ASML Holding N.V.'s (AMS:ASML) 25% Price Boost Is Out Of Tune With Earnings
Sep 23
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Dutch (AEX) Semiconductors Industry Analysis
UpdatedSep 29, 2025
DataAggregated Company Financials
Companies3
- 7D0.1%
- 3M18.5%
- 1Y6.7%
- YTD14.0%
All of the companies in the Semiconductors industry have been up over the last week, with the industry up 2.0%. This means that the industry has gained 5.2% over the past year. Earnings are forecast to grow by 10% annually.
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 |
|---|---|---|---|---|---|---|
| Mon, 29 Sep 2025 | €348.6b | €36.0b | €10.1b | 45.7x | 34.5x | 9.7x |
| Wed, 27 Aug 2025 | €281.6b | €36.0b | €10.1b | 38x | 27.8x | 7.8x |
| Fri, 25 Jul 2025 | €270.3b | €36.0b | €10.1b | 41.1x | 26.7x | 7.5x |
| Sun, 22 Jun 2025 | €290.6b | €34.5b | €9.4b | 51.7x | 31x | 8.4x |
| Tue, 20 May 2025 | €292.8b | €34.5b | €9.4b | 48.6x | 31.3x | 8.5x |
| Thu, 17 Apr 2025 | €252.6b | €34.3b | €9.6b | 28.3x | 26.4x | 7.4x |
| Sat, 15 Mar 2025 | €288.4b | €31.8b | €8.4b | 34.1x | 34.2x | 9.1x |
| Mon, 10 Feb 2025 | €312.8b | €31.6b | €8.3b | 48.5x | 37.7x | 9.9x |
| Wed, 08 Jan 2025 | €331.4b | €29.6b | €7.7b | 53.6x | 43.3x | 11.2x |
| Fri, 06 Dec 2024 | €301.6b | €29.6b | €7.7b | 45.3x | 39.4x | 10.2x |
| Sun, 03 Nov 2024 | €280.0b | €29.6b | €7.7b | 45.4x | 36.6x | 9.5x |
| Tue, 01 Oct 2024 | €331.1b | €28.6b | €7.5b | 52.5x | 44.4x | 11.6x |
| Thu, 29 Aug 2024 | €352.8b | €28.6b | €7.5b | 52.5x | 47.3x | 12.3x |
| Sat, 27 Jul 2024 | €361.9b | €28.6b | €7.5b | 53.5x | 48.4x | 12.6x |
| Mon, 24 Jun 2024 | €425.4b | €29.3b | €7.8b | 64.1x | 54.3x | 14.5x |
| Wed, 22 May 2024 | €378.5b | €29.3b | €7.8b | 59.4x | 48.4x | 12.9x |
| Fri, 19 Apr 2024 | €367.8b | €29.3b | €8.0b | 46.5x | 45.8x | 12.5x |
| Sun, 17 Mar 2024 | €375.3b | €30.8b | €8.8b | 43x | 42.8x | 12.2x |
| Tue, 13 Feb 2024 | €383.4b | €30.8b | €8.9b | 43.8x | 43.1x | 12.4x |
| Thu, 11 Jan 2024 | €288.8b | €30.1b | €8.7b | 29.1x | 33.3x | 9.6x |
| Sat, 09 Dec 2023 | €289.2b | €30.1b | €8.7b | 29.4x | 33.4x | 9.6x |
| Mon, 06 Nov 2023 | €264.7b | €30.1b | €8.7b | 26.9x | 30.5x | 8.8x |
| Wed, 04 Oct 2023 | €246.9b | €29.2b | €7.9b | 30.9x | 31.3x | 8.5x |
| Fri, 01 Sep 2023 | €270.4b | €29.2b | €7.9b | 34.7x | 34.3x | 9.3x |
| Sun, 30 Jul 2023 | €287.5b | €29.2b | €7.9b | 35.5x | 36.4x | 9.8x |
| Tue, 27 Jun 2023 | €281.8b | €27.7b | €7.7b | 33.3x | 36.5x | 10.2x |
| Thu, 25 May 2023 | €269.8b | €27.7b | €7.7b | 31.1x | 34.9x | 9.8x |
| Sat, 22 Apr 2023 | €252.2b | €27.5b | €7.5b | 29.2x | 33.5x | 9.2x |
| Mon, 20 Mar 2023 | €257.1b | €24.3b | €6.3b | 32.8x | 41.1x | 10.6x |
| Wed, 15 Feb 2023 | €269.1b | €24.1b | €6.2b | 32.3x | 43.5x | 11.2x |
| Fri, 13 Jan 2023 | €258.0b | €22.7b | €6.1b | 30.9x | 42x | 11.4x |
| Sun, 11 Dec 2022 | €248.6b | €22.7b | €6.1b | 30x | 40.5x | 11x |
| Tue, 08 Nov 2022 | €205.7b | €22.7b | €6.1b | 24.9x | 33.5x | 9.1x |
| Thu, 06 Oct 2022 | €202.6b | €22.0b | €6.5b | 17.6x | 31.2x | 9.2x |
Price to Earnings Ratio
31.2x
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 16% per year over the last three years.
- Revenues for these companies have grown 18% 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 | 0.46% | |
| Tech | 0.098% | |
| Semiconductors | 0.11% | |
| Semiconductor Equipment | 0.11% | |
| Semiconductors | 0% | 0 |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average PE ratio of 37.9x.
- Analysts are expecting annual earnings growth of 10.5%, which is higher than its past year's earnings growth of 2.3% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 37.9x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 10% over the next 5 years.
- This is better than its past earnings growth rate of 2.3% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 10% 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 | €812.80 | 0.2% +€774.6m | 9.0% | PE33.4x |