Narrative Update • May 19

Over the last 7 days, the Semiconductor Equipment industry has dropped 1.1%, driven by a pullback from ASML Holding of 1.3%. In the past year, the industry has gained 89%. As for the next few years, earnings are expected to grow by 17% per annum.
Has the Dutch Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | €576.3b | €37.5b | €11.2b | 51.2x | 51.7x | 15.4x |
| Sat, 18 Apr 2026 | €535.2b | €37.5b | €10.9b | 53.1x | 49.2x | 14.3x |
| Mon, 16 Mar 2026 | €502.7b | €36.4b | €10.5b | 47.3x | 48x | 13.8x |
| Wed, 11 Feb 2026 | €507.6b | €36.5b | €10.5b | 47.9x | 48.2x | 13.9x |
| Fri, 09 Jan 2026 | €432.9b | €36.1b | €10.4b | 41.5x | 41.6x | 12x |
| Sun, 07 Dec 2025 | €404.8b | €36.1b | €10.4b | 38.9x | 38.9x | 11.2x |
| Tue, 04 Nov 2025 | €397.8b | €36.1b | €10.4b | 37.9x | 38.3x | 11x |
| Thu, 02 Oct 2025 | €361.3b | €36.0b | €10.1b | 48.1x | 35.7x | 10x |
| Sat, 30 Aug 2025 | €275.7b | €36.0b | €10.1b | 38.1x | 27.3x | 7.7x |
| Mon, 28 Jul 2025 | €264.5b | €36.0b | €10.1b | 39.7x | 26.2x | 7.3x |
| Wed, 25 Jun 2025 | €308.4b | €34.5b | €9.4b | 54.3x | 32.9x | 9x |
| Fri, 23 May 2025 | €290.5b | €34.5b | €9.4b | 47.8x | 31x | 8.4x |
| Sun, 20 Apr 2025 | €248.6b | €34.3b | €9.6b | 28.1x | 26x | 7.3x |
| Tue, 18 Mar 2025 | €290.6b | €31.8b | €8.4b | 34.3x | 34.4x | 9.1x |
| Thu, 13 Feb 2025 | €319.9b | €31.6b | €8.3b | 50.4x | 38.5x | 10.1x |
| Sat, 11 Jan 2025 | €325.6b | €29.6b | €7.7b | 52.8x | 42.5x | 11x |
| Mon, 09 Dec 2024 | €301.6b | €29.6b | €7.7b | 46.1x | 39.4x | 10.2x |
| Wed, 06 Nov 2024 | €278.6b | €29.6b | €7.7b | 45.8x | 36.4x | 9.4x |
| Fri, 04 Oct 2024 | €334.8b | €28.6b | €7.5b | 52.6x | 44.9x | 11.7x |
| Sun, 01 Sep 2024 | €358.6b | €28.6b | €7.5b | 54.4x | 48.1x | 12.5x |
| Tue, 30 Jul 2024 | €356.4b | €28.6b | €7.5b | 54.1x | 47.8x | 12.5x |
| Thu, 27 Jun 2024 | €418.2b | €29.3b | €7.8b | 63x | 53.4x | 14.3x |
| Sat, 25 May 2024 | €389.8b | €29.3b | €7.8b | 60.4x | 49.8x | 13.3x |
| Mon, 22 Apr 2024 | €358.8b | €29.3b | €8.0b | 45.4x | 44.6x | 12.2x |
| Wed, 20 Mar 2024 | €379.9b | €30.8b | €8.8b | 43.6x | 43.3x | 12.3x |
| Fri, 16 Feb 2024 | €376.2b | €30.8b | €8.9b | 42.9x | 42.3x | 12.2x |
| Sun, 14 Jan 2024 | €288.3b | €30.0b | €8.7b | 33.7x | 33.3x | 9.6x |
| Tue, 12 Dec 2023 | €293.3b | €30.0b | €8.7b | 34.2x | 33.8x | 9.8x |
| Thu, 09 Nov 2023 | €266.4b | €30.0b | €8.7b | 31.1x | 30.7x | 8.9x |
| Sat, 07 Oct 2023 | €248.8b | €29.2b | €7.9b | 31.9x | 31.5x | 8.5x |
| Mon, 04 Sep 2023 | €271.7b | €29.2b | €7.9b | 35.3x | 34.4x | 9.3x |
| Wed, 02 Aug 2023 | €284.5b | €29.2b | €7.9b | 35.9x | 36.1x | 9.8x |
| Fri, 30 Jun 2023 | €290.4b | €27.6b | €7.7b | 36.9x | 37.6x | 10.5x |
| Sun, 28 May 2023 | €297.2b | €27.6b | €7.7b | 38.6x | 38.5x | 10.8x |
38.5x
How does Dutch Semiconductor Equipment compare with similar industries?
| NL Market | 1.56% | |
| Tech | 0.44% | |
| Semiconductors | 0.44% | |
| Semiconductor Equipment | 0.44% | |
| Semiconductors | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASML ASML Holding | €1.33k | 0.5% +€2.3b | 100.5% | PE51.2x | |
| BESI BE Semiconductor Industries | €265.00 | 2.6% +€538.4m | 143.5% | PE138.3x |