Arcadis (AMS:ARCAD) Has A Pretty Healthy Balance Sheet
Sep 27
Have your own idea? Try our Stock Screener
Dutch (AEX) Industrials Sector Analysis
UpdatedSep 29, 2025
DataAggregated Company Financials
Companies23
- 7D-1.5%
- 3M-14.4%
- 1Y-23.3%
- YTD-23.0%
Over the last 7 days, the Industrials industry has dropped 1.5%, driven by declines in InPost and IMCD of 4.7% and 4.1%, respectively. In contrast, Theon International has gained 11%. The industry has fallen 23% in the last year. As for the next few years, earnings are expected to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Tue, 30 Sep 2025 | €63.3b | €71.1b | €2.8b | 19.7x | 22.2x | 0.9x |
| Thu, 28 Aug 2025 | €65.5b | €70.9b | €2.9b | 21.4x | 22.3x | 0.9x |
| Sat, 26 Jul 2025 | €72.4b | €71.0b | €2.9b | 17.4x | 24.8x | 1x |
| Mon, 23 Jun 2025 | €73.6b | €71.1b | €2.9b | 18x | 25.1x | 1x |
| Wed, 21 May 2025 | €79.9b | €71.1b | €2.9b | 18.8x | 27.2x | 1.1x |
| Fri, 18 Apr 2025 | €73.5b | €71.3b | €3.0b | 16.5x | 24.7x | 1x |
| Sun, 16 Mar 2025 | €76.4b | €71.2b | €2.9b | 21.5x | 26.1x | 1.1x |
| Tue, 11 Feb 2025 | €86.7b | €70.6b | €3.4b | 18.7x | 25.4x | 1.2x |
| Thu, 09 Jan 2025 | €82.3b | €70.6b | €3.4b | 17.7x | 24.6x | 1.2x |
| Sat, 07 Dec 2024 | €84.1b | €70.6b | €3.4b | 18.4x | 25.1x | 1.2x |
| Mon, 04 Nov 2024 | €83.2b | €70.3b | €3.5b | 17.9x | 23.7x | 1.2x |
| Wed, 02 Oct 2024 | €82.3b | €70.8b | €3.4b | 15.8x | 24.2x | 1.2x |
| Fri, 30 Aug 2024 | €83.0b | €70.6b | €3.3b | 17.4x | 24.9x | 1.2x |
| Sun, 28 Jul 2024 | €83.0b | €70.0b | €3.4b | 16.5x | 24.7x | 1.2x |
| Tue, 25 Jun 2024 | €83.5b | €70.4b | €3.4b | 19.4x | 24.8x | 1.2x |
| Thu, 23 May 2024 | €84.4b | €70.3b | €3.3b | 20.4x | 25.2x | 1.2x |
| Sat, 20 Apr 2024 | €81.7b | €70.7b | €3.3b | 15.6x | 24.4x | 1.2x |
| Mon, 18 Mar 2024 | €81.5b | €70.7b | €3.4b | 15.5x | 24x | 1.2x |
| Wed, 14 Feb 2024 | €77.5b | €70.6b | €2.3b | 14.7x | 33x | 1.1x |
| Fri, 12 Jan 2024 | €85.9b | €76.8b | €2.7b | 16.6x | 31.3x | 1.1x |
| Sun, 10 Dec 2023 | €84.6b | €76.8b | €2.7b | 16x | 30.8x | 1.1x |
| Tue, 07 Nov 2023 | €76.1b | €76.7b | €2.7b | 15.6x | 28.1x | 1x |
| Thu, 05 Oct 2023 | €77.1b | €77.6b | €2.8b | 20.4x | 27.7x | 1x |
| Sat, 02 Sep 2023 | €79.0b | €77.6b | €2.8b | 21x | 28.1x | 1x |
| Mon, 31 Jul 2023 | €80.8b | €77.5b | €2.9b | 22.2x | 28.2x | 1x |
| Wed, 28 Jun 2023 | €77.0b | €77.2b | €3.1b | 22.1x | 24.8x | 1x |
| Fri, 26 May 2023 | €76.7b | €77.2b | €3.1b | 21.7x | 24.7x | 1x |
| Sun, 23 Apr 2023 | €76.1b | €75.7b | €3.1b | 22.1x | 24.4x | 1x |
| Tue, 21 Mar 2023 | €75.2b | €75.7b | €3.1b | 21.2x | 24.1x | 1x |
| Thu, 16 Feb 2023 | €73.5b | €71.9b | €3.7b | 21.9x | 19.6x | 1x |
| Sat, 14 Jan 2023 | €71.0b | €71.7b | €3.8b | 19.2x | 18.8x | 1x |
| Mon, 12 Dec 2022 | €72.1b | €71.7b | €3.8b | 18.8x | 19.1x | 1x |
| Wed, 09 Nov 2022 | €68.0b | €71.7b | €3.8b | 17.6x | 17.9x | 0.9x |
| Fri, 07 Oct 2022 | €66.3b | €70.6b | €3.8b | 14.7x | 17.6x | 0.9x |
Price to Earnings Ratio
17.6x
Current Industry PE
- Investors are pessimistic on the Dutch Industrials 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 22.2x which is lower than its 3-year average PE of 24.9x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.89x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have declined 8.8% 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 Market | 0.46% | |
| Industrials | -1.48% | |
| Building | 2.86% | |
| Commercial Services | 0.85% | |
| Electrical | 0.37% | |
| Aerospace & Defense | 0% | 0 |
| Professional Services | -0.48% | |
| Machinery | -3.25% | |
| Construction | -3.45% | |
| Trade Distributors | -5.94% | |
| Logistics | -6.01% | |
Industry PE
- Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 3.7x.
- 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 Logistics industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings decline of 15% per year.
- In contrast, the Trade Distributors industry is expected to see its earnings grow by 8.7% 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 | |
|---|---|---|---|---|---|
| THEON Theon International | €32.65 | 10.7% +€220.5m | 213.3% | PE31.4x | |
| RAND Randstad | €36.13 | 2.9% +€177.0m | -19.0% | PE84.4x | |
| TWEKA TKH Group | €36.38 | 7.3% +€98.9m | -3.8% | PE22.9x | |
| PNL PostNL | €1.06 | 9.5% +€46.5m | -15.8% | PS0.2x | |
| WKL Wolters Kluwer | €113.90 | 0.3% +€41.1m | -24.7% | PE23.3x |
