Narrative Update • Aug 10

In the last week, the Electrical industry is up 5.1%, with TKH Group up 10.0%. In contrast, the industry has lost 8.2% in the last 12 months. Earnings are forecast to grow by 16% annually.
Has the Dutch Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | €4.2b | €8.4b | €245.5m | 13.4x | 16.9x | 0.5x |
| Sat, 11 Jul 2026 | €4.1b | €8.4b | €247.9m | 14.2x | 16.5x | 0.5x |
| Mon, 08 Jun 2026 | €4.8b | €8.4b | €247.9m | 15.8x | 19.3x | 0.6x |
| Wed, 06 May 2026 | €4.7b | €8.4b | €247.9m | 15.8x | 18.9x | 0.6x |
| Fri, 03 Apr 2026 | €4.1b | €8.6b | €308.9m | 12.3x | 13.3x | 0.5x |
| Sun, 01 Mar 2026 | €4.3b | €8.4b | €282.6m | 16.9x | 15.3x | 0.5x |
| Tue, 27 Jan 2026 | €4.4b | €8.5b | €322.5m | 15.7x | 13.8x | 0.5x |
| Thu, 25 Dec 2025 | €4.4b | €8.5b | €322.5m | 15.4x | 13.5x | 0.5x |
| Sat, 22 Nov 2025 | €4.2b | €8.5b | €322.5m | 15.4x | 13.1x | 0.5x |
| Mon, 20 Oct 2025 | €4.7b | €8.7b | €354.5m | 15.6x | 13.1x | 0.5x |
| Wed, 17 Sep 2025 | €4.5b | €8.7b | €354.5m | 14.6x | 12.8x | 0.5x |
| Fri, 15 Aug 2025 | €4.6b | €8.7b | €378.1m | 14.6x | 12.2x | 0.5x |
| Sun, 13 Jul 2025 | €4.8b | €8.8b | €422.2m | 11.7x | 11.4x | 0.5x |
| Tue, 10 Jun 2025 | €4.7b | €8.8b | €422.2m | 11.4x | 11.2x | 0.5x |
| Thu, 08 May 2025 | €4.5b | €8.8b | €422.2m | 10.7x | 10.6x | 0.5x |
| Sat, 05 Apr 2025 | €4.0b | €8.8b | €399.2m | 10x | 10.1x | 0.5x |
| Mon, 03 Mar 2025 | €4.7b | €8.9b | €429.5m | 12.6x | 10.9x | 0.5x |
| Wed, 29 Jan 2025 | €4.8b | €8.9b | €465.7m | 21.4x | 10.4x | 0.5x |
| Fri, 27 Dec 2024 | €4.6b | €9.0b | €405.7m | 19x | 11.3x | 0.5x |
| Sun, 24 Nov 2024 | €4.6b | €9.0b | €405.7m | 18.6x | 11.4x | 0.5x |
| Tue, 22 Oct 2024 | €5.0b | €9.1b | €380.7m | 20.3x | 13x | 0.5x |
| Thu, 19 Sep 2024 | €4.8b | €9.1b | €380.7m | 21.2x | 12.6x | 0.5x |
| Sat, 17 Aug 2024 | €4.9b | €9.1b | €398.8m | 11.9x | 12.2x | 0.5x |
| Mon, 15 Jul 2024 | €5.7b | €9.3b | €426.4m | 13.9x | 13.3x | 0.6x |
| Wed, 12 Jun 2024 | €5.9b | €9.3b | €421.5m | 19.9x | 14.1x | 0.6x |
| Fri, 10 May 2024 | €6.2b | €9.3b | €421.5m | 22.5x | 14.8x | 0.7x |
| Sun, 07 Apr 2024 | €6.6b | €9.5b | €402.5m | 25.8x | 16.3x | 0.7x |
| Tue, 05 Mar 2024 | €6.1b | €9.5b | €400.9m | 25.1x | 15.2x | 0.6x |
| Thu, 01 Feb 2024 | €6.7b | €9.4b | €409.1m | 24.9x | 16.3x | 0.7x |
| Sat, 30 Dec 2023 | €7.1b | €9.7b | €437.1m | 25.6x | 16.3x | 0.7x |
| Mon, 27 Nov 2023 | €6.2b | €9.7b | €437.1m | 19.9x | 14.3x | 0.6x |
| Wed, 25 Oct 2023 | €5.5b | €9.9b | €463.1m | 14.9x | 11.8x | 0.6x |
| Fri, 22 Sep 2023 | €6.1b | €9.9b | €464.9m | 18.8x | 13.1x | 0.6x |
| Sun, 20 Aug 2023 | €6.6b | €9.9b | €479.6m | 18.1x | 13.8x | 0.7x |
13.8x
Which industries have driven the changes within the Dutch Industrials industry?
| NL Market | 2.21% | |
| Industrials | 0.49% | |
| Electrical | 4.09% | |
| Electrical Components | 4.55% | |
| Heavy Electrical Equipment | -0.23% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TWEKA TKH Group | €48.90 | 8.8% +€157.1m | 46.1% | PE15.2x | |
| LIGHT Signify | €15.35 | 0.4% +€7.1m | -31.1% | PE11.6x |