Dutch (AEX) Electrical Industry Analysis

Industry Valuation and Performance

Has the Dutch Electrical Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 31 Oct 2024	€5.1b	€9.0b	€405.7m	21.4x	12.5x	0.6x
Sat, 28 Sep 2024	€5.0b	€9.1b	€380.7m	22.4x	13.1x	0.5x
Mon, 26 Aug 2024	€4.9b	€9.1b	€378.3m	25.4x	13x	0.5x
Wed, 24 Jul 2024	€5.4b	€9.3b	€426.4m	12.7x	12.6x	0.6x
Fri, 21 Jun 2024	€5.7b	€9.3b	€421.5m	19.1x	13.6x	0.6x
Sun, 19 May 2024	€6.1b	€9.3b	€421.5m	22.1x	14.4x	0.7x
Tue, 16 Apr 2024	€6.5b	€9.5b	€402.5m	22.9x	16x	0.7x
Thu, 14 Mar 2024	€6.1b	€9.5b	€401.1m	25.2x	15.3x	0.6x
Sat, 10 Feb 2024	€6.4b	€9.4b	€409.1m	23.4x	15.5x	0.7x
Mon, 08 Jan 2024	€6.7b	€9.7b	€437.1m	22.9x	15.3x	0.7x
Wed, 06 Dec 2023	€6.2b	€9.7b	€437.1m	20x	14.3x	0.6x
Fri, 03 Nov 2023	€5.7b	€9.7b	€437.1m	16x	13.1x	0.6x
Sun, 01 Oct 2023	€5.9b	€9.9b	€468.0m	17.8x	12.7x	0.6x
Tue, 29 Aug 2023	€6.6b	€9.9b	€464.9m	21.8x	14.3x	0.7x
Thu, 27 Jul 2023	€7.2b	€10.0b	€658.2m	19.2x	10.9x	0.7x
Sat, 24 Jun 2023	€6.6b	€10.0b	€661.3m	25.6x	9.9x	0.7x
Mon, 22 May 2023	€6.9b	€10.0b	€661.3m	20.8x	10.4x	0.7x
Wed, 19 Apr 2023	€7.4b	€10.1b	€720.3m	21.4x	10.3x	0.7x
Fri, 17 Mar 2023	€7.3b	€10.1b	€722.3m	21.2x	10.1x	0.7x
Sun, 12 Feb 2023	€7.9b	€9.9b	€694.1m	22.3x	11.4x	0.8x
Tue, 10 Jan 2023	€8.0b	€9.9b	€777.1m	22.7x	10.3x	0.8x
Thu, 08 Dec 2022	€7.8b	€9.9b	€777.1m	22.4x	10.1x	0.8x
Sat, 05 Nov 2022	€7.6b	€9.9b	€777.1m	20.3x	9.8x	0.8x
Mon, 03 Oct 2022	€7.0b	€9.7b	€760.1m	19x	9.2x	0.7x
Wed, 31 Aug 2022	€7.9b	€9.7b	€762.6m	17.2x	10.3x	0.8x
Fri, 29 Jul 2022	€8.6b	€9.2b	€552.3m	21.4x	15.6x	0.9x
Sun, 26 Jun 2022	€7.9b	€9.2b	€552.3m	19.4x	14.3x	0.9x
Tue, 24 May 2022	€8.7b	€9.2b	€552.3m	20.6x	15.8x	0.9x
Thu, 21 Apr 2022	€9.1b	€9.1b	€525.3m	22.9x	17.4x	1x
Sat, 19 Mar 2022	€9.8b	€9.1b	€527.6m	22.7x	18.6x	1.1x
Mon, 14 Feb 2022	€9.5b	€8.8b	€488.2m	26.8x	19.4x	1.1x
Wed, 12 Jan 2022	€9.6b	€8.7b	€452.2m	28.6x	21.1x	1.1x
Fri, 10 Dec 2021	€9.3b	€8.7b	€452.2m	28.1x	20.5x	1.1x
Sun, 07 Nov 2021	€9.8b	€8.7b	€452.2m	30.7x	21.6x	1.1x

Current Industry PE

Investors are relatively neutral on the Dutch Electrical 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 13.9x.

The industry is trading close to its 3-year average PS ratio of 0.77x.

Past Earnings Growth

The earnings for companies in the Electrical industry have declined 3.6% 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 industry?


NL Market	-2.19%
Industrials	-0.21%
Electrical	4.34%
Electrical Components	4.41%
Heavy Electrical Equipment	3.90%

Industry PE

Investors are most optimistic about the Heavy Electrical Equipment industry even though it's trading below its 3-year average PE ratio of 43.4x.

Analysts are expecting annual earnings growth of 65.1%, which is higher than its past year's earnings decline of 13.3% per year.

Investors are most pessimistic about the Electrical Components industry, which is trading close to its 3-year average of 11.6x.

Forecasted Growth

Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 65% over the next 5 years.
This is better than its past earnings decline of 13% per year.

In contrast, the Electrical Components industry is expected to see its earnings grow by 14% per year over the next few years.

Company	Last Price	7D	1Y	Valuation
LIGHT Signify	€22.94	5.7% +€156.4m	-8.5%	PE10.8x
TWEKA TKH Group	€37.72	2.0% +€29.5m	9.8%	PE12.8x
ALFEN Alfen	€12.77	8.3% +€21.2m	-57.2%	PE30x
SIFG Sif Holding	€13.88	1.2% +€4.8m	47.2%	PE36.4x

Company

Last Price

Valuation

LIGHT Signify

€22.94

5.7%
+€156.4m

-8.5%

PE10.8x

TWEKA TKH Group

€37.72

2.0%
+€29.5m

9.8%