View ValuationMelexis 将来の成長Future 基準チェック /36Melexis利益と収益がそれぞれ年間14.8%と6.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に40.3% 14.9%なると予測されています。主要情報14.8%収益成長率14.90%EPS成長率Semiconductor 収益成長30.4%収益成長率6.8%将来の株主資本利益率40.28%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報お知らせ • Feb 04Melexis NV Provides Sales Guidance for the First Quarter of 2022Melexis NV provided sales guidance for the first quarter of 2022. The company expects the sales in the first quarter of 2022 to be in the range of EUR 177 million to EUR 183 million.すべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Executive Independent Director Kazuhiro Takenaka was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 13Melexis NV, Annual General Meeting, May 12, 2026Melexis NV, Annual General Meeting, May 12, 2026, at 11:00 Romance Standard Time.お知らせ • Oct 29+ 3 more updatesMelexis NV to Report Fiscal Year 2026 Results on Feb 03, 2027Melexis NV announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Feb 03, 2027お知らせ • Apr 14Melexis NV, Annual General Meeting, May 13, 2025Melexis NV, Annual General Meeting, May 13, 2025, at 11:00 Romance Standard Time.お知らせ • Feb 07+ 1 more updateMelexis Nv Proposes Final Dividend for 2024The Board of Directors of Melexis NV approved on February 3, 2025 to propose to the Annual Shareholders' Meeting to pay out over the result of 2024, a total dividend of EUR 3.7 gross per share. This amount contains an interim dividend of EUR 1.3 per share, which was paid in October '24 and a final dividend of EUR 2.4 per share, which will be payable after approval of the Annual Shareholders' Meeting. The Melexis shares will start trading ex coupon on May 2025 and the record date is May 21, 2025.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €1.27 (vs €1.41 in 3Q 2023)Third quarter 2024 results: EPS: €1.27 (down from €1.41 in 3Q 2023). Revenue: €247.9m (flat on 3Q 2023). Net income: €51.2m (down 10.0% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Oct 30+ 3 more updatesMelexis NV to Report Q3, 2025 Results on Oct 29, 2025Melexis NV announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Oct 29, 2025Declared Dividend • Oct 10First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 15th October 2024 Payment date: 17th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (214% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Marc Biron was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Aug 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to €74.75. The fair value is estimated to be €94.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.Upcoming Dividend • May 08Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.0%).Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: €1.31 (vs €1.26 in 1Q 2023)First quarter 2024 results: EPS: €1.31 (up from €1.26 in 1Q 2023). Revenue: €241.8m (up 5.8% from 1Q 2023). Net income: €52.9m (up 4.0% from 1Q 2023). Profit margin: 22% (in line with 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 15Full year 2023 earnings released: EPS: €5.19 (vs €4.88 in FY 2022)Full year 2023 results: EPS: €5.19 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Declared Dividend • Feb 11Final dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: €5.18 (vs €4.88 in FY 2022)Full year 2023 results: EPS: €5.18 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 08Now 22% undervaluedOver the last 90 days, the stock has risen 10% to €81.65. The fair value is estimated to be €104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.お知らせ • Feb 07Melexis NV, Annual General Meeting, May 14, 2024Melexis NV, Annual General Meeting, May 14, 2024.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: €1.41 (vs €1.21 in 3Q 2022)Third quarter 2023 results: EPS: €1.41 (up from €1.21 in 3Q 2022). Revenue: €248.6m (up 13% from 3Q 2022). Net income: €56.8m (up 17% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 26+ 3 more updatesMelexis NV to Report Q2, 2024 Results on Jul 31, 2024Melexis NV announced that they will report Q2, 2024 results at 7:00 AM, Central European Standard Time on Jul 31, 2024Upcoming Dividend • Oct 10Upcoming dividend of €0.91 per share at 4.3% yieldEligible shareholders must have bought the stock before 17 October 2023. Payment date: 19 October 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.1%).New Risk • Aug 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 45% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (45% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €1.28 (vs €1.18 in 2Q 2022)Second quarter 2023 results: EPS: €1.28 (up from €1.18 in 2Q 2022). Revenue: €236.7m (up 14% from 2Q 2022). Net income: €51.9m (up 9.1% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 03Upcoming dividend of €1.54 per share at 5.0% yieldEligible shareholders must have bought the stock before 10 May 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 72% and the cash payout ratio is 80%. