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German (DAX) Semiconductors Industry Analysis

UpdatedNov 26, 2021
DataAggregated Company Financials
Companies15
  • 7D-4.9%
  • 3M10.6%
  • 1Y42.5%
  • YTD25.9%

Over the last 7 days, the Semiconductors industry has dropped 4.9%, driven by a pullback from Infineon Technologies of 4.9%. Meanwhile, TubeSolar actually outperformed within the industry, gaining 24% in the last week. This takes the industry's 12 month performance to a gain of 42%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Fri, 26 Nov 2021€64.7b€15.0b€1.6b38.1x
Sun, 24 Oct 2021€65.6b€15.5b€1.2b46.1x
Tue, 21 Sep 2021€61.8b€15.5b€1.2b38x
Thu, 19 Aug 2021€54.4b€15.1b€1.0b37.5x
Thu, 03 Jun 2021€53.7b€14.5b€650.8m43.5x
Sun, 07 Mar 2021€57.5b€13.8b€584.6m60.4x
Wed, 09 Dec 2020€47.0b€13.1b€480.8m61.6x
Tue, 01 Sep 2020€36.5b€12.7b€498.2m65.7x
Fri, 05 Jun 2020€30.5b€12.5b€847.6m28x
Mon, 09 Mar 2020€29.5b€12.5b€975.4m28x
Sun, 01 Dec 2019€30.2b€12.5b€930.7m24.9x
Wed, 04 Sep 2019€24.5b€12.5b€1.1b21.9x
Sat, 08 Jun 2019€23.3b€12.5b€1.2b24.5x
Fri, 01 Mar 2019€27.4b€12.3b€1.5b26.7x
Mon, 03 Dec 2018€26.3b€12.1b€1.6b23.7x
PE Ratio

23.7x

Total Market Cap: €26.3bTotal Earnings: €1.6bTotal Revenue: €12.1b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 36.9x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Semiconductor industry have remained mostly flat over the last three years, while revenues for these companies have grown 7.3% 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 Semiconductors industry?

Semiconductor Equipment-4.91%
Semiconductors-4.94%

Industry PE: Investors are most optimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average PE ratio of 36.3x. However analysts are expecting annual earnings growth of 22%, which is lower than the prior year's growth of 58% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Semiconductors industry, which is trading below its 3-year average of 49.8x.

Forecasted Growth: Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 22% over the next 5 years. However this is lower than its past earnings growth rate of 58% per year. Meanwhile, the Semiconductors industry is expected to see its earnings grow by 16% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
9TS TubeSolar24.0%+€14.3m-16.9%n/a
P4O Plan Optik9.0%+€1.0m141.3%PE72x
SWVK SolarWorld5.6%+€268.1k-29.3%n/a
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Latest News

AIXA

€18.90

AIXTRON

7D

-12.2%

1Y

63.1%

P4O

€2.92

Plan Optik

7D

9.0%

1Y

141.3%

TPE

€45.10

PVA TePla

7D

-4.9%

1Y

227.8%

9TS

€6.15

TubeSolar

7D

24.0%

1Y

-16.9%