Narrative Update • May 22

Over the last 7 days, the Semiconductor Equipment industry has risen 7.5%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 118%. 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 |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | €607.9b | €37.5b | €11.2b | 54.2x | 54.5x | 16.2x |
| Tue, 21 Apr 2026 | €535.4b | €37.5b | €10.9b | 52.9x | 49.3x | 14.3x |
| Thu, 19 Mar 2026 | €507.9b | €36.4b | €10.5b | 47.8x | 48.5x | 13.9x |
| Sat, 14 Feb 2026 | €507.5b | €36.5b | €10.5b | 47.8x | 48.1x | 13.9x |
| Mon, 12 Jan 2026 | €461.2b | €36.1b | €10.4b | 44.3x | 44.4x | 12.8x |
| Wed, 10 Dec 2025 | €407.4b | €36.1b | €10.4b | 39x | 39.2x | 11.3x |
| Fri, 07 Nov 2025 | €384.2b | €36.1b | €10.4b | 36.6x | 37x | 10.6x |
| Sun, 05 Oct 2025 | €378.0b | €36.0b | €10.1b | 50.8x | 37.4x | 10.5x |
| Tue, 02 Sep 2025 | €275.9b | €36.0b | €10.1b | 38.7x | 27.3x | 7.7x |
| Thu, 31 Jul 2025 | €274.6b | €36.0b | €10.1b | 41.5x | 27.2x | 7.6x |
| Sat, 28 Jun 2025 | €302.7b | €34.5b | €9.4b | 55.2x | 32.3x | 8.8x |
| Mon, 26 May 2025 | €284.0b | €34.5b | €9.4b | 46.5x | 30.3x | 8.2x |
| Wed, 23 Apr 2025 | €247.1b | €34.3b | €9.6b | 27.8x | 25.8x | 7.2x |
| Fri, 21 Mar 2025 | €295.3b | €31.8b | €8.4b | 34.9x | 35x | 9.3x |
| Sun, 16 Feb 2025 | €325.8b | €31.6b | €8.3b | 51x | 39.3x | 10.3x |
| Tue, 14 Jan 2025 | €319.6b | €29.6b | €7.7b | 52.1x | 41.8x | 10.8x |
| Thu, 12 Dec 2024 | €302.6b | €29.6b | €7.7b | 47.1x | 39.5x | 10.2x |
| Sat, 09 Nov 2024 | €278.0b | €29.6b | €7.7b | 45.3x | 36.3x | 9.4x |
| Mon, 07 Oct 2024 | €335.7b | €28.6b | €7.5b | 52.5x | 45x | 11.7x |
| Wed, 04 Sep 2024 | €345.6b | €28.6b | €7.5b | 52.5x | 46.3x | 12.1x |
| Fri, 02 Aug 2024 | €366.2b | €28.6b | €7.5b | 55.3x | 49.1x | 12.8x |
| Sun, 30 Jun 2024 | €426.0b | €29.3b | €7.8b | 64.3x | 54.4x | 14.6x |
| Tue, 28 May 2024 | €390.2b | €29.3b | €7.8b | 59.8x | 49.9x | 13.3x |
| Thu, 25 Apr 2024 | €367.9b | €29.2b | €7.8b | 53.3x | 47x | 12.6x |
| Sat, 23 Mar 2024 | €395.8b | €30.8b | €8.8b | 45.4x | 45.1x | 12.9x |
| Mon, 19 Feb 2024 | €383.0b | €30.8b | €8.9b | 43.6x | 43x | 12.4x |
| Wed, 17 Jan 2024 | €289.7b | €30.0b | €8.7b | 33.8x | 33.4x | 9.6x |
| Fri, 15 Dec 2023 | €303.5b | €30.0b | €8.7b | 35.4x | 35x | 10.1x |
| Sun, 12 Nov 2023 | €270.1b | €30.0b | €8.7b | 31.5x | 31.2x | 9x |
| Tue, 10 Oct 2023 | €245.6b | €29.2b | €7.9b | 31.1x | 31.1x | 8.4x |
| Thu, 07 Sep 2023 | €274.3b | €29.2b | €7.9b | 36.1x | 34.8x | 9.4x |
| Sat, 05 Aug 2023 | €275.7b | €29.2b | €7.9b | 35.7x | 35x | 9.5x |
| Mon, 03 Jul 2023 | €288.6b | €27.6b | €7.7b | 37.5x | 37.4x | 10.4x |
| Wed, 31 May 2023 | €297.7b | €27.6b | €7.7b | 39.2x | 38.6x | 10.8x |
38.6x
How does Dutch Semiconductor Equipment compare with similar industries?
| NL Market | 4.91% | |
| Tech | 7.44% | |
| Semiconductors | 7.46% | |
| Semiconductor Equipment | 7.46% | |
| Semiconductors | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASML ASML Holding | €1.41k | 7.8% +€39.4b | 119.3% | PE54.2x | |
| ASM ASM International | €900.80 | 4.4% +€1.8b | 92.6% | PE44.4x | |
| BESI BE Semiconductor Industries | €273.60 | 4.5% +€934.2m | 159.8% | PE142.8x |