Narrative Update • Jun 04

The Logistics industry has stayed flat over the last week. As for the the longer term, the industry is up 4.6% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | €8.9b | €7.4b | €147.4m | 40.7x | 60.3x | 1.2x |
| Tue, 12 May 2026 | €8.9b | €7.2b | €163.9m | 36.7x | 54.2x | 1.2x |
| Thu, 09 Apr 2026 | €8.9b | €7.1b | €153.3m | 38.2x | 58x | 1.2x |
| Sat, 07 Mar 2026 | €9.0b | €6.9b | €232.7m | 28.7x | 38.6x | 1.3x |
| Mon, 02 Feb 2026 | €8.1b | €6.9b | €236.6m | 27x | 34.3x | 1.2x |
| Wed, 31 Dec 2025 | €6.6b | €6.9b | €236.2m | 22.6x | 27.9x | 1x |
| Fri, 28 Nov 2025 | €6.4b | €6.9b | €235.8m | 21.9x | 27x | 0.9x |
| Sun, 26 Oct 2025 | €6.7b | €6.5b | €253.3m | 21.5x | 26.6x | 1x |
| Tue, 23 Sep 2025 | €6.7b | €6.5b | €267.7m | 18.7x | 25x | 1x |
| Thu, 21 Aug 2025 | €7.8b | €6.3b | €315.9m | 19.3x | 24.8x | 1.2x |
| Sat, 19 Jul 2025 | €7.8b | €6.3b | €353.2m | 23x | 22.2x | 1.2x |
| Mon, 16 Jun 2025 | €8.2b | €6.3b | €351.5m | 21.6x | 23.4x | 1.3x |
| Wed, 14 May 2025 | €9.2b | €6.2b | €372.1m | 21.5x | 24.7x | 1.5x |
| Fri, 11 Apr 2025 | €7.4b | €6.2b | €368.1m | 21.6x | 20.2x | 1.2x |
| Sun, 09 Mar 2025 | €9.4b | €6.0b | €314.4m | 27.9x | 29.8x | 1.5x |
| Tue, 04 Feb 2025 | €8.4b | €5.6b | €253.9m | 30.5x | 33.2x | 1.5x |
| Thu, 02 Jan 2025 | €8.8b | €5.6b | €251.9m | 32.2x | 34.8x | 1.6x |
| Sat, 30 Nov 2024 | €8.8b | €5.6b | €251.1m | 32.2x | 35.1x | 1.6x |
| Mon, 28 Oct 2024 | €9.6b | €5.4b | €259.1m | 29x | 37.2x | 1.8x |
| Wed, 25 Sep 2024 | €9.1b | €5.5b | €264.1m | 28.2x | 34.3x | 1.7x |
| Fri, 23 Aug 2024 | €8.8b | €5.3b | €213.9m | 32.6x | 41.2x | 1.7x |
| Sun, 21 Jul 2024 | €8.5b | €5.3b | €214.8m | 32.1x | 39.7x | 1.6x |
| Tue, 18 Jun 2024 | €9.1b | €5.3b | €212.2m | 34.2x | 42.7x | 1.7x |
| Thu, 16 May 2024 | €8.8b | €5.2b | €182.9m | 37.1x | 47.9x | 1.7x |
| Sat, 13 Apr 2024 | €8.4b | €5.2b | €205.0m | 31.5x | 40.9x | 1.6x |
| Mon, 11 Mar 2024 | €7.9b | €5.1b | €175.4m | 35.7x | 44.9x | 1.5x |
| Wed, 07 Feb 2024 | €7.9b | €5.1b | -€853,955,345.09 | 60.7x | -9.3x | 1.6x |
| Fri, 05 Jan 2024 | €6.7b | €5.1b | -€853,844,470.00 | 50.3x | -7.9x | 1.3x |
| Sun, 03 Dec 2023 | €6.4b | €5.1b | -€853,181,842.00 | 46.5x | -7.4x | 1.2x |
| Tue, 31 Oct 2023 | €5.5b | €4.9b | -€891,915,949.00 | 49.4x | -6.1x | 1.1x |
| Thu, 28 Sep 2023 | €6.4b | €4.9b | -€895,542,890.00 | 60.9x | -7.2x | 1.3x |
| Sat, 26 Aug 2023 | €6.2b | €4.8b | -€872,405,646.00 | 46x | -7.1x | 1.3x |
| Mon, 24 Jul 2023 | €6.0b | €4.8b | -€882,262,080.00 | 45.3x | -6.8x | 1.2x |
| Wed, 21 Jun 2023 | €5.6b | €4.8b | -€881,908,319.00 | 42.8x | -6.4x | 1.2x |
-6.4x
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 |