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.1%).Reported Earnings • Apr 10Full year 2022 earnings released: EPS: €4.88 (vs €3.25 in FY 2021)Full year 2022 results: EPS: €4.88 (up from €3.25 in FY 2021). Revenue: €836.2m (up 30% from FY 2021). Net income: €197.2m (up 50% from FY 2021). Profit margin: 24% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 02Full year 2022 earnings released: EPS: €4.88 (vs €3.25 in FY 2021)Full year 2022 results: EPS: €4.88 (up from €3.25 in FY 2021). Revenue: €836.2m (up 30% from FY 2021). Net income: €197.2m (up 50% from FY 2021). Profit margin: 24% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 01+ 3 more updatesMelexis NV to Report Q2, 2023 Results on Aug 02, 2023Melexis NV announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Aug 02, 2023Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: €1.21 (vs €0.90 in 3Q 2021)Third quarter 2022 results: EPS: €1.21 (up from €0.90 in 3Q 2021). Revenue: €219.8m (up 35% from 3Q 2021). Net income: €48.8m (up 34% from 3Q 2021). Profit margin: 22% (in line with 3Q 2021). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Oct 11Upcoming dividend of €0.91 per shareEligible shareholders must have bought the stock before 18 October 2022. Payment date: 20 October 2022. Payout ratio is a comfortable 63% and the cash payout ratio is 84%. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (5.4%). Higher than average of industry peers (1.3%).Buying Opportunity • Sep 24Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €88.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings is also forecast to grow by 5.7% per annum over the same time period.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: €1.18 (vs €0.83 in 2Q 2021)Second quarter 2022 results: EPS: €1.18 (up from €0.83 in 2Q 2021). Revenue: €208.4m (up 31% from 2Q 2021). Net income: €47.6m (up 42% from 2Q 2021). Profit margin: 23% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 12% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: €1.18 (vs €0.83 in 2Q 2021)Second quarter 2022 results: EPS: €1.18 (up from €0.83 in 2Q 2021). Revenue: €208.4m (up 31% from 2Q 2021). Net income: €47.6m (up 42% from 2Q 2021). Profit margin: 23% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 04Upcoming dividend of €0.91 per shareEligible shareholders must have bought the stock before 11 May 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 69% and the cash payout ratio is 84%. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (1.1%).Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: €1.20 (vs €0.69 in 1Q 2021)First quarter 2022 results: EPS: €1.20 (up from €0.69 in 1Q 2021). Revenue: €184.1m (up 18% from 1Q 2021). Net income: €48.6m (up 75% from 1Q 2021). Profit margin: 26% (up from 18% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €98.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.Buying Opportunity • Apr 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €97.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 6.9%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.Board Change • Mar 22Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Executive Independent Director Martine Baelmans was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Mar 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be €94.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% per annum over the last 3 years. Earnings per share has grown by 6.9% per annum over the last 3 years.お知らせ • Feb 04Melexis NV Provides Sales Guidance for the First Quarter of 2022Melexis NV provided sales guidance for the first quarter of 2022. The company expects the sales in the first quarter of 2022 to be in the range of EUR 177 million to EUR 183 million.