Just Eat Takeaway.com N.V. (AMS:TKWY) Stock Catapults 25% Though Its Price And Business Still Lag The Industry
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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedNov 23, 2024
DataAggregated Company Financials
Companies11
- 7D0.4%
- 3M12.8%
- 1Y22.0%
- YTD37.3%
The Consumer Discretionary industry has been flat over the last week, but Basic-Fit has lost 5.8%. As for the the longer term, the industry is up 22% over the past 12 months. Looking forward, earnings are forecast to grow by 9.2% annually.
Sector Valuation and Performance
Has the Dutch Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Nov 2024 | €95.9b | €14.4b | €4.8b | 22.2x | 20.2x | 6.7x |
| Tue, 22 Oct 2024 | €98.5b | €14.2b | €4.5b | 24.5x | 21.9x | 6.9x |
| Thu, 19 Sep 2024 | €84.0b | €14.1b | €4.3b | 24.4x | 19.4x | 6x |
| Sat, 17 Aug 2024 | €85.9b | €14.1b | €4.4b | 20.6x | 19.6x | 6.1x |
| Mon, 15 Jul 2024 | €89.1b | €14.0b | €4.5b | 17.6x | 19.9x | 6.4x |
| Wed, 12 Jun 2024 | €88.1b | €14.6b | €8.1b | 17.7x | 10.9x | 6x |
| Fri, 10 May 2024 | €89.2b | €14.6b | €8.0b | 18.2x | 11.1x | 6.1x |
| Sun, 07 Apr 2024 | €78.6b | €14.6b | €8.0b | 21.5x | 9.9x | 5.4x |
| Tue, 05 Mar 2024 | €72.2b | €14.5b | €8.0b | 27.1x | 9.1x | 5x |
| Thu, 01 Feb 2024 | €83.5b | €18.7b | €14.6b | 21.8x | 5.7x | 4.5x |
| Sat, 30 Dec 2023 | €82.7b | €18.6b | €14.4b | 21.8x | 5.7x | 4.4x |
| Mon, 27 Nov 2023 | €92.3b | €18.4b | €13.6b | 22x | 6.8x | 5x |
| Wed, 25 Oct 2023 | €80.8b | €18.6b | €13.9b | 21.9x | 5.8x | 4.4x |
| Fri, 22 Sep 2023 | €85.0b | €18.5b | €13.8b | 21.5x | 6.2x | 4.6x |
| Sun, 20 Aug 2023 | €90.8b | €18.3b | €13.6b | 21.4x | 6.7x | 5x |
| Tue, 18 Jul 2023 | €108.7b | €18.2b | €10.1b | 22.1x | 10.8x | 6x |
| Thu, 15 Jun 2023 | €98.8b | €19.8b | €6.4b | 17.4x | 15.3x | 5x |
| Sat, 13 May 2023 | €97.2b | €19.8b | €6.4b | 16.2x | 15.1x | 4.9x |
| Mon, 10 Apr 2023 | €104.3b | €19.7b | €6.4b | 17.3x | 16.2x | 5.3x |
| Wed, 08 Mar 2023 | €103.7b | €19.7b | €6.5b | 13.4x | 15.8x | 5.3x |
| Fri, 03 Feb 2023 | €113.0b | €19.5b | €8.1b | 19.2x | 13.9x | 5.8x |
| Sun, 01 Jan 2023 | €99.4b | €19.6b | €8.2b | 17.2x | 12.1x | 5.1x |
| Tue, 29 Nov 2022 | €95.3b | €19.8b | €8.4b | 15.8x | 11.4x | 4.8x |
| Thu, 27 Oct 2022 | €73.5b | €19.4b | €21.8b | 12.4x | 3.4x | 3.8x |
| Sat, 24 Sep 2022 | €87.1b | €22.1b | €16.0b | 11.2x | 5.5x | 3.9x |
| Mon, 22 Aug 2022 | €102.9b | €21.6b | €15.4b | 11.3x | 6.7x | 4.8x |
| Wed, 20 Jul 2022 | €103.3b | €20.2b | €18.2b | 10x | 5.7x | 5.1x |
| Fri, 17 Jun 2022 | €134.6b | €18.9b | €18.9b | 11.4x | 7.1x | 7.1x |
| Sun, 15 May 2022 | €127.1b | €18.8b | €18.9b | 14.9x | 6.7x | 6.8x |
| Tue, 12 Apr 2022 | €141.3b | €18.3b | €18.0b | 14.9x | 7.8x | 7.7x |
| Thu, 10 Mar 2022 | €163.1b | €23.3b | €17.9b | 16.9x | 9.1x | 7x |
| Sat, 05 Feb 2022 | €208.8b | €21.5b | €17.7b | 19.2x | 11.8x | 9.7x |
| Mon, 03 Jan 2022 | €218.3b | €21.6b | €17.9b | 19.4x | 12.2x | 10.1x |
| Wed, 01 Dec 2021 | €252.0b | €21.7b | €18.0b | 19.1x | 14x | 11.6x |
Price to Earnings Ratio
14x
Current Industry PE
- Investors are optimistic on the Dutch Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 20.5x which is higher than its 3-year average PE of 11.1x.
- The 3-year average PS ratio of 6.0x is lower than the industry's current PS ratio of 6.7x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 36% per year over the last three years,
- Revenues have also declined 13% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Dutch Consumer Discretionary sector?
| NL Market | 0.83% | |
| Consumer Discretionary | 0.43% | |
| Retail Distributors | 2.21% | |
| General Merchandise and Department Stores | 0.58% | |
| Auto | 0% | |
| Leisure | 0% | |
| Luxury | 0% | |
| Consumer Services | 0% | |
| Online Retail and Ecommerce | 0% | |
| Auto Components | -0.18% | |
| Hospitality | -2.35% | |
| Consumer Durables | -3.10% | |
| Specialty Stores | -3.21% | |
Industry PE
- Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 32.2x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 94% over the next 5 years.
- This is better than its past earnings decline of 21% per year.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 4.8% 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 | |
|---|---|---|---|---|---|
| PRX Prosus | €37.97 | 0.6% +€365.5m | 24.6% | PE13.7x | |
| BSGR B&S Group | €4.40 | 2.2% +€8.0m | 18.8% | PE9.3x | |
| BBED Beter Bed Holding | €5.98 | 0.3% +€550.8k | 111.3% | PE21.5x | |
| PBH PB Holding | €3.04 | 2.0% +€321.0k | 0% | PB0.9x |
