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German (DAX) Semiconductors Industry Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies16
- 7D-4.8%
- 3M4.3%
- 1Y-22.3%
- YTD-21.2%
Over the last 7 days, the Semiconductors industry has dropped 4.0%, driven by a pullback from Infineon Technologies of 4.9%. Overall the industry is down 22% in 12 months. As for the next few years, earnings are expected to grow by 15% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | €47.3b | €20.4b | €2.2b | 12.8x | 21.6x | 2.3x |
| Mon, 18 Nov 2024 | €46.0b | €20.6b | €2.3b | 12.4x | 20x | 2.2x |
| Wed, 16 Oct 2024 | €46.9b | €20.8b | €2.7b | 13.3x | 17.5x | 2.3x |
| Fri, 13 Sep 2024 | €45.7b | €20.8b | €2.7b | 14x | 17x | 2.2x |
| Sun, 11 Aug 2024 | €47.6b | €20.9b | €2.7b | 14.5x | 17.7x | 2.3x |
| Tue, 09 Jul 2024 | €55.6b | €21.3b | €3.2b | 14.2x | 17.3x | 2.6x |
| Thu, 06 Jun 2024 | €58.5b | €21.3b | €3.2b | 15.2x | 18.2x | 2.7x |
| Sat, 04 May 2024 | €50.6b | €21.9b | €3.7b | 13x | 13.6x | 2.3x |
| Mon, 01 Apr 2024 | €51.2b | €21.8b | €3.7b | 13.7x | 13.9x | 2.4x |
| Wed, 28 Feb 2024 | €56.4b | €21.6b | €3.8b | 15.1x | 15x | 2.6x |
| Fri, 26 Jan 2024 | €56.7b | €21.9b | €3.9b | 14.5x | 14.6x | 2.6x |
| Sun, 24 Dec 2023 | €61.0b | €21.9b | €3.9b | 16.2x | 15.7x | 2.8x |
| Tue, 21 Nov 2023 | €55.1b | €21.9b | €3.9b | 14.8x | 14.2x | 2.5x |
| Thu, 19 Oct 2023 | €51.1b | €21.6b | €3.8b | 14.2x | 13.3x | 2.4x |
| Sat, 16 Sep 2023 | €53.9b | €21.7b | €3.9b | 14x | 14x | 2.5x |
| Mon, 14 Aug 2023 | €55.3b | €21.6b | €3.9b | 15x | 14.3x | 2.6x |
| Wed, 12 Jul 2023 | €59.0b | €20.9b | €3.5b | 17.3x | 17x | 2.8x |
| Fri, 09 Jun 2023 | €59.5b | €20.9b | €3.5b | 17.6x | 17.2x | 2.8x |
| Sun, 07 May 2023 | €54.9b | €20.7b | €3.4b | 16.5x | 16x | 2.7x |
| Tue, 04 Apr 2023 | €60.3b | €20.0b | €3.1b | 19.8x | 19.4x | 3x |
| Thu, 02 Mar 2023 | €55.4b | €19.7b | €2.9b | 19.5x | 18.8x | 2.8x |
| Sat, 28 Jan 2023 | €55.8b | €18.9b | €2.7b | 20.7x | 20.6x | 3x |
| Mon, 26 Dec 2022 | €47.5b | €18.9b | €2.7b | 17.3x | 17.6x | 2.5x |
| Wed, 23 Nov 2022 | €51.6b | €18.9b | €2.7b | 19x | 19x | 2.7x |
| Fri, 21 Oct 2022 | €41.7b | €17.6b | €2.4b | 15.1x | 17.5x | 2.4x |
| Sun, 18 Sep 2022 | €40.2b | €17.5b | €2.4b | 16.6x | 17x | 2.3x |
| Tue, 16 Aug 2022 | €45.6b | €17.6b | €2.4b | 18.9x | 19.2x | 2.6x |
| Thu, 14 Jul 2022 | €38.3b | €16.5b | €2.1b | 15.3x | 18.5x | 2.3x |
| Sat, 11 Jun 2022 | €44.3b | €16.5b | €2.1b | 18.2x | 21.4x | 2.7x |
| Mon, 09 May 2022 | €44.9b | €15.8b | €1.8b | 17.6x | 25.2x | 2.8x |
| Wed, 06 Apr 2022 | €47.4b | €15.6b | €1.7b | 23.3x | 27.2x | 3x |
| Fri, 04 Mar 2022 | €47.6b | €15.6b | €1.8b | 29.7x | 26.8x | 3.1x |
| Sun, 30 Jan 2022 | €54.9b | €15.0b | €1.6b | 31.3x | 35x | 3.7x |
| Tue, 28 Dec 2021 | €64.2b | €15.0b | €1.6b | 36x | 41x | 4.3x |
Price to Earnings Ratio
41x
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 21.8x which is higher than its 3-year average PE of 18.9x.
- The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 11% 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 Market | -2.58% | |
| Tech | -2.15% | |
| Semiconductors | -4.82% | |
| Semiconductors | -4.73% | |
| Semiconductor Equipment | -5.65% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 19.4x.
- Analysts are expecting annual earnings growth of 16.7%, which is higher than its past year's earnings decline of 23.5% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 16.9x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 17% over the next 5 years.
- This is better than its past earnings decline of 24% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings decline by 3.0% 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 | |
|---|---|---|---|---|---|
| SMHN SÜSS MicroTec | €50.00 | 1.9% +€18.2m | 90.5% | PE22.2x | |
| SIS First Sensor | €58.00 | 0.7% +€4.1m | 1.4% | PE4685.3x | |
| ELG Elmos Semiconductor | €68.30 | 0.3% +€3.4m | -8.1% | PE11.5x |
