Narrative Update • Jun 12
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- 7D5.9%
- 3M18.0%
- 1Y-17.8%
- YTD4.0%
Over the last 7 days, the Chemicals industry has risen 5.5%, driven by gains from DSM-Firmenich of 8.6%. In contrast, the industry has lost 18% 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | €30.5b | €21.5b | €701.2m | 15.9x | 43.5x | 1.4x |
| Wed, 13 May 2026 | €26.8b | €21.5b | €706.7m | 14.7x | 38x | 1.2x |
| Fri, 10 Apr 2026 | €26.5b | €21.8b | €719.7m | 14.6x | 36.9x | 1.2x |
| Sun, 08 Mar 2026 | €25.6b | €21.7b | €720.0m | 14.5x | 35.6x | 1.2x |
| Tue, 03 Feb 2026 | €29.3b | €26.0b | €578.4m | 18x | 50.6x | 1.1x |
| Thu, 01 Jan 2026 | €29.6b | €26.0b | €576.8m | 16.6x | 51.3x | 1.1x |
| Sat, 29 Nov 2025 | €29.7b | €26.0b | €573.5m | 17.1x | 51.8x | 1.1x |
| Mon, 27 Oct 2025 | €31.8b | €26.0b | €575.6m | 15.5x | 55.2x | 1.2x |
| Wed, 24 Sep 2025 | €31.9b | €26.0b | €901.1m | 15.2x | 35.4x | 1.2x |
| Fri, 22 Aug 2025 | €34.2b | €26.1b | €893.4m | 15.1x | 38.2x | 1.3x |
| Sun, 20 Jul 2025 | €36.5b | €26.0b | €458.1m | 21.7x | 79.7x | 1.4x |
| Tue, 17 Jun 2025 | €38.4b | €26.0b | €456.3m | 21.4x | 84.1x | 1.5x |
| Thu, 15 May 2025 | €38.6b | €26.0b | €445.3m | 21.5x | 86.7x | 1.5x |
| Sat, 12 Apr 2025 | €34.8b | €26.0b | €525.5m | 15.6x | 66.3x | 1.3x |
| Mon, 10 Mar 2025 | €39.7b | €27.0b | €173.2m | 19.3x | 229.1x | 1.5x |
| Wed, 05 Feb 2025 | €38.8b | €26.9b | -€261,623,410.00 | 14.3x | -148.3x | 1.4x |
| Fri, 03 Jan 2025 | €39.3b | €26.8b | -€247,371,500.00 | 13.9x | -159x | 1.5x |
| Sun, 01 Dec 2024 | €40.9b | €26.8b | -€224,940,500.00 | 14.1x | -181.9x | 1.5x |
| Tue, 29 Oct 2024 | €44.7b | €26.7b | -€210,823,650.00 | 16.8x | -212.2x | 1.7x |
| Thu, 26 Sep 2024 | €48.9b | €26.7b | -€164,383,450.00 | 16.1x | -297.7x | 1.8x |
| Sat, 24 Aug 2024 | €48.1b | €26.7b | -€160,644,950.00 | 15.6x | -299.6x | 1.8x |
| Mon, 22 Jul 2024 | €45.4b | €24.9b | -€716,114,730.00 | 16.2x | -63.4x | 1.8x |
| Wed, 19 Jun 2024 | €43.6b | €24.9b | -€725,067,930.00 | 16.3x | -60.2x | 1.7x |
| Fri, 17 May 2024 | €46.5b | €24.9b | -€704,985,210.00 | 19.2x | -66x | 1.9x |
| Sun, 14 Apr 2024 | €44.7b | €25.0b | -€851,971,950.00 | 18.1x | -52.5x | 1.8x |
| Tue, 12 Mar 2024 | €45.6b | €24.9b | -€526,282,240.00 | 17.9x | -86.6x | 1.8x |
| Thu, 08 Feb 2024 | €44.0b | €27.0b | €14.8m | 18.1x | 2974.9x | 1.6x |
| Sat, 06 Jan 2024 | €43.0b | €35.3b | €472.7m | 16.6x | 91x | 1.2x |
| Mon, 04 Dec 2023 | €41.1b | €35.3b | €471.0m | 14.9x | 87.2x | 1.2x |
| Wed, 01 Nov 2023 | €40.1b | €36.7b | €875.1m | 16.2x | 45.8x | 1.1x |
| Fri, 29 Sep 2023 | €39.4b | €36.8b | €775.0m | 15.2x | 50.9x | 1.1x |
| Sun, 27 Aug 2023 | €42.0b | €36.6b | €771.3m | 16.7x | 54.4x | 1.1x |
| Tue, 25 Jul 2023 | €47.7b | €37.5b | €2.0b | 14.2x | 23.8x | 1.3x |
| Thu, 22 Jun 2023 | €43.6b | €37.6b | €2.0b | 15.5x | 21.6x | 1.2x |
Price to Earnings Ratio
21.6x
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 43.5x 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 | 4.64% | |
| Materials | 3.99% | |
| Chemicals | 5.92% | |
| Specialty Chemicals | 6.20% | |
| Commodity Chemicals | -0.73% | |
| Fertilizers and Agricultural Chemicals | -0.98% | |
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 | €73.80 | 8.6% +€1.5b | -23.5% | PE66.9x | |
| AKZA Akzo Nobel | €57.78 | 2.3% +€219.2m | -1.1% | PE15.9x | |
| CRBN Corbion | €20.16 | 3.6% +€40.3m | 0% | PE15.5x |
