View ValuationSEMCO Technologies Société anonyme 향후 성장Future 기준 점검 6/6SEMCO Technologies Société anonyme (는) 각각 연간 27.4% 및 20.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 42.4% 로 예상됩니다.핵심 정보27.4%이익 성장률26.47%EPS 성장률Semiconductor 이익 성장42.6%매출 성장률20.9%향후 자기자본이익률42.40%애널리스트 커버리지Low마지막 업데이트01 Jul 2026최근 향후 성장 업데이트공고 • Sep 24SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.공고 • Jul 30SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €44.10, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 39x in the Semiconductor industry in France. Total returns to shareholders of 102% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €42.46 per share.Buy Or Sell Opportunity • Jul 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to €52.20. The fair value is estimated to be €42.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last year. Earnings per share has declined by 85%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €58.60, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 46x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €36.88 per share.New Risk • Jun 09New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 39% 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 (39% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).공고 • May 27SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026. Location: zac via domitia 165 avenue des cocardieres, castries FranceValuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €46.05, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 44x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €38.18 per share.New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €45.00, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 26x in the Semiconductor industry in France.New Risk • Feb 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공고 • Jan 13SEMCO Technologies Announces Clément Dupuy Joins as Chief Technical OfficerSEMCO Technologies announced appointment of a Chief Technical Officer to lead innovation and co-development of eChucks with customers and prospects. Clément Dupuy joined SEMCO Technologies as Chief Technical Officer. As engineer specializing in materials science and engineering, he has gained solid experience at ECM Group, SEMCO Technologies' parent company, where he worked in the semiconductor and photovoltaic sectors, particularly in innovation. His mission will be to define and lead the Group's technological strategy, accelerate the development of new generations of eChucks, and strengthen co-development initiatives with customers and prospects, in line with our proactive commercial strategy. In this role, he will support the integration of the latest technological advances and industrial processes to meet the needs of the sector: new thermal constraints, increased performance, and process reliability. He will also contribute to expanding the scope of applications for the Group's technologies, particularly in CVD (Chemical Vapor Deposition) and ALD (Atomic Layer Deposition), thin film deposition technologies at the heart of semiconductor industrial processes.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €33.47, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €21.03 per share.공고 • Dec 19+ 1 more updateSEMCO Technologies Société anonyme to Report First Half, 2026 Results on Sep 22, 2026SEMCO Technologies Société anonyme announced that they will report first half, 2026 results on Sep 22, 2026Buy Or Sell Opportunity • Nov 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to €25.50. The fair value is estimated to be €21.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Buy Or Sell Opportunity • Oct 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €26.30. The fair value is estimated to be €21.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.공고 • Sep 24SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.35, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 35x in the Semiconductor industry in France.공고 • Jul 30SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.이익 및 매출 성장 예측ENXTPA:ALSEM - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202870241720312/31/202752171115412/31/202641131012412/31/2025381056N/A12/31/20243171114N/A12/31/202336845N/A애널리스트 향후 성장 전망수입 대 저축률: ALSEM 의 연간 예상 수익 증가율(27.4%)이 saving rate(2.5%)보다 높습니다.수익 vs 시장: ALSEM 의 연간 수익(27.4%)이 French 시장(12.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ALSEM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: ALSEM 의 수익(연간 20.9%)이 French 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ALSEM 의 수익(연간 20.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ALSEM의 자본 수익률은 3년 후 42.4%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 09:52종가2026/07/17 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SEMCO Technologies Société anonyme는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alexandre PlaudCIC Market Solutions (ESN)Yann de PeyrelongueGilbert DupontEmmanuel MatotODDO BHF Corporate & Markets3명의 분석가 더 보기
공고 • Sep 24SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.
공고 • Jul 30SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €44.10, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 39x in the Semiconductor industry in France. Total returns to shareholders of 102% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €42.46 per share.
Buy Or Sell Opportunity • Jul 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to €52.20. The fair value is estimated to be €42.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last year. Earnings per share has declined by 85%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €58.60, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 46x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €36.88 per share.
New Risk • Jun 09New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 39% 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 (39% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
공고 • May 27SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026. Location: zac via domitia 165 avenue des cocardieres, castries France
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €46.05, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 44x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €38.18 per share.
New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €45.00, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 26x in the Semiconductor industry in France.
New Risk • Feb 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공고 • Jan 13SEMCO Technologies Announces Clément Dupuy Joins as Chief Technical OfficerSEMCO Technologies announced appointment of a Chief Technical Officer to lead innovation and co-development of eChucks with customers and prospects. Clément Dupuy joined SEMCO Technologies as Chief Technical Officer. As engineer specializing in materials science and engineering, he has gained solid experience at ECM Group, SEMCO Technologies' parent company, where he worked in the semiconductor and photovoltaic sectors, particularly in innovation. His mission will be to define and lead the Group's technological strategy, accelerate the development of new generations of eChucks, and strengthen co-development initiatives with customers and prospects, in line with our proactive commercial strategy. In this role, he will support the integration of the latest technological advances and industrial processes to meet the needs of the sector: new thermal constraints, increased performance, and process reliability. He will also contribute to expanding the scope of applications for the Group's technologies, particularly in CVD (Chemical Vapor Deposition) and ALD (Atomic Layer Deposition), thin film deposition technologies at the heart of semiconductor industrial processes.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €33.47, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €21.03 per share.
공고 • Dec 19+ 1 more updateSEMCO Technologies Société anonyme to Report First Half, 2026 Results on Sep 22, 2026SEMCO Technologies Société anonyme announced that they will report first half, 2026 results on Sep 22, 2026
Buy Or Sell Opportunity • Nov 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to €25.50. The fair value is estimated to be €21.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Buy Or Sell Opportunity • Oct 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €26.30. The fair value is estimated to be €21.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
공고 • Sep 24SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.35, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 35x in the Semiconductor industry in France.
공고 • Jul 30SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.