Header cover image

Dutch (AEX) Industrials Sector Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
  • 7D-1.7%
  • 3M-5.4%
  • 1Y37.7%
  • YTD19.8%

Over the last 7 days, the Industrials industry has dropped 1.7%, driven by pullbacks in InPost and Randstad of 9.8% and 4.5%, respectively. This takes the industry's 12 month performance to a gain of 38%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Thu, 02 Dec 2021€83.1b€66.7b€2.7b30.6x
Sat, 30 Oct 2021€82.4b€66.8b€2.8b26.5x
Mon, 27 Sep 2021€82.7b€65.6b€2.7b27.7x
Wed, 25 Aug 2021€85.2b€65.8b€2.7b28.5x
Thu, 01 Jul 2021€79.9b€65.7b€2.7b23.9x
Sun, 04 Apr 2021€70.7b€61.7b€2.0b29.1x
Wed, 06 Jan 2021€55.9b€60.8b€1.6b34.4x
Sat, 10 Oct 2020€50.2b€58.1b€1.4b36.5x
Fri, 03 Jul 2020€45.4b€59.0b€1.5b37.2x
Mon, 06 Apr 2020€38.5b€60.8b€1.9b24.2x
Thu, 09 Jan 2020€50.6b€61.4b€2.1b30.4x
Wed, 02 Oct 2019€46.8b€61.2b€2.0b27.8x
Sat, 06 Jul 2019€48.7b€61.1b€1.9b28.9x
Tue, 09 Apr 2019€45.1b€60.6b€1.8b26.3x
Mon, 31 Dec 2018€40.5b€63.0b€1.8b17.5x
PE Ratio


Total Market Cap: €42.0bTotal Earnings: €1.8bTotal Revenue: €59.7b0%0%0%3 Year10 Year

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 29.4x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Industrials industry have grown 15% per year over the last three years, and revenues for these companies have grown 3.7% 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?

Commercial Services0.026%
Professional Services-1.44%
Trade Distributors-2.43%

Industry PE: Investors are most optimistic about the Machinery industry which is trading above its 3-year average PE ratio of 32.0x. This is likely because analysts are expecting annual earnings growth of 18%, which is higher than its past year's earnings growth of 15% per year. Meanwhile, investors are most pessimistic about the Logistics industry, which is trading below its 3-year average of 8.2x.

Forecasted Growth: Analysts are most optimistic on the Construction industry, expecting annual earnings growth of 37% over the next 5 years. This is better than it's past earnings growth rate of 7.9% per year. Meanwhile, 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?

AALB Aalberts1.6%+€97.3m50.4%PE30.6x
ALFEN Alfen5.2%+€93.3m28.0%PE117.9x
WKL Wolters Kluwer0.3%+€83.1m43.8%PE36.3x
LIGHT Signify0.3%+€16.2m19.0%PE14.4x
ENVI Envipco Holding8.6%+€11.5m244.3%PE103x
Simply Wall St
Simply Wall Street Pty Ltd
17-21 Bellevue Street, Surry Hills, Sydney
Download on the App StoreGet it on Google Play
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News