Narrative Update • Jun 30
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- 7D3.6%
- 3M32.4%
- 1Y-4.8%
- YTD15.7%
The Chemicals industry is up 3.6% in the last week, with DSM-Firmenich up 4.1%. However, the industry is down 4.8% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.
Industry Valuation and Performance
Has the Dutch Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | €33.9b | €21.6b | €697.8m | 16.7x | 48.5x | 1.6x |
| Wed, 03 Jun 2026 | €31.3b | €21.5b | €703.2m | 18.3x | 44.5x | 1.5x |
| Fri, 01 May 2026 | €26.6b | €21.5b | €706.5m | 14.6x | 37.7x | 1.2x |
| Sun, 29 Mar 2026 | €25.7b | €21.8b | €714.9m | 14.3x | 36x | 1.2x |
| Tue, 24 Feb 2026 | €27.7b | €21.7b | €711.5m | 18.1x | 38.9x | 1.3x |
| Thu, 22 Jan 2026 | €28.8b | €26.0b | €576.0m | 17.1x | 50x | 1.1x |
| Sat, 20 Dec 2025 | €29.5b | €26.0b | €576.4m | 16.9x | 51.1x | 1.1x |
| Mon, 17 Nov 2025 | €30.3b | €26.0b | €574.0m | 17.3x | 52.7x | 1.2x |
| Wed, 15 Oct 2025 | €30.7b | €26.1b | €931.0m | 15x | 32.9x | 1.2x |
| Fri, 12 Sep 2025 | €34.0b | €26.0b | €898.9m | 15.3x | 37.9x | 1.3x |
| Sun, 10 Aug 2025 | €34.0b | €26.1b | €894.4m | 15x | 38x | 1.3x |
| Tue, 08 Jul 2025 | €37.0b | €26.0b | €460.9m | 22x | 80.2x | 1.4x |
| Thu, 05 Jun 2025 | €39.0b | €26.0b | €452.1m | 21.7x | 86.3x | 1.5x |
| Sat, 03 May 2025 | €37.9b | €26.0b | €449.5m | 21x | 84.2x | 1.5x |
| Mon, 31 Mar 2025 | €37.8b | €26.1b | €509.4m | 17.9x | 74.3x | 1.5x |
| Wed, 26 Feb 2025 | €41.5b | €27.2b | €186.5m | 16.7x | 222.7x | 1.5x |
| Fri, 24 Jan 2025 | €40.4b | €26.8b | -€235,856,920.00 | 14.4x | -171.1x | 1.5x |
| Sun, 22 Dec 2024 | €39.3b | €26.8b | -€234,959,680.00 | 14x | -167.2x | 1.5x |
| Tue, 19 Nov 2024 | €40.7b | €26.8b | -€228,604,230.00 | 14x | -177.9x | 1.5x |
| Thu, 17 Oct 2024 | €48.0b | €26.8b | -€181,206,700.00 | 16.7x | -265x | 1.8x |
| Sat, 14 Sep 2024 | €49.3b | €26.7b | -€167,523,790.00 | 16.2x | -294.1x | 1.8x |
| Mon, 12 Aug 2024 | €48.1b | €26.8b | -€181,843,430.00 | 15.5x | -264.4x | 1.8x |
| Wed, 10 Jul 2024 | €44.7b | €24.9b | -€720,069,060.00 | 15.5x | -62.1x | 1.8x |
| Fri, 07 Jun 2024 | €44.3b | €24.9b | -€715,368,630.00 | 16.4x | -62x | 1.8x |
| Sun, 05 May 2024 | €45.3b | €24.9b | -€756,386,450.00 | 18.5x | -59.9x | 1.8x |
| Tue, 02 Apr 2024 | €46.6b | €24.9b | -€842,449,850.00 | 18.1x | -55.3x | 1.9x |
| Thu, 29 Feb 2024 | €44.3b | €25.0b | -€536,596,680.00 | 17.6x | -82.5x | 1.8x |
| Sat, 27 Jan 2024 | €45.3b | €35.3b | €470.5m | 17.5x | 96.4x | 1.3x |
| Mon, 25 Dec 2023 | €44.5b | €35.2b | €473.8m | 17.3x | 94x | 1.3x |
| Wed, 22 Nov 2023 | €42.1b | €35.3b | €472.0m | 15.2x | 89.2x | 1.2x |
| Fri, 20 Oct 2023 | €38.5b | €36.8b | €775.1m | 13.7x | 49.7x | 1x |
| Sun, 17 Sep 2023 | €40.4b | €36.7b | €773.6m | 16.2x | 52.2x | 1.1x |
| Tue, 15 Aug 2023 | €42.8b | €36.2b | €1.5b | 19.4x | 29x | 1.2x |
| Thu, 13 Jul 2023 | €46.5b | €37.5b | €2.0b | 14.5x | 23.2x | 1.2x |
Price to Earnings Ratio
23.2x
Current Industry PE
- Investors are optimistic on the Dutch Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 48.5x which is higher than its 3-year average PE of 5.2x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 30% per year over the last three years,
- Revenues have also declined 17% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Dutch Materials industry?
| NL Market | 1.99% | |
| Materials | 7.93% | |
| Chemicals | 3.57% | |
| Specialty Chemicals | 3.67% | |
| Commodity Chemicals | 2.69% | |
| Fertilizers and Agricultural Chemicals | 0% | 0 |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 18.2%, which is lower than the prior year's growth of 33.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Fertilizers and Agricultural Chemicals industry, expecting annual earnings growth of 147% over the next 5 years.
- In contrast, the Specialty Chemicals industry is expected to see its earnings grow by 18% 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 | €85.00 | 4.1% +€836.6m | -5.8% | PE76.8x | |
| AKZA Akzo Nobel | €60.80 | 2.9% +€291.1m | 1.3% | PE16.7x | |
| CRBN Corbion | €20.60 | 2.5% +€28.8m | 11.7% | PE15.9x | |
| HYDRA Hydratec Industries | €224.00 | 3.7% +€10.4m | 33.3% | PE12.1x | |
| HOLCO Holland Colours | €85.50 | 1.2% +€860.4k | -25.7% | PE21.1x |
