Narrative Update • Aug 15

Over the last 7 days, the Healthcare industry has dropped 2.3%, driven by a pullback from Novo Nordisk of 3.4%. On the other hand Demant is actually up 5.4%. However, the industry is down 7.2% over the past year. As for the next few years, earnings are expected to grow by 4.2% per annum.
Has the Danish Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Aug 2026 | DKK 1.8t | DKK 469.1b | DKK 137.8b | 23.1x | 12.8x | 3.7x |
| Tue, 14 Jul 2026 | DKK 1.9t | DKK 469.3b | DKK 147.2b | 20.9x | 12.7x | 4x |
| Thu, 11 Jun 2026 | DKK 1.7t | DKK 468.9b | DKK 147.1b | 19.6x | 11.4x | 3.6x |
| Sat, 09 May 2026 | DKK 1.7t | DKK 467.5b | DKK 148.5b | 20.8x | 11.5x | 3.6x |
| Mon, 06 Apr 2026 | DKK 1.5t | DKK 447.8b | DKK 130.1b | 17.4x | 11.3x | 3.3x |
| Wed, 04 Mar 2026 | DKK 1.5t | DKK 448.2b | DKK 131.1b | 17.5x | 11.1x | 3.2x |
| Fri, 30 Jan 2026 | DKK 2.1t | DKK 453.2b | DKK 136.7b | 17.5x | 15.6x | 4.7x |
| Sun, 28 Dec 2025 | DKK 2.0t | DKK 453.7b | DKK 136.8b | 17.1x | 14.4x | 4.3x |
| Tue, 25 Nov 2025 | DKK 1.8t | DKK 454.3b | DKK 137.1b | 17.4x | 13x | 3.9x |
| Thu, 23 Oct 2025 | DKK 2.0t | DKK 447.8b | DKK 141.8b | 18.9x | 14.4x | 4.5x |
| Sat, 20 Sep 2025 | DKK 2.2t | DKK 447.3b | DKK 141.7b | 19x | 15.7x | 5x |
| Mon, 18 Aug 2025 | DKK 1.9t | DKK 444.4b | DKK 140.2b | 28.1x | 13.6x | 4.3x |
| Wed, 16 Jul 2025 | DKK 2.4t | DKK 423.3b | DKK 124.5b | 29.9x | 19.1x | 5.6x |
| Fri, 13 Jun 2025 | DKK 2.8t | DKK 423.4b | DKK 124.6b | 31.2x | 22.4x | 6.6x |
| Sun, 11 May 2025 | DKK 2.4t | DKK 423.4b | DKK 124.9b | 22.6x | 19.4x | 5.7x |
| Tue, 08 Apr 2025 | DKK 2.4t | DKK 409.5b | DKK 121.3b | 21.9x | 19.5x | 5.8x |
| Thu, 06 Mar 2025 | DKK 3.3t | DKK 409.9b | DKK 121.4b | 27.7x | 27.4x | 8.1x |
| Sat, 01 Feb 2025 | DKK 3.3t | DKK 387.7b | DKK 111.4b | 28.8x | 29.2x | 8.4x |
| Mon, 30 Dec 2024 | DKK 3.4t | DKK 387.4b | DKK 111.3b | 29.9x | 30.1x | 8.7x |
| Wed, 27 Nov 2024 | DKK 3.9t | DKK 387.4b | DKK 111.3b | 31x | 35.2x | 10.1x |
| Fri, 25 Oct 2024 | DKK 4.1t | DKK 372.2b | DKK 107.2b | 33.7x | 38x | 10.9x |
| Sun, 22 Sep 2024 | DKK 4.4t | DKK 371.9b | DKK 107.1b | 37.4x | 40.8x | 11.8x |
| Tue, 20 Aug 2024 | DKK 4.7t | DKK 370.7b | DKK 107.0b | 37.4x | 43.8x | 12.6x |
| Thu, 18 Jul 2024 | DKK 4.7t | DKK 355.2b | DKK 106.2b | 35.3x | 43.8x | 13.1x |
| Sat, 15 Jun 2024 | DKK 5.0t | DKK 355.3b | DKK 106.2b | 35.5x | 46.7x | 14x |
| Mon, 13 May 2024 | DKK 4.5t | DKK 354.9b | DKK 106.0b | 34.6x | 42.5x | 12.7x |
| Wed, 10 Apr 2024 | DKK 4.4t | DKK 341.2b | DKK 99.6b | 37.3x | 44.2x | 12.9x |
| Fri, 08 Mar 2024 | DKK 4.7t | DKK 341.1b | DKK 99.6b | 38.9x | 47.3x | 13.8x |
| Sun, 04 Feb 2024 | DKK 4.0t | DKK 338.6b | DKK 98.5b | 32.7x | 40.6x | 11.8x |
| Tue, 02 Jan 2024 | DKK 3.6t | DKK 320.4b | DKK 90.0b | 32.8x | 40.4x | 11.3x |
| Thu, 30 Nov 2023 | DKK 3.6t | DKK 320.5b | DKK 90.0b | 33x | 39.9x | 11.2x |
| Sat, 28 Oct 2023 | DKK 3.4t | DKK 305.6b | DKK 82.3b | 26.6x | 41.5x | 11.2x |
| Mon, 25 Sep 2023 | DKK 3.4t | DKK 305.5b | DKK 82.2b | 33.8x | 41.3x | 11.1x |
| Wed, 23 Aug 2023 | DKK 3.4t | DKK 303.7b | DKK 81.3b | 38.4x | 41.4x | 11.1x |
41.4x
Which industries have driven the changes within the Danish Healthcare sector?
| DK Market | 1.48% | |
| Healthcare | -2.31% | |
| Healthcare Services | 6.79% | |
| Life Sciences | 5.41% | |
| Medical Equipment | 1.15% | |
| Biotech | 1.11% | |
| Healthtech | -0.50% | |
| Pharma | -3.22% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DEMANT Demant | DKK 297.40 | 5.4% +DKK 3.2b | 20.6% | PE25.9x | |
| GMAB Genmab | DKK 2.03k | 1.4% +DKK 1.7b | 35.4% | PE23.8x | |
| HLUN B H. Lundbeck | DKK 42.52 | 2.3% +DKK 931.8m | 8.9% | PE11.3x | |
| AMBU B Ambu | DKK 76.55 | 4.3% +DKK 831.1m | -16.7% | PE42.3x | |
| BAVA Bavarian Nordic | DKK 185.90 | 5.4% +DKK 725.3m | -21.7% | PE12.1x |