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X-FAB Silicon Foundries
ENXTPA:XFAB Community
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X-FAB Silicon Foundries
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X-FAB Silicon Foundries
DI
Didier_Lambert_private_inv
Community Contributor
An appealing family owned and managed semi conductor company
Fair Value is based on 5 analyst following the company. The company is active in the domain of semi-conductors so highly volatile but the story behind this company is very appealing : It is a family owned company with a management being there already for longtime and having themselves important stakes They have a very tight relation of being the producers of Melexis (that only conceives chips) qnd hence is assured by a steady flow of orders The current figures are biased by a hefty investment in building up extra capacity They do not target high volumes as this is a battle they can not win, they are just strong in making small to medium batches The major risks and attention points are : Will follow the volatily of the semiconductor business Linked to auto industry so if this one is suffering XFab will perform weaker as well They realize high margins but if Revenue is not attained immediate impact on the bottom line as there are consequent sunk costs.
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€6.50
FV
30.4% undervalued
intrinsic discount
17.09%
Revenue growth p.a.
Set as Fair Value
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4 months ago
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X-FAB Silicon Foundries
WA
Analyst Price Target
Consensus Narrative from 6 Analysts
Shift To Automotive MOSFETs And Silicon Carbide Will Strengthen Market Position
Key Takeaways Capacity expansion and product pipeline growth will enhance revenue and margins as utilization improves, driven by demand and focus on automotive MOSFETs. Transition to specialized high-demand technologies for automotive, industrial, and medical markets is expected to support steady revenue and improved earnings. Weakness in automotive inventory corrections and decreased liquidity from CapEx payments pose risks to revenue, cash flow, and earnings stability.
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€6.29
FV
28.1% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set as Fair Value
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6 days ago
author updated this narrative
Your Valuation for
XFAB
X-FAB Silicon Foundries
Your Fair Value
€
Current Price
€4.52
20.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-49m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.1b
Earnings US$85.4m
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Set as Fair Value