お知らせ • Feb 03Melexis NV, Annual General Meeting, May 10, 2022Melexis NV, Annual General Meeting, May 10, 2022.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS €0.90 (vs €0.37 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €162.8m (up 34% from 3Q 2020). Net income: €36.5m (up 145% from 3Q 2020). Profit margin: 22% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Oct 12Upcoming dividend of €0.91 per shareEligible shareholders must have bought the stock before 19 October 2021. Payment date: 21 October 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.7%).Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.83 (vs €0.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €159.1m (up 59% from 2Q 2020). Net income: €33.5m (up 246% from 2Q 2020). Profit margin: 21% (up from 9.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • May 06Upcoming dividend of €0.63 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (0.6%).Reported Earnings • Apr 29First quarter 2021 earnings released: EPS €0.69 (vs €0.51 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €155.6m (up 13% from 1Q 2020). Net income: €27.8m (up 34% from 1Q 2020). Profit margin: 18% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Apr 12Full year 2020 earnings released: EPS €1.72 (vs €1.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €507.5m (up 4.2% from FY 2019). Net income: €69.3m (up 15% from FY 2019). Profit margin: 14% (up from 12% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €81.50, the stock is trading at a trailing P/E ratio of 49.8x, down from the previous P/E ratio of 58.8x. This compares to an average P/E of 79x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years were flat.Reported Earnings • Feb 06Full year 2020 earnings released: EPS €1.72 (vs €1.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €507.5m (up 4.2% from FY 2019). Net income: €69.3m (up 15% from FY 2019). Profit margin: 14% (up from 12% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 20%, compared to a 16% growth forecast for the Semiconductor industry in Germany.お知らせ • Feb 03+ 1 more updateMelexis NV, Annual General Meeting, May 11, 2021Melexis NV, Annual General Meeting, May 11, 2021.Is New 90 Day High Low • Feb 03New 90-day high: €96.75The company is up 45% from its price of €66.85 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.13 per share.Is New 90 Day High Low • Jan 15New 90-day high: €94.90The company is up 36% from its price of €69.75 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.57 per share.Is New 90 Day High Low • Dec 28New 90-day high: €83.00The company is up 24% from its price of €66.80 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.66 per share.Is New 90 Day High Low • Dec 11New 90-day high: €81.50The company is up 19% from its price of €68.50 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.27 per share.Is New 90 Day High Low • Nov 25New 90-day high: €75.35The company is up 9.0% from its price of €69.00 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.34 per share.Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 13%, compared to a 19% growth forecast for the Semiconductor industry in Germany.Reported Earnings • Nov 02Third quarter 2020 earnings released: EPS €0.37The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €121.6m (down 1.4% from 3Q 2019). Net income: €14.9m (down 3.0% from 3Q 2019). Profit margin: 12% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 29New 90-day low: €63.85The company is down 12% from its price of €72.75 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.40 per share.Upcoming Dividend • Oct 13Upcoming Dividend of €0.91 Per ShareWill be paid on the 22nd of October to those who are registered shareholders by the 20th of October. The trailing yield of 1.8% is below the top quartile of German dividend payers (3.7%), but it is higher than industry peers (0.9%).Is New 90 Day High Low • Oct 12New 90-day high: €74.45The company is up 10.0% from its price of €67.75 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.11 per share.Is New 90 Day High Low • Sep 25New 90-day low: €64.95The company is down 3.0% from its price of €67.05 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.11 per share.