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Dutch (AEX) Electrical Industry Analysis

UpdatedFeb 27, 2026

DataAggregated Company Financials

Companies4

7D-1.3%
3M-0.7%
1Y-5.6%
YTD-3.6%

Over the last 7 days, the Electrical industry has remained flat. Unfortunately though, the industry is down 6.7% over the past 12 months. As for the next few years, earnings are expected to grow by 15% 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, 27 Feb 2026	€4.3b	€8.4b	€282.6m	17.1x	15.4x	0.5x
Sun, 25 Jan 2026	€4.5b	€8.5b	€322.5m	15.8x	13.9x	0.5x
Tue, 23 Dec 2025	€4.3b	€8.5b	€322.5m	15.4x	13.5x	0.5x
Thu, 20 Nov 2025	€4.3b	€8.5b	€322.5m	15.5x	13.2x	0.5x
Sat, 18 Oct 2025	€4.7b	€8.7b	€354.5m	15.6x	13.1x	0.5x
Mon, 15 Sep 2025	€4.5b	€8.7b	€354.5m	14.6x	12.7x	0.5x
Wed, 13 Aug 2025	€4.6b	€8.7b	€414.2m	10.8x	11.1x	0.5x
Fri, 11 Jul 2025	€4.9b	€8.8b	€422.2m	11.8x	11.5x	0.6x
Sun, 08 Jun 2025	€4.7b	€8.8b	€422.2m	11.3x	11.1x	0.5x
Tue, 06 May 2025	€4.5b	€8.8b	€422.2m	10.7x	10.6x	0.5x
Thu, 03 Apr 2025	€4.5b	€8.8b	€399.2m	11x	11.1x	0.5x
Sat, 01 Mar 2025	€4.7b	€8.9b	€429.5m	12.6x	11.1x	0.5x
Mon, 27 Jan 2025	€4.9b	€8.9b	€465.7m	20.8x	10.5x	0.5x
Wed, 25 Dec 2024	€4.6b	€9.0b	€405.7m	19x	11.3x	0.5x
Fri, 22 Nov 2024	€4.6b	€9.0b	€405.7m	18.9x	11.3x	0.5x
Sun, 20 Oct 2024	€5.0b	€9.1b	€380.7m	20.7x	13.2x	0.6x
Tue, 17 Sep 2024	€4.7b	€9.1b	€380.7m	20.4x	12.4x	0.5x
Thu, 15 Aug 2024	€4.8b	€9.1b	€447.4m	10.9x	10.7x	0.5x
Sat, 13 Jul 2024	€5.7b	€9.3b	€426.4m	13.9x	13.3x	0.6x
Mon, 10 Jun 2024	€6.0b	€9.3b	€421.5m	20.5x	14.2x	0.6x
Wed, 08 May 2024	€6.3b	€9.3b	€421.5m	22.3x	14.9x	0.7x
Fri, 05 Apr 2024	€6.6b	€9.5b	€404.4m	23.6x	16.3x	0.7x
Sun, 03 Mar 2024	€6.1b	€9.5b	€400.9m	25.4x	15.3x	0.6x
Tue, 30 Jan 2024	€6.7b	€9.7b	€437.1m	23.4x	15.3x	0.7x
Thu, 28 Dec 2023	€7.2b	€9.7b	€437.1m	25.3x	16.4x	0.7x
Sat, 25 Nov 2023	€6.2b	€9.7b	€437.1m	19.9x	14.3x	0.6x
Mon, 23 Oct 2023	€5.5b	€9.9b	€463.1m	14.8x	11.9x	0.6x
Wed, 20 Sep 2023	€6.1b	€9.9b	€464.9m	19x	13.2x	0.6x
Fri, 18 Aug 2023	€6.7b	€9.9b	€479.6m	18.5x	14x	0.7x
Sun, 16 Jul 2023	€7.1b	€10.0b	€658.2m	18.6x	10.8x	0.7x
Tue, 13 Jun 2023	€8.8b	€11.9b	€798.4m	19.9x	11x	0.7x
Thu, 11 May 2023	€7.1b	€10.1b	€720.3m	22.6x	9.9x	0.7x
Sat, 08 Apr 2023	€7.2b	€10.1b	€720.3m	21.5x	10x	0.7x
Mon, 06 Mar 2023	€8.0b	€10.0b	€710.2m	22.6x	11.2x	0.8x

Price to Earnings Ratio

11.2x

Mon, 06 Mar 2023

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 15.5x which is higher than its 3-year average PE of 12.7x.

The industry is trading close to its 3-year average PS ratio of 0.59x.

Past Earnings Growth

The earnings for companies in the Electrical industry have declined 26% per year over the last three years,
Revenues have also declined 5.8% 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	0.39%
Industrials	-0.17%
Electrical	-1.34%
Heavy Electrical Equipment	-0.28%
Electrical Components	-1.46%

Industry PE

Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 10.9x.

Analysts are expecting annual earnings growth of 9.7%, which is higher than its past year's earnings decline of 34.2% per year.

Forecasted Growth

Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 64% over the next 5 years.

In contrast, the Electrical Components industry is expected to see its earnings grow by 9.7% 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	€39.64	0.3% +€4.0m	6.3%	PE24.9x
	ALFEN Alfen	€9.23	1.5% +€3.0m	-28.7%	PS0.5x

Latest News

TWEKA: Higher Required Returns Will Still Support Attractive Future Upside

Feb 23Analysts now set their TKH Group price target at about €48.73, slightly below the prior €49.40. This reflects small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E inputs in their models.

ALFEN: Firmer Revenue Pipeline And Reset Expectations Will Support Future Rerating

Feb 21We trim our Alfen fair value estimate to €13.16 from €13.79 as analysts balance more cautious profit margin and P/E assumptions against firmer revenue growth expectations and mixed recent rating changes. Analyst Commentary Recent Street research on Alfen reflects a mixed but active view, with one downgrade and at least one upgrade, as analysts reassess valuation, execution risk, and growth expectations.

SIFG: Stable Assumptions And Higher Required Return Will Support Bullish Upside Potential

Feb 19Analysts have trimmed their price target on Sif Holding to €8.62 per share, reflecting small updates to their discount rate and P/E assumptions rather than a major shift in the underlying investment case. Valuation Changes Fair Value: €8.62 per share is unchanged, indicating no shift in the core valuation output.