Market Cool On Akzo Nobel N.V.'s (AMS:AKZA) Earnings
May 10
Dutch (AEX) Materials Sector Analysis
UpdatedMay 18, 2024
DataAggregated Company Financials
Companies10
- 7D2.9%
- 3M-1.4%
- 1Y-7.8%
- YTD1.6%
The Materials industry is up 2.2% in the last week, with DSM-Firmenich up 4.2%. However, the industry is down 8.4% over the past year. As for the next few years, earnings are expected to grow by 44% per annum.
Sector Valuation and Performance
Has the Dutch Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | €69.1b | €93.7b | €59.3m | 20.7x | 1165.6x | 0.7x |
| Tue, 16 Apr 2024 | €68.5b | €97.6b | €309.6m | 15.4x | 221.2x | 0.7x |
| Thu, 14 Mar 2024 | €68.5b | €95.6b | €582.6m | 15.9x | 117.5x | 0.7x |
| Sat, 10 Feb 2024 | €68.5b | €98.6b | €1.2b | 17.1x | 59.2x | 0.7x |
| Mon, 08 Jan 2024 | €67.4b | €108.2b | €4.5b | 12.2x | 14.9x | 0.6x |
| Wed, 06 Dec 2023 | €63.6b | €109.2b | €4.6b | 11.3x | 13.9x | 0.6x |
| Fri, 03 Nov 2023 | €61.6b | €114.2b | €5.3b | 7.4x | 11.6x | 0.5x |
| Sun, 01 Oct 2023 | €63.7b | €114.7b | €5.2b | 7.6x | 12.1x | 0.6x |
| Tue, 29 Aug 2023 | €65.9b | €113.0b | €5.1b | 7.4x | 12.8x | 0.6x |
| Thu, 27 Jul 2023 | €72.0b | €116.1b | €8.4b | 7.9x | 8.6x | 0.6x |
| Sat, 24 Jun 2023 | €67.7b | €117.5b | €8.5b | 7.3x | 7.9x | 0.6x |
| Mon, 22 May 2023 | €74.7b | €109.7b | €8.1b | 7.2x | 9.2x | 0.7x |
| Wed, 19 Apr 2023 | €67.3b | €112.7b | €11.3b | 7.2x | 5.9x | 0.6x |
| Fri, 17 Mar 2023 | €64.1b | €115.4b | €11.6b | 8.3x | 5.5x | 0.6x |
| Sun, 12 Feb 2023 | €66.7b | €116.0b | €12.4b | 11.5x | 5.4x | 0.6x |
| Tue, 10 Jan 2023 | €67.7b | €118.6b | €16.4b | 10.9x | 4.1x | 0.6x |
| Thu, 08 Dec 2022 | €66.7b | €120.8b | €16.8b | 11.7x | 4x | 0.6x |
| Sat, 05 Nov 2022 | €65.0b | €126.8b | €21.4b | 10.7x | 3x | 0.5x |
| Mon, 03 Oct 2022 | €60.2b | €126.5b | €21.3b | 10.9x | 2.8x | 0.5x |
| Wed, 31 Aug 2022 | €66.6b | €124.4b | €20.9b | 12.9x | 3.2x | 0.5x |
| Fri, 29 Jul 2022 | €67.9b | €117.1b | €20.3b | 15.6x | 3.3x | 0.6x |
| Sun, 26 Jun 2022 | €65.6b | €113.2b | €19.8b | 14.3x | 3.3x | 0.6x |
| Tue, 24 May 2022 | €77.2b | €112.1b | €19.6b | 15.6x | 3.9x | 0.7x |
| Thu, 21 Apr 2022 | €82.8b | €103.0b | €17.3b | 16.3x | 4.8x | 0.8x |
| Sat, 19 Mar 2022 | €81.5b | €101.5b | €16.6b | 15.8x | 4.9x | 0.8x |
| Mon, 14 Feb 2022 | €82.4b | €97.2b | €15.9b | 18.8x | 5.2x | 0.8x |
| Wed, 12 Jan 2022 | €89.0b | €91.0b | €13.1b | 20.1x | 6.8x | 1x |
| Fri, 10 Dec 2021 | €87.0b | €91.4b | €13.1b | 19.8x | 6.6x | 1x |
| Sun, 07 Nov 2021 | €89.1b | €82.7b | €8.4b | 21.1x | 10.6x | 1.1x |
| Tue, 05 Oct 2021 | €82.0b | €82.2b | €8.4b | 16.8x | 9.7x | 1x |
| Thu, 02 Sep 2021 | €90.2b | €81.0b | €8.3b | 18.7x | 10.9x | 1.1x |
| Sat, 31 Jul 2021 | €90.2b | €81.0b | €8.3b | 18.7x | 10.9x | 1.1x |
Price to Earnings Ratio
22.2x
Current Industry PE
- Investors are optimistic on the Dutch Materials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 959x which is higher than its 3-year average PE of 40.5x.
- The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
- The earnings for companies in the Materials industry have declined 73% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.0% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Dutch Materials sector?
| NL Market | 1.08% | |
| Materials | 2.89% | |
| Chemicals | 3.53% | |
| Metals and Mining | 1.61% | |
| Basic Materials | 0% | |
| Paper and Forestry Products | 0% | |
| Packaging | -0.99% | |
Industry PE
- Investors are most optimistic about the Metals and Mining industry which is trading above its 3-year average PE ratio of 5.1x.
- Analysts are expecting annual earnings growth of 43.4%, which is higher than its past year's earnings decline of 87.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Chemicals industry, expecting annual earnings growth of 44% over the next 5 years.
- This is better than its past earnings decline of 10% per year.
- In contrast, the Packaging industry is expected to see its earnings grow by 40% 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 | |
|---|---|---|---|---|---|
| DSFIR DSM-Firmenich | €107.45 | 4.2% +€1.2b | -8.1% | PS2.7x | |
| MT ArcelorMittal | €24.27 | 1.6% +€319.5m | -2.3% | PE28.4x | |
| AKZA Akzo Nobel | €64.84 | 2.8% +€302.1m | -15.6% | PE20.7x | |
| OCI OCI | €25.54 | 3.4% +€177.0m | 10.6% | PS3x | |
| APAM Aperam | €26.98 | 2.5% +€47.7m | -18.5% | PE37.5x |