業績と収益の成長予測DB:MEX - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,0091831932531212/31/20279351551862391412/31/2026853120228268143/31/2026843111166199N/A12/31/202584011397126N/A9/30/202582310893126N/A6/30/202585513295134N/A3/31/2025889143127169N/A12/31/2024933171120173N/A9/30/2024986203101169N/A6/30/202498720967150N/A3/31/2024978211-913N/A12/31/2023964209-923N/A9/30/2023938212-747N/A6/30/2023909204-2142N/A3/31/2023881199132184N/A12/31/2022836197148188N/A9/30/2022779178158194N/A6/30/2022722166124161N/A3/31/2022672152105140N/A12/31/2021644131103142N/A9/30/202162512295132N/A6/30/202158410092123N/A3/31/20215257680109N/A12/31/2020508697196N/A9/30/2020487617295N/A6/30/20204896181104N/A3/31/20205096775101N/A12/31/201948760N/A94N/A9/30/201950173N/A105N/A6/30/201952588N/A96N/A3/31/2019547101N/A98N/A12/31/2018569115N/A100N/A9/30/2018560114N/A78N/A6/30/2018541112N/A89N/A3/31/2018527114N/A106N/A12/31/2017512111N/A113N/A9/30/2017499109N/A116N/A6/30/2017486107N/A96N/A3/31/201747099N/A108N/A12/31/201645696N/A108N/A9/30/201643993N/A116N/A6/30/201642693N/A134N/A3/31/201641595N/A127N/A12/31/201540099N/A115N/A9/30/201538697N/A109N/A6/30/201537197N/A103N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MEXの予測収益成長率 (年間14.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: MEXの収益 ( 14.8% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: MEXの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MEXの収益 ( 6.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: MEXの収益 ( 6.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MEXの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 40.3 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 15:02終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Melexis NV 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Tammy QiuBerenbergTrion ReidBerenbergAnna PatriceBerenberg17 その他のアナリストを表示
お知らせ • Feb 04Melexis NV Provides Sales Guidance for the First Quarter of 2022Melexis NV provided sales guidance for the first quarter of 2022. The company expects the sales in the first quarter of 2022 to be in the range of EUR 177 million to EUR 183 million.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Executive Independent Director Kazuhiro Takenaka was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 13Melexis NV, Annual General Meeting, May 12, 2026Melexis NV, Annual General Meeting, May 12, 2026, at 11:00 Romance Standard Time.
お知らせ • Oct 29+ 3 more updatesMelexis NV to Report Fiscal Year 2026 Results on Feb 03, 2027Melexis NV announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Feb 03, 2027
お知らせ • Apr 14Melexis NV, Annual General Meeting, May 13, 2025Melexis NV, Annual General Meeting, May 13, 2025, at 11:00 Romance Standard Time.
お知らせ • Feb 07+ 1 more updateMelexis Nv Proposes Final Dividend for 2024The Board of Directors of Melexis NV approved on February 3, 2025 to propose to the Annual Shareholders' Meeting to pay out over the result of 2024, a total dividend of EUR 3.7 gross per share. This amount contains an interim dividend of EUR 1.3 per share, which was paid in October '24 and a final dividend of EUR 2.4 per share, which will be payable after approval of the Annual Shareholders' Meeting. The Melexis shares will start trading ex coupon on May 2025 and the record date is May 21, 2025.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €1.27 (vs €1.41 in 3Q 2023)Third quarter 2024 results: EPS: €1.27 (down from €1.41 in 3Q 2023). Revenue: €247.9m (flat on 3Q 2023). Net income: €51.2m (down 10.0% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Oct 30+ 3 more updatesMelexis NV to Report Q3, 2025 Results on Oct 29, 2025Melexis NV announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Oct 29, 2025
Declared Dividend • Oct 10First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 15th October 2024 Payment date: 17th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (214% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Marc Biron was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Aug 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to €74.75. The fair value is estimated to be €94.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.
Upcoming Dividend • May 08Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.0%).
