Narrative Update • Jun 16
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- 7D3.6%
- 3M25.8%
- 1Y-15.0%
- YTD5.5%
The Chemicals industry is up 3.6% in the last week, with DSM-Firmenich up 7.2%. However, the industry is down 15% 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 |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | €30.9b | €21.5b | €699.2m | 16.2x | 44.2x | 1.4x |
| Sun, 17 May 2026 | €27.1b | €21.5b | €703.6m | 14.3x | 38.5x | 1.3x |
| Tue, 14 Apr 2026 | €26.5b | €21.8b | €721.1m | 14.5x | 36.7x | 1.2x |
| Thu, 12 Mar 2026 | €25.0b | €21.7b | €719.1m | 14.5x | 34.8x | 1.2x |
| Sat, 07 Feb 2026 | €30.2b | €25.7b | €1.2b | 16.5x | 26.1x | 1.2x |
| Mon, 05 Jan 2026 | €29.7b | €26.0b | €576.4m | 16.7x | 51.5x | 1.1x |
| Wed, 03 Dec 2025 | €28.9b | €26.0b | €573.5m | 17.1x | 50.4x | 1.1x |
| Fri, 31 Oct 2025 | €30.3b | €26.0b | €574.0m | 15.5x | 52.9x | 1.2x |
| Sun, 28 Sep 2025 | €30.8b | €26.0b | €897.9m | 15.2x | 34.3x | 1.2x |
| Tue, 26 Aug 2025 | €34.7b | €26.0b | €895.3m | 15.6x | 38.8x | 1.3x |
| Thu, 24 Jul 2025 | €36.3b | €26.0b | €462.4m | 21.3x | 78.5x | 1.4x |
| Sat, 21 Jun 2025 | €37.6b | €26.0b | €455.2m | 21.1x | 82.7x | 1.4x |
| Mon, 19 May 2025 | €38.9b | €26.0b | €444.7m | 21.8x | 87.4x | 1.5x |
| Wed, 16 Apr 2025 | €35.2b | €26.0b | €523.8m | 16.3x | 67.1x | 1.3x |
| Fri, 14 Mar 2025 | €39.5b | €27.0b | €173.6m | 19x | 227.5x | 1.5x |
| Sun, 09 Feb 2025 | €38.7b | €26.9b | -€265,287,140.00 | 14.1x | -145.8x | 1.4x |
| Tue, 07 Jan 2025 | €38.9b | €26.8b | -€237,576,630.00 | 14x | -163.7x | 1.5x |
| Thu, 05 Dec 2024 | €41.5b | €26.8b | -€228,978,080.00 | 14.4x | -181.3x | 1.6x |
| Sat, 02 Nov 2024 | €42.8b | €26.7b | -€208,341,560.00 | 14.7x | -205.5x | 1.6x |
| Mon, 30 Sep 2024 | €50.5b | €26.7b | -€162,215,120.00 | 16.9x | -311.4x | 1.9x |
| Wed, 28 Aug 2024 | €48.4b | €26.7b | -€161,093,570.00 | 15.6x | -300.3x | 1.8x |
| Fri, 26 Jul 2024 | €45.4b | €25.0b | -€660,054,590.00 | 16.1x | -68.8x | 1.8x |
| Sun, 23 Jun 2024 | €43.5b | €25.0b | -€727,977,720.00 | 15.7x | -59.7x | 1.7x |
| Tue, 21 May 2024 | €46.8b | €24.9b | -€718,388,880.00 | 18.8x | -65.1x | 1.9x |
| Thu, 18 Apr 2024 | €44.7b | €25.0b | -€849,864,600.00 | 18.2x | -52.7x | 1.8x |
| Sat, 16 Mar 2024 | €44.5b | €24.9b | -€527,663,600.00 | 17.5x | -84.4x | 1.8x |
| Mon, 12 Feb 2024 | €43.3b | €26.9b | €51.1m | 17.9x | 846.6x | 1.6x |
| Wed, 10 Jan 2024 | €42.8b | €35.3b | €472.1m | 16.4x | 90.6x | 1.2x |
| Fri, 08 Dec 2023 | €41.1b | €35.4b | €469.2m | 15.1x | 87.6x | 1.2x |
| Sun, 05 Nov 2023 | €41.4b | €36.6b | €872.8m | 17x | 47.5x | 1.1x |
| Tue, 03 Oct 2023 | €40.6b | €36.8b | €776.4m | 15.2x | 52.3x | 1.1x |
| Thu, 31 Aug 2023 | €42.2b | €36.6b | €769.4m | 17x | 54.9x | 1.2x |
| Sat, 29 Jul 2023 | €48.1b | €37.4b | €2.0b | 14.1x | 23.9x | 1.3x |
| Mon, 26 Jun 2023 | €44.2b | €37.7b | €2.0b | 15.8x | 21.9x | 1.2x |
Price to Earnings Ratio
21.9x
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 44.2x which is higher than its 3-year average PE of 4.8x.
- 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 | 5.96% | |
| Materials | 3.70% | |
| Chemicals | 3.64% | |
| Specialty Chemicals | 3.78% | |
| Fertilizers and Agricultural Chemicals | 0.44% | |
| Commodity Chemicals | -0.24% | |
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 | €76.72 | 7.2% +€1.3b | -18.4% | PE69.5x | |
| AKZA Akzo Nobel | €59.62 | 5.3% +€513.8m | 5.3% | PE16.4x | |
| CRBN Corbion | €20.42 | 3.0% +€34.0m | 8.0% | PE15.7x | |
| HOLCO Holland Colours | €88.50 | 2.9% +€2.2m | -22.4% | PE21.9x | |
| OCI OCI | €3.64 | 0.2% +€1.3m | -52.9% | PS0.8x |
