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Dutch (AEX) Electrical Industry Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies4
  • 7D-6.4%
  • 3M-18.1%
  • 1Y-14.5%
  • YTD-16.2%

Over the last 7 days, the Electrical industry has dropped 6.4%, driven by pullbacks from every company within the industry. Overall the industry is down 14% in 12 months. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Jul 2026€3.8b€8.3b€211.9m14.3x17.8x0.5x
Fri, 26 Jun 2026€4.3b€8.4b€247.9m14.4x17.2x0.5x
Sun, 24 May 2026€4.9b€8.4b€247.9m16.2x19.8x0.6x
Tue, 21 Apr 2026€4.5b€8.6b€308.9m13.6x14.5x0.5x
Thu, 19 Mar 2026€4.1b€8.6b€311.5m12.5x13.2x0.5x
Sat, 14 Feb 2026€4.4b€8.4b€282.6m17.2x15.7x0.5x
Mon, 12 Jan 2026€4.5b€8.5b€322.5m15.7x13.8x0.5x
Wed, 10 Dec 2025€4.3b€8.5b€322.5m15.7x13.3x0.5x
Fri, 07 Nov 2025€4.4b€8.5b€322.5m15.9x13.6x0.5x
Sun, 05 Oct 2025€4.7b€8.7b€354.5m16x13.3x0.5x
Tue, 02 Sep 2025€4.6b€8.7b€354.5m14.9x12.9x0.5x
Thu, 31 Jul 2025€4.6b€8.7b€414.2m11.2x11.1x0.5x
Sat, 28 Jun 2025€4.9b€8.8b€422.2m11.9x11.7x0.6x
Mon, 26 May 2025€4.6b€8.8b€422.2m11x10.9x0.5x
Wed, 23 Apr 2025€4.2b€8.8b€399.2m10.4x10.6x0.5x
Fri, 21 Mar 2025€4.8b€8.8b€399.2m11.9x12x0.5x
Sun, 16 Feb 2025€4.8b€8.9b€429.5m12.6x11.1x0.5x
Tue, 14 Jan 2025€4.6b€9.0b€405.7m20x11.4x0.5x
Thu, 12 Dec 2024€4.6b€9.0b€405.7m20x11.3x0.5x
Sat, 09 Nov 2024€4.8b€9.0b€405.7m20x11.9x0.5x
Mon, 07 Oct 2024€5.1b€9.1b€380.7m21.5x13.3x0.6x
Wed, 04 Sep 2024€4.8b€9.1b€380.7m21.9x12.6x0.5x
Fri, 02 Aug 2024€5.1b€9.1b€447.4m11.6x11.3x0.6x
Sun, 30 Jun 2024€5.3b€9.3b€426.4m12.9x12.4x0.6x
Tue, 28 May 2024€6.1b€9.3b€421.5m20.5x14.4x0.7x
Thu, 25 Apr 2024€6.3b€9.5b€402.5m21.8x15.7x0.7x
Sat, 23 Mar 2024€6.5b€9.5b€404.4m23.7x16.1x0.7x
Mon, 19 Feb 2024€6.4b€9.5b€400.9m27.7x16x0.7x
Wed, 17 Jan 2024€6.7b€9.7b€437.1m23.9x15.4x0.7x
Fri, 15 Dec 2023€7.0b€9.7b€437.1m24.3x16.1x0.7x
Sun, 12 Nov 2023€5.9b€9.7b€437.1m17.3x13.4x0.6x
Tue, 10 Oct 2023€5.8b€9.9b€463.1m16.6x12.5x0.6x
Thu, 07 Sep 2023€6.4b€9.9b€464.9m19.4x13.8x0.6x
Sat, 05 Aug 2023€7.2b€9.8b€451.2m19.3x16.1x0.7x
Price to Earnings Ratio

16.1x


Total Market Cap: €7.2bTotal Earnings: €451.2mTotal Revenue: €9.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Electrical Industry Price to Earnings3Y Average 13.6x202420252026
Current Industry PE
  • Investors are optimistic on the Dutch Electrical industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.8x which is higher than its 3-year average PE of 13.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.57x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 22% per year over the last three years,
  • Revenues have also declined 5.5% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Dutch Industrials industry?

NL Market-2.62%
Industrials4.62%
Electrical-6.37%
Heavy Electrical Equipment-4.86%
Electrical Components-6.54%
Industry PE
  • Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 11.5x.
    • Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings decline of 29.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 53% over the next 5 years.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 15% 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
No data available

Latest News

LIGHT
€13.97
Signify
7D
-14.2%
1Y
-33.5%
Narrative Update • Jul 27

LIGHT: Weaker Margins And Chinese Competition Will Constrain Future Upside

Signify's analyst fair value estimate has been trimmed to €12.60 from €13.70, reflecting updated views from analysts who cite mixed price target moves, such as the recent adjustments around €19 to €25, as well as ongoing pressure on growth and margins from competition, pricing and input costs. Analyst Commentary Recent research on Signify points to a mixed but cautious tone, with several price target changes and rating updates highlighting ongoing questions around growth, pricing power and profitability.
SIFG
€4.08
Sif Holding
7D
-0.5%
1Y
-52.0%
ALFEN
€12.52
Alfen
7D
-8.9%
1Y
15.0%
Narrative Update • Jul 10

ALFEN: Future Margin Ambitions May Overstate Execution And Policy Support

Alfen's analyst price target has been raised from €9.88 to €11.22, as analysts highlight stronger margin expectations and upgraded views on Smart Grids and Energy Storage following recent research updates. Analyst Commentary Recent research on Alfen reflects a mix of optimism around growth in Smart Grids and Energy Storage and more measured views on execution risk and valuation.
TWEKA
€42.36
TKH Group
7D
-1.4%
1Y
15.4%
Narrative Update • Jun 30

TWEKA: Higher Required Returns And P/E Repricing Will Support Future Upside

Analysts have raised their price target for TKH Group from €49.64 to €54.21, citing updated assumptions for revenue growth, profit margins and the future P/E multiple in their valuation work. What’s in the News for TKH Group Analysts updated their valuation work on TKH Group, revising the price target from €49.64 to €54.21 based on refreshed assumptions for revenue, profit margins and the future P/E multiple.