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: €1.31 (vs €1.26 in 1Q 2023)First quarter 2024 results: EPS: €1.31 (up from €1.26 in 1Q 2023). Revenue: €241.8m (up 5.8% from 1Q 2023). Net income: €52.9m (up 4.0% from 1Q 2023). Profit margin: 22% (in line with 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: €5.19 (vs €4.88 in FY 2022)Full year 2023 results: EPS: €5.19 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Declared Dividend • Feb 11Final dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: €5.18 (vs €4.88 in FY 2022)Full year 2023 results: EPS: €5.18 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 08Now 22% undervaluedOver the last 90 days, the stock has risen 10% to €81.65. The fair value is estimated to be €104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
お知らせ • Feb 07Melexis NV, Annual General Meeting, May 14, 2024Melexis NV, Annual General Meeting, May 14, 2024.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: €1.41 (vs €1.21 in 3Q 2022)Third quarter 2023 results: EPS: €1.41 (up from €1.21 in 3Q 2022). Revenue: €248.6m (up 13% from 3Q 2022). Net income: €56.8m (up 17% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 26+ 3 more updatesMelexis NV to Report Q2, 2024 Results on Jul 31, 2024Melexis NV announced that they will report Q2, 2024 results at 7:00 AM, Central European Standard Time on Jul 31, 2024
Upcoming Dividend • Oct 10Upcoming dividend of €0.91 per share at 4.3% yieldEligible shareholders must have bought the stock before 17 October 2023. Payment date: 19 October 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.1%).
New Risk • Aug 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 45% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (45% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €1.28 (vs €1.18 in 2Q 2022)Second quarter 2023 results: EPS: €1.28 (up from €1.18 in 2Q 2022). Revenue: €236.7m (up 14% from 2Q 2022). Net income: €51.9m (up 9.1% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 03Upcoming dividend of €1.54 per share at 5.0% yieldEligible shareholders must have bought the stock before 10 May 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 72% and the cash payout ratio is 80%. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.1%).
Reported Earnings • Apr 10Full year 2022 earnings released: EPS: €4.88 (vs €3.25 in FY 2021)Full year 2022 results: EPS: €4.88 (up from €3.25 in FY 2021). Revenue: €836.2m (up 30% from FY 2021). Net income: €197.2m (up 50% from FY 2021). Profit margin: 24% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 02Full year 2022 earnings released: EPS: €4.88 (vs €3.25 in FY 2021)Full year 2022 results: EPS: €4.88 (up from €3.25 in FY 2021). Revenue: €836.2m (up 30% from FY 2021). Net income: €197.2m (up 50% from FY 2021). Profit margin: 24% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 01+ 3 more updatesMelexis NV to Report Q2, 2023 Results on Aug 02, 2023Melexis NV announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Aug 02, 2023
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: €1.21 (vs €0.90 in 3Q 2021)Third quarter 2022 results: EPS: €1.21 (up from €0.90 in 3Q 2021). Revenue: €219.8m (up 35% from 3Q 2021). Net income: €48.8m (up 34% from 3Q 2021). Profit margin: 22% (in line with 3Q 2021). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Oct 11Upcoming dividend of €0.91 per shareEligible shareholders must have bought the stock before 18 October 2022. Payment date: 20 October 2022. Payout ratio is a comfortable 63% and the cash payout ratio is 84%. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (5.4%). Higher than average of industry peers (1.3%).
Buying Opportunity • Sep 24Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €88.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings is also forecast to grow by 5.7% per annum over the same time period.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: €1.18 (vs €0.83 in 2Q 2021)Second quarter 2022 results: EPS: €1.18 (up from €0.83 in 2Q 2021). Revenue: €208.4m (up 31% from 2Q 2021). Net income: €47.6m (up 42% from 2Q 2021). Profit margin: 23% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 12% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: €1.18 (vs €0.83 in 2Q 2021)Second quarter 2022 results: EPS: €1.18 (up from €0.83 in 2Q 2021). Revenue: €208.4m (up 31% from 2Q 2021). Net income: €47.6m (up 42% from 2Q 2021). Profit margin: 23% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 04Upcoming dividend of €0.91 per shareEligible shareholders must have bought the stock before 11 May 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 69% and the cash payout ratio is 84%. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (1.1%).
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: €1.20 (vs €0.69 in 1Q 2021)First quarter 2022 results: EPS: €1.20 (up from €0.69 in 1Q 2021). Revenue: €184.1m (up 18% from 1Q 2021). Net income: €48.6m (up 75% from 1Q 2021). Profit margin: 26% (up from 18% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €98.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
Buying Opportunity • Apr 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €97.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 6.9%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
Board Change • Mar 22Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Executive Independent Director Martine Baelmans was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Mar 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be €94.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% per annum over the last 3 years. Earnings per share has grown by 6.9% per annum over the last 3 years.
