Is Now An Opportune Moment To Examine Elmos Semiconductor SE (ETR:ELG)?
Feb 14
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German (DAX) Semiconductors Industry Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies16
- 7D2.6%
- 3M25.4%
- 1Y3.1%
- YTD19.6%
In the last week, the Semiconductors industry is up 2.6%, with Infineon Technologies up 2.7%. During this same period, the centrotherm international underperformed, falling 6.9%. This takes the industry's 12 month performance to a gain of 3.1%. Earnings are forecast to grow by 19% 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, 21 Feb 2025 | €56.8b | €20.1b | €1.8b | 13.5x | 31.1x | 2.8x |
| Sun, 19 Jan 2025 | €50.9b | €20.4b | €2.2b | 13.6x | 23.2x | 2.5x |
| Tue, 17 Dec 2024 | €49.4b | €20.4b | €2.2b | 13.6x | 22.5x | 2.4x |
| Thu, 14 Nov 2024 | €44.9b | €20.6b | €2.3b | 12.4x | 19.3x | 2.2x |
| Sat, 12 Oct 2024 | €47.1b | €20.8b | €2.7b | 13.7x | 17.6x | 2.3x |
| Mon, 09 Sep 2024 | €45.3b | €20.8b | €2.7b | 13.8x | 16.9x | 2.2x |
| Wed, 07 Aug 2024 | €47.0b | €20.8b | €2.7b | 14.9x | 17.3x | 2.3x |
| Fri, 05 Jul 2024 | €54.3b | €21.3b | €3.2b | 13.6x | 16.9x | 2.5x |
| Sun, 02 Jun 2024 | €57.7b | €21.3b | €3.2b | 15.5x | 17.9x | 2.7x |
| Tue, 30 Apr 2024 | €52.5b | €21.8b | €3.7b | 14.3x | 14.2x | 2.4x |
| Thu, 28 Mar 2024 | €51.3b | €21.6b | €3.7b | 13.8x | 13.9x | 2.4x |
| Sat, 24 Feb 2024 | €54.4b | €21.6b | €3.8b | 14.5x | 14.5x | 2.5x |
| Mon, 22 Jan 2024 | €55.8b | €21.9b | €3.9b | 14.3x | 14.3x | 2.5x |
| Wed, 20 Dec 2023 | €61.4b | €21.9b | €3.9b | 16.1x | 15.8x | 2.8x |
| Fri, 17 Nov 2023 | €54.7b | €21.9b | €3.9b | 14.6x | 14.1x | 2.5x |
| Sun, 15 Oct 2023 | €52.6b | €21.6b | €3.8b | 15x | 13.7x | 2.4x |
| Tue, 12 Sep 2023 | €53.3b | €21.7b | €3.9b | 14x | 13.8x | 2.5x |
| Thu, 10 Aug 2023 | €56.4b | €21.5b | €3.8b | 15x | 14.9x | 2.6x |
| Sat, 08 Jul 2023 | €58.3b | €20.9b | €3.5b | 17.2x | 16.8x | 2.8x |
| Mon, 05 Jun 2023 | €58.7b | €20.9b | €3.5b | 17.7x | 16.9x | 2.8x |
| Wed, 03 May 2023 | €54.9b | €19.9b | €3.1b | 18x | 17.9x | 2.8x |
| Fri, 31 Mar 2023 | €61.6b | €19.8b | €3.0b | 20.7x | 20.7x | 3.1x |
| Sun, 26 Feb 2023 | €54.3b | €19.7b | €2.9b | 19x | 18.4x | 2.8x |
| Tue, 24 Jan 2023 | €53.0b | €18.9b | €2.7b | 19.3x | 19.6x | 2.8x |
| Thu, 22 Dec 2022 | €49.4b | €18.9b | €2.7b | 18x | 18.3x | 2.6x |
| Sat, 19 Nov 2022 | €52.1b | €18.9b | €2.7b | 19.1x | 19.2x | 2.8x |
| Mon, 17 Oct 2022 | €39.1b | €17.6b | €2.4b | 14.1x | 16.4x | 2.2x |
| Wed, 14 Sep 2022 | €42.9b | €17.5b | €2.4b | 16.8x | 18.1x | 2.4x |
| Fri, 12 Aug 2022 | €45.3b | €17.6b | €2.4b | 18.8x | 19x | 2.6x |
| Sun, 10 Jul 2022 | €39.0b | €16.5b | €2.1b | 15.5x | 18.8x | 2.4x |
| Tue, 07 Jun 2022 | €47.8b | €16.5b | €2.1b | 19x | 23.1x | 2.9x |
| Thu, 05 May 2022 | €45.1b | €15.7b | €1.8b | 21.9x | 25.6x | 2.9x |
| Sat, 02 Apr 2022 | €49.1b | €15.6b | €1.8b | 23.5x | 27.7x | 3.1x |
| Mon, 28 Feb 2022 | €49.6b | €15.6b | €1.8b | 30x | 27.9x | 3.2x |
Price to Earnings Ratio
27.9x
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 31.1x which is higher than its 3-year average PE of 18.2x.
- The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 8.9% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the German Tech industry?
| DE Market | -1.32% | |
| Tech | -1.27% | |
| Semiconductors | 2.64% | |
| Semiconductor Equipment | 2.84% | |
| Semiconductors | 2.62% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 18.6x.
- Analysts are expecting annual earnings growth of 22.3%, which is higher than its past year's earnings decline of 3.3% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 16.3x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 3.3% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings decline by 18% 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 | |
|---|---|---|---|---|---|
| IFX Infineon Technologies | €38.66 | 2.7% +€1.3b | 15.0% | PE36x | |
| WAF Siltronic | €47.16 | 4.8% +€64.8m | -45.7% | PE14.8x | |
| S92 SMA Solar Technology | €15.32 | 7.7% +€37.8m | -68.8% | PE6.6x | |
| SIS First Sensor | €57.60 | 4.3% +€24.8m | 2.1% | PS4.9x | |
| AIXA AIXTRON | €13.78 | 1.2% +€18.0m | -60.3% | PE13.5x |
