We're Not Worried About Archer Materials' (ASX:AXE) Cash Burn
May 01
Australian (ASX) Semiconductors Industry Analysis
UpdatedMay 02, 2024
DataAggregated Company Financials
Companies5
- 7D3.5%
- 3M-0.5%
- 1Y-35.5%
- YTD-20.5%
The Semiconductors industry is up 3.5% in the last week, with Weebit Nano up 6.4%. During this same period, the 4DS Memory underperformed, falling 9.8%. In the past year, the industry is down 36%.
Industry Valuation and Performance
Has the Australian Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 May 2024 | AU$936.4m | AU$3.6m | -AU$67,109,576.00 | n/a | -14x | 258x |
| Sat, 30 Mar 2024 | AU$1.0b | AU$29.5m | -AU$78,236,960.60 | n/a | -12.9x | 34.1x |
| Mon, 26 Feb 2024 | AU$1.2b | AU$28.7m | -AU$74,848,773.80 | n/a | -16.6x | 43.2x |
| Wed, 24 Jan 2024 | AU$983.4m | AU$50.8m | -AU$93,762,343.00 | 2.8x | -10.5x | 19.4x |
| Fri, 22 Dec 2023 | AU$1.1b | AU$50.1m | -AU$93,469,403.00 | 2.8x | -12.3x | 22.8x |
| Sun, 19 Nov 2023 | AU$1.2b | AU$51.2m | -AU$93,976,193.00 | 2.8x | -12.3x | 22.5x |
| Tue, 17 Oct 2023 | AU$1.0b | AU$52.6m | -AU$94,793,533.00 | 2.8x | -11x | 19.8x |
| Thu, 14 Sep 2023 | AU$1.2b | AU$51.8m | -AU$94,363,814.00 | 2.8x | -12.7x | 23.1x |
| Sat, 12 Aug 2023 | AU$1.3b | AU$57.3m | -AU$96,424,962.00 | 2.8x | -13.2x | 22.3x |
| Mon, 10 Jul 2023 | AU$1.3b | AU$56.1m | -AU$95,557,460.00 | 2.8x | -13.8x | 23.5x |
| Wed, 07 Jun 2023 | AU$2.5b | AU$64.8m | -AU$109,445,800.00 | 2.8x | -23.1x | 39x |
| Fri, 05 May 2023 | AU$2.2b | AU$64.7m | -AU$108,775,542.00 | 2.8x | -20.3x | 34.2x |
| Sun, 02 Apr 2023 | AU$2.1b | AU$64.6m | -AU$108,726,304.00 | 2.8x | -19.5x | 32.8x |
| Tue, 28 Feb 2023 | AU$1.1b | AU$78.1m | -AU$79,188,973.00 | 2.8x | -14.4x | 14.6x |
| Thu, 26 Jan 2023 | AU$1.3b | AU$70.2m | -AU$72,194,440.00 | 2.8x | -17.4x | 17.9x |
| Sat, 24 Dec 2022 | AU$878.1m | AU$73.2m | -AU$73,822,394.00 | 2.8x | -11.9x | 12x |
| Mon, 21 Nov 2022 | AU$916.3m | AU$73.3m | -AU$73,911,165.00 | 2.8x | -12.4x | 12.5x |
| Wed, 19 Oct 2022 | AU$930.5m | AU$77.2m | -AU$76,056,503.00 | 2.8x | -12.2x | 12.1x |
| Fri, 16 Sep 2022 | AU$1.0b | AU$72.8m | -AU$73,609,548.00 | 2.8x | -13.9x | 14.1x |
| Sun, 14 Aug 2022 | AU$1.1b | AU$70.8m | -AU$35,878,115.00 | 5.4x | -30.7x | 15.5x |
| Tue, 12 Jul 2022 | AU$888.6m | AU$73.0m | -AU$36,249,457.00 | 5.4x | -24.5x | 12.2x |
| Thu, 09 Jun 2022 | AU$758.7m | AU$70.0m | -AU$35,745,656.00 | 5.4x | -21.2x | 10.8x |
| Sat, 07 May 2022 | AU$746.5m | AU$70.7m | -AU$35,869,693.00 | 5.7x | -20.8x | 10.6x |
| Mon, 04 Apr 2022 | AU$819.1m | AU$67.4m | -AU$35,314,592.00 | 4.5x | -23.2x | 12.2x |
| Wed, 02 Mar 2022 | AU$823.5m | AU$69.4m | -AU$29,596,294.00 | 3x | -27.8x | 11.9x |
| Fri, 28 Jan 2022 | AU$810.8m | AU$62.6m | -AU$35,231,262.00 | 4.1x | -23x | 13x |
| Sun, 26 Dec 2021 | AU$854.9m | AU$62.1m | -AU$35,107,308.00 | 4.1x | -24.4x | 13.8x |
| Tue, 23 Nov 2021 | AU$1.1b | AU$62.7m | -AU$44,712,377.00 | 4.1x | -25.7x | 18.3x |
| Thu, 21 Oct 2021 | AU$1.3b | AU$61.0m | -AU$43,965,426.00 | 1.8x | -29.1x | 21x |
| Sat, 18 Sep 2021 | AU$939.0m | AU$62.0m | -AU$41,811,637.00 | 2.3x | -22.5x | 15.1x |
| Mon, 16 Aug 2021 | AU$860.4m | AU$56.4m | -AU$38,133,719.02 | n/a | -22.6x | 15.3x |
| Mon, 31 May 2021 | AU$761.6m | AU$53.7m | -AU$42,854,308.36 | n/a | -17.8x | 14.2x |
Price to Earnings Ratio
-19.4x
Current Industry PE
- Investors are optimistic on the Australian Semiconductor industry, and appear confident in long term growth rates.
- The industry's 3-year average PS ratio of 19.9x is exceeded by the industry's current PS ratio of 258x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
- Revenues have also declined 59% per year.
- This means overall sales from these companies are declining and losses are subsequently expanding as well.
Industry Trends
Which industries have driven the changes within the Australian Tech industry?
| AU Market | -1.54% | |
| Tech | -0.75% | |
| Semiconductors | 3.47% | |
| Semiconductors | 3.75% | |
| Semiconductor Equipment | 0% | |
Industry PE
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WBT Weebit Nano | AU$3.06 | 2.7% +AU$15.1m | -52.3% | PS3765.9x | |
| AXE Archer Materials | AU$0.48 | 9.0% +AU$10.2m | 19.0% | PS69.2x |