Narrative Update • Aug 13

Over the last 7 days, the Machinery industry has dropped 4.0%, driven by a pullback from Aalberts of 4.6%. On the other hand Ebusco Holding is actually up 17%. In the past year, the industry has gained 26%. As for the next few years, earnings are expected to grow by 21% per annum.
Has the Dutch Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | €5.0b | €3.2b | €110.3m | 30.2x | 45.3x | 1.6x |
| Sat, 18 Jul 2026 | €4.8b | €3.3b | €39.2m | 28.9x | 123.4x | 1.5x |
| Mon, 15 Jun 2026 | €4.8b | €3.3b | €39.2m | 28.8x | 121.9x | 1.5x |
| Wed, 13 May 2026 | €4.5b | €3.3b | €41.6m | 26.5x | 107.5x | 1.4x |
| Fri, 10 Apr 2026 | €3.9b | €3.2b | €112.5m | 23x | 34.8x | 1.2x |
| Sun, 08 Mar 2026 | €4.0b | €3.2b | €112.6m | 24.1x | 35.8x | 1.3x |
| Tue, 03 Feb 2026 | €4.0b | €3.2b | €112.3m | 23.7x | 35.4x | 1.2x |
| Thu, 01 Jan 2026 | €3.6b | €3.2b | €112.3m | 20.2x | 31.7x | 1.1x |
| Sat, 29 Nov 2025 | €3.5b | €3.2b | €112.3m | 19.9x | 31x | 1.1x |
| Mon, 27 Oct 2025 | €3.6b | €3.2b | €115.8m | 20.4x | 30.8x | 1.1x |
| Wed, 24 Sep 2025 | €3.7b | €3.2b | €115.8m | 20.8x | 31.8x | 1.2x |
| Fri, 22 Aug 2025 | €3.9b | €3.2b | -€80,409,000.00 | 21.8x | -49x | 1.2x |
| Sun, 20 Jul 2025 | €4.1b | €3.3b | -€47,785,000.00 | 19.3x | -86.3x | 1.3x |
| Tue, 17 Jun 2025 | €4.0b | €3.3b | -€47,785,000.00 | 18.7x | -83.3x | 1.2x |
| Thu, 15 May 2025 | €4.0b | €3.3b | -€45,264,000.00 | 19x | -88.9x | 1.2x |
| Sat, 12 Apr 2025 | €3.5b | €3.4b | €3.5m | 16.9x | 987.9x | 1x |
| Mon, 10 Mar 2025 | €4.5b | €3.4b | €6.5m | 74.7x | 696.3x | 1.3x |
| Wed, 05 Feb 2025 | €4.3b | €3.5b | €132.4m | 81.9x | 32.7x | 1.3x |
| Fri, 03 Jan 2025 | €4.4b | €3.5b | €132.4m | 75.9x | 33.4x | 1.3x |
| Sun, 01 Dec 2024 | €4.6b | €3.4b | €134.6m | 38.5x | 34.3x | 1.3x |
| Tue, 29 Oct 2024 | €4.3b | €3.4b | €134.6m | 36.6x | 32.2x | 1.3x |
| Thu, 26 Sep 2024 | €4.5b | €3.4b | €134.6m | 39.1x | 33.1x | 1.3x |
| Sat, 24 Aug 2024 | €4.5b | €3.4b | €138.1m | 40.1x | 32.9x | 1.3x |
| Mon, 22 Jul 2024 | €5.1b | €3.5b | €177.5m | 47x | 28.9x | 1.4x |
| Wed, 19 Jun 2024 | €5.4b | €3.5b | €177.5m | 50.5x | 30.3x | 1.5x |
| Fri, 17 May 2024 | €6.0b | €3.5b | €174.8m | 124.3x | 34.6x | 1.7x |
| Sun, 14 Apr 2024 | €5.6b | €3.5b | €174.8m | 114.6x | 32.1x | 1.6x |
| Tue, 12 Mar 2024 | €5.3b | €3.5b | €240.7m | 102.3x | 22.2x | 1.5x |
| Thu, 08 Feb 2024 | €4.6b | €3.5b | €249.8m | 12.5x | 18.2x | 1.3x |
| Sat, 06 Jan 2024 | €4.8b | €3.5b | €249.8m | 12.8x | 19.1x | 1.4x |
| Mon, 04 Dec 2023 | €4.8b | €3.5b | €249.8m | 12.7x | 19.4x | 1.4x |
| Wed, 01 Nov 2023 | €4.0b | €3.5b | €247.9m | 10.3x | 16.1x | 1.1x |
| Fri, 29 Sep 2023 | €4.5b | €3.5b | €247.9m | 12x | 18.3x | 1.3x |
| Sun, 27 Aug 2023 | €5.2b | €3.5b | €248.8m | 12.9x | 20.7x | 1.5x |
20.7x
Which industries have driven the changes within the Dutch Industrials industry?
| NL Market | -2.28% | |
| Industrials | 1.03% | |
| Machinery | -4.04% | |
| Construction Machinery and Vehicles | 0% | 0 |
| Industrial Machinery | -4.04% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EBUS Ebusco Holding | €0.28 | 20.2% +€10.2m | -22.6% | PS0.9x | |
| NXFIL NX Filtration | €3.35 | 1.7% +€3.2m | -5.5% | PS15.3x |