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Nov 30
Dutch (AEX) Industrials Sector Analysis
UpdatedDec 02, 2023
DataAggregated Company Financials
Companies27
- 7D1.4%
- 3M6.1%
- 1Y8.8%
- YTD13.0%
InPost is up 7.9%, leading the way for the Industrials industry, which has gained 1.0%. During this same period, the Ebusco Holding underperformed, falling 10%. This takes the industry's 12 month performance to a gain of 8.2%. As for the next few years, earnings are expected to grow by 11% per annum.
Sector Valuation and Performance
Has the Dutch Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 02 Dec 2023 | €83.2b | €76.9b | €2.7b | 16.8x | 30.3x | 1.1x |
| Mon, 30 Oct 2023 | €74.3b | €76.7b | €2.7b | 16.7x | 27.5x | 1x |
| Wed, 27 Sep 2023 | €76.7b | €77.6b | €2.8b | 21x | 27.5x | 1x |
| Fri, 25 Aug 2023 | €77.5b | €77.5b | €2.8b | 19.5x | 27.2x | 1x |
| Sun, 23 Jul 2023 | €79.3b | €77.2b | €3.1b | 22.5x | 25.6x | 1x |
| Tue, 20 Jun 2023 | €99.4b | €77.2b | €3.1b | 22.1x | 32.1x | 1.3x |
| Thu, 18 May 2023 | €76.8b | €77.3b | €3.2b | 21.3x | 24.3x | 1x |
| Sat, 15 Apr 2023 | €75.7b | €75.7b | €3.1b | 21.8x | 24.3x | 1x |
| Mon, 13 Mar 2023 | €75.1b | €73.6b | €2.9b | 21.7x | 25.5x | 1x |
| Wed, 08 Feb 2023 | €73.5b | €71.7b | €3.7b | 20.7x | 19.9x | 1x |
| Fri, 06 Jan 2023 | €69.8b | €71.7b | €3.8b | 18.9x | 18.5x | 1x |
| Sun, 04 Dec 2022 | €72.5b | €71.7b | €3.8b | 19.7x | 19.2x | 1x |
| Tue, 01 Nov 2022 | €69.0b | €71.7b | €3.8b | 17.4x | 18.1x | 1x |
| Thu, 29 Sep 2022 | €64.5b | €70.6b | €3.8b | 14.6x | 17.2x | 0.9x |
| Sat, 27 Aug 2022 | €70.1b | €70.7b | €3.8b | 16.4x | 18.7x | 1x |
| Mon, 25 Jul 2022 | €71.7b | €68.0b | €3.3b | 18.5x | 22x | 1.1x |
| Wed, 22 Jun 2022 | €65.2b | €67.9b | €3.2b | 16.9x | 20.1x | 1x |
| Fri, 20 May 2022 | €69.3b | €67.9b | €3.3b | 20.8x | 21.3x | 1x |
| Sun, 17 Apr 2022 | €73.5b | €66.8b | €3.3b | 20.9x | 22.3x | 1.1x |
| Tue, 15 Mar 2022 | €74.9b | €66.6b | €3.3b | 20.7x | 22.7x | 1.1x |
| Thu, 10 Feb 2022 | €78.0b | €64.4b | €2.8b | 30.3x | 27.8x | 1.2x |
| Sat, 08 Jan 2022 | €82.8b | €64.3b | €2.8b | 32.1x | 29.9x | 1.3x |
| Mon, 06 Dec 2021 | €81.6b | €66.7b | €2.7b | 28.6x | 29.7x | 1.2x |
| Wed, 03 Nov 2021 | €84.1b | €66.2b | €2.7b | 26.3x | 31.3x | 1.3x |
| Fri, 01 Oct 2021 | €80.8b | €65.6b | €2.7b | 27.1x | 30.5x | 1.2x |
| Sun, 29 Aug 2021 | €85.5b | €65.8b | €2.7b | 29.2x | 32.1x | 1.3x |
| Mon, 05 Jul 2021 | €79.9b | €65.7b | €2.7b | 23.9x | 30.1x | 1.2x |
| Thu, 08 Apr 2021 | €70.7b | €61.7b | €2.0b | 29.1x | 35.2x | 1.1x |
| Sun, 10 Jan 2021 | €55.9b | €60.8b | €1.6b | 34.4x | 36.1x | 0.9x |
Price to Earnings Ratio
39.2x
Current Industry PE
- Investors are relatively neutral on the Dutch Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 27.0x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 26% per year over the last three years.
- Revenues for these companies have grown 9.8% 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 Industrials sector?
| NL Market | 0.58% | |
| Industrials | 1.44% | |
| Logistics | 6.63% | |
| Electrical | 2.35% | |
| Trade Distributors | 2.25% | |
| Construction | 1.34% | |
| Professional Services | 0.77% | |
| Aerospace & Defense | 0% | |
| Building | 0% | |
| Industrials | 0% | |
| Airlines | 0% | |
| Marine and Shipping | 0% | |
| Transportation | 0% | |
| Infrastructure | 0% | |
| Machinery | -0.40% | |
| Commercial Services | -1.91% | |
Industry PE
- Investors are most optimistic about the Trade Distributors industry even though it's trading below its 3-year average PE ratio of 39.7x.
- Analysts are expecting annual earnings growth of 6.1%, which is higher than its past year's earnings growth of 3.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Logistics industry, expecting annual earnings growth of 44% over the next 5 years.
- This is better than its past earnings decline of 13% per year.
- In contrast, the Trade Distributors industry is expected to see its earnings grow by 6.1% 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 | |
|---|---|---|---|---|---|
| INPST InPost | €11.25 | 7.9% +€409.7m | 54.8% | PE46.6x | |
| WKL Wolters Kluwer | €127.55 | 1.1% +€351.1m | 21.2% | PE29.4x | |
| IMCD IMCD | €140.75 | 2.3% +€176.3m | -2.2% | PE27.7x | |
| LIGHT Signify | €27.97 | 2.9% +€98.5m | -14.6% | PE15.3x | |
| ALFEN Alfen | €45.86 | 5.6% +€53.0m | -50.2% | PE26.3x |
