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Dutch (AEX) Industrials Sector Analysis

UpdatedDec 04, 2022
DataAggregated Company Financials
Companies24
  • 7D-0.2%
  • 3M8.8%
  • 1Y-4.3%
  • YTD-8.9%

Over the last 7 days, the Industrials industry has remained flat, although notably Arcadis gained 3.2%. Unfortunately though, the industry is down 4.3% over the past 12 months. Looking forward, earnings are forecast to grow by 6.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Dec 2022€72.5b€71.7b€3.8b19.7x19.2x1x
Tue, 01 Nov 2022€69.0b€71.7b€3.8b17.4x18.1x1x
Thu, 29 Sep 2022€64.5b€70.6b€3.8b14.6x17.2x0.9x
Sat, 27 Aug 2022€70.1b€70.7b€3.8b16.4x18.7x1x
Mon, 25 Jul 2022€71.7b€68.0b€3.3b18.5x22x1.1x
Wed, 22 Jun 2022€65.2b€67.9b€3.2b16.9x20.1x1x
Fri, 20 May 2022€69.3b€67.9b€3.3b20.8x21.3x1x
Sun, 17 Apr 2022€73.5b€66.8b€3.3b20.9x22.3x1.1x
Tue, 15 Mar 2022€74.9b€66.6b€3.3b20.7x22.7x1.1x
Thu, 10 Feb 2022€78.0b€64.4b€2.8b30.3x27.8x1.2x
Sat, 08 Jan 2022€82.8b€64.3b€2.8b32.1x29.9x1.3x
Mon, 06 Dec 2021€81.6b€66.7b€2.7b28.6x29.7x1.2x
Wed, 03 Nov 2021€84.1b€66.2b€2.7b26.3x31.3x1.3x
Fri, 01 Oct 2021€80.8b€65.6b€2.7b27.1x30.5x1.2x
Sun, 29 Aug 2021€85.5b€65.8b€2.7b29.2x32.1x1.3x
Mon, 05 Jul 2021€79.9b€65.7b€2.7b23.9x30.1x1.2x
Thu, 08 Apr 2021€70.7b€61.7b€2.0b29.1x35.2x1.1x
Sun, 10 Jan 2021€55.9b€60.8b€1.6b34.4x36.1x0.9x
Sat, 03 Oct 2020€50.2b€58.1b€1.4b36.5x36.4x0.9x
Tue, 07 Jul 2020€45.4b€59.0b€1.5b37.2x31x0.8x
Fri, 10 Apr 2020€38.5b€60.8b€1.9b24.2x20.8x0.6x
Thu, 02 Jan 2020€50.6b€61.4b€2.1b30.4x23.9x0.8x
Price to Earnings Ratio

23.9x


Total Market Cap: €50.6bTotal Earnings: €2.1bTotal Revenue: €61.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Industrials Sector Price to Earnings3Y Average 28.4x20212022
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 19.2x which is lower than its 3-year average PE of 28.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 5.4% 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?

NL Market1.12%
Industrials-0.15%
Building3.82%
Construction1.38%
Logistics0.22%
Aerospace & Defense0%
Industrials0%
Airlines0%
Marine and Shipping0%
Transportation0%
Infrastructure0%
Professional Services-0.25%
Trade Distributors-0.48%
Electrical-0.67%
Machinery-0.93%
Commercial Services-2.82%
Industry PE
  • Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 25.8x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Electrical industry, which is trading below its 3-year average of 18.1x.
Forecasted Growth
  • Analysts are most optimistic on the Logistics industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 82% per year.
  • In contrast, the Trade Distributors industry is expected to see its earnings grow by 2.1% 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
ARCAD Arcadis€39.063.2%
+€107.5m
-0.4%PE19.7x
LIGHT Signify€32.770.3%
+€12.5m
-17.6%PE6.8x
BAMNB Koninklijke BAM Groep€2.261.1%
+€6.6m
-15.7%PE7.4x
AVTX Avantium€3.793.8%
+€6.0m
9.4%PS14.5x
NXFIL NX Filtration€11.100.9%
+€5.0m
2.8%PS104x
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Latest News

ARCAD

€39.06

Arcadis

7D

3.2%

1Y

-0.4%

WKL

€105.20

Wolters Kluwer

7D

-0.09%

1Y

6.5%

IMCD

€143.85

IMCD

7D

-0.5%

1Y

-25.4%

INPST

€7.26

InPost

7D

-1.0%

1Y

-20.2%

SIFG

€11.90

Sif Holding

7D

0.8%

1Y

-0.3%

TWEKA

€37.80

TKH Group

7D

-1.3%

1Y

-23.0%

FUR

€14.82

Fugro

7D

0.1%

1Y

129.7%

HEIJM

€10.68

Heijmans

7D

-2.4%

1Y

-19.2%

BAMNB

€2.26

Koninklijke BAM Groep

7D

1.1%

1Y

-15.7%

EBUS

€16.35

Ebusco Holding

7D

-5.5%

1Y

-31.6%

BRNL

€9.79

Brunel International

7D

0.6%

1Y

-6.9%