Narrative Update • Jun 22

Over the last 7 days, the Semiconductor Equipment industry has risen 2.3%, driven by gains from every company within the industry. In the last 12 months, the industry was up 144%. As for the next few years, earnings are expected to grow by 18% per annum.
Has the Dutch Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | €672.7b | €37.5b | €11.2b | 60x | 60.3x | 17.9x |
| Fri, 22 May 2026 | €581.4b | €37.5b | €11.2b | 51.7x | 52.1x | 15.5x |
| Sun, 19 Apr 2026 | €535.2b | €37.5b | €10.9b | 53.1x | 49.2x | 14.3x |
| Tue, 17 Mar 2026 | €502.7b | €36.4b | €10.5b | 47.3x | 48x | 13.8x |
| Thu, 12 Feb 2026 | €513.9b | €36.5b | €10.5b | 48.5x | 48.8x | 14.1x |
| Sat, 10 Jan 2026 | €461.2b | €36.1b | €10.4b | 44.3x | 44.4x | 12.8x |
| Mon, 08 Dec 2025 | €404.8b | €36.1b | €10.4b | 38.9x | 38.9x | 11.2x |
| Wed, 05 Nov 2025 | €394.1b | €36.1b | €10.4b | 37.6x | 37.9x | 10.9x |
| Fri, 03 Oct 2025 | €377.5b | €36.0b | €10.1b | 51.3x | 37.3x | 10.5x |
| Sun, 31 Aug 2025 | €275.7b | €36.0b | €10.1b | 38.1x | 27.3x | 7.7x |
| Tue, 29 Jul 2025 | €275.0b | €36.0b | €10.1b | 41.7x | 27.2x | 7.6x |
| Thu, 26 Jun 2025 | €310.0b | €34.5b | €9.4b | 55.1x | 33.1x | 9x |
| Sat, 24 May 2025 | €284.0b | €34.5b | €9.4b | 46.5x | 30.3x | 8.2x |
| Mon, 21 Apr 2025 | €248.6b | €34.3b | €9.6b | 28.1x | 26x | 7.3x |
| Wed, 19 Mar 2025 | €292.4b | €31.8b | €8.4b | 34.6x | 34.6x | 9.2x |
| Fri, 14 Feb 2025 | €328.0b | €31.6b | €8.3b | 51.3x | 39.5x | 10.4x |
| Sun, 12 Jan 2025 | €325.6b | €29.6b | €7.7b | 52.8x | 42.5x | 11x |
| Tue, 10 Dec 2024 | €301.0b | €29.6b | €7.7b | 46.5x | 39.3x | 10.2x |
| Thu, 07 Nov 2024 | €272.8b | €29.6b | €7.7b | 44.4x | 35.6x | 9.2x |
| Sat, 05 Oct 2024 | €335.7b | €28.6b | €7.5b | 52.5x | 45x | 11.7x |
| Mon, 02 Sep 2024 | €358.6b | €28.6b | €7.5b | 54.4x | 48.1x | 12.5x |
| Wed, 31 Jul 2024 | €356.0b | €28.6b | €7.5b | 54x | 47.7x | 12.4x |
| Fri, 28 Jun 2024 | €423.8b | €29.3b | €7.8b | 63.2x | 54.1x | 14.5x |
| Sun, 26 May 2024 | €389.8b | €29.3b | €7.8b | 60.4x | 49.8x | 13.3x |
| Tue, 23 Apr 2024 | €358.8b | €29.3b | €8.0b | 45.4x | 44.6x | 12.2x |
| Thu, 21 Mar 2024 | €381.5b | €30.8b | €8.8b | 43.9x | 43.5x | 12.4x |
| Sat, 17 Feb 2024 | €383.0b | €30.8b | €8.9b | 43.6x | 43x | 12.4x |
| Mon, 15 Jan 2024 | €288.3b | €30.0b | €8.7b | 33.7x | 33.3x | 9.6x |
| Wed, 13 Dec 2023 | €295.2b | €30.0b | €8.7b | 34.4x | 34.1x | 9.8x |
| Fri, 10 Nov 2023 | €268.1b | €30.0b | €8.7b | 31.3x | 30.9x | 8.9x |
| Sun, 08 Oct 2023 | €248.7b | €29.2b | €7.9b | 31.8x | 31.5x | 8.5x |
| Tue, 05 Sep 2023 | €274.1b | €29.2b | €7.9b | 35.6x | 34.7x | 9.4x |
| Thu, 03 Aug 2023 | €278.2b | €29.2b | €7.9b | 35x | 35.3x | 9.5x |
| Sat, 01 Jul 2023 | €288.6b | €27.6b | €7.7b | 37.5x | 37.4x | 10.4x |
37.4x
How does Dutch Semiconductor Equipment compare with similar industries?
| NL Market | -1.18% | |
| Tech | -1.69% | |
| Semiconductors | -1.69% | |
| Semiconductor Equipment | -1.69% | |
| Semiconductors | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASM ASM International | €994.00 | 0.6% +€303.1m | 85.9% | PE49x |