Narrative Update • May 22
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- 7D4.6%
- 3M22.8%
- 1Y121.7%
- YTD50.2%
Over the last 7 days, the Semiconductors industry has dropped 2.7%, driven by ASML Holding declining 3.2%. In the past year, the industry has gained 114%. As for the next few years, earnings are expected to grow by 17% per annum.
Industry Valuation and Performance
Has the Dutch Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 03 Jun 2026 | €628.6b | €37.5b | €11.2b | 56.2x | 56.4x | 16.8x |
| Fri, 01 May 2026 | €530.6b | €37.5b | €11.2b | 47x | 47.6x | 14.1x |
| Sun, 29 Mar 2026 | €487.3b | €36.4b | €10.5b | 46x | 46.6x | 13.4x |
| Tue, 24 Feb 2026 | €531.8b | €36.5b | €10.5b | 50.2x | 50.5x | 14.6x |
| Thu, 22 Jan 2026 | €494.7b | €36.1b | €10.4b | 47.1x | 47.6x | 13.7x |
| Sat, 20 Dec 2025 | €384.4b | €36.1b | €10.4b | 36.9x | 37x | 10.7x |
| Mon, 17 Nov 2025 | €373.8b | €36.1b | €10.4b | 35.8x | 36x | 10.4x |
| Wed, 15 Oct 2025 | €365.3b | €36.0b | €10.1b | 50x | 36.1x | 10.1x |
| Fri, 12 Sep 2025 | €295.6b | €36.0b | €10.1b | 39.6x | 29.2x | 8.2x |
| Sun, 10 Aug 2025 | €269.0b | €36.0b | €10.1b | 39x | 26.6x | 7.5x |
| Tue, 08 Jul 2025 | €296.2b | €34.5b | €9.4b | 52x | 31.6x | 8.6x |
| Thu, 05 Jun 2025 | €289.2b | €34.5b | €9.4b | 47.7x | 30.9x | 8.4x |
| Sat, 03 May 2025 | €269.2b | €34.5b | €9.4b | 44x | 28.7x | 7.8x |
| Mon, 31 Mar 2025 | €275.0b | €31.8b | €8.4b | 32.5x | 32.6x | 8.6x |
| Wed, 26 Feb 2025 | €310.9b | €31.6b | €8.3b | 48.9x | 37.4x | 9.8x |
| Fri, 24 Jan 2025 | €322.1b | €29.6b | €7.7b | 54.3x | 42.1x | 10.9x |
| Sun, 22 Dec 2024 | €307.8b | €29.6b | €7.7b | 50.3x | 40.2x | 10.4x |
| Tue, 19 Nov 2024 | €280.6b | €29.6b | €7.7b | 44.2x | 36.7x | 9.5x |
| Thu, 17 Oct 2024 | €282.1b | €29.4b | €7.6b | 45.2x | 36.9x | 9.6x |
| Sat, 14 Sep 2024 | €325.4b | €28.6b | €7.5b | 50.5x | 43.6x | 11.4x |
| Mon, 12 Aug 2024 | €345.0b | €28.6b | €7.5b | 50.4x | 46.2x | 12.1x |
| Wed, 10 Jul 2024 | €434.6b | €29.3b | €7.8b | 65.5x | 55.5x | 14.9x |
| Fri, 07 Jun 2024 | €420.6b | €29.3b | €7.8b | 61x | 53.7x | 14.4x |
| Sun, 05 May 2024 | €367.7b | €29.3b | €7.8b | 54.1x | 47x | 12.6x |
| Tue, 02 Apr 2024 | €389.5b | €30.8b | €8.8b | 44.7x | 44.4x | 12.7x |
| Thu, 29 Feb 2024 | €382.6b | €30.8b | €8.8b | 43.6x | 43.6x | 12.4x |
| Sat, 27 Jan 2024 | €348.5b | €30.9b | €8.9b | 34.2x | 39.2x | 11.3x |
| Mon, 25 Dec 2023 | €303.7b | €30.1b | €8.7b | 30.7x | 35x | 10.1x |
| Wed, 22 Nov 2023 | €278.6b | €30.1b | €8.7b | 28.7x | 32.1x | 9.3x |
| Fri, 20 Oct 2023 | €247.2b | €30.1b | €8.1b | 29.9x | 30.5x | 8.2x |
| Sun, 17 Sep 2023 | €248.4b | €29.2b | €7.9b | 31.1x | 31.5x | 8.5x |
| Tue, 15 Aug 2023 | €268.8b | €29.2b | €7.9b | 34.1x | 34.1x | 9.2x |
| Thu, 13 Jul 2023 | €285.6b | €27.7b | €7.7b | 34.3x | 37x | 10.3x |
| Sat, 10 Jun 2023 | €289.7b | €27.7b | €7.7b | 33.2x | 37.5x | 10.5x |
Price to Earnings Ratio
37.5x
Current Industry PE
- There are only 3 companies in the Dutch Semiconductor industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 11% 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 industry?
| NL Market | 1.93% | |
| Tech | 4.59% | |
| Semiconductors | 4.60% | |
| Semiconductor Equipment | 4.60% | |
| Semiconductors | 0% | 0 |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 39.3x.
- Analysts expect its future annual earnings growth (16.7%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 39.3x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 17% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 17% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASML ASML Holding | €1.46k | 5.2% +€27.7b | 123.8% | PE56.2x | |
| BESI BE Semiconductor Industries | €286.20 | 0.8% +€174.2m | 168.1% | PE149.4x |