A Look At The Intrinsic Value Of DSM-Firmenich AG (AMS:DSFIR)
Aug 28
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Dutch (AEX) Chemicals Industry Analysis
UpdatedSep 11, 2024
DataAggregated Company Financials
Companies6
- 7D-0.07%
- 3M14.9%
- 1Y25.8%
- YTD13.1%
The Chemicals industry has been flat over the last week, but OCI has lost 6.9%. As for the the longer term, the industry is up 26% over the past 12 months. As for the next few years, earnings are expected to grow by 32% per annum.
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, 11 Sep 2024 | €49.4b | €26.7b | -€170,738,900.00 | 16x | -289.4x | 1.8x |
| Fri, 09 Aug 2024 | €47.5b | €26.8b | -€189,267,740.00 | 15.3x | -251x | 1.8x |
| Sun, 07 Jul 2024 | €44.7b | €24.9b | -€718,502,250.00 | 16x | -62.3x | 1.8x |
| Tue, 04 Jun 2024 | €44.5b | €24.9b | -€715,926,750.00 | 18.4x | -62.1x | 1.8x |
| Thu, 02 May 2024 | €45.5b | €24.9b | -€762,942,650.00 | 18.3x | -59.6x | 1.8x |
| Sat, 30 Mar 2024 | €46.6b | €24.9b | -€841,903,500.00 | 18.1x | -55.3x | 1.9x |
| Mon, 26 Feb 2024 | €44.1b | €25.0b | -€537,175,960.00 | 17.3x | -82.1x | 1.8x |
| Wed, 24 Jan 2024 | €42.6b | €35.3b | €470.4m | 14.9x | 90.6x | 1.2x |
| Fri, 22 Dec 2023 | €44.7b | €35.2b | €473.3m | 17.3x | 94.4x | 1.3x |
| Sun, 19 Nov 2023 | €42.6b | €35.3b | €471.6m | 16x | 90.4x | 1.2x |
| Tue, 17 Oct 2023 | €39.5b | €36.8b | €775.6m | 14.1x | 50.9x | 1.1x |
| Thu, 14 Sep 2023 | €40.0b | €36.7b | €772.5m | 16.4x | 51.8x | 1.1x |
| Sat, 12 Aug 2023 | €43.4b | €36.2b | €1.5b | 19.7x | 29.4x | 1.2x |
| Mon, 10 Jul 2023 | €45.6b | €37.6b | €2.0b | 14.2x | 22.7x | 1.2x |
| Wed, 07 Jun 2023 | €47.0b | €37.8b | €2.0b | 16.3x | 23.2x | 1.2x |
| Fri, 05 May 2023 | €36.9b | €30.1b | €2.0b | 15.7x | 18.5x | 1.2x |
| Sun, 02 Apr 2023 | €39.7b | €30.1b | €2.1b | 16.1x | 19.2x | 1.3x |
| Tue, 28 Feb 2023 | €41.3b | €30.0b | €2.1b | 22.6x | 19.9x | 1.4x |
| Thu, 26 Jan 2023 | €41.3b | €31.0b | €3.1b | 15.4x | 13.4x | 1.3x |
| Sat, 24 Dec 2022 | €40.7b | €31.2b | €3.1b | 16.2x | 13.1x | 1.3x |
| Mon, 21 Nov 2022 | €43.9b | €31.4b | €3.2b | 16.7x | 13.9x | 1.4x |
| Wed, 19 Oct 2022 | €42.3b | €30.7b | €3.0b | 14x | 14x | 1.4x |
| Fri, 16 Sep 2022 | €41.1b | €30.5b | €3.0b | 14x | 13.7x | 1.3x |
| Sun, 14 Aug 2022 | €47.1b | €30.3b | €3.0b | 16.5x | 15.9x | 1.6x |
| Tue, 12 Jul 2022 | €44.1b | €28.0b | €2.8b | 13.9x | 15.7x | 1.6x |
| Thu, 09 Jun 2022 | €50.3b | €27.5b | €2.8b | 16.3x | 18.2x | 1.8x |
| Sat, 07 May 2022 | €49.0b | €26.4b | €2.5b | 16.4x | 19.7x | 1.9x |
| Mon, 04 Apr 2022 | €51.1b | €25.9b | €2.5b | 15.3x | 20.2x | 2x |
| Wed, 02 Mar 2022 | €50.5b | €25.9b | €2.5b | 15.7x | 20.1x | 2x |
| Fri, 28 Jan 2022 | €52.7b | €23.9b | €1.8b | 19.9x | 29.8x | 2.2x |
| Sun, 26 Dec 2021 | €57.9b | €23.8b | €1.8b | 20.8x | 32.8x | 2.4x |
| Tue, 23 Nov 2021 | €61.1b | €23.8b | €1.8b | 23x | 34.6x | 2.6x |
| Thu, 21 Oct 2021 | €56.3b | €22.9b | €1.8b | 20.4x | 32x | 2.5x |
| Sat, 18 Sep 2021 | €57.2b | €22.9b | €1.8b | 21.7x | 32.5x | 2.5x |
Price to Earnings Ratio
32.5x
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 1.6x is lower than the industry's current PS ratio of 1.8x.
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 5.4% 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 | -5.18% | |
| Materials | -0.84% | |
| Chemicals | -0.072% | |
| Specialty Chemicals | 0.91% | |
| Diversified Chemicals | 0% | |
| Industrial Gases | 0% | |
| Commodity Chemicals | -5.19% | |
| Fertilizers and Agricultural Chemicals | -6.85% | |
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 35.8%, which is lower than the prior year's growth of 70.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Chemicals industry, expecting annual earnings growth of 36% over the next 5 years.
- However this is lower than its past earnings growth rate of 70% per year.
- In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings growth to stay flat 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 | €121.95 | 1.3% +€424.5m | 57.1% | PS2.6x | |
| CRBN Corbion | €23.56 | 1.1% +€15.1m | 13.9% | PE17.1x |