Narrative Update • Jun 12
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- 7D5.5%
- 3M18.5%
- 1Y-17.6%
- 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | €30.5b | €21.5b | €701.2m | 15.9x | 43.5x | 1.4x |
| Tue, 12 May 2026 | €27.0b | €21.5b | €707.5m | 14.6x | 38.2x | 1.3x |
| Thu, 09 Apr 2026 | €26.6b | €21.8b | €718.7m | 14.6x | 37x | 1.2x |
| Sat, 07 Mar 2026 | €25.6b | €21.7b | €720.0m | 14.5x | 35.6x | 1.2x |
| Mon, 02 Feb 2026 | €29.1b | €26.0b | €579.9m | 17.8x | 50.2x | 1.1x |
| Wed, 31 Dec 2025 | €29.6b | €26.0b | €577.6m | 16.6x | 51.2x | 1.1x |
| Fri, 28 Nov 2025 | €29.7b | €26.0b | €573.4m | 18x | 51.8x | 1.1x |
| Sun, 26 Oct 2025 | €31.8b | €26.0b | €575.6m | 15.5x | 55.2x | 1.2x |
| Tue, 23 Sep 2025 | €32.0b | €26.0b | €900.6m | 15.2x | 35.5x | 1.2x |
| Thu, 21 Aug 2025 | €34.7b | €26.1b | €894.8m | 15.2x | 38.8x | 1.3x |
| Sat, 19 Jul 2025 | €36.5b | €26.0b | €458.1m | 21.7x | 79.7x | 1.4x |
| Mon, 16 Jun 2025 | €38.5b | €26.0b | €455.9m | 21.3x | 84.5x | 1.5x |
| Wed, 14 May 2025 | €38.4b | €26.0b | €446.0m | 21.8x | 86.2x | 1.5x |
| Fri, 11 Apr 2025 | €34.9b | €26.0b | €520.8m | 16.1x | 67.1x | 1.3x |
| Sun, 09 Mar 2025 | €39.7b | €27.0b | €173.2m | 19.3x | 229.1x | 1.5x |
| Tue, 04 Feb 2025 | €39.4b | €26.9b | -€267,530,240.00 | 14.2x | -147.3x | 1.5x |
| Thu, 02 Jan 2025 | €39.6b | €26.8b | -€240,567,430.00 | 13.9x | -164.8x | 1.5x |
| Sat, 30 Nov 2024 | €40.9b | €26.8b | -€227,482,680.00 | 14.1x | -179.9x | 1.5x |
| Mon, 28 Oct 2024 | €47.8b | €26.7b | -€212,244,280.00 | 16.4x | -225x | 1.8x |
| Wed, 25 Sep 2024 | €48.5b | €26.7b | -€161,616,960.00 | 16.3x | -299.9x | 1.8x |
| Fri, 23 Aug 2024 | €48.0b | €26.7b | -€165,804,080.00 | 15.6x | -289.7x | 1.8x |
| Sun, 21 Jul 2024 | €45.4b | €24.9b | -€716,114,730.00 | 16.2x | -63.4x | 1.8x |
| Tue, 18 Jun 2024 | €42.5b | €24.9b | -€725,440,980.00 | 16.5x | -58.6x | 1.7x |
| Thu, 16 May 2024 | €46.8b | €24.9b | -€704,179,900.00 | 19.3x | -66.4x | 1.9x |
| Sat, 13 Apr 2024 | €44.7b | €25.0b | -€851,971,950.00 | 18.1x | -52.5x | 1.8x |
| Mon, 11 Mar 2024 | €45.4b | €24.9b | -€525,836,640.00 | 17.8x | -86.2x | 1.8x |
| Wed, 07 Feb 2024 | €44.2b | €27.0b | €14.4m | 18.3x | 3060.9x | 1.6x |
| Fri, 05 Jan 2024 | €43.2b | €35.3b | €472.6m | 16.6x | 91.4x | 1.2x |
| Sun, 03 Dec 2023 | €41.1b | €35.3b | €471.0m | 14.9x | 87.2x | 1.2x |
| Tue, 31 Oct 2023 | €38.4b | €36.6b | €874.5m | 16.1x | 43.9x | 1x |
| Thu, 28 Sep 2023 | €39.8b | €36.8b | €776.1m | 15.3x | 51.3x | 1.1x |
| Sat, 26 Aug 2023 | €42.0b | €36.7b | €771.5m | 16.7x | 54.4x | 1.1x |
| Mon, 24 Jul 2023 | €47.0b | €37.5b | €2.0b | 14.1x | 23.4x | 1.3x |
| Wed, 21 Jun 2023 | €43.6b | €37.6b | €2.0b | 15.8x | 21.7x | 1.2x |
Price to Earnings Ratio
21.7x
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 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 | 6.08% | |
| Materials | 3.33% | |
| Chemicals | 5.52% | |
| Specialty Chemicals | 5.77% | |
| Fertilizers and Agricultural Chemicals | -0.44% | |
| Commodity Chemicals | -0.73% | |
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 | 0.8% +€78.8m | -0.5% | PE15.9x | |
| CRBN Corbion | €20.16 | 6.3% +€68.6m | -0.1% | PE15.5x |
