Wolters Kluwer (AMS:WKL) Is Very Good At Capital Allocation
May 19
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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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 19 May 2025 | €79.9b | €71.1b | €2.9b | 18.4x | 27.3x | 1.1x |
| Wed, 16 Apr 2025 | €74.1b | €71.3b | €3.0b | 18.5x | 24.9x | 1x |
| Fri, 14 Mar 2025 | €74.8b | €71.2b | €2.9b | 21x | 25.5x | 1.1x |
| Sun, 09 Feb 2025 | €85.9b | €70.6b | €3.4b | 18.7x | 25.1x | 1.2x |
| Tue, 07 Jan 2025 | €82.7b | €70.6b | €3.4b | 18.1x | 24.7x | 1.2x |
| Thu, 05 Dec 2024 | €83.2b | €70.6b | €3.4b | 18.3x | 24.8x | 1.2x |
| Sat, 02 Nov 2024 | €83.2b | €70.4b | €3.4b | 17.9x | 24.8x | 1.2x |
| Mon, 30 Sep 2024 | €83.5b | €70.8b | €3.4b | 16x | 24.6x | 1.2x |
| Wed, 28 Aug 2024 | €81.1b | €70.6b | €3.3b | 17.4x | 24.3x | 1.1x |
| Fri, 26 Jul 2024 | €82.5b | €70.0b | €3.3b | 16.2x | 25x | 1.2x |
| Sun, 23 Jun 2024 | €83.1b | €70.4b | €3.4b | 19.1x | 24.7x | 1.2x |
| Tue, 21 May 2024 | €84.6b | €70.3b | €3.3b | 20.4x | 25.3x | 1.2x |
| Thu, 18 Apr 2024 | €81.4b | €70.7b | €3.3b | 15.6x | 24.3x | 1.2x |
| Sat, 16 Mar 2024 | €81.4b | €70.6b | €3.4b | 15.5x | 24.1x | 1.2x |
| Mon, 12 Feb 2024 | €78.4b | €70.6b | €2.3b | 15x | 33.4x | 1.1x |
| Wed, 10 Jan 2024 | €85.0b | €76.8b | €2.7b | 16.4x | 31x | 1.1x |
| Fri, 08 Dec 2023 | €83.8b | €76.9b | €2.7b | 15.7x | 30.5x | 1.1x |
| Sun, 05 Nov 2023 | €76.6b | €76.7b | €2.7b | 15.5x | 28.3x | 1x |
| Tue, 03 Oct 2023 | €77.4b | €77.6b | €2.8b | 21.1x | 27.7x | 1x |
| Thu, 31 Aug 2023 | €79.0b | €77.6b | €2.8b | 21x | 28.1x | 1x |
| Sat, 29 Jul 2023 | €80.8b | €76.9b | €3.0b | 23x | 26.6x | 1.1x |
| Mon, 26 Jun 2023 | €77.6b | €77.2b | €3.1b | 22.1x | 25x | 1x |
| Wed, 24 May 2023 | €77.6b | €77.2b | €3.1b | 21.9x | 25x | 1x |
| Fri, 21 Apr 2023 | €75.8b | €75.7b | €3.1b | 22.1x | 24.3x | 1x |
| Sun, 19 Mar 2023 | €74.3b | €75.7b | €3.1b | 21.1x | 23.9x | 1x |
| Tue, 14 Feb 2023 | €73.6b | €71.7b | €3.7b | 21.3x | 20x | 1x |
| Thu, 12 Jan 2023 | €70.3b | €71.7b | €3.8b | 19.1x | 18.6x | 1x |
| Sat, 10 Dec 2022 | €72.1b | €71.7b | €3.8b | 18.8x | 19.1x | 1x |
| Mon, 07 Nov 2022 | €68.0b | €71.7b | €3.8b | 17.5x | 17.9x | 0.9x |
| Wed, 05 Oct 2022 | €67.4b | €70.6b | €3.8b | 14.7x | 17.9x | 1x |
| Fri, 02 Sep 2022 | €66.6b | €70.7b | €3.8b | 15.8x | 17.7x | 0.9x |
| Sun, 31 Jul 2022 | €73.2b | €69.0b | €3.3b | 18x | 22.2x | 1.1x |
| Tue, 28 Jun 2022 | €66.5b | €67.9b | €3.2b | 17.2x | 20.5x | 1x |
| Thu, 26 May 2022 | €69.7b | €67.9b | €3.3b | 20.7x | 21.4x | 1x |
Price to Earnings Ratio
21.4x
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 Market | 1.40% | |
| Industrials | 2.36% | |
| Construction | 5.94% | |
| Trade Distributors | 4.85% | |
| Professional Services | 3.07% | |
| Building | 2.94% | |
| Commercial Services | 1.20% | |
| Aerospace & Defense | 0% | 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WKL Wolters Kluwer | €159.65 | 2.8% +€987.1m | 8.5% | PE34.4x | |
| THEON Theon International | €29.75 | 18.8% +€329.0m | 131.2% | PE28.8x | |
| AVTX Avantium | €14.28 | 20.4% +€210.4m | -47.5% | PS59x | |
| BAMNB Koninklijke BAM Groep | €6.88 | 10.9% +€177.9m | 83.7% | PE29.1x | |
| IMCD IMCD | €125.90 | 1.2% +€91.6m | -10.1% | PE26.7x |
