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Dutch (AEX) Industrials Sector Analysis
UpdatedAug 13, 2025
DataAggregated Company Financials
Companies24
- 7D-4.5%
- 3M-14.8%
- 1Y-16.3%
- YTD-18.5%
Over the last 7 days, the Industrials industry has dropped 4.3%, driven by Wolters Kluwer declining 12%. However, the industry is down 16% over the past year. Earnings are forecast to grow by 15% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 13 Aug 2025 | €66.9b | €70.9b | €2.8b | 20.3x | 24.1x | 0.9x |
| Fri, 11 Jul 2025 | €75.0b | €71.1b | €2.9b | 20.3x | 25.6x | 1.1x |
| Sun, 08 Jun 2025 | €78.0b | €71.1b | €2.9b | 18.9x | 26.6x | 1.1x |
| Tue, 06 May 2025 | €77.4b | €70.9b | €2.9b | 17.6x | 26.2x | 1.1x |
| Thu, 03 Apr 2025 | €74.9b | €71.3b | €3.0b | 20.2x | 25.2x | 1.1x |
| Sat, 01 Mar 2025 | €79.4b | €71.1b | €3.0b | 19.9x | 26.6x | 1.1x |
| Mon, 27 Jan 2025 | €84.1b | €70.6b | €3.4b | 18.5x | 24.6x | 1.2x |
| Wed, 25 Dec 2024 | €81.7b | €70.6b | €3.4b | 17.8x | 24.4x | 1.2x |
| Fri, 22 Nov 2024 | €79.9b | €70.6b | €3.4b | 17.7x | 23.8x | 1.1x |
| Sun, 20 Oct 2024 | €85.2b | €70.8b | €3.4b | 17.3x | 25x | 1.2x |
| Tue, 17 Sep 2024 | €83.3b | €70.8b | €3.4b | 17.2x | 24.6x | 1.2x |
| Thu, 15 Aug 2024 | €79.9b | €70.7b | €3.4b | 15.3x | 23.5x | 1.1x |
| Sat, 13 Jul 2024 | €83.6b | €70.4b | €3.4b | 16.8x | 24.8x | 1.2x |
| Mon, 10 Jun 2024 | €84.1b | €70.3b | €3.3b | 20.9x | 25.1x | 1.2x |
| Wed, 08 May 2024 | €82.8b | €70.2b | €3.3b | 19.4x | 25x | 1.2x |
| Fri, 05 Apr 2024 | €81.2b | €70.8b | €3.3b | 16x | 24.2x | 1.1x |
| Sun, 03 Mar 2024 | €81.0b | €70.7b | €3.4b | 14.7x | 24x | 1.1x |
| Tue, 30 Jan 2024 | €87.0b | €76.8b | €2.7b | 17.1x | 31.7x | 1.1x |
| Thu, 28 Dec 2023 | €86.5b | €76.9b | €2.7b | 16.8x | 31.5x | 1.1x |
| Sat, 25 Nov 2023 | €82.1b | €76.8b | €2.7b | 16.4x | 29.9x | 1.1x |
| Mon, 23 Oct 2023 | €74.3b | €77.7b | €2.8b | 17.8x | 26.6x | 1x |
| Wed, 20 Sep 2023 | €78.0b | €77.6b | €2.8b | 21x | 28x | 1x |
| Fri, 18 Aug 2023 | €77.7b | €77.8b | €2.9b | 19.8x | 27x | 1x |
| Sun, 16 Jul 2023 | €79.2b | €77.2b | €3.1b | 22.3x | 25.5x | 1x |
| Tue, 13 Jun 2023 | €80.2b | €79.0b | €3.2b | 21.8x | 24.8x | 1x |
| Thu, 11 May 2023 | €73.3b | €75.6b | €3.0b | 21.5x | 24.1x | 1x |
| Sat, 08 Apr 2023 | €75.0b | €75.7b | €3.1b | 21.6x | 24.1x | 1x |
| Mon, 06 Mar 2023 | €75.5b | €73.4b | €2.9b | 21.4x | 25.7x | 1x |
| Wed, 01 Feb 2023 | €71.7b | €71.7b | €3.8b | 20.1x | 19x | 1x |
| Fri, 30 Dec 2022 | €69.5b | €71.7b | €3.8b | 18.8x | 18.4x | 1x |
| Sun, 27 Nov 2022 | €72.7b | €71.7b | €3.8b | 19.1x | 19.3x | 1x |
| Tue, 25 Oct 2022 | €65.3b | €70.6b | €3.8b | 15x | 17.4x | 0.9x |
| Thu, 22 Sep 2022 | €66.7b | €70.6b | €3.8b | 16x | 17.8x | 0.9x |
| Sat, 20 Aug 2022 | €71.5b | €71.0b | €3.7b | 17x | 19.5x | 1x |
Price to Earnings Ratio
19.5x
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 24.7x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.95x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have declined 8.9% 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 | 2.06% | |
| Industrials | -4.52% | |
| Machinery | 4.45% | |
| Construction | 4.36% | |
| Commercial Services | 3.64% | |
| Logistics | 1.73% | |
| Electrical | 1.33% | |
| Aerospace & Defense | 0% | 0 |
| Trade Distributors | -0.82% | |
| Building | -2.76% | |
| Professional Services | -8.50% | |
Industry PE
- Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 3.4x.
- 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 Machinery industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings decline of 51% per year.
- In contrast, the Trade Distributors industry is expected to see its earnings grow by 8.8% 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 | |
|---|---|---|---|---|---|
| RAND Randstad | €41.17 | 2.5% +€173.5m | -1.1% | PE96.2x | |
| AALB Aalberts | €30.10 | 5.6% +€171.6m | -10.0% | PE21.6x | |
| INPST InPost | €13.13 | 2.7% +€169.2m | -14.2% | PE23.7x | |
| BAMNB Koninklijke BAM Groep | €8.19 | 8.0% +€159.2m | 129.9% | PE19.8x | |
| LIGHT Signify | €22.44 | 5.1% +€130.9m | 7.9% | PE8x |
