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Dutch (AEX) Electrical Industry Analysis

UpdatedJun 24, 2026

DataAggregated Company Financials

Companies4

7D-7.5%
3M6.5%
1Y-4.5%
YTD-3.0%

In the last week, the Electrical industry is up 1.5%, with Alfen leading the way, up 10%. In the last 12 months, the industry was up 7.3%. Looking forward, earnings are forecast to grow by 17% annually.

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
Wed, 24 Jun 2026	€4.4b	€8.4b	€247.9m	14.6x	17.6x	0.5x
Fri, 22 May 2026	€4.8b	€8.4b	€247.9m	16x	19.4x	0.6x
Sun, 19 Apr 2026	€4.5b	€8.6b	€308.9m	13.6x	14.5x	0.5x
Tue, 17 Mar 2026	€4.1b	€8.6b	€311.5m	12.4x	13.1x	0.5x
Thu, 12 Feb 2026	€4.4b	€8.4b	€265.5m	17.3x	16.8x	0.5x
Sat, 10 Jan 2026	€4.5b	€8.5b	€322.5m	15.7x	13.8x	0.5x
Mon, 08 Dec 2025	€4.4b	€8.5b	€322.5m	15.9x	13.5x	0.5x
Wed, 05 Nov 2025	€4.5b	€8.5b	€322.5m	16.4x	13.8x	0.5x
Fri, 03 Oct 2025	€4.7b	€8.7b	€354.5m	15.9x	13.3x	0.5x
Sun, 31 Aug 2025	€4.6b	€8.6b	€387.9m	14.9x	11.8x	0.5x
Tue, 29 Jul 2025	€4.5b	€8.7b	€414.2m	11x	10.8x	0.5x
Thu, 26 Jun 2025	€4.7b	€8.8b	€422.2m	11.3x	11.1x	0.5x
Sat, 24 May 2025	€4.6b	€8.8b	€422.2m	11x	10.9x	0.5x
Mon, 21 Apr 2025	€4.2b	€8.8b	€399.2m	10.4x	10.6x	0.5x
Wed, 19 Mar 2025	€4.9b	€8.8b	€411.9m	16.2x	12x	0.6x
Fri, 14 Feb 2025	€4.7b	€8.9b	€465.7m	20x	10.2x	0.5x
Sun, 12 Jan 2025	€4.6b	€9.0b	€405.7m	20.2x	11.3x	0.5x
Tue, 10 Dec 2024	€4.6b	€9.0b	€405.7m	20.3x	11.3x	0.5x
Thu, 07 Nov 2024	€4.8b	€9.0b	€405.7m	19.6x	11.9x	0.5x
Sat, 05 Oct 2024	€5.1b	€9.1b	€380.7m	21.5x	13.3x	0.6x
Mon, 02 Sep 2024	€5.0b	€9.1b	€380.7m	21.5x	13x	0.5x
Wed, 31 Jul 2024	€5.2b	€9.1b	€447.4m	11.9x	11.6x	0.6x
Fri, 28 Jun 2024	€5.3b	€9.3b	€426.4m	12.8x	12.5x	0.6x
Sun, 26 May 2024	€6.0b	€9.3b	€421.5m	20.2x	14.2x	0.6x
Tue, 23 Apr 2024	€6.3b	€9.5b	€402.5m	21.9x	15.7x	0.7x
Thu, 21 Mar 2024	€6.4b	€9.5b	€404.4m	23x	15.8x	0.7x
Sat, 17 Feb 2024	€6.4b	€9.5b	€400.9m	27.7x	16x	0.7x
Mon, 15 Jan 2024	€6.9b	€9.7b	€437.1m	24.4x	15.8x	0.7x
Wed, 13 Dec 2023	€6.6b	€9.7b	€437.1m	21.9x	15.1x	0.7x
Fri, 10 Nov 2023	€5.9b	€9.7b	€437.1m	17.6x	13.6x	0.6x
Sun, 08 Oct 2023	€5.8b	€9.9b	€463.1m	16.6x	12.6x	0.6x
Tue, 05 Sep 2023	€6.6b	€9.9b	€464.9m	20.8x	14.1x	0.7x
Thu, 03 Aug 2023	€7.3b	€9.8b	€451.2m	19x	16.1x	0.7x
Sat, 01 Jul 2023	€6.8b	€10.0b	€661.3m	25.2x	10.2x	0.7x

Price to Earnings Ratio

10.2x

Sat, 01 Jul 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 19.4x which is higher than its 3-year average PE of 13.4x.

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 28% 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	-1.18%
Industrials	-2.03%
Electrical	-7.52%
Heavy Electrical Equipment	0.72%
Electrical Components	-8.53%

Industry PE

Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 11.4x.

Analysts are expecting annual earnings growth of 12.6%, which is higher than its past year's earnings decline of 25.1% 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 13% 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
	ALFEN Alfen	€16.17	5.4% +€18.0m	57.1%	PS0.8x

Latest News

Narrative Update • Jun 17

LIGHT: Margin Execution And Dividend Will Support Recovery After Recent Downgrades

Analysts have reduced their fair value estimate for Signify to about €25.61 from €26.00, citing lower growth expectations and pricing pressure. These factors are consistent with recent downgrades that reference Chinese competition, delayed interest rate cuts and slower progress on margin improvement.

Narrative Update • Jun 16

TWEKA: Future Margin And P/E Assumptions Will Support Earnings Quality Confidence

Analysts have lifted their price target on TKH Group from €42.37 to €49.00. This reflects updated assumptions for revenue growth, profit margin, discount rate and future P/E that they see as better aligning the valuation with current expectations.

Narrative Update • Jun 15

SIFG: Higher Revenue And Margin Assumptions Will Support Balanced Long-Term Profile

Analysts have revised their price target on Sif Holding to €6.85, with the change mainly reflecting updated assumptions for higher revenue growth, wider profit margins, and a lower future P/E of 15.49x compared with 27.89x previously. What's in the News No recent company specific news items were provided.