お知らせ • Feb 04Melexis NV Provides Sales Guidance for the First Quarter of 2022Melexis NV provided sales guidance for the first quarter of 2022. The company expects the sales in the first quarter of 2022 to be in the range of EUR 177 million to EUR 183 million.
お知らせ • Feb 03Melexis NV, Annual General Meeting, May 10, 2022Melexis NV, Annual General Meeting, May 10, 2022.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS €0.90 (vs €0.37 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €162.8m (up 34% from 3Q 2020). Net income: €36.5m (up 145% from 3Q 2020). Profit margin: 22% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Oct 12Upcoming dividend of €0.91 per shareEligible shareholders must have bought the stock before 19 October 2021. Payment date: 21 October 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.7%).
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.83 (vs €0.24 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €159.1m (up 59% from 2Q 2020). Net income: €33.5m (up 246% from 2Q 2020). Profit margin: 21% (up from 9.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 06Upcoming dividend of €0.63 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (0.6%).
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS €0.69 (vs €0.51 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €155.6m (up 13% from 1Q 2020). Net income: €27.8m (up 34% from 1Q 2020). Profit margin: 18% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 12Full year 2020 earnings released: EPS €1.72 (vs €1.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €507.5m (up 4.2% from FY 2019). Net income: €69.3m (up 15% from FY 2019). Profit margin: 14% (up from 12% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €81.50, the stock is trading at a trailing P/E ratio of 49.8x, down from the previous P/E ratio of 58.8x. This compares to an average P/E of 79x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years were flat.
Reported Earnings • Feb 06Full year 2020 earnings released: EPS €1.72 (vs €1.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €507.5m (up 4.2% from FY 2019). Net income: €69.3m (up 15% from FY 2019). Profit margin: 14% (up from 12% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 20%, compared to a 16% growth forecast for the Semiconductor industry in Germany.
お知らせ • Feb 03+ 1 more updateMelexis NV, Annual General Meeting, May 11, 2021Melexis NV, Annual General Meeting, May 11, 2021.
Is New 90 Day High Low • Feb 03New 90-day high: €96.75The company is up 45% from its price of €66.85 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.13 per share.
Is New 90 Day High Low • Jan 15New 90-day high: €94.90The company is up 36% from its price of €69.75 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.57 per share.
Is New 90 Day High Low • Dec 28New 90-day high: €83.00The company is up 24% from its price of €66.80 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.66 per share.
Is New 90 Day High Low • Dec 11New 90-day high: €81.50The company is up 19% from its price of €68.50 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.27 per share.
Is New 90 Day High Low • Nov 25New 90-day high: €75.35The company is up 9.0% from its price of €69.00 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.34 per share.
Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 13%, compared to a 19% growth forecast for the Semiconductor industry in Germany.
Reported Earnings • Nov 02Third quarter 2020 earnings released: EPS €0.37The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €121.6m (down 1.4% from 3Q 2019). Net income: €14.9m (down 3.0% from 3Q 2019). Profit margin: 12% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 29New 90-day low: €63.85The company is down 12% from its price of €72.75 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.40 per share.
Upcoming Dividend • Oct 13Upcoming Dividend of €0.91 Per ShareWill be paid on the 22nd of October to those who are registered shareholders by the 20th of October. The trailing yield of 1.8% is below the top quartile of German dividend payers (3.7%), but it is higher than industry peers (0.9%).
Is New 90 Day High Low • Oct 12New 90-day high: €74.45The company is up 10.0% from its price of €67.75 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.11 per share.
Is New 90 Day High Low • Sep 25New 90-day low: €64.95The company is down 3.0% from its price of €67.05 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.11 per share.