Narrative Update • Jun 18

The Logistics industry has stayed flat over the last week. The past year has been better, since the industry has gained 11% in that time. As for the next few years, earnings are expected to grow by 41% per annum.
Has the Dutch Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | €8.9b | €7.3b | €147.0m | 40.9x | 60.3x | 1.2x |
| Sun, 17 May 2026 | €8.8b | €7.4b | €147.3m | 40.4x | 59.7x | 1.2x |
| Tue, 14 Apr 2026 | €8.8b | €7.2b | €163.7m | 35.7x | 53.6x | 1.2x |
| Thu, 12 Mar 2026 | €8.9b | €6.9b | €233.6m | 28.1x | 38.2x | 1.3x |
| Sat, 07 Feb 2026 | €8.3b | €6.9b | €236.3m | 27.8x | 34.9x | 1.2x |
| Mon, 05 Jan 2026 | €6.6b | €6.9b | €236.8m | 22.5x | 27.8x | 1x |
| Wed, 03 Dec 2025 | €6.3b | €6.8b | €235.3m | 22.3x | 26.9x | 0.9x |
| Fri, 31 Oct 2025 | €6.6b | €6.5b | €253.1m | 21.4x | 26.3x | 1x |
| Sun, 28 Sep 2025 | €6.4b | €6.5b | €252.1m | 20.7x | 25.5x | 1x |
| Tue, 26 Aug 2025 | €7.8b | €6.3b | €315.1m | 19x | 24.6x | 1.2x |
| Thu, 24 Jul 2025 | €7.8b | €6.3b | €352.7m | 23.5x | 22.2x | 1.2x |
| Sat, 21 Jun 2025 | €8.0b | €6.3b | €351.6m | 21.2x | 22.8x | 1.3x |
| Mon, 19 May 2025 | €8.7b | €6.3b | €353.0m | 21.7x | 24.6x | 1.4x |
| Wed, 16 Apr 2025 | €7.7b | €6.1b | €365.1m | 22.7x | 21.1x | 1.3x |
| Fri, 14 Mar 2025 | €8.2b | €6.0b | €313.7m | 27.4x | 26.1x | 1.4x |
| Sun, 09 Feb 2025 | €8.6b | €5.6b | €256.5m | 31.3x | 33.4x | 1.5x |
| Tue, 07 Jan 2025 | €9.2b | €5.6b | €253.2m | 33.5x | 36.4x | 1.6x |
| Thu, 05 Dec 2024 | €8.5b | €5.6b | €251.9m | 31.5x | 33.9x | 1.5x |
| Sat, 02 Nov 2024 | €9.5b | €5.4b | €258.4m | 28.8x | 36.8x | 1.8x |
| Mon, 30 Sep 2024 | €9.0b | €5.5b | €262.9m | 28.6x | 34.2x | 1.6x |
| Wed, 28 Aug 2024 | €8.9b | €5.3b | €214.0m | 32.8x | 41.6x | 1.7x |
| Fri, 26 Jul 2024 | €8.4b | €5.3b | €214.7m | 32.1x | 39x | 1.6x |
| Sun, 23 Jun 2024 | €8.9b | €5.3b | €213.1m | 33.4x | 41.9x | 1.7x |
| Tue, 21 May 2024 | €9.1b | €5.3b | €216.3m | 33.2x | 42.2x | 1.7x |
| Thu, 18 Apr 2024 | €8.4b | €5.2b | €203.3m | 32x | 41.3x | 1.6x |
| Sat, 16 Mar 2024 | €7.7b | €5.1b | €175.4m | 34.6x | 43.6x | 1.5x |
| Mon, 12 Feb 2024 | €7.7b | €5.1b | -€853,322,136.62 | 59x | -9.1x | 1.5x |
| Wed, 10 Jan 2024 | €6.8b | €5.1b | -€853,658,081.00 | 51.1x | -8x | 1.3x |
| Fri, 08 Dec 2023 | €6.2b | €5.1b | -€853,499,377.00 | 45.5x | -7.3x | 1.2x |
| Sun, 05 Nov 2023 | €5.8b | €4.9b | -€892,040,810.00 | 52.8x | -6.5x | 1.2x |
| Tue, 03 Oct 2023 | €6.5b | €4.9b | -€895,230,268.00 | 60.2x | -7.3x | 1.3x |
| Thu, 31 Aug 2023 | €6.3b | €4.8b | -€872,443,483.00 | 47.1x | -7.3x | 1.3x |
| Sat, 29 Jul 2023 | €6.2b | €4.8b | -€880,975,763.00 | 47x | -7.1x | 1.3x |
| Mon, 26 Jun 2023 | €5.6b | €4.8b | -€881,679,353.00 | 42.5x | -6.4x | 1.2x |
-6.4x
Which industries have driven the changes within the Dutch Industrials industry?
| NL Market | 4.20% | |
| Industrials | -0.052% | |
| Logistics | 0.15% | |
| Air Freight and Logistics | 0.15% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| INPST InPost | €15.34 | 0.1% +€10.0m | 13.0% | PE67.7x |