Narrative Update • Jun 08
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- 7D-4.6%
- 3M19.9%
- 1Y-21.6%
- YTD1.7%
Over the last 7 days, the Chemicals industry has dropped 9.2%, driven by a pullback from Akzo Nobel of 14%. Overall the industry is down 24% in 12 months. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | €29.8b | €21.5b | €700.6m | 15.7x | 42.6x | 1.4x |
| Fri, 08 May 2026 | €28.1b | €21.5b | €706.8m | 14.8x | 39.8x | 1.3x |
| Sun, 05 Apr 2026 | €25.9b | €21.8b | €714.8m | 14.4x | 36.3x | 1.2x |
| Tue, 03 Mar 2026 | €27.6b | €21.7b | €712.0m | 17x | 38.8x | 1.3x |
| Thu, 29 Jan 2026 | €28.7b | €26.0b | €581.7m | 17.5x | 49.3x | 1.1x |
| Sat, 27 Dec 2025 | €29.4b | €26.0b | €577.8m | 16.9x | 50.9x | 1.1x |
| Mon, 24 Nov 2025 | €29.4b | €26.0b | €571.3m | 17.4x | 51.4x | 1.1x |
| Wed, 22 Oct 2025 | €31.8b | €26.1b | €931.2m | 15.1x | 34.1x | 1.2x |
| Fri, 19 Sep 2025 | €32.5b | €26.0b | €900.2m | 15.1x | 36.1x | 1.2x |
| Sun, 17 Aug 2025 | €34.3b | €26.0b | €896.1m | 15.3x | 38.3x | 1.3x |
| Tue, 15 Jul 2025 | €36.6b | €26.0b | €459.4m | 21.9x | 79.6x | 1.4x |
| Thu, 12 Jun 2025 | €39.0b | €26.0b | €454.2m | 22x | 85.9x | 1.5x |
| Sat, 10 May 2025 | €38.0b | €26.0b | €447.9m | 21.3x | 84.9x | 1.5x |
| Mon, 07 Apr 2025 | €36.4b | €26.1b | €513.7m | 17.2x | 70.8x | 1.4x |
| Wed, 05 Mar 2025 | €40.6b | €27.0b | €154.4m | 18.1x | 262.8x | 1.5x |
| Fri, 31 Jan 2025 | €40.0b | €26.8b | -€236,006,460.00 | 14.4x | -169.5x | 1.5x |
| Sun, 29 Dec 2024 | €39.4b | €26.8b | -€235,483,070.00 | 14.1x | -167.4x | 1.5x |
| Tue, 26 Nov 2024 | €41.8b | €26.8b | -€232,043,650.00 | 14.1x | -180x | 1.6x |
| Thu, 24 Oct 2024 | €48.0b | €26.8b | -€185,767,670.00 | 16.6x | -258.6x | 1.8x |
| Sat, 21 Sep 2024 | €48.0b | €26.7b | -€162,364,660.00 | 16.2x | -295.7x | 1.8x |
| Mon, 19 Aug 2024 | €46.9b | €26.7b | -€170,888,440.00 | 15.5x | -274.5x | 1.8x |
| Wed, 17 Jul 2024 | €45.0b | €24.9b | -€714,622,530.00 | 15.8x | -63x | 1.8x |
| Fri, 14 Jun 2024 | €43.0b | €24.9b | -€724,844,100.00 | 16.7x | -59.4x | 1.7x |
| Sun, 12 May 2024 | €44.9b | €24.9b | -€755,840,100.00 | 18.8x | -59.4x | 1.8x |
| Tue, 09 Apr 2024 | €45.9b | €24.9b | -€837,298,550.00 | 18.4x | -54.8x | 1.8x |
| Thu, 07 Mar 2024 | €43.9b | €24.9b | -€527,724,120.00 | 17.6x | -83.2x | 1.8x |
| Sat, 03 Feb 2024 | €45.1b | €35.3b | €469.3m | 16.1x | 96.1x | 1.3x |
| Mon, 01 Jan 2024 | €44.8b | €35.2b | €474.3m | 17.3x | 94.5x | 1.3x |
| Wed, 29 Nov 2023 | €41.1b | €35.2b | €473.6m | 15.9x | 86.8x | 1.2x |
| Fri, 27 Oct 2023 | €37.9b | €36.7b | €875.9m | 16x | 43.3x | 1x |
| Sun, 24 Sep 2023 | €40.5b | €36.7b | €773.9m | 15.7x | 52.3x | 1.1x |
| Tue, 22 Aug 2023 | €41.8b | €36.2b | €1.5b | 19.1x | 28.3x | 1.2x |
| Thu, 20 Jul 2023 | €47.5b | €37.4b | €2.0b | 14.4x | 23.8x | 1.3x |
| Sat, 17 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 40.6x which is higher than its 3-year average PE of 4.6x.
- 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 | -0.14% | |
| Materials | -6.71% | |
| Chemicals | -4.58% | |
| Commodity Chemicals | 0.86% | |
| Fertilizers and Agricultural Chemicals | -2.46% | |
| Specialty Chemicals | -4.70% | |
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 17.7%, 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 | €71.60 | 1.0% +€183.9m | -27.7% | PE64.9x | |
| HYDRA Hydratec Industries | €218.00 | 1.9% +€5.2m | 29.8% | PE11.8x |