Narrative Update • Jun 17

Last week, the Electrical industry hasn't moved much but Alfen is up 10% in that time. As for the the longer term, the industry is up 6.3% over the past 12 months. As for the next few years, earnings are expected to grow by 17% per annum.
Has the Dutch Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | €4.8b | €8.4b | €247.9m | 15.9x | 19.4x | 0.6x |
| Thu, 21 May 2026 | €4.7b | €8.4b | €247.9m | 16x | 19x | 0.6x |
| Sat, 18 Apr 2026 | €4.5b | €8.6b | €308.9m | 13.6x | 14.5x | 0.5x |
| Mon, 16 Mar 2026 | €4.1b | €8.6b | €311.5m | 12.4x | 13.1x | 0.5x |
| Wed, 11 Feb 2026 | €4.5b | €8.4b | €265.5m | 17.5x | 17x | 0.5x |
| Fri, 09 Jan 2026 | €4.5b | €8.5b | €322.5m | 15.7x | 13.9x | 0.5x |
| Sun, 07 Dec 2025 | €4.4b | €8.5b | €322.5m | 15.9x | 13.5x | 0.5x |
| Tue, 04 Nov 2025 | €4.4b | €8.5b | €322.5m | 15.9x | 13.7x | 0.5x |
| Thu, 02 Oct 2025 | €4.6b | €8.7b | €354.5m | 15.5x | 13x | 0.5x |
| Sat, 30 Aug 2025 | €4.6b | €8.6b | €387.9m | 14.9x | 11.8x | 0.5x |
| Mon, 28 Jul 2025 | €4.5b | €8.7b | €414.2m | 11x | 10.8x | 0.5x |
| Wed, 25 Jun 2025 | €4.7b | €8.8b | €422.2m | 11.3x | 11.1x | 0.5x |
| Fri, 23 May 2025 | €4.6b | €8.8b | €422.2m | 11.2x | 11x | 0.5x |
| Sun, 20 Apr 2025 | €4.2b | €8.8b | €399.2m | 10.4x | 10.6x | 0.5x |
| Tue, 18 Mar 2025 | €4.9b | €8.8b | €411.9m | 15.7x | 11.9x | 0.6x |
| Thu, 13 Feb 2025 | €4.7b | €8.9b | €465.7m | 21.4x | 10.1x | 0.5x |
| Sat, 11 Jan 2025 | €4.6b | €9.0b | €405.7m | 20.2x | 11.3x | 0.5x |
| Mon, 09 Dec 2024 | €4.6b | €9.0b | €405.7m | 19.6x | 11.3x | 0.5x |
| Wed, 06 Nov 2024 | €5.0b | €9.0b | €405.7m | 20.5x | 12.2x | 0.6x |
| Fri, 04 Oct 2024 | €5.0b | €9.1b | €380.7m | 21.1x | 13.1x | 0.5x |
| Sun, 01 Sep 2024 | €5.0b | €9.1b | €378.3m | 23.9x | 13.1x | 0.5x |
| Tue, 30 Jul 2024 | €5.1b | €9.1b | €447.4m | 11.6x | 11.5x | 0.6x |
| Thu, 27 Jun 2024 | €5.3b | €9.3b | €426.4m | 12.8x | 12.3x | 0.6x |
| Sat, 25 May 2024 | €6.0b | €9.3b | €421.5m | 20.2x | 14.2x | 0.6x |
| Mon, 22 Apr 2024 | €6.3b | €9.5b | €402.5m | 21.9x | 15.7x | 0.7x |
| Wed, 20 Mar 2024 | €6.3b | €9.5b | €404.4m | 23.3x | 15.5x | 0.7x |
| Fri, 16 Feb 2024 | €6.5b | €9.5b | €400.9m | 27.4x | 16.1x | 0.7x |
| Sun, 14 Jan 2024 | €6.9b | €9.7b | €437.1m | 24.4x | 15.8x | 0.7x |
| Tue, 12 Dec 2023 | €6.6b | €9.7b | €437.1m | 21.8x | 15.1x | 0.7x |
| Thu, 09 Nov 2023 | €5.7b | €9.7b | €437.1m | 16.7x | 13.1x | 0.6x |
| Sat, 07 Oct 2023 | €5.8b | €9.9b | €463.1m | 16.6x | 12.6x | 0.6x |
| Mon, 04 Sep 2023 | €6.6b | €9.9b | €464.9m | 21.3x | 14.3x | 0.7x |
| Wed, 02 Aug 2023 | €7.4b | €9.8b | €451.2m | 19.8x | 16.4x | 0.8x |
| Fri, 30 Jun 2023 | €6.6b | €10.0b | €661.3m | 24x | 10x | 0.7x |
10x
Which industries have driven the changes within the Dutch Industrials industry?
| NL Market | 1.09% | |
| Industrials | -0.85% | |
| Electrical | 1.54% | |
| Heavy Electrical Equipment | 6.60% | |
| Electrical Components | 0.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALFEN Alfen | €16.55 | 10.3% +€33.7m | 66.0% | PS0.8x | |
| LIGHT Signify | €20.92 | 1.4% +€33.3m | -2.3% | PE12.9x | |
| TWEKA TKH Group | €44.72 | 0.4% +€6.4m | 23.1% | PE18.9x |