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Sep 28
Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedDec 03, 2022
DataAggregated Company Financials
Companies10
- 7D6.4%
- 3M4.1%
- 1Y-13.3%
- YTD-18.7%
In the last week, the Consumer Discretionary industry is up 6.4%, with Prosus up 7.1%. However, the industry is down 13% over the past year. Looking forward, earnings are forecast to grow by 23% 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, 04 Dec 2022 | €98.2b | €19.7b | €8.3b | 16.5x | 11.8x | 5x |
| Tue, 01 Nov 2022 | €73.9b | €19.6b | €22.2b | 12.4x | 3.3x | 3.8x |
| Thu, 29 Sep 2022 | €89.1b | €22.2b | €16.1b | 10.6x | 5.5x | 4x |
| Sat, 27 Aug 2022 | €104.7b | €21.8b | €15.4b | 11.6x | 6.8x | 4.8x |
| Mon, 25 Jul 2022 | €111.4b | €20.0b | €17.9b | 10.9x | 6.2x | 5.6x |
| Wed, 22 Jun 2022 | €167.7b | €18.9b | €18.8b | 11.4x | 8.9x | 8.9x |
| Fri, 20 May 2022 | €131.1b | €18.6b | €18.6b | 14.6x | 7.1x | 7.1x |
| Sun, 17 Apr 2022 | €137.1b | €18.4b | €18.2b | 14.9x | 7.5x | 7.5x |
| Tue, 15 Mar 2022 | €141.3b | €23.4b | €18.1b | 17.6x | 7.8x | 6x |
| Thu, 10 Feb 2022 | €216.4b | €21.5b | €17.8b | 19.6x | 12.2x | 10.1x |
| Sat, 08 Jan 2022 | €210.8b | €21.6b | €17.9b | 17.7x | 11.8x | 9.8x |
| Mon, 06 Dec 2021 | €248.8b | €21.7b | €18.0b | 19.1x | 13.8x | 11.5x |
| Wed, 03 Nov 2021 | €264.6b | €20.5b | €6.3b | 20.8x | 41.8x | 12.9x |
| Fri, 01 Oct 2021 | €249.1b | €20.6b | €6.3b | 22x | 39.7x | 12.1x |
| Sun, 29 Aug 2021 | €261.7b | €20.4b | €6.2b | 22.9x | 42.3x | 12.8x |
| Mon, 05 Jul 2021 | €166.1b | €20.4b | €6.2b | 21x | 26.8x | 8.1x |
| Thu, 08 Apr 2021 | €179.1b | €19.3b | €6.0b | 27.6x | 29.8x | 9.3x |
| Sun, 10 Jan 2021 | €170.7b | €17.7b | €4.4b | 28.6x | 39.1x | 9.7x |
| Sat, 03 Oct 2020 | €153.8b | €16.9b | €3.3b | 19.7x | 46.2x | 9.1x |
| Tue, 07 Jul 2020 | €160.4b | €16.4b | €3.2b | 17.8x | 50.4x | 9.8x |
| Fri, 10 Apr 2020 | €123.2b | €16.6b | €3.4b | 14.8x | 35.8x | 7.4x |
| Thu, 02 Jan 2020 | €127.4b | €16.3b | €3.4b | 25.3x | 37.2x | 7.8x |
Price to Earnings Ratio
37.2x
Current Industry PE
- Investors are pessimistic on the Dutch Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 11.8x which is lower than its 3-year average PE of 29.0x.
- The 3-year average PS ratio of 8.7x is higher than the industry's current PS ratio of 5.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 35% per year over the last three years.
- Revenues for these companies have grown 7.8% 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?
| NL Market | 1.12% | |
| Consumer Discretionary | 6.40% | |
| Online Retail and Ecommerce | 7.08% | |
| Retail Distributors | 5.51% | |
| Consumer Durables | 0.78% | |
| Auto Components | 0.13% | |
| Leisure | 0.087% | |
| Auto | 0% | |
| Luxury | 0% | |
| Consumer Services | 0% | |
| General Merchanise and Department Stores | 0% | |
| Hospitality | -0.23% | |
| Specialty Stores | -0.34% | |
Industry PE
- Investors are most optimistic about the Online Retail and Ecommerce industry which is trading above its 3-year average PE ratio of 27.6x.
- Analysts are expecting annual earnings growth of 22.1%, which is higher than its past year's earnings decline of 73.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 71% over the next 5 years.
- In contrast, the Specialty Stores industry is expected to see its earnings decline by 15% 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 | €62.29 | 7.1% +€5.3b | -11.3% | PE16.5x | |
| TKWY Just Eat Takeaway.com | €22.73 | 7.0% +€319.6m | -55.5% | PS0.9x | |
| BSGR B&S Group | €5.36 | 5.5% +€23.6m | -23.1% | PE12.5x | |
| KENDR Kendrion | €16.06 | 0.1% +€300.5k | -17.7% | PE18.6x | |
| PBH PB Holding | €2.60 | 2.0% +€283.8k | -80.7% | PE10.8x |
