Narrative Update • Jun 01
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- 7D3.8%
- 3M15.7%
- 1Y-20.2%
- YTD1.4%
The Chemicals industry is up 4.3% in the last week, with DSM-Firmenich up 6.4%. In contrast, the industry has lost 20% in the last 12 months. Earnings are forecast to grow by 21% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | €29.7b | €21.5b | €701.5m | 15.6x | 42.4x | 1.4x |
| Sun, 10 May 2026 | €27.6b | €21.5b | €707.6m | 14.6x | 39x | 1.3x |
| Tue, 07 Apr 2026 | €25.9b | €21.8b | €714.8m | 14.4x | 36.3x | 1.2x |
| Thu, 05 Mar 2026 | €26.2b | €21.7b | €720.7m | 14.9x | 36.3x | 1.2x |
| Sat, 31 Jan 2026 | €29.1b | €26.0b | €580.4m | 17.8x | 50.1x | 1.1x |
| Mon, 29 Dec 2025 | €29.4b | €26.0b | €577.8m | 16.9x | 50.9x | 1.1x |
| Wed, 26 Nov 2025 | €29.7b | €26.0b | €572.3m | 17.4x | 51.9x | 1.1x |
| Fri, 24 Oct 2025 | €31.6b | €26.1b | €931.3m | 15.5x | 33.9x | 1.2x |
| Sun, 21 Sep 2025 | €32.3b | €26.0b | €899.2m | 15.3x | 36x | 1.2x |
| Tue, 19 Aug 2025 | €33.7b | €26.1b | €895.1m | 15x | 37.6x | 1.3x |
| Thu, 17 Jul 2025 | €36.3b | €26.0b | €458.5m | 21.6x | 79.1x | 1.4x |
| Sat, 14 Jun 2025 | €38.5b | €26.0b | €455.9m | 21.3x | 84.5x | 1.5x |
| Mon, 12 May 2025 | €38.0b | €26.0b | €447.9m | 21.3x | 84.9x | 1.5x |
| Wed, 09 Apr 2025 | €35.2b | €26.1b | €513.6m | 16.1x | 68.5x | 1.4x |
| Fri, 07 Mar 2025 | €39.9b | €27.0b | €173.3m | 19.4x | 230.1x | 1.5x |
| Sun, 02 Feb 2025 | €39.4b | €26.9b | -€262,670,190.00 | 14.2x | -150.1x | 1.5x |
| Tue, 31 Dec 2024 | €39.2b | €26.8b | -€238,324,330.00 | 13.9x | -164.5x | 1.5x |
| Thu, 28 Nov 2024 | €41.1b | €26.8b | -€225,389,120.00 | 13.9x | -182.4x | 1.5x |
| Sat, 26 Oct 2024 | €47.8b | €26.7b | -€211,047,960.00 | 16.4x | -226.3x | 1.8x |
| Mon, 23 Sep 2024 | €48.0b | €26.7b | -€162,364,660.00 | 16.2x | -295.7x | 1.8x |
| Wed, 21 Aug 2024 | €47.2b | €26.7b | -€164,607,760.00 | 15.6x | -286.7x | 1.8x |
| Fri, 19 Jul 2024 | €45.6b | €24.9b | -€714,995,580.00 | 16.2x | -63.8x | 1.8x |
| Sun, 16 Jun 2024 | €42.6b | €25.0b | -€727,306,230.00 | 16.6x | -58.5x | 1.7x |
| Tue, 14 May 2024 | €45.6b | €24.9b | -€754,903,500.00 | 19.1x | -60.3x | 1.8x |
| Thu, 11 Apr 2024 | €45.6b | €24.9b | -€844,869,400.00 | 17.8x | -53.9x | 1.8x |
| Sat, 09 Mar 2024 | €45.4b | €24.9b | -€526,253,640.00 | 17.8x | -86.2x | 1.8x |
| Mon, 05 Feb 2024 | €45.1b | €35.3b | €469.3m | 16.1x | 96.1x | 1.3x |
| Wed, 03 Jan 2024 | €44.5b | €35.3b | €472.6m | 17.5x | 94.1x | 1.3x |
| Fri, 01 Dec 2023 | €41.2b | €35.3b | €471.7m | 15.5x | 87.4x | 1.2x |
| Sun, 29 Oct 2023 | €38.2b | €36.7b | €875.4m | 16x | 43.7x | 1x |
| Tue, 26 Sep 2023 | €40.0b | €36.8b | €774.8m | 15.7x | 51.6x | 1.1x |
| Thu, 24 Aug 2023 | €42.2b | €36.6b | €770.3m | 16.7x | 54.8x | 1.2x |
| Sat, 22 Jul 2023 | €47.0b | €37.5b | €2.0b | 14.1x | 23.4x | 1.3x |
| Mon, 19 Jun 2023 | €45.3b | €37.6b | €2.0b | 15.5x | 22.5x | 1.2x |
Price to Earnings Ratio
22.5x
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 42.6x which is higher than its 3-year average PE of 4.7x.
- The industry is trading close to its 3-year average PS ratio of 1.4x.
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 | 2.06% | |
| Materials | -3.64% | |
| Chemicals | 3.80% | |
| Specialty Chemicals | 4.04% | |
| Commodity Chemicals | 0.86% | |
| Fertilizers and Agricultural Chemicals | -3.15% | |
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 17.9%, 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 | €71.58 | 6.4% +€1.1b | -25.6% | PE64.9x | |
| CRBN Corbion | €19.83 | 3.8% +€42.1m | -3.0% | PE15.3x | |
| HYDRA Hydratec Industries | €216.00 | 0.9% +€2.6m | 27.8% | PE11.6x | |
| HOLCO Holland Colours | €86.00 | 0.6% +€430.2k | -20.4% | PE21.2x |