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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedDec 02, 2021
DataAggregated Company Financials
Companies13
- 7D0.7%
- 3M-6.0%
- 1Y-18.5%
- YTD-15.6%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Just Eat Takeaway.com declined by 8.8%. Unfortunately though, the industry is down 18% over the past 12 months.
Sector Valuation and Performance
Has the Dutch Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 02 Dec 2021 | €263.9b | €21.6b | €17.9b | 19.4x |
| Sat, 30 Oct 2021 | €271.3b | €20.6b | €6.3b | 21.4x |
| Mon, 27 Sep 2021 | €254.0b | €20.5b | €6.2b | 22.4x |
| Wed, 25 Aug 2021 | €262.5b | €20.4b | €6.2b | 21.8x |
| Thu, 01 Jul 2021 | €166.1b | €20.4b | €6.2b | 21x |
| Sun, 04 Apr 2021 | €179.1b | €19.3b | €6.0b | 27.6x |
| Wed, 06 Jan 2021 | €170.7b | €17.7b | €4.4b | 28.6x |
| Sat, 10 Oct 2020 | €153.8b | €16.9b | €3.3b | 19.7x |
| Fri, 03 Jul 2020 | €160.4b | €16.4b | €3.2b | 17.8x |
| Mon, 06 Apr 2020 | €123.2b | €16.6b | €3.4b | 14.8x |
| Thu, 09 Jan 2020 | €127.4b | €16.3b | €3.4b | 25.3x |
| Wed, 02 Oct 2019 | €128.1b | €15.8b | €3.4b | 20.8x |
| Sat, 06 Jul 2019 | €17.7b | €13.0b | €404.1m | 21.2x |
| Tue, 09 Apr 2019 | €16.3b | €12.8b | €535.4m | 17.7x |
| Mon, 31 Dec 2018 | €14.8b | €12.6b | €543.7m | 15.6x |
PE Ratio
18.9x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 21.4x. However, future earnings are expected to decline by 22% which could potentially cause the PE ratio to fall below its historical average.
Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have grown 239% per year over the last three years, and revenues for these companies have grown 20% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Dutch Consumer Discretionary sector?
| Consumer Durables | 0.93% | |
| Online Retail and Ecommerce | 0.80% | |
| Specialty Stores | -0.037% | |
| Auto Components | -0.74% | |
| Hospitality | -1.51% | |
| Leisure | -3.10% | |
| Retail Distributors | -5.84% | |
Industry PE: Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 164x. This is likely because analysts are expecting annual earnings growth of 97%, which is higher than its past year's earnings decline of 93% per year. Meanwhile, investors are most pessimistic about the Leisure industry, which is trading close to its 3-year average of 12.7x.
Forecasted Growth: Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 97% over the next 5 years. This is better than its past earnings decline of 93% per year. Meanwhile, the Online Retail and Ecommerce industry is expected to see its earnings decline by 24% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| PRX Prosus | 1.3%+€2.9b | -19.2% | PE13.1x | |
| TOM2 TomTom | 5.5%+€54.6m | 16.4% | PS2x | |
| PORF B.V. Delftsch Aardewerkfabriek De Porceleyne Fles Anno 1653 | 2.9%+€286.7k | 27.3% | PE22.9x |
