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- 7D-4.5%
- 3M23.0%
- 1Y28.5%
- YTD17.0%
Over the last 7 days, the Semiconductors industry has dropped 4.5%, driven by Infineon Technologies declining 9.6%. In contrast, AIXTRON has gained 12%. Over the past 12 months, the industry was up 29%. Earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the German Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 06 Mar 2026 | €67.1b | €18.5b | €1.2b | 40.2x | 54.6x | 3.6x |
| Sun, 01 Feb 2026 | €62.1b | €18.3b | €1.2b | 29.8x | 51.8x | 3.4x |
| Tue, 30 Dec 2025 | €54.7b | €18.3b | €1.2b | 25.9x | 46.2x | 3x |
| Thu, 27 Nov 2025 | €52.3b | €18.5b | €1.2b | 22x | 42.9x | 2.8x |
| Sat, 25 Oct 2025 | €51.1b | €20.1b | €1.2b | 20.8x | 41.3x | 2.5x |
| Mon, 22 Sep 2025 | €49.7b | €20.0b | €1.2b | 20.1x | 40.4x | 2.5x |
| Wed, 20 Aug 2025 | €54.8b | €20.0b | €1.2b | 18.6x | 44.5x | 2.7x |
| Fri, 18 Jul 2025 | €57.2b | €20.1b | €1.4b | 17.9x | 40.5x | 2.9x |
| Sun, 15 Jun 2025 | €52.5b | €20.1b | €1.4b | 14.7x | 37.1x | 2.6x |
| Tue, 13 May 2025 | €50.7b | €20.1b | €1.4b | 14.1x | 35.6x | 2.5x |
| Thu, 10 Apr 2025 | €36.4b | €20.0b | €1.6b | 9.9x | 22.4x | 1.8x |
| Sat, 08 Mar 2025 | €53.1b | €20.1b | €1.8b | 13x | 29.7x | 2.6x |
| Mon, 03 Feb 2025 | €48.0b | €20.4b | €2.2b | 13.4x | 21.9x | 2.4x |
| Wed, 01 Jan 2025 | €47.5b | €20.4b | €2.2b | 13x | 21.6x | 2.3x |
| Fri, 29 Nov 2024 | €45.3b | €20.4b | €2.2b | 12.3x | 20.5x | 2.2x |
| Sun, 27 Oct 2024 | €47.0b | €20.8b | €2.7b | 13.4x | 17.7x | 2.3x |
| Tue, 24 Sep 2024 | €45.3b | €20.8b | €2.7b | 14.1x | 16.9x | 2.2x |
| Thu, 22 Aug 2024 | €50.3b | €20.8b | €2.7b | 14.9x | 18.8x | 2.4x |
| Sat, 20 Jul 2024 | €53.7b | €21.3b | €3.2b | 13.9x | 16.7x | 2.5x |
| Mon, 17 Jun 2024 | €57.0b | €21.3b | €3.2b | 14.4x | 17.7x | 2.7x |
| Wed, 15 May 2024 | €58.2b | €21.4b | €3.2b | 15.1x | 18x | 2.7x |
| Fri, 12 Apr 2024 | €52.6b | €21.8b | €3.7b | 14.3x | 14.3x | 2.4x |
| Sun, 10 Mar 2024 | €55.4b | €21.7b | €3.8b | 15x | 14.7x | 2.6x |
| Tue, 06 Feb 2024 | €56.2b | €21.9b | €3.9b | 14.5x | 14.4x | 2.6x |
| Thu, 04 Jan 2024 | €57.9b | €21.9b | €3.9b | 15.2x | 14.9x | 2.6x |
| Sat, 02 Dec 2023 | €58.5b | €21.9b | €3.9b | 15.7x | 15.1x | 2.7x |
| Mon, 30 Oct 2023 | €48.0b | €21.7b | €3.9b | 13x | 12.4x | 2.2x |
| Wed, 27 Sep 2023 | €50.6b | €21.7b | €3.9b | 13.5x | 13.1x | 2.3x |
| Fri, 25 Aug 2023 | €53.2b | €21.7b | €3.9b | 14.8x | 13.8x | 2.5x |
| Sun, 23 Jul 2023 | €60.3b | €20.9b | €3.5b | 18x | 17.4x | 2.9x |
| Tue, 20 Jun 2023 | €61.5b | €20.9b | €3.5b | 18.9x | 17.7x | 2.9x |
| Thu, 18 May 2023 | €56.3b | €20.9b | €3.5b | 16.4x | 16.1x | 2.7x |
| Sat, 15 Apr 2023 | €59.4b | €20.0b | €3.1b | 19.4x | 19.2x | 3x |
| Mon, 13 Mar 2023 | €57.6b | €19.8b | €3.0b | 20.6x | 19.4x | 2.9x |
Price to Earnings Ratio
19.4x
Current Industry PE
- Investors are optimistic on the German Semiconductor industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 54.6x which is higher than its 3-year average PE of 24.8x.
- The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.6x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 25% per year over the last three years,
- Revenues have also declined 2.3% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the German Tech industry?
| DE Market | -3.60% | |
| Tech | -0.50% | |
| Semiconductors | -4.50% | |
| Semiconductor Equipment | 12.54% | |
| Semiconductors | -6.10% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry even though it's trading below its 3-year average PE ratio of 154x.
- Analysts are expecting annual earnings growth of 2.9%, which is higher than its past year's earnings decline of 19.8% per year.
- Investors are most pessimistic about the Semiconductors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 24.8x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings decline of 28% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 2.9% 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 | |
|---|---|---|---|---|---|
| AIXA AIXTRON | €28.73 | 12.3% +€358.2m | 121.9% | PE38x | |
| SMHN SUSS MicroTec | €55.20 | 3.9% +€39.2m | 54.2% | PE18.7x | |
| CTNK centrotherm international | €9.40 | 15.3% +€26.5m | 175.7% | PE5.8x | |
| TPE PVA TePla | €26.96 | 2.4% +€13.2m | 100.6% | PE36x | |
| CV3 Carpevigo Holding | €0.47 | 15.6% +€352.6k | -21.0% | n/a |
