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Dutch (AEX) Tech Sector Analysis

UpdatedDec 01, 2021
DataAggregated Company Financials
Companies17
  • 7D-0.2%
  • 3M-2.6%
  • 1Y81.9%
  • YTD62.6%

Over the last 7 days, the Tech industry has remained flat. The past year has been better, since the industry has gained 82% in that time.

Sector Valuation and Performance

Has the Dutch Tech Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Thu, 02 Dec 2021€392.4b€27.8b€6.7b23.2x
Sat, 30 Oct 2021€397.2b€26.3b€6.6b23.1x
Mon, 27 Sep 2021€412.7b€24.8b€5.8b25.7x
Wed, 25 Aug 2021€388.4b€24.7b€5.8b27.7x
Thu, 01 Jul 2021€322.8b€24.0b€5.5b24.9x
Sun, 04 Apr 2021€290.6b€21.3b€4.4b36.1x
Wed, 06 Jan 2021€235.0b€20.7b€4.3b28.7x
Sat, 10 Oct 2020€189.0b€20.2b€4.1b20.6x
Fri, 03 Jul 2020€186.5b€18.9b€3.6b21.9x
Mon, 06 Apr 2020€131.7b€17.9b€3.3b12.6x
Thu, 09 Jan 2020€140.6b€17.3b€3.3b16.6x
Wed, 02 Oct 2019€120.4b€16.0b€2.8b15.6x
Sat, 06 Jul 2019€102.6b€15.5b€2.8b20.6x
Tue, 09 Apr 2019€95.9b€15.3b€2.9b19.3x
Mon, 31 Dec 2018€76.1b€15.1b€3.1b15.4x
PE Ratio

18.3x

Total Market Cap: €80.8bTotal Earnings: €3.0bTotal Revenue: €14.2b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 22.4x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Information Technology industry have grown 30% per year over the last three years, and revenues for these companies have grown 25% 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?

IT2.01%
Semiconductors-0.79%
Electronic Equipment and Components-1.09%
Software-2.00%

Industry PE: Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 28.7x. However analysts are expecting annual earnings growth of 15%, which is lower than the prior year's growth of 63% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the IT industry, which is trading below its 3-year average of 27.0x.

Forecasted Growth: Analysts are most optimistic on the Software industry, expecting annual earnings growth of 94% over the next 5 years. Meanwhile, the Electronic Equipment and Components 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?

Company7D1YValuation
ASML ASML Holding3.4%+€9.8b97.5%PE55x
ADYEN Adyen3.3%+€2.4b50.7%PE202.6x
ASM ASM International4.4%+€835.1m167.6%PE45.5x
BESI BE Semiconductor Industries4.2%+€265.5m93.1%PE25.6x
NEDAP Nedap1.9%+€7.1m25.6%PE21.9x
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EAS2P

€2.96

Ease2pay

7D

8.4%

1Y

180.6%

NEDAP

€58.90

Nedap

7D

1.9%

1Y

25.6%

ORDI

€3.50

Ordina

7D

-0.9%

1Y

19.7%

CMCOM

€28.95

CM.com

7D

-2.0%

1Y

23.7%