Narrative Update • Apr 29

In the last week, the Machinery industry is up 5.4%, with Aalberts up 6.2%. This takes the industry's 12 month performance to a gain of 20%. As for the next few years, earnings are expected to grow by 19% per annum.
Has the Dutch Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | €4.7b | €3.3b | €39.2m | 27.8x | 119.2x | 1.4x |
| Mon, 20 Apr 2026 | €3.9b | €3.2b | €112.5m | 23x | 34.8x | 1.2x |
| Wed, 18 Mar 2026 | €3.8b | €3.2b | €112.5m | 22.7x | 34.2x | 1.2x |
| Fri, 13 Feb 2026 | €4.1b | €3.2b | €114.1m | 24.8x | 36.3x | 1.3x |
| Sun, 11 Jan 2026 | €3.6b | €3.2b | €112.3m | 20.9x | 32.4x | 1.1x |
| Tue, 09 Dec 2025 | €3.6b | €3.2b | €112.3m | 20.6x | 32.1x | 1.1x |
| Thu, 06 Nov 2025 | €3.4b | €3.2b | €115.8m | 19.2x | 29.2x | 1.1x |
| Sat, 04 Oct 2025 | €3.7b | €3.2b | €115.8m | 20.8x | 32.1x | 1.2x |
| Mon, 01 Sep 2025 | €3.8b | €3.2b | €115.8m | 21.5x | 33.2x | 1.2x |
| Wed, 30 Jul 2025 | €3.8b | €3.2b | -€76,385,000.00 | 20.8x | -49.3x | 1.2x |
| Fri, 27 Jun 2025 | €3.9b | €3.3b | -€47,785,000.00 | 18.3x | -82.6x | 1.2x |
| Sun, 25 May 2025 | €3.8b | €3.3b | -€47,785,000.00 | 18.1x | -80x | 1.2x |
| Tue, 22 Apr 2025 | €3.5b | €3.4b | €7.1m | 16.5x | 487.7x | 1x |
| Thu, 20 Mar 2025 | €4.3b | €3.4b | €6.5m | 76.5x | 666.6x | 1.3x |
| Sat, 15 Feb 2025 | €4.6b | €3.5b | €132.4m | 86.6x | 34.6x | 1.3x |
| Mon, 13 Jan 2025 | €4.3b | €3.5b | €132.4m | 75.6x | 32.2x | 1.2x |
| Wed, 11 Dec 2024 | €4.7b | €3.5b | €132.4m | 72.6x | 35.8x | 1.4x |
| Fri, 08 Nov 2024 | €4.5b | €3.4b | €134.6m | 37.9x | 33.4x | 1.3x |
| Sun, 06 Oct 2024 | €4.6b | €3.4b | €134.6m | 39x | 33.9x | 1.3x |
| Tue, 03 Sep 2024 | €4.6b | €3.4b | €134.6m | 42.7x | 34.2x | 1.3x |
| Thu, 01 Aug 2024 | €4.6b | €3.4b | €166.7m | 46.1x | 27.8x | 1.3x |
| Sat, 29 Jun 2024 | €4.9b | €3.5b | €177.5m | 46.7x | 27.7x | 1.4x |
| Mon, 27 May 2024 | €5.9b | €3.5b | €177.5m | 51x | 33.3x | 1.7x |
| Wed, 24 Apr 2024 | €5.6b | €3.5b | €174.8m | 114.6x | 31.9x | 1.6x |
| Fri, 22 Mar 2024 | €5.7b | €3.5b | €240.7m | 119.8x | 23.5x | 1.6x |
| Sun, 18 Feb 2024 | €4.7b | €3.5b | €236.0m | 13x | 20.1x | 1.3x |
| Tue, 16 Jan 2024 | €4.7b | €3.5b | €249.8m | 12.7x | 18.9x | 1.3x |
| Thu, 14 Dec 2023 | €4.9b | €3.5b | €249.8m | 13.1x | 19.6x | 1.4x |
| Sat, 11 Nov 2023 | €4.6b | €3.5b | €247.9m | 11.7x | 18.5x | 1.3x |
| Mon, 09 Oct 2023 | €4.4b | €3.5b | €247.9m | 11.7x | 17.8x | 1.3x |
| Wed, 06 Sep 2023 | €5.2b | €3.5b | €247.9m | 13.3x | 21x | 1.5x |
| Fri, 04 Aug 2023 | €5.6b | €3.5b | €272.7m | 14.1x | 20.4x | 1.6x |
| Sun, 02 Jul 2023 | €5.4b | €3.4b | €272.6m | 13.4x | 19.7x | 1.6x |
| Tue, 30 May 2023 | €5.5b | €3.4b | €272.6m | 14x | 20.3x | 1.6x |
20.3x
Which industries have driven the changes within the Dutch Industrials industry?
| NL Market | 4.91% | |
| Industrials | 3.92% | |
| Machinery | 5.37% | |
| Industrial Machinery | 5.38% | |
| Construction Machinery and Vehicles | 4.49% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AALB Aalberts | €38.76 | 6.2% +€241.6m | 30.3% | PE27.8x | |
| EBUS Ebusco Holding | €0.31 | 4.5% +€2.9m | -27.8% | PS0.9x |