The ams-OSRAM AG (VTX:AMS) Second-Quarter Results Are Out And Analysts Have Published New Forecasts
Jul 31
Swiss (SMI) Semiconductors Industry Analysis
UpdatedAug 05, 2024
DataAggregated Company Financials
Companies4
- 7D-5.4%
- 3M-13.8%
- 1Y-77.5%
- YTD-72.8%
Over the last 7 days, the Semiconductors industry has dropped 5.4%, driven by a pullback from ams-OSRAM of 7.3%. However, the industry is down 77% over the past year. Earnings are forecast to grow by 93% annually.
Industry Valuation and Performance
Has the Swiss Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 05 Aug 2024 | CHF 1.8b | CHF 4.0b | -CHF 1,147,259,122.02 | n/a | -1.6x | 0.5x |
| Wed, 03 Jul 2024 | CHF 2.1b | CHF 4.1b | -CHF 2,440,624,263.40 | n/a | -0.9x | 0.5x |
| Fri, 31 May 2024 | CHF 2.4b | CHF 4.2b | -CHF 2,458,231,244.85 | n/a | -1x | 0.6x |
| Sun, 28 Apr 2024 | CHF 1.9b | CHF 4.5b | -CHF 1,950,111,992.62 | n/a | -1x | 0.4x |
| Tue, 26 Mar 2024 | CHF 1.8b | CHF 4.2b | -CHF 1,881,573,086.04 | n/a | -1x | 0.4x |
| Thu, 22 Feb 2024 | CHF 3.0b | CHF 4.3b | -CHF 1,535,661,995.46 | 6x | -2x | 0.7x |
| Sat, 20 Jan 2024 | CHF 3.0b | CHF 4.5b | -CHF 1,587,516,556.00 | 6.1x | -1.9x | 0.7x |
| Mon, 18 Dec 2023 | CHF 1.9b | CHF 4.5b | -CHF 1,593,061,097.00 | 6.8x | -1.2x | 0.4x |
| Wed, 15 Nov 2023 | CHF 2.6b | CHF 4.6b | -CHF 1,623,805,708.00 | 6.8x | -1.6x | 0.6x |
| Fri, 13 Oct 2023 | CHF 2.6b | CHF 4.9b | -CHF 1,906,755,701.00 | 5.4x | -1.3x | 0.5x |
| Sun, 10 Sep 2023 | CHF 3.5b | CHF 4.9b | -CHF 1,903,153,402.00 | 5.5x | -1.9x | 0.7x |
| Tue, 08 Aug 2023 | CHF 4.4b | CHF 4.8b | -CHF 1,891,645,590.00 | 6.6x | -2.3x | 0.9x |
| Thu, 06 Jul 2023 | CHF 4.5b | CHF 5.2b | -CHF 553,860,180.00 | 6.8x | -8.1x | 0.9x |
| Sat, 03 Jun 2023 | CHF 4.7b | CHF 5.2b | -CHF 552,330,276.00 | 8.2x | -8.6x | 0.9x |
| Mon, 01 May 2023 | CHF 4.5b | CHF 5.5b | -CHF 426,992,866.00 | 7.5x | -10.5x | 0.8x |
| Wed, 29 Mar 2023 | CHF 4.5b | CHF 5.6b | -CHF 433,189,473.00 | 8.4x | -10.5x | 0.8x |
| Fri, 24 Feb 2023 | CHF 5.1b | CHF 5.4b | -CHF 507,050,972.00 | 12.2x | -10.1x | 1x |
| Sun, 22 Jan 2023 | CHF 5.1b | CHF 5.5b | -CHF 196,537,422.00 | 12.7x | -26.1x | 0.9x |
| Tue, 20 Dec 2022 | CHF 4.4b | CHF 5.4b | -CHF 195,397,837.00 | 13.2x | -22.7x | 0.8x |
| Thu, 17 Nov 2022 | CHF 4.5b | CHF 5.4b | -CHF 194,749,245.00 | 13.4x | -23x | 0.8x |
| Sat, 15 Oct 2022 | CHF 3.4b | CHF 5.5b | CHF 121.1m | 10.4x | 27.8x | 0.6x |
| Mon, 12 Sep 2022 | CHF 4.2b | CHF 5.4b | CHF 123.3m | 13x | 33.8x | 0.8x |
| Wed, 10 Aug 2022 | CHF 4.3b | CHF 5.3b | CHF 85.6m | 31.4x | 50.7x | 0.8x |
| Fri, 08 Jul 2022 | CHF 3.8b | CHF 5.4b | -CHF 126,711,382.00 | 43.4x | -30.2x | 0.7x |
| Sun, 05 Jun 2022 | CHF 4.8b | CHF 5.6b | -CHF 127,437,444.00 | 43.4x | -37.6x | 0.9x |
| Tue, 03 May 2022 | CHF 4.9b | CHF 5.7b | -CHF 136,912,845.00 | 35.8x | -36x | 0.9x |
| Thu, 31 Mar 2022 | CHF 5.5b | CHF 5.7b | -CHF 139,541,157.00 | 40.9x | -39.2x | 1x |
| Sat, 26 Feb 2022 | CHF 5.0b | CHF 5.6b | -CHF 121,285,525.00 | n/a | -41.4x | 0.9x |
| Mon, 24 Jan 2022 | CHF 5.5b | CHF 5.8b | -CHF 211,019,986.00 | n/a | -25.9x | 0.9x |
| Wed, 22 Dec 2021 | CHF 5.9b | CHF 5.9b | -CHF 212,198,822.00 | n/a | -27.8x | 1x |
| Fri, 19 Nov 2021 | CHF 6.5b | CHF 5.9b | -CHF 213,357,998.00 | n/a | -30.4x | 1.1x |
| Sun, 17 Oct 2021 | CHF 6.2b | CHF 5.9b | -CHF 260,608,012.00 | n/a | -23.9x | 1x |
| Tue, 14 Sep 2021 | CHF 6.6b | CHF 6.1b | -CHF 267,502,983.61 | n/a | -24.5x | 1.1x |
| Thu, 12 Aug 2021 | CHF 6.4b | CHF 6.1b | -CHF 267,502,983.61 | n/a | -24x | 1.1x |
Price to Earnings Ratio
-24x
Current Industry PE
- Investors are pessimistic on the Swiss Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading close to its 3-year average PS ratio of 0.79x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
- Revenues have also declined 13% 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 Swiss Tech industry?
| CH Market | -2.50% | |
| Tech | -5.07% | |
| Semiconductors | -5.37% | |
| Semiconductor Equipment | 0% | |
| Semiconductors | -5.37% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 93% over the next 5 years.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 93% 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 | |
|---|---|---|---|---|---|
| MBTN Meyer Burger Technology | CHF 5.14 | 0.6% +CHF 925.4k | -98.6% | PS1.2x |
