Randstad N.V. (AMS:RAND) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Apr 26
Dutch (AEX) Market Analysis & Valuation
UpdatedApr 27, 2024
DataAggregated Company Financials
Companies100
- 7D2.6%
- 3M5.7%
- 1Y17.5%
- YTD13.1%
The Consumer Discretionary sector gained 6.9% while the market remained flat over the last week. More promisingly, the market is up 16% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.
Market Valuation and Performance
Has the Dutch Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Apr 2024 | €1.0t | €564.7b | €45.1b | 15.6x | 22.8x | 1.8x |
| Mon, 25 Mar 2024 | €1.0t | €547.6b | €46.0b | 16.4x | 22.5x | 1.9x |
| Wed, 21 Feb 2024 | €989.4b | €566.5b | €48.4b | 15.8x | 20.4x | 1.7x |
| Fri, 19 Jan 2024 | €907.0b | €590.9b | €60.2b | 16.1x | 15.1x | 1.5x |
| Sun, 17 Dec 2023 | €931.0b | €595.1b | €60.2b | 16.4x | 15.5x | 1.6x |
| Tue, 14 Nov 2023 | €855.3b | €598.4b | €59.6b | 15.7x | 14.4x | 1.4x |
| Thu, 12 Oct 2023 | €831.3b | €592.3b | €50.3b | 15.9x | 16.5x | 1.4x |
| Sat, 09 Sep 2023 | €885.3b | €588.9b | €49.2b | 17x | 18x | 1.5x |
| Mon, 07 Aug 2023 | €913.5b | €573.8b | €47.3b | 16.2x | 19.3x | 1.6x |
| Wed, 05 Jul 2023 | €934.2b | €582.5b | €52.0b | 16.5x | 18x | 1.6x |
| Fri, 02 Jun 2023 | €882.3b | €585.1b | €48.2b | 16.7x | 18.3x | 1.5x |
| Sun, 30 Apr 2023 | €867.4b | €573.0b | €49.0b | 17.4x | 17.7x | 1.5x |
| Tue, 28 Mar 2023 | €876.0b | €565.9b | €50.7b | 15.7x | 17.3x | 1.5x |
| Thu, 23 Feb 2023 | €898.0b | €552.7b | €48.0b | 16.4x | 18.7x | 1.6x |
| Sat, 21 Jan 2023 | €891.6b | €540.9b | €53.9b | 15.2x | 16.5x | 1.6x |
| Mon, 19 Dec 2022 | €831.8b | €543.7b | €54.4b | 14.2x | 15.3x | 1.5x |
| Wed, 16 Nov 2022 | €862.9b | €545.2b | €67.6b | 13.9x | 12.8x | 1.6x |
| Fri, 14 Oct 2022 | €724.8b | €511.4b | €80.7b | 12.4x | 9x | 1.4x |
| Sun, 11 Sep 2022 | €813.8b | €513.8b | €73.3b | 13.4x | 11.1x | 1.6x |
| Tue, 09 Aug 2022 | €888.6b | €538.6b | €73.9b | 15x | 12x | 1.6x |
| Thu, 07 Jul 2022 | €797.0b | €519.0b | €75.8b | 14.2x | 10.5x | 1.5x |
| Sat, 04 Jun 2022 | €904.9b | €512.7b | €75.2b | 15.1x | 12x | 1.8x |
| Mon, 02 May 2022 | €930.3b | €523.3b | €74.0b | 16.9x | 12.6x | 1.8x |
| Wed, 30 Mar 2022 | €1.2t | €714.2b | €73.7b | 18x | 16x | 1.7x |
| Fri, 25 Feb 2022 | €1.3t | €947.8b | €91.6b | 17.4x | 14.4x | 1.4x |
| Sun, 23 Jan 2022 | €1.3t | €702.0b | €59.9b | 20.9x | 21.2x | 1.8x |
| Tue, 21 Dec 2021 | €1.3t | €704.6b | €59.6b | 20.6x | 21.6x | 1.8x |
| Thu, 18 Nov 2021 | €1.4t | €702.3b | €48.0b | 22x | 29.7x | 2x |
| Sat, 16 Oct 2021 | €1.4t | €676.6b | €41.7b | 21.5x | 32.4x | 2x |
| Mon, 13 Sep 2021 | €1.3t | €663.4b | €40.3b | 22.5x | 32.6x | 2x |
| Wed, 11 Aug 2021 | €1.2t | €663.5b | €40.3b | 22.2x | 29.5x | 1.8x |
| Sun, 06 Jun 2021 | €1.1t | €636.6b | €8.9b | 29.3x | 123.3x | 1.7x |
Price to Earnings Ratio
122.3x
Current Market PE
- Investors are relatively neutral on the Dutch market at the moment, indicating that they expect earnings will grow in line with historical growth rates.
- The market is trading close to its 3-year average PE ratio of 24.2x.
Past Earnings Growth
- The earnings for Dutch listed companies have grown 71% per year over the last three years.
- Meanwhile revenues for these companies have declined 3.8% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits are increasing.
Sector Trends
Which sectors have driven the changes within the Dutch Market?
| NL Market | 2.63% | |
| Consumer Discretionary | 10.25% | |
| Tech | 5.42% | |
| Healthcare | 4.08% | |
| Consumer Staples | 3.32% | |
| Telecom | 3.00% | |
| Real Estate | 0.83% | |
| Utilities | 0% | |
| Industrials | -0.17% | |
| Materials | -0.56% | |
| Energy | -2.24% | |
| Financials | -4.35% | |
Sector PE
- Investors favour the Materials sector the most for future growth, which is trading above its 3-year average PE ratio of 18.8x.
- The market's confidence is likely because analysts are expecting annual earnings growth of 41.0% which is higher than its past year's earnings decline of 46.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare sector, expecting annual earnings growth of 57% over the next 5 years.
- In contrast, the Consumer Discretionary sector is expected to see its earnings decline by 8.5% 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 | Sector | |
|---|---|---|---|---|---|---|
| ASML ASML Holding | €858.80 | 4.6% +€14.9b | 49.7% | PE47.5x | Tech | |
| PRX Prosus | €31.63 | 10.8% +€7.5b | 1.6% | PE7.9x | Consumer Discretionary | |
| ASM ASM International | €623.80 | 19.3% +€5.0b | 90.2% | PE56.4x | Tech | |
| CCEP Coca-Cola Europacific Partners | €67.30 | 7.0% +€2.0b | 16.2% | PE18.6x | Consumer Staples | |
| UMG Universal Music Group | €27.58 | 3.0% +€1.5b | 39.2% | PE39.9x | Telecom |
