Narrative Update • Jun 29
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- 7D5.1%
- 3M27.6%
- 1Y-7.1%
- YTD13.0%
The Chemicals industry is up 3.3% in the last week, with DSM-Firmenich up 8.7%. In contrast, the industry has lost 7.9% in the last 12 months. Earnings are forecast to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | €33.1b | €21.6b | €697.3m | 16.3x | 47.4x | 1.5x |
| Fri, 29 May 2026 | €31.8b | €21.5b | €703.3m | 18.1x | 45.2x | 1.5x |
| Sun, 26 Apr 2026 | €27.2b | €21.5b | €706.0m | 14.4x | 38.6x | 1.3x |
| Tue, 24 Mar 2026 | €24.9b | €21.8b | €717.4m | 13.9x | 34.8x | 1.1x |
| Thu, 19 Feb 2026 | €28.2b | €21.7b | €711.7m | 18.4x | 39.6x | 1.3x |
| Sat, 17 Jan 2026 | €29.0b | €26.0b | €573.5m | 17.1x | 50.6x | 1.1x |
| Mon, 15 Dec 2025 | €29.0b | €26.0b | €577.0m | 17.1x | 50.2x | 1.1x |
| Wed, 12 Nov 2025 | €30.4b | €26.0b | €573.3m | 17.3x | 53.1x | 1.2x |
| Fri, 10 Oct 2025 | €31.2b | €26.1b | €929.8m | 15.2x | 33.6x | 1.2x |
| Sun, 07 Sep 2025 | €34.2b | €26.0b | €898.3m | 15.5x | 38.1x | 1.3x |
| Tue, 05 Aug 2025 | €33.6b | €26.1b | €892.3m | 14.6x | 37.7x | 1.3x |
| Thu, 03 Jul 2025 | €36.8b | €26.0b | €463.1m | 21.9x | 79.6x | 1.4x |
| Sat, 31 May 2025 | €39.2b | €26.0b | €450.4m | 21.9x | 87x | 1.5x |
| Mon, 28 Apr 2025 | €37.0b | €26.0b | €451.4m | 20.6x | 82.1x | 1.4x |
| Wed, 26 Mar 2025 | €38.0b | €26.1b | €508.5m | 18.8x | 74.8x | 1.5x |
| Fri, 21 Feb 2025 | €40.3b | €27.2b | €184.9m | 16.3x | 218x | 1.5x |
| Sun, 19 Jan 2025 | €40.4b | €26.8b | -€245,950,870.00 | 14.4x | -164.4x | 1.5x |
| Tue, 17 Dec 2024 | €40.5b | €26.8b | -€229,576,240.00 | 14.2x | -176.2x | 1.5x |
| Thu, 14 Nov 2024 | €40.5b | €26.8b | -€226,435,900.00 | 14.1x | -178.9x | 1.5x |
| Sat, 12 Oct 2024 | €48.8b | €26.8b | -€176,346,650.00 | 16.8x | -277x | 1.8x |
| Mon, 09 Sep 2024 | €49.0b | €26.7b | -€166,925,630.00 | 15.9x | -293.6x | 1.8x |
| Wed, 07 Aug 2024 | €46.6b | €26.8b | -€188,520,040.00 | 15.5x | -247.1x | 1.7x |
| Fri, 05 Jul 2024 | €44.8b | €24.9b | -€720,218,280.00 | 15.9x | -62.2x | 1.8x |
| Sun, 02 Jun 2024 | €45.7b | €24.9b | -€719,134,980.00 | 18.5x | -63.6x | 1.8x |
| Tue, 30 Apr 2024 | €45.4b | €24.9b | -€759,352,350.00 | 18x | -59.8x | 1.8x |
| Thu, 28 Mar 2024 | €46.9b | €24.9b | -€839,327,850.00 | 18x | -55.9x | 1.9x |
| Sat, 24 Feb 2024 | €44.1b | €25.0b | -€537,175,960.00 | 17.3x | -82.1x | 1.8x |
| Mon, 22 Jan 2024 | €43.2b | €35.3b | €471.4m | 14.3x | 91.5x | 1.2x |
| Wed, 20 Dec 2023 | €44.3b | €35.3b | €473.1m | 16.9x | 93.7x | 1.3x |
| Fri, 17 Nov 2023 | €43.5b | €35.3b | €470.1m | 15.7x | 92.6x | 1.2x |
| Sun, 15 Oct 2023 | €39.6b | €36.8b | €776.1m | 14.3x | 51.1x | 1.1x |
| Tue, 12 Sep 2023 | €41.2b | €36.7b | €772.3m | 16.5x | 53.4x | 1.1x |
| Thu, 10 Aug 2023 | €43.6b | €36.1b | €1.5b | 14.7x | 29.1x | 1.2x |
| Sat, 08 Jul 2023 | €45.6b | €37.6b | €2.0b | 14.2x | 22.7x | 1.2x |
Price to Earnings Ratio
22.7x
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 46.9x which is higher than its 3-year average PE of 5.1x.
- 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 | 4.32% | |
| Materials | -1.52% | |
| Chemicals | 5.12% | |
| Fertilizers and Agricultural Chemicals | 10.41% | |
| Specialty Chemicals | 5.05% | |
| Commodity Chemicals | 0.37% | |
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 | €83.00 | 8.7% +€1.6b | -8.4% | PE75x | |
| OCI OCI | €4.03 | 10.4% +€80.2m | -47.6% | PS0.9x | |
| HYDRA Hydratec Industries | €218.00 | 0.9% +€2.6m | 28.2% | PE11.8x |
