Dutch (AEX) Chemicals Industry Analysis

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
Thu, 23 May 2024	€46.8b	€24.9b	-€720,851,010.00	18.8x	-64.9x	1.9x
Sat, 20 Apr 2024	€45.2b	€25.0b	-€851,659,750.00	17.5x	-53x	1.8x
Mon, 18 Mar 2024	€44.5b	€24.9b	-€527,663,600.00	17.5x	-84.4x	1.8x
Wed, 14 Feb 2024	€43.1b	€26.9b	€49.4m	17.9x	872x	1.6x
Fri, 12 Jan 2024	€43.2b	€35.3b	€472.9m	16.5x	91.4x	1.2x
Sun, 10 Dec 2023	€41.3b	€35.4b	€468.6m	15.2x	88.1x	1.2x
Tue, 07 Nov 2023	€40.6b	€36.5b	€872.4m	17x	46.5x	1.1x
Thu, 05 Oct 2023	€39.8b	€36.8b	€776.1m	14.8x	51.3x	1.1x
Sat, 02 Sep 2023	€42.5b	€36.7b	€771.5m	16.9x	55.1x	1.2x
Mon, 31 Jul 2023	€48.1b	€37.5b	€2.0b	14.1x	23.9x	1.3x
Wed, 28 Jun 2023	€43.9b	€37.6b	€2.0b	13.8x	21.8x	1.2x
Fri, 26 May 2023	€50.1b	€29.4b	€1.6b	15.1x	31.8x	1.7x
Sun, 23 Apr 2023	€38.5b	€29.9b	€2.1b	15.7x	18.7x	1.3x
Tue, 21 Mar 2023	€39.4b	€30.1b	€2.1b	16.1x	18.9x	1.3x
Thu, 16 Feb 2023	€40.8b	€31.4b	€2.7b	16x	15.2x	1.3x
Sat, 14 Jan 2023	€41.8b	€31.1b	€3.1b	16.1x	13.5x	1.3x
Mon, 12 Dec 2022	€42.7b	€31.3b	€3.1b	16.5x	13.7x	1.4x
Wed, 09 Nov 2022	€41.3b	€31.8b	€3.2b	15.8x	12.9x	1.3x
Fri, 07 Oct 2022	€41.9b	€30.7b	€3.0b	13.8x	13.9x	1.4x
Sun, 04 Sep 2022	€42.6b	€30.5b	€3.0b	15.3x	14.2x	1.4x
Tue, 02 Aug 2022	€47.3b	€28.2b	€2.7b	16x	17.8x	1.7x
Thu, 30 Jun 2022	€43.2b	€27.7b	€2.8b	13.8x	15.5x	1.6x
Sat, 28 May 2022	€33.5b	€17.7b	€2.0b	13.4x	16.7x	1.9x
Mon, 25 Apr 2022	€50.8b	€26.3b	€2.5b	16.8x	20.6x	1.9x
Wed, 23 Mar 2022	€50.7b	€26.0b	€2.5b	15.1x	20.1x	2x
Fri, 18 Feb 2022	€52.1b	€25.0b	€2.1b	16.7x	24.9x	2.1x
Sun, 16 Jan 2022	€55.4b	€23.8b	€1.8b	20.6x	31.4x	2.3x
Tue, 14 Dec 2021	€58.7b	€23.8b	€1.8b	20.5x	33.3x	2.5x
Thu, 11 Nov 2021	€59.0b	€23.7b	€1.8b	21.9x	33.5x	2.5x
Sat, 09 Oct 2021	€54.4b	€22.9b	€1.8b	20.2x	30.9x	2.4x
Mon, 06 Sep 2021	€56.5b	€22.8b	€1.8b	22.1x	32.2x	2.5x
Wed, 04 Aug 2021	€55.7b	€22.8b	€1.8b	22.7x	31.7x	2.4x

Current Industry PE

Investors are optimistic on the Dutch Chemicals industry, and appear confident in long term growth rates.

The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 1.9x.

Past Earnings Growth

Total earnings for the Chemicals industry have declined over the last three years, with the industry now making a loss overall.
Meanwhile revenues have grown 5.3% per year.
This means that although more sales are being generated, 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 industry?


NL Market	0.012%
Materials	-0.036%
Chemicals	0.019%
Fertilizers and Agricultural Chemicals	2.92%
Commodity Chemicals	0.32%
Diversified Chemicals	0%
Industrial Gases	0%
Specialty Chemicals	-0.37%

Industry PE

Investors are most optimistic about the Commodity Chemicals industry which is trading above its 3-year average PE ratio of 10.9x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Forecasted Growth

Analysts are most optimistic on the Fertilizers and Agricultural Chemicals industry, expecting annual earnings growth of 121% over the next 5 years.

In contrast, the Specialty Chemicals industry is expected to see its earnings grow by 39% per year over the next few years.

Company	Last Price	7D	1Y	Valuation
OCI OCI	€26.43	2.9% +€158.0m	14.5%	PS3.1x
DSFIR DSM-Firmenich	€108.25	0.2% +€53.1m	-6.9%	PS2.7x
HOLCO Holland Colours	€99.00	1.0% +€860.4k	-18.2%	PE21.2x

Company

Last Price

Valuation

OCI OCI

€26.43

2.9%
+€158.0m

14.5%

PS3.1x

DSFIR DSM-Firmenich

€108.25

0.2%
+€53.1m

-6.9%