Narrative Update • Jul 02

Over the last 7 days, the Machinery industry has risen 4.6%, driven by gains from every company within the industry. This means that the industry has gained 20% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.
Has the Dutch Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | €4.9b | €3.3b | €39.2m | 29.3x | 124.9x | 1.5x |
| Wed, 03 Jun 2026 | €4.7b | €3.3b | €39.2m | 28x | 119.8x | 1.4x |
| Fri, 01 May 2026 | €3.9b | €3.2b | €112.5m | 23.2x | 34.7x | 1.2x |
| Sun, 29 Mar 2026 | €3.7b | €3.2b | €112.5m | 21.6x | 32.5x | 1.1x |
| Tue, 24 Feb 2026 | €4.1b | €3.2b | €114.1m | 24.6x | 35.8x | 1.3x |
| Thu, 22 Jan 2026 | €3.7b | €3.2b | €112.3m | 21.3x | 32.6x | 1.1x |
| Sat, 20 Dec 2025 | €3.5b | €3.2b | €112.3m | 20x | 31.3x | 1.1x |
| Mon, 17 Nov 2025 | €3.4b | €3.2b | €112.2m | 19.5x | 30.5x | 1.1x |
| Wed, 15 Oct 2025 | €3.5b | €3.2b | €115.8m | 19.6x | 30.2x | 1.1x |
| Fri, 12 Sep 2025 | €3.7b | €3.2b | €115.8m | 20.8x | 32x | 1.2x |
| Sun, 10 Aug 2025 | €3.9b | €3.2b | -€76,385,000.00 | 21.5x | -51x | 1.2x |
| Tue, 08 Jul 2025 | €4.0b | €3.3b | -€47,785,000.00 | 18.5x | -83.6x | 1.2x |
| Thu, 05 Jun 2025 | €4.0b | €3.3b | -€47,785,000.00 | 19x | -84.4x | 1.2x |
| Sat, 03 May 2025 | €3.8b | €3.3b | -€45,264,000.00 | 17.8x | -83.9x | 1.2x |
| Mon, 31 Mar 2025 | €4.1b | €3.4b | €3.5m | 19.8x | 1160.1x | 1.2x |
| Wed, 26 Feb 2025 | €4.5b | €3.5b | €132.4m | 79.2x | 34.1x | 1.3x |
| Fri, 24 Jan 2025 | €4.3b | €3.5b | €132.4m | 76.4x | 32.5x | 1.2x |
| Sun, 22 Dec 2024 | €4.3b | €3.5b | €132.4m | 74.5x | 32.7x | 1.3x |
| Tue, 19 Nov 2024 | €4.4b | €3.3b | €282.9m | 37.3x | 15.7x | 1.3x |
| Thu, 17 Oct 2024 | €4.4b | €3.4b | €134.6m | 39.6x | 32.6x | 1.3x |
| Sat, 14 Sep 2024 | €4.5b | €3.4b | €134.6m | 39.4x | 33.1x | 1.3x |
| Mon, 12 Aug 2024 | €4.4b | €3.4b | €137.6m | 44.4x | 31.7x | 1.3x |
| Wed, 10 Jul 2024 | €4.9b | €3.5b | €177.5m | 46.7x | 27.8x | 1.4x |
| Fri, 07 Jun 2024 | €5.6b | €3.5b | €177.5m | 49.4x | 31.3x | 1.6x |
| Sun, 05 May 2024 | €5.7b | €3.5b | €174.8m | 127.9x | 32.9x | 1.6x |
| Tue, 02 Apr 2024 | €5.6b | €3.5b | €174.8m | 107.5x | 32.3x | 1.6x |
| Thu, 29 Feb 2024 | €5.1b | €3.5b | €234.6m | 14.5x | 21.9x | 1.5x |
| Sat, 27 Jan 2024 | €4.8b | €3.5b | €249.8m | 13x | 19.1x | 1.4x |
| Mon, 25 Dec 2023 | €5.1b | €3.5b | €249.8m | 13.8x | 20.6x | 1.5x |
| Wed, 22 Nov 2023 | €4.9b | €3.5b | €249.8m | 12.6x | 19.5x | 1.4x |
| Fri, 20 Oct 2023 | €4.2b | €3.5b | €247.9m | 10.7x | 16.9x | 1.2x |
| Sun, 17 Sep 2023 | €4.9b | €3.5b | €247.9m | 12.9x | 19.9x | 1.4x |
| Tue, 15 Aug 2023 | €5.5b | €3.5b | €249.9m | 13.9x | 21.9x | 1.6x |
| Thu, 13 Jul 2023 | €5.5b | €3.4b | €272.8m | 13.8x | 20.3x | 1.6x |
20.3x
Which industries have driven the changes within the Dutch Industrials industry?
| NL Market | 3.18% | |
| Industrials | 2.86% | |
| Machinery | 4.57% | |
| Industrial Machinery | 4.63% | |
| Construction Machinery and Vehicles | 0.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AALB Aalberts | €40.86 | 4.8% +€201.0m | 33.6% | PE29.3x | |
| NXFIL NX Filtration | €3.69 | 5.4% +€11.0m | 1.4% | PS16.9x | |
| ENVI Envipco Holding | €3.77 | 0.4% +€991.4k | -49.1% | PS2.8x | |
| EBUS Ebusco Holding | €0.29 | 1.1% +€650.8k | -43.2% | PS0.8x |