Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Dutch (AEX) Electrical Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies4
  • 7D4.1%
  • 3M-3.2%
  • 1Y3.6%
  • YTD-4.9%

Over the last 7 days, the Electrical industry has risen 4.1%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 3.6%. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026€4.3b€8.6b€308.9m13x13.9x0.5x
Thu, 12 Mar 2026€4.2b€8.4b€313.5m12.7x13.3x0.5x
Sat, 07 Feb 2026€4.4b€8.4b€265.5m17.1x16.7x0.5x
Mon, 05 Jan 2026€4.6b€8.5b€322.5m15.9x14.2x0.5x
Wed, 03 Dec 2025€4.3b€8.5b€322.5m15.7x13.4x0.5x
Fri, 31 Oct 2025€4.5b€8.5b€322.5m16.2x13.9x0.5x
Sun, 28 Sep 2025€4.6b€8.7b€354.5m15x13x0.5x
Tue, 26 Aug 2025€4.8b€8.6b€387.9m15.2x12.3x0.6x
Thu, 24 Jul 2025€4.8b€8.8b€422.2m11.6x11.5x0.6x
Sat, 21 Jun 2025€4.7b€8.8b€422.2m11.2x11.1x0.5x
Mon, 19 May 2025€4.6b€8.8b€422.2m11.3x10.9x0.5x
Wed, 16 Apr 2025€4.3b€8.8b€399.2m10.5x10.7x0.5x
Fri, 14 Mar 2025€4.7b€8.8b€411.9m15.1x11.3x0.5x
Sun, 09 Feb 2025€4.7b€8.9b€465.7m21.8x10.2x0.5x
Tue, 07 Jan 2025€4.7b€9.0b€405.7m21.7x11.7x0.5x
Thu, 05 Dec 2024€4.5b€9.0b€405.7m18.7x11x0.5x
Sat, 02 Nov 2024€5.0b€9.0b€405.7m20.8x12.4x0.6x
Mon, 30 Sep 2024€5.0b€9.1b€380.7m22.4x13.1x0.5x
Wed, 28 Aug 2024€4.9b€9.1b€378.3m24.2x12.9x0.5x
Fri, 26 Jul 2024€5.4b€9.3b€426.4m13x12.7x0.6x
Sun, 23 Jun 2024€5.6b€9.3b€426.4m18.6x13.1x0.6x
Tue, 21 May 2024€6.1b€9.3b€421.5m22.6x14.5x0.7x
Thu, 18 Apr 2024€6.3b€9.5b€402.5m21.8x15.7x0.7x
Sat, 16 Mar 2024€6.1b€9.5b€401.1m25.2x15.3x0.6x
Mon, 12 Feb 2024€6.4b€9.4b€409.1m23.4x15.5x0.7x
Wed, 10 Jan 2024€6.9b€9.7b€437.1m24.1x15.8x0.7x
Fri, 08 Dec 2023€6.4b€9.7b€437.1m21x14.7x0.7x
Sun, 05 Nov 2023€5.8b€9.7b€437.1m16.7x13.4x0.6x
Tue, 03 Oct 2023€5.9b€9.9b€468.0m17.3x12.7x0.6x
Thu, 31 Aug 2023€6.7b€9.9b€464.9m22.2x14.5x0.7x
Sat, 29 Jul 2023€7.4b€10.0b€658.2m19.6x11.3x0.7x
Mon, 26 Jun 2023€6.6b€10.0b€661.3m25.6x9.9x0.7x
Wed, 24 May 2023€6.9b€10.0b€661.3m20.6x10.4x0.7x
Fri, 21 Apr 2023€7.3b€10.1b€720.3m21x10.1x0.7x
Price to Earnings Ratio

10.1x


Total Market Cap: €7.3bTotal Earnings: €720.3mTotal Revenue: €10.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Electrical Industry Price to Earnings3Y Average 12.8x202420252026
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 12.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 25% 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 Market5.23%
Industrials-1.92%
Electrical4.13%
Electrical Components4.40%
Heavy Electrical Equipment1.59%
Industry PE
  • Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 11.0x.
    • Analysts are expecting annual earnings growth of 7.5%, which is higher than its past year's earnings decline of 13.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 77% over the next 5 years.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 7.5% 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
TWEKA TKH Group€40.528.7%
+€129.2m		15.4%PE17.1x
LIGHT Signify€19.061.5%
+€33.4m		4.6%PE8.9x
SIFG Sif Holding€6.562.8%
+€5.4m		-34.1%PS0.3x
ALFEN Alfen€9.420.4%
+€913.2k		-23.8%PS0.5x

Latest News

ALFEN
€9.42
Alfen
7D
0.4%
1Y
-23.8%
TWEKA
€40.52
TKH Group
7D
8.7%
1Y
15.4%

TWEKA: Future Dividend And Margins Will Support Confidence In Earnings Quality

Analysts have lifted their price target on TKH Group to €42.37, citing updated assumptions for a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally higher future P/E multiple. What's in the News TKH Group N.V. declared an annual dividend of €1.35 per share, with payment scheduled for June 2, 2026, an ex dividend date of May 15, 2026, and a record date of May 18, 2026 (Key Developments).
LIGHT
€19.06
Signify
7D
1.5%
1Y
4.6%

LIGHT: Higher Discount Rate And Softer Outlook Will Reshape Margins Yet Support Rebound

Analysts have trimmed their fair value estimate for Signify to about €20.26 from roughly €23.81, citing softer revenue and margin expectations, along with a slightly higher assumed discount rate that has also led to several recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research has turned more cautious on Signify, with several houses cutting price targets and at least two downgrades, including one from JPMorgan.
SIFG
€6.56
Sif Holding
7D
2.8%
1Y
-34.1%

SIFG: Lower Growth Assumptions And Higher P/E Will Support Bullish Upside Potential

The latest analyst price target for Sif Holding has been revised lower to reflect updated fair value estimates of €7.93, along with more cautious assumptions on revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value was revised from €8.62 to €7.93, reflecting a lower estimated equity value per share.