At €36.40, Is It Time To Put TKH Group N.V. (AMS:TWEKA) On Your Watch List?
Feb 12
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Dutch (AEX) Electrical Industry Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies4
- 7D0.8%
- 3M3.4%
- 1Y-24.0%
- YTD1.8%
Over the last 7 days, the Electrical industry has risen 1.7%, driven by gains from Signify of 3.5%. During this same period, the Alfen underperformed, falling 10%. In contrast, the industry has lost 22% in the last 12 months. As for the next few years, earnings are expected to grow by 14% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | €4.8b | €8.9b | €429.5m | 12.8x | 11.1x | 0.5x |
| Sun, 19 Jan 2025 | €4.8b | €9.0b | €405.7m | 21.7x | 11.9x | 0.5x |
| Tue, 17 Dec 2024 | €4.6b | €9.0b | €405.7m | 19.5x | 11.2x | 0.5x |
| Thu, 14 Nov 2024 | €4.6b | €9.0b | €405.7m | 19.5x | 11.2x | 0.5x |
| Sat, 12 Oct 2024 | €5.0b | €9.1b | €380.7m | 21.3x | 13.2x | 0.6x |
| Mon, 09 Sep 2024 | €4.6b | €9.1b | €380.7m | 20.3x | 12.2x | 0.5x |
| Wed, 07 Aug 2024 | €4.8b | €9.1b | €447.4m | 10.8x | 10.8x | 0.5x |
| Fri, 05 Jul 2024 | €5.6b | €9.3b | €426.4m | 13.8x | 13.1x | 0.6x |
| Sun, 02 Jun 2024 | €6.0b | €9.3b | €421.5m | 20.3x | 14.2x | 0.6x |
| Tue, 30 Apr 2024 | €6.1b | €9.3b | €421.5m | 22.3x | 14.5x | 0.7x |
| Thu, 28 Mar 2024 | €6.6b | €9.5b | €404.4m | 23.6x | 16.3x | 0.7x |
| Sat, 24 Feb 2024 | €6.2b | €9.5b | €400.9m | 26.7x | 15.6x | 0.7x |
| Mon, 22 Jan 2024 | €6.7b | €9.7b | €437.1m | 22.8x | 15.3x | 0.7x |
| Wed, 20 Dec 2023 | €7.0b | €9.7b | €437.1m | 23.5x | 16x | 0.7x |
| Fri, 17 Nov 2023 | €6.3b | €9.7b | €437.1m | 20.8x | 14.5x | 0.7x |
| Sun, 15 Oct 2023 | €5.8b | €9.9b | €463.1m | 16x | 12.5x | 0.6x |
| Tue, 12 Sep 2023 | €6.1b | €9.9b | €464.9m | 18.7x | 13.2x | 0.6x |
| Thu, 10 Aug 2023 | €7.1b | €9.8b | €451.2m | 19.4x | 15.7x | 0.7x |
| Sat, 08 Jul 2023 | €6.8b | €10.0b | €661.3m | 18.7x | 10.2x | 0.7x |
| Mon, 05 Jun 2023 | €6.9b | €10.0b | €661.3m | 20.7x | 10.5x | 0.7x |
| Wed, 03 May 2023 | €7.4b | €10.1b | €720.3m | 21.7x | 10.3x | 0.7x |
| Fri, 31 Mar 2023 | €7.7b | €10.1b | €722.3m | 22.2x | 10.6x | 0.8x |
| Sun, 26 Feb 2023 | €7.8b | €10.0b | €710.2m | 22.4x | 11x | 0.8x |
| Tue, 24 Jan 2023 | €8.0b | €9.9b | €777.1m | 21.7x | 10.3x | 0.8x |
| Thu, 22 Dec 2022 | €7.7b | €9.9b | €777.1m | 22.1x | 9.9x | 0.8x |
| Sat, 19 Nov 2022 | €7.6b | €9.9b | €777.1m | 21.8x | 9.8x | 0.8x |
| Mon, 17 Oct 2022 | €7.0b | €9.7b | €760.1m | 18.9x | 9.2x | 0.7x |
| Wed, 14 Sep 2022 | €8.1b | €9.7b | €760.1m | 20.1x | 10.7x | 0.8x |
| Fri, 12 Aug 2022 | €8.4b | €9.5b | €717.3m | 21.9x | 11.7x | 0.9x |
| Sun, 10 Jul 2022 | €8.1b | €9.2b | €552.3m | 19.8x | 14.7x | 0.9x |
| Tue, 07 Jun 2022 | €9.1b | €9.2b | €552.3m | 21.7x | 16.5x | 1x |
| Thu, 05 May 2022 | €8.6b | €9.2b | €552.3m | 21.6x | 15.6x | 0.9x |
| Sat, 02 Apr 2022 | €9.6b | €9.1b | €525.3m | 23.7x | 18.3x | 1.1x |
| Mon, 28 Feb 2022 | €9.7b | €8.9b | €493.6m | 26.2x | 19.6x | 1.1x |
Price to Earnings Ratio
19.6x
Current Industry PE
- Investors are pessimistic on the Dutch Electrical 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 11.2x which is lower than its 3-year average PE of 12.9x.
- The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have declined 4.5% 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 | -0.91% | |
| Industrials | -1.16% | |
| Electrical | 0.76% | |
| Electrical Components | 1.09% | |
| Heavy Electrical Equipment | -1.49% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry even though it's trading below its 3-year average PE ratio of 10.9x.
- Analysts are expecting annual earnings growth of 6.5%, which is lower than the prior year's growth of 16.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 69% over the next 5 years.
- This is better than its past earnings growth rate of 49% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 6.5% 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 | |
|---|---|---|---|---|---|
| TWEKA TKH Group | €37.46 | 1.7% +€24.7m | -2.6% | PE12.8x | |
| LIGHT Signify | €21.28 | 0.8% +€20.2m | -16.9% | PE8.2x | |
| ALFEN Alfen | €12.20 | 4.5% +€11.3m | -78.1% | PS0.5x |