Dutch (AEX) Materials Sector Analysis

Sector Valuation and Performance

Has the Dutch Materials Sector valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 24 Nov 2024	€63.3b	€94.6b	-€1,179,867,604.00	12.1x	-53.7x	0.7x
Tue, 22 Oct 2024	€68.6b	€93.5b	-€693,459,762.20	18.1x	-98.9x	0.7x
Thu, 19 Sep 2024	€67.2b	€91.9b	-€660,089,687.80	16.9x	-101.7x	0.7x
Sat, 17 Aug 2024	€65.1b	€92.4b	-€669,526,307.20	15.5x	-97.3x	0.7x
Mon, 15 Jul 2024	€65.9b	€93.5b	€60.3m	18.6x	1092.3x	0.7x
Wed, 12 Jun 2024	€64.0b	€94.4b	€61.0m	19.5x	1050.2x	0.7x
Fri, 10 May 2024	€67.7b	€94.2b	€27.7m	20.7x	2441.5x	0.7x
Sun, 07 Apr 2024	€69.4b	€96.2b	€305.2m	15.9x	227.3x	0.7x
Tue, 05 Mar 2024	€66.1b	€96.1b	€586.5m	15.8x	112.7x	0.7x
Thu, 01 Feb 2024	€70.2b	€109.1b	€4.6b	13.7x	15.4x	0.6x
Sat, 30 Dec 2023	€69.6b	€107.4b	€4.5b	12.5x	15.6x	0.6x
Mon, 27 Nov 2023	€64.1b	€108.2b	€4.5b	11.5x	14.2x	0.6x
Wed, 25 Oct 2023	€58.0b	€114.5b	€5.2b	7.1x	11.1x	0.5x
Fri, 22 Sep 2023	€63.2b	€114.0b	€5.2b	7.4x	12.1x	0.6x
Sun, 20 Aug 2023	€64.7b	€112.1b	€5.8b	10.9x	11.1x	0.6x
Tue, 18 Jul 2023	€70.0b	€115.0b	€8.3b	7.6x	8.4x	0.6x
Thu, 15 Jun 2023	€70.6b	€117.7b	€8.5b	7.5x	8.3x	0.6x
Sat, 13 May 2023	€73.8b	€109.3b	€8.1b	7.4x	9.1x	0.7x
Mon, 10 Apr 2023	€64.0b	€113.1b	€11.4b	7.2x	5.6x	0.6x
Wed, 08 Mar 2023	€68.7b	€115.7b	€11.7b	10.4x	5.9x	0.6x
Fri, 03 Feb 2023	€70.1b	€117.3b	€16.3b	11.2x	4.3x	0.6x
Sun, 01 Jan 2023	€64.5b	€119.0b	€16.5b	11.1x	3.9x	0.5x
Tue, 29 Nov 2022	€68.1b	€121.7b	€16.9b	11.2x	4x	0.6x
Thu, 27 Oct 2022	€65.6b	€124.4b	€20.7b	14.3x	3.2x	0.5x
Sat, 24 Sep 2022	€59.2b	€127.3b	€21.4b	10.6x	2.8x	0.5x
Mon, 22 Aug 2022	€69.0b	€124.2b	€20.8b	13.2x	3.3x	0.6x
Wed, 20 Jul 2022	€65.3b	€117.1b	€20.5b	13.8x	3.2x	0.6x
Fri, 17 Jun 2022	€69.7b	€113.5b	€19.8b	14.6x	3.5x	0.6x
Sun, 15 May 2022	€76.0b	€114.4b	€20.0b	15.6x	3.8x	0.7x
Tue, 12 Apr 2022	€81.6b	€102.7b	€17.3b	15.8x	4.7x	0.8x
Thu, 10 Mar 2022	€77.3b	€101.2b	€17.0b	12.5x	4.6x	0.8x
Sat, 05 Feb 2022	€81.3b	€90.5b	€13.0b	18.4x	6.3x	0.9x
Mon, 03 Jan 2022	€89.0b	€90.9b	€13.1b	21.1x	6.8x	1x
Wed, 01 Dec 2021	€83.7b	€91.5b	€13.2b	20.8x	6.4x	0.9x

Current Industry PE

Investors are relatively neutral on the Dutch Materials industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The industry is trading close to its 3-year average PS ratio of 0.66x.

Past Earnings Growth

Total earnings for the Materials industry have declined over the last three years, with the industry now making a loss overall.
Meanwhile revenues have remained mostly flat.
This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Dutch Materials sector?


NL Market	0.83%
Materials	2.02%
Packaging	5.38%
Chemicals	3.21%
Basic Materials	0%
Paper and Forestry Products	0%
Metals and Mining	-0.26%

Industry PE

Forecasted Growth

Analysts are most optimistic on the Packaging industry, expecting annual earnings growth of 85% over the next 5 years.

In contrast, the Chemicals industry is expected to see its earnings grow by 32% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
DSFIR DSM-Firmenich	€107.25	4.6% +€1.2b	17.6%	PS2.3x
AKZA Akzo Nobel	€55.88	0.4% +€34.2m	-19.5%	PE16.9x
OCI OCI	€11.32	0.6% +€14.8m	-45.4%	PS1.3x
CRBN Corbion	€21.98	0.6% +€8.1m	26.9%	PE16x
CABKA Cabka	€2.74	5.4% +€3.5m	-55.8%	PS0.4x