Narrative Update • Aug 13
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Dutch (AEX) Electrical Industry Analysis
UpdatedAug 15, 2026
DataAggregated Company Financials
Companies4
- 7D8.5%
- 3M-10.2%
- 1Y-4.3%
- YTD-3.5%
All of the companies in the Electrical industry have been up over the last week, with the industry up 7.1%. In the past year, the industry is down 5.0%. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Sat, 15 Aug 2026 | €4.3b | €8.4b | €245.5m | 14x | 17.7x | 0.5x |
| Mon, 13 Jul 2026 | €4.1b | €8.4b | €247.9m | 14.2x | 16.5x | 0.5x |
| Wed, 10 Jun 2026 | €4.7b | €8.4b | €247.9m | 15.5x | 18.9x | 0.6x |
| Fri, 08 May 2026 | €4.7b | €8.4b | €247.9m | 15.8x | 18.9x | 0.6x |
| Sun, 05 Apr 2026 | €4.1b | €8.6b | €308.9m | 12.3x | 13.3x | 0.5x |
| Tue, 03 Mar 2026 | €4.3b | €8.4b | €282.6m | 16.9x | 15.3x | 0.5x |
| Thu, 29 Jan 2026 | €4.6b | €8.5b | €322.5m | 15.9x | 14.1x | 0.5x |
| Sat, 27 Dec 2025 | €4.4b | €8.5b | €322.5m | 15.4x | 13.5x | 0.5x |
| Mon, 24 Nov 2025 | €4.2b | €8.5b | €322.5m | 15.4x | 13.1x | 0.5x |
| Wed, 22 Oct 2025 | €4.7b | €8.7b | €354.5m | 16x | 13.3x | 0.5x |
| Fri, 19 Sep 2025 | €4.6b | €8.7b | €354.5m | 14.9x | 13.1x | 0.5x |
| Sun, 17 Aug 2025 | €4.6b | €8.7b | €378.1m | 14.7x | 12.2x | 0.5x |
| Tue, 15 Jul 2025 | €4.8b | €8.8b | €422.2m | 11.6x | 11.3x | 0.5x |
| Thu, 12 Jun 2025 | €4.8b | €8.8b | €422.2m | 11.7x | 11.5x | 0.6x |
| Sat, 10 May 2025 | €4.5b | €8.8b | €422.2m | 10.8x | 10.7x | 0.5x |
| Mon, 07 Apr 2025 | €4.0b | €8.8b | €399.2m | 10x | 10.1x | 0.5x |
| Wed, 05 Mar 2025 | €4.5b | €8.9b | €429.5m | 12.4x | 10.4x | 0.5x |
| Fri, 31 Jan 2025 | €4.7b | €8.9b | €465.7m | 21.7x | 10.1x | 0.5x |
| Sun, 29 Dec 2024 | €4.6b | €9.0b | €405.7m | 19.6x | 11.4x | 0.5x |
| Tue, 26 Nov 2024 | €4.6b | €9.0b | €405.7m | 18.7x | 11.4x | 0.5x |
| Thu, 24 Oct 2024 | €4.9b | €9.1b | €380.7m | 20.2x | 12.8x | 0.5x |
| Sat, 21 Sep 2024 | €4.8b | €9.1b | €380.7m | 20.6x | 12.5x | 0.5x |
| Mon, 19 Aug 2024 | €4.9b | €9.1b | €398.8m | 11.9x | 12.2x | 0.5x |
| Wed, 17 Jul 2024 | €5.6b | €9.3b | €426.4m | 13.4x | 13.1x | 0.6x |
| Fri, 14 Jun 2024 | €6.0b | €9.3b | €421.5m | 19.2x | 14.2x | 0.6x |
| Sun, 12 May 2024 | €6.2b | €9.3b | €421.5m | 22.1x | 14.7x | 0.7x |
| Tue, 09 Apr 2024 | €6.6b | €9.5b | €402.5m | 26x | 16.4x | 0.7x |
| Thu, 07 Mar 2024 | €6.1b | €9.5b | €400.9m | 25.3x | 15.3x | 0.6x |
| Sat, 03 Feb 2024 | €6.4b | €9.4b | €409.1m | 23.6x | 15.5x | 0.7x |
| Mon, 01 Jan 2024 | €7.1b | €9.7b | €437.1m | 25.6x | 16.3x | 0.7x |
| Wed, 29 Nov 2023 | €6.3b | €9.7b | €437.1m | 20.6x | 14.3x | 0.6x |
| Fri, 27 Oct 2023 | €5.3b | €9.9b | €463.1m | 13.9x | 11.4x | 0.5x |
| Sun, 24 Sep 2023 | €6.1b | €9.9b | €464.9m | 18.7x | 13x | 0.6x |
| Tue, 22 Aug 2023 | €6.6b | €9.9b | €479.6m | 17.9x | 13.8x | 0.7x |
Price to Earnings Ratio
13.8x
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 17.5x which is higher than its 3-year average PE of 13.6x.
- The industry is trading close to its 3-year average PS ratio of 0.56x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have declined 20% per year over the last three years,
- Revenues have also declined 5.3% 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 | 1.98% | |
| Industrials | 2.29% | |
| Electrical | 8.48% | |
| Electrical Components | 8.90% | |
| Heavy Electrical Equipment | 4.60% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 11.5x.
- Analysts are expecting annual earnings growth of 12.7%, which is lower than the prior year's growth of 23.8% 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 | |
|---|---|---|---|---|---|
| TWEKA TKH Group | €52.20 | 16.0% +€287.2m | 54.7% | PE16.3x | |
| LIGHT Signify | €15.60 | 1.9% +€34.5m | -31.2% | PE11.8x | |
| ALFEN Alfen | €13.36 | 5.5% +€15.2m | 15.3% | PS0.7x | |
| SIFG Sif Holding | €3.92 | 2.3% +€2.7m | -52.3% | PS0.2x |
