Narrative Update • May 07

All of the companies in the Semiconductor Equipment industry have been up over the last week, with the industry up 7.7%. In the last 12 months, the industry was up 110%. As for the next few years, earnings are expected to grow by 16% per annum.
Has the Dutch Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | €571.5b | €37.5b | €11.2b | 50.7x | 51.2x | 15.2x |
| Tue, 07 Apr 2026 | €495.2b | €36.4b | €10.5b | 46.5x | 47.3x | 13.6x |
| Thu, 05 Mar 2026 | €512.4b | €36.5b | €10.5b | 48.1x | 48.7x | 14x |
| Sat, 31 Jan 2026 | €517.1b | €36.5b | €10.5b | 48.9x | 49.1x | 14.2x |
| Mon, 29 Dec 2025 | €383.6b | €36.1b | €10.4b | 36.8x | 36.9x | 10.6x |
| Wed, 26 Nov 2025 | €365.9b | €36.1b | €10.4b | 35.2x | 35.2x | 10.1x |
| Fri, 24 Oct 2025 | €381.8b | €36.1b | €10.2b | 50.5x | 37.6x | 10.6x |
| Sun, 21 Sep 2025 | €341.1b | €36.0b | €10.1b | 45.7x | 33.7x | 9.5x |
| Tue, 19 Aug 2025 | €276.7b | €36.0b | €10.1b | 38x | 27.4x | 7.7x |
| Thu, 17 Jul 2025 | €277.7b | €34.5b | €9.4b | 51x | 29.6x | 8.1x |
| Sat, 14 Jun 2025 | €296.9b | €34.5b | €9.4b | 52.7x | 31.7x | 8.6x |
| Mon, 12 May 2025 | €277.2b | €34.5b | €9.4b | 45.7x | 29.6x | 8x |
| Wed, 09 Apr 2025 | €250.6b | €31.8b | €8.4b | 29.8x | 29.7x | 7.9x |
| Fri, 07 Mar 2025 | €294.3b | €31.8b | €8.4b | 34.8x | 34.9x | 9.3x |
| Sun, 02 Feb 2025 | €322.3b | €31.6b | €8.3b | 50.4x | 38.8x | 10.2x |
| Tue, 31 Dec 2024 | €302.0b | €29.6b | €7.7b | 49.5x | 39.4x | 10.2x |
| Thu, 28 Nov 2024 | €279.6b | €29.6b | €7.7b | 44.1x | 36.5x | 9.4x |
| Sat, 26 Oct 2024 | €295.1b | €29.5b | €7.7b | 46.4x | 38.5x | 10x |
| Mon, 23 Sep 2024 | €318.2b | €28.6b | €7.5b | 50x | 42.6x | 11.1x |
| Wed, 21 Aug 2024 | €367.2b | €28.6b | €7.5b | 54.3x | 49.2x | 12.8x |
| Fri, 19 Jul 2024 | €373.6b | €28.6b | €7.5b | 59.5x | 50x | 13.1x |
| Sun, 16 Jun 2024 | €419.6b | €29.3b | €7.8b | 61.1x | 53.6x | 14.3x |
| Tue, 14 May 2024 | €376.0b | €29.3b | €7.8b | 56.1x | 48x | 12.8x |
| Thu, 11 Apr 2024 | €399.0b | €30.8b | €8.8b | 45.8x | 45.5x | 13x |
| Sat, 09 Mar 2024 | €403.0b | €30.8b | €8.8b | 46.3x | 46x | 13.1x |
| Mon, 05 Feb 2024 | €356.8b | €30.8b | €8.9b | 40.8x | 40.1x | 11.6x |
| Wed, 03 Jan 2024 | €295.1b | €30.0b | €8.7b | 34.5x | 34x | 9.8x |
| Fri, 01 Dec 2023 | €278.9b | €30.0b | €8.7b | 32.3x | 32.2x | 9.3x |
| Sun, 29 Oct 2023 | €247.9b | €30.0b | €8.7b | 29.1x | 28.6x | 8.3x |
| Tue, 26 Sep 2023 | €245.0b | €29.2b | €7.9b | 30.9x | 31.1x | 8.4x |
| Thu, 24 Aug 2023 | €277.9b | €29.2b | €7.9b | 36.5x | 35.2x | 9.5x |
| Sat, 22 Jul 2023 | €273.5b | €29.1b | €7.9b | 34.7x | 34.5x | 9.4x |
| Mon, 19 Jun 2023 | €287.9b | €27.6b | €7.7b | 37.5x | 37.3x | 10.4x |
| Wed, 17 May 2023 | €262.3b | €27.6b | €7.7b | 33.3x | 34x | 9.5x |
34x
How does Dutch Semiconductor Equipment compare with similar industries?
| NL Market | 3.51% | |
| Tech | 7.70% | |
| Semiconductors | 7.71% | |
| Semiconductor Equipment | 7.71% | |
| Semiconductors | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASML ASML Holding | €1.32k | 7.9% +€37.3b | 110.5% | PE50.7x | |
| ASM ASM International | €882.20 | 6.2% +€2.5b | 96.0% | PE43.5x | |
| BESI BE Semiconductor Industries | €260.80 | 5.5% +€1.1b | 141.7% | PE136.1x |