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Dutch (AEX) Industrials Sector Analysis

UpdatedMay 19, 2025
DataAggregated Company Financials
Companies25
  • 7D2.4%
  • 3M-7.9%
  • 1Y-6.4%
  • YTD-3.2%

The Industrials industry is up 2.4% in the last week, with Wolters Kluwer up 2.7%. In the past year, the industry is down 6.1%. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

Has the Dutch Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 19 May 2025€79.9b€71.1b€2.9b18.4x27.3x1.1x
Wed, 16 Apr 2025€74.1b€71.3b€3.0b18.5x24.9x1x
Fri, 14 Mar 2025€74.8b€71.2b€2.9b21x25.5x1.1x
Sun, 09 Feb 2025€85.9b€70.6b€3.4b18.7x25.1x1.2x
Tue, 07 Jan 2025€82.7b€70.6b€3.4b18.1x24.7x1.2x
Thu, 05 Dec 2024€83.2b€70.6b€3.4b18.3x24.8x1.2x
Sat, 02 Nov 2024€83.2b€70.4b€3.4b17.9x24.8x1.2x
Mon, 30 Sep 2024€83.5b€70.8b€3.4b16x24.6x1.2x
Wed, 28 Aug 2024€81.1b€70.6b€3.3b17.4x24.3x1.1x
Fri, 26 Jul 2024€82.5b€70.0b€3.3b16.2x25x1.2x
Sun, 23 Jun 2024€83.1b€70.4b€3.4b19.1x24.7x1.2x
Tue, 21 May 2024€84.6b€70.3b€3.3b20.4x25.3x1.2x
Thu, 18 Apr 2024€81.4b€70.7b€3.3b15.6x24.3x1.2x
Sat, 16 Mar 2024€81.4b€70.6b€3.4b15.5x24.1x1.2x
Mon, 12 Feb 2024€78.4b€70.6b€2.3b15x33.4x1.1x
Wed, 10 Jan 2024€85.0b€76.8b€2.7b16.4x31x1.1x
Fri, 08 Dec 2023€83.8b€76.9b€2.7b15.7x30.5x1.1x
Sun, 05 Nov 2023€76.6b€76.7b€2.7b15.5x28.3x1x
Tue, 03 Oct 2023€77.4b€77.6b€2.8b21.1x27.7x1x
Thu, 31 Aug 2023€79.0b€77.6b€2.8b21x28.1x1x
Sat, 29 Jul 2023€80.8b€76.9b€3.0b23x26.6x1.1x
Mon, 26 Jun 2023€77.6b€77.2b€3.1b22.1x25x1x
Wed, 24 May 2023€77.6b€77.2b€3.1b21.9x25x1x
Fri, 21 Apr 2023€75.8b€75.7b€3.1b22.1x24.3x1x
Sun, 19 Mar 2023€74.3b€75.7b€3.1b21.1x23.9x1x
Tue, 14 Feb 2023€73.6b€71.7b€3.7b21.3x20x1x
Thu, 12 Jan 2023€70.3b€71.7b€3.8b19.1x18.6x1x
Sat, 10 Dec 2022€72.1b€71.7b€3.8b18.8x19.1x1x
Mon, 07 Nov 2022€68.0b€71.7b€3.8b17.5x17.9x0.9x
Wed, 05 Oct 2022€67.4b€70.6b€3.8b14.7x17.9x1x
Fri, 02 Sep 2022€66.6b€70.7b€3.8b15.8x17.7x0.9x
Sun, 31 Jul 2022€73.2b€69.0b€3.3b18x22.2x1.1x
Tue, 28 Jun 2022€66.5b€67.9b€3.2b17.2x20.5x1x
Thu, 26 May 2022€69.7b€67.9b€3.3b20.7x21.4x1x
Price to Earnings Ratio

21.4x


Total Market Cap: €69.7bTotal Earnings: €3.3bTotal Revenue: €67.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Industrials Sector Price to Earnings3Y Average 24.3x202320242025
Current Industry PE
  • Investors are optimistic on the Dutch Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.3x which is higher than its 3-year average PE of 24.3x.
  • 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 declined 3.4% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Dutch Industrials sector?

NL Market1.40%
Industrials2.36%
Construction5.94%
Trade Distributors4.85%
Professional Services3.07%
Building2.94%
Commercial Services1.20%
Aerospace & Defense0%0
Electrical-1.42%
Machinery-1.84%
Logistics-4.50%
Industry PE
  • Investors are most optimistic about the Professional Services industry which is trading above its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 12.9%, which is higher than its past year's earnings growth of 7.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Machinery industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 43% per year.
  • In contrast, the Trade Distributors industry is expected to see its earnings grow by 7.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WKL Wolters Kluwer€159.652.8%
+€987.1m
8.5%PE34.4x
THEON Theon International€29.7518.8%
+€329.0m
131.2%PE28.8x
AVTX Avantium€14.2820.4%
+€210.4m
-47.5%PS59x
BAMNB Koninklijke BAM Groep€6.8810.9%
+€177.9m
83.7%PE29.1x
IMCD IMCD€125.901.2%
+€91.6m
-10.1%PE26.7x
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Latest News

THEON

€29.75

Theon International

7D

18.8%

1Y

131.2%

INPST

€15.13

InPost

7D

-5.6%

1Y

-11.1%

ALFEN

€10.32

Alfen

7D

-38.7%

1Y

-75.5%

BRNL

€8.82

Brunel International

7D

-2.9%

1Y

-20.4%

ARCAD

€45.66

Arcadis

7D

-1.1%

1Y

-23.3%

BAMNB

€6.88

Koninklijke BAM Groep

7D

10.9%

1Y

83.7%

AALB

€30.46

Aalberts

7D

-1.5%

1Y

-36.8%

NXFIL

€3.90

NX Filtration

7D

-6.8%

1Y

-4.3%

FERGR

€8.17

Ferrari Group

7D

2.1%

1Y

n/a

AVTX

€14.28

Avantium

7D

20.4%

1Y

-47.5%