8 84 1.859 72 2.123 75 1.833

GELSENWASSER Energy -6 85 1.843 79 1.946 83 1.564

CARL ZEISS MEDITEC Healthcare & Pharma -13 86 1.744 73 2.073 new 810

SOFTWARE AG TMT -9 87 1.734 78 1.992 96 1.350

SARTORIUS Industrial Production +3 88 1.718 91 1.558 new 330

KWS SAAT Retail & Consumer -2 89 1.718 87 1.647 new 828

KUKA Industrial Production +21 90 1.683 111 1.150 new n/a

Wuestenr& Wuerttemb. Financial Services +11 91 1.605 102 1.279 84 1.514

DMG MORI SEIKI Industrial Production n/a 92 1.602 new n/a new n/a

MVV ENERGIE Energy +2 93 1.568 95 1.461 70 2.063

ELRINGKLINGER AG Automotive -13 94 1.545 81 1.786 new 1.007

JUNGHEINRICH Industrial Production +12 95 1.534 107 1.231 new n/a

LEONI Industrial Production +12 96 1.487 106 858 126 784

DRILLISCH TMT +41 97 1.470 138 735 new n/a

GERRY WEBER Retail & Consumer -8 98 1.465 90 1.559 new n/a

SALZGITTER Industrial Production -13 99 1.438 86 1.685 41 6.436

GERRESHEIMER Industrial Production -3 100 1.391 97 1.390 new 1.063

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

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PwC

Top 10 German Healthcare & Pharma companies

November 2014 Top 100 companies Europe and Germany

Slide 20

Company name Rank

+/-

3 November 2014 1 August 2013 1 August 2008

Rank Market Cap

€m

Rank Market Cap

€m

Rank Market Cap

€m

BAYER +2 1 93.261 3 72.953 8 41.939

MERCK -1 13 31.318 12 27.326 19 17.141

FRESENIUS SE +3 19 22.181 22 17.043 34 8.529

FRESENIUS MEDICAL +2 21 18.150 23 14.904 28 10.663

RHOEN KLINIKUM +1 63 3.283 64 2.537 68 2.131

MORPHOSYS +26 78 2.005 104 1.248 new n/a

STADA

ARZNEIMITTEL -12 84 1.859 72 2.123 75 1.833

CARL ZEISS MEDITEC -13 86 1.744 73 2.073 new 810

PAUL HARTMANN +24 106 1.215 130 810 140 593

DRAEGERWERK -16 110 1.179 94 1.467 n/a n/a

1) Nationality based on country of domicile 2) Industry based on PwC Germany industry classification

TMT: Technology, Media and Telecommunications Data source: Bloomberg, 2014

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PwC

Contacts

November 2014 Top 100 companies Europe and Germany

Slide 21

Nadja Picard Partner Head of Capital Markets, PwC Germany Email: [email protected] Tel.: +49 (0) 211 981 2978 Michael Burkhart

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