Narrative Update • Jun 04

In the last week, Logistics has been flat. The past year has been better, since the industry has gained 7.5% in that time. Looking forward, earnings are forecast to grow by 40% annually.
Has the Dutch Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | €8.9b | €7.4b | €147.4m | 40.7x | 60.3x | 1.2x |
| Wed, 13 May 2026 | €8.8b | €7.1b | €163.4m | 36.4x | 53.9x | 1.2x |
| Fri, 10 Apr 2026 | €8.8b | €7.1b | €153.3m | 37.7x | 57.6x | 1.2x |
| Sun, 08 Mar 2026 | €9.0b | €6.9b | €232.7m | 28.7x | 38.6x | 1.3x |
| Tue, 03 Feb 2026 | €8.2b | €6.9b | €236.2m | 27.3x | 34.6x | 1.2x |
| Thu, 01 Jan 2026 | €6.6b | €6.9b | €236.4m | 22.7x | 27.9x | 1x |
| Sat, 29 Nov 2025 | €6.4b | €6.9b | €235.5m | 22.5x | 27.2x | 0.9x |
| Mon, 27 Oct 2025 | €6.7b | €6.5b | €253.3m | 21.5x | 26.6x | 1x |
| Wed, 24 Sep 2025 | €6.7b | €6.5b | €267.5m | 18.6x | 24.9x | 1x |
| Fri, 22 Aug 2025 | €7.8b | €6.3b | €315.4m | 19.2x | 24.8x | 1.2x |
| Sun, 20 Jul 2025 | €7.8b | €6.3b | €353.2m | 23x | 22.2x | 1.2x |
| Tue, 17 Jun 2025 | €8.3b | €6.3b | €351.3m | 21.8x | 23.6x | 1.3x |
| Thu, 15 May 2025 | €8.8b | €6.2b | €372.3m | 21.4x | 23.7x | 1.4x |
| Sat, 12 Apr 2025 | €7.5b | €6.1b | €365.9m | 22x | 20.5x | 1.2x |
| Mon, 10 Mar 2025 | €9.4b | €6.0b | €314.4m | 27.9x | 29.8x | 1.5x |
| Wed, 05 Feb 2025 | €8.4b | €5.6b | €255.5m | 30.4x | 33x | 1.5x |
| Fri, 03 Jan 2025 | €8.9b | €5.6b | €252.4m | 32.7x | 35.2x | 1.6x |
| Sun, 01 Dec 2024 | €8.8b | €5.6b | €250.9m | 32.2x | 35.1x | 1.6x |
| Tue, 29 Oct 2024 | €9.6b | €5.4b | €259.0m | 29.4x | 37.2x | 1.8x |
| Thu, 26 Sep 2024 | €9.1b | €5.5b | €263.3m | 28.4x | 34.6x | 1.7x |
| Sat, 24 Aug 2024 | €8.9b | €5.3b | €214.7m | 32.8x | 41.5x | 1.7x |
| Mon, 22 Jul 2024 | €8.5b | €5.3b | €214.8m | 32.1x | 39.7x | 1.6x |
| Wed, 19 Jun 2024 | €9.2b | €5.3b | €212.6m | 34.5x | 43.1x | 1.7x |
| Fri, 17 May 2024 | €9.0b | €5.3b | €216.0m | 32.7x | 41.5x | 1.7x |
| Sun, 14 Apr 2024 | €8.4b | €5.2b | €205.0m | 31.5x | 40.9x | 1.6x |
| Tue, 12 Mar 2024 | €7.8b | €5.1b | €175.9m | 35.1x | 44.2x | 1.5x |
| Thu, 08 Feb 2024 | €7.8b | €5.1b | -€853,780,372.07 | 59.6x | -9.1x | 1.5x |
| Sat, 06 Jan 2024 | €6.7b | €5.1b | -€854,034,296.00 | 50.5x | -7.9x | 1.3x |
| Mon, 04 Dec 2023 | €6.4b | €5.1b | -€853,181,842.00 | 46.5x | -7.4x | 1.2x |
| Wed, 01 Nov 2023 | €5.5b | €4.9b | -€892,096,163.00 | 50.2x | -6.2x | 1.1x |
| Fri, 29 Sep 2023 | €6.4b | €4.9b | -€895,683,943.00 | 61.4x | -7.2x | 1.3x |
| Sun, 27 Aug 2023 | €6.2b | €4.8b | -€872,448,127.00 | 46x | -7.1x | 1.3x |
| Tue, 25 Jul 2023 | €6.0b | €4.8b | -€881,850,075.00 | 45.7x | -6.8x | 1.3x |
| Thu, 22 Jun 2023 | €5.6b | €4.8b | -€881,594,698.00 | 42.2x | -6.3x | 1.2x |
-6.3x
Which industries have driven the changes within the Dutch Industrials industry?
| NL Market | 6.08% | |
| Industrials | -0.47% | |
| Logistics | -0.17% | |
| Air Freight and Logistics | -0.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PNL PostNL | €0.98 | 1.3% +€6.5m | 10.0% | PS0.2x |