Is There Now An Opportunity In ASM International NV (AMS:ASM)?
Apr 09
Have your own idea? Try our Stock Screener
Dutch (AEX) Tech Sector Analysis
UpdatedApr 18, 2025
DataAggregated Company Financials
Companies10
- 7D-1.3%
- 3M-25.2%
- 1Y-32.4%
- YTD-19.7%
Over the last 7 days, the Tech industry has dropped 1.3%, driven by ASML Holding declining 2.3%. In contrast, ASM International has gained 5.2%. However, the industry is down 32% over the past year. Looking forward, earnings are forecast to grow by 14% annually.
Sector Valuation and Performance
Has the Dutch Tech Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 18 Apr 2025 | €249.9b | €35.2b | €9.6b | 26.8x | 26.1x | 7.1x |
| Sun, 16 Mar 2025 | €289.6b | €32.8b | €8.4b | 31.2x | 34.4x | 8.8x |
| Tue, 11 Feb 2025 | €320.7b | €32.9b | €8.3b | 37.3x | 38.8x | 9.7x |
| Thu, 09 Jan 2025 | €326.9b | €30.9b | €7.6b | 39.7x | 42.9x | 10.6x |
| Sat, 07 Dec 2024 | €303.1b | €30.9b | €7.6b | 37.9x | 39.8x | 9.8x |
| Mon, 04 Nov 2024 | €281.5b | €30.9b | €7.6b | 36.6x | 37x | 9.1x |
| Wed, 02 Oct 2024 | €330.5b | €29.9b | €7.4b | 43.1x | 44.6x | 11.1x |
| Fri, 30 Aug 2024 | €364.9b | €29.9b | €7.4b | 44.7x | 49.2x | 12.2x |
| Sun, 28 Jul 2024 | €363.5b | €29.9b | €7.4b | 46.1x | 49x | 12.2x |
| Tue, 25 Jun 2024 | €420.0b | €30.5b | €7.8b | 50.6x | 54x | 13.8x |
| Thu, 23 May 2024 | €380.4b | €30.5b | €7.8b | 47.2x | 48.9x | 12.5x |
| Sat, 20 Apr 2024 | €370.3b | €30.8b | €8.0b | 41.1x | 46.4x | 12x |
| Mon, 18 Mar 2024 | €378.0b | €32.3b | €8.7b | 39.6x | 43.3x | 11.7x |
| Wed, 14 Feb 2024 | €374.2b | €32.3b | €8.8b | 27.5x | 42.3x | 11.6x |
| Fri, 12 Jan 2024 | €290.6b | €32.2b | €8.6b | 21.9x | 33.7x | 9x |
| Sun, 10 Dec 2023 | €291.5b | €32.3b | €8.6b | 21.3x | 33.8x | 9x |
| Tue, 07 Nov 2023 | €264.5b | €32.3b | €8.6b | 22.9x | 30.7x | 8.2x |
| Thu, 05 Oct 2023 | €249.2b | €31.4b | €7.9b | 19.5x | 31.7x | 7.9x |
| Sat, 02 Sep 2023 | €274.3b | €31.4b | €7.9b | 22.3x | 34.9x | 8.7x |
| Mon, 31 Jul 2023 | €290.1b | €31.4b | €7.9b | 23.4x | 36.9x | 9.2x |
| Wed, 28 Jun 2023 | €284.2b | €29.8b | €7.6b | 24.2x | 37.2x | 9.5x |
| Fri, 26 May 2023 | €272.3b | €29.8b | €7.6b | 24.2x | 35.6x | 9.1x |
| Sun, 23 Apr 2023 | €254.7b | €29.7b | €7.4b | 21x | 34.3x | 8.6x |
| Tue, 21 Mar 2023 | €261.1b | €26.4b | €6.1b | 19.8x | 42.5x | 9.9x |
| Thu, 16 Feb 2023 | €316.2b | €37.0b | €6.7b | 20.6x | 47x | 8.5x |
| Sat, 14 Jan 2023 | €307.5b | €34.0b | €6.6b | 20.9x | 46.3x | 9x |
| Mon, 12 Dec 2022 | €296.6b | €34.0b | €6.6b | 19.4x | 44.7x | 8.7x |
| Wed, 09 Nov 2022 | €249.8b | €34.0b | €6.6b | 18.6x | 37.6x | 7.3x |
| Fri, 07 Oct 2022 | €255.1b | €33.3b | €7.0b | 18.6x | 36.5x | 7.7x |
| Sun, 04 Sep 2022 | €261.3b | €33.3b | €7.0b | 19.2x | 37.4x | 7.8x |
| Tue, 02 Aug 2022 | €302.9b | €31.8b | €6.9b | 20.3x | 44x | 9.5x |
| Thu, 30 Jun 2022 | €250.1b | €30.2b | €6.5b | 20.9x | 38.3x | 8.3x |
| Sat, 28 May 2022 | €272.8b | €28.4b | €6.0b | 19.8x | 45.3x | 9.6x |
| Mon, 25 Apr 2022 | €305.5b | €30.2b | €6.5b | 23.9x | 47x | 10.1x |
Price to Earnings Ratio
47x
Current Industry PE
- Investors are pessimistic on the Dutch Information Technology industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 26.1x which is lower than its 3-year average PE of 40.5x.
- The 3-year average PS ratio of 9.7x is higher than the industry's current PS ratio of 7.1x.
Past Earnings Growth
- The earnings for companies in the Information Technology industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 5.3% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Dutch Tech sector?
| NL Market | 2.49% | |
| Tech | -1.31% | |
| Software | 13.94% | |
| Electronic Equipment and Components | 0.97% | |
| IT | 0.59% | |
| Semiconductors | -1.36% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry even though it's trading below its 3-year average PE ratio of 38.7x.
- Analysts are expecting annual earnings growth of 13.3%, which is higher than its past year's earnings growth of 2.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Software industry, expecting annual earnings growth of 100% over the next 5 years.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| ASM ASM International | €391.80 | 5.2% +€942.7m | -28.1% | PE28.1x | |
| BESI BE Semiconductor Industries | €93.98 | 13.7% +€901.0m | -32.2% | PE41x | |
| TOM2 TomTom | €5.04 | 20.6% +€105.8m | -15.7% | PS1.1x | |
| NEDAP Nedap | €62.40 | 1.0% +€4.0m | 1.3% | PE22.2x | |
| EAS2P Ease2pay | €0.38 | 3.3% +€284.9k | -34.6% | PS3.5x |
