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German (DAX) Semiconductors Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies16
  • 7D-1.0%
  • 3M28.2%
  • 1Y-17.0%
  • YTD-19.8%

Over the last 7 days, the Semiconductors industry has dropped 1.0%, driven by a pullback from Infineon Technologies of 1.5%. However, the industry is down 17% over the past year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the German Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022€51.6b€18.9b€2.7b19.1x19.1x2.7x
Wed, 26 Oct 2022€43.3b€17.6b€2.4b15.8x18.2x2.5x
Fri, 23 Sep 2022€39.6b€17.5b€2.4b15.9x16.7x2.3x
Sun, 21 Aug 2022€43.5b€17.5b€2.4b18x18.4x2.5x
Tue, 19 Jul 2022€38.9b€16.5b€2.1b15.4x18.8x2.4x
Thu, 16 Jun 2022€41.7b€16.5b€2.1b17.3x20.1x2.5x
Sat, 14 May 2022€46.7b€16.5b€2.1b18.2x22.6x2.8x
Mon, 11 Apr 2022€44.7b€15.6b€1.7b22.3x25.6x2.9x
Wed, 09 Mar 2022€42.9b€15.6b€1.8b26.3x24.1x2.8x
Fri, 04 Feb 2022€54.8b€15.0b€1.5b30.9x35.4x3.7x
Sun, 02 Jan 2022€64.0b€15.0b€1.6b35.9x40.8x4.3x
Tue, 30 Nov 2021€63.1b€15.0b€1.6b36.8x40.2x4.2x
Thu, 28 Oct 2021€66.5b€15.5b€1.2b43.2x54.5x4.3x
Sat, 25 Sep 2021€64.6b€15.5b€1.2b38.2x53.2x4.2x
Mon, 23 Aug 2021€55.8b€15.1b€1.0b38.2x53.5x3.7x
Sat, 10 Jul 2021€55.4b€15.1b€1.0b40.6x53x3.7x
Fri, 02 Apr 2021€57.7b€14.5b€650.8m46.9x88.6x4x
Mon, 04 Jan 2021€50.4b€13.8b€584.6m45.7x86.1x3.7x
Thu, 08 Oct 2020€37.8b€13.1b€480.8m48.1x78.6x2.9x
Wed, 01 Jul 2020€33.6b€12.7b€498.2m65x67.4x2.6x
Sat, 04 Apr 2020€21.8b€12.5b€847.6m21.7x25.7x1.7x
Tue, 07 Jan 2020€31.9b€12.5b€975.4m30.2x32.7x2.6x
Price to Earnings Ratio

32.4x


Total Market Cap: €30.2bTotal Earnings: €930.7mTotal Revenue: €12.5bTotal Market Cap vs Earnings and Revenue0%0%0%
German Semiconductors Industry Price to Earnings3Y Average 51.6x202020212022
Current Industry PE
  • Investors are pessimistic on the German Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 19.1x which is lower than its 3-year average PE of 51.6x.
  • The 3-year average PS ratio of 3.1x is higher than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 43% per year over the last three years.
  • Revenues for these companies have grown 15% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the German Tech industry?

DE Market0.51%
Tech0.47%
Semiconductors-1.00%
Semiconductor Equipment1.21%
Semiconductors-1.45%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry even though it's trading below its 3-year average PE ratio of 28.5x.
    • Analysts are expecting annual earnings growth of 19.9%, which is higher than its past year's earnings growth of 15.1% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading below its 3-year average of 44.7x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 10% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AIXA AIXTRON€30.022.8%
+€90.9m
66.9%PE33x
S92 SMA Solar Technology€60.550.9%
+€19.1m
40.9%PS2.2x
ELG Elmos Semiconductor€56.701.6%
+€15.4m
33.9%PE15.3x
M5Z Manz€24.902.0%
+€4.3m
-44.9%PS0.8x
SMHN SÜSS MicroTec€14.781.4%
+€3.8m
-29.5%PE25.4x
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