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German (DAX) Semiconductors Industry Analysis

UpdatedJan 21, 2025
DataAggregated Company Financials
Companies16
  • 7D4.9%
  • 3M11.6%
  • 1Y-9.7%
  • YTD7.5%

The Semiconductors industry is up 4.6% in the last week, with Infineon Technologies up 4.8%. Meanwhile, PVA TePla actually underperformed within the industry, shrinking 6.1% in the last week. However, the industry is down 9.9% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025€51.0b€20.4b€2.2b13.5x23.2x2.5x
Thu, 19 Dec 2024€50.7b€20.4b€2.2b13.7x23.1x2.5x
Sat, 16 Nov 2024€46.0b€20.6b€2.3b12.4x20x2.2x
Mon, 14 Oct 2024€47.1b€20.8b€2.7b13.7x17.6x2.3x
Wed, 11 Sep 2024€44.7b€20.8b€2.7b13.9x16.7x2.1x
Fri, 09 Aug 2024€47.8b€20.8b€2.7b14.6x17.6x2.3x
Sun, 07 Jul 2024€55.9b€21.3b€3.2b14.8x17.4x2.6x
Tue, 04 Jun 2024€57.9b€21.3b€3.2b15.4x18x2.7x
Thu, 02 May 2024€52.3b€21.8b€3.7b14.3x14.2x2.4x
Sat, 30 Mar 2024€51.2b€21.8b€3.7b13.7x13.9x2.4x
Mon, 26 Feb 2024€54.4b€21.6b€3.8b14.5x14.5x2.5x
Wed, 24 Jan 2024€56.7b€21.9b€3.9b14.6x14.6x2.6x
Fri, 22 Dec 2023€61.4b€21.9b€3.9b16.3x15.8x2.8x
Sun, 19 Nov 2023€54.6b€21.9b€3.9b14.7x14.1x2.5x
Tue, 17 Oct 2023€52.2b€21.6b€3.8b14.7x13.6x2.4x
Thu, 14 Sep 2023€53.3b€21.7b€3.9b13.8x13.8x2.5x
Sat, 12 Aug 2023€55.3b€21.5b€3.8b15x14.6x2.6x
Mon, 10 Jul 2023€58.3b€20.9b€3.5b17.2x16.8x2.8x
Wed, 07 Jun 2023€58.0b€20.9b€3.5b17.4x16.7x2.8x
Fri, 05 May 2023€54.1b€19.9b€3.1b17.6x17.6x2.7x
Sun, 02 Apr 2023€61.4b€20.0b€3.1b20.2x19.8x3.1x
Tue, 28 Feb 2023€54.7b€19.7b€2.9b19.2x18.6x2.8x
Thu, 26 Jan 2023€53.0b€18.9b€2.7b19.4x19.6x2.8x
Sat, 24 Dec 2022€47.5b€18.9b€2.7b17.3x17.6x2.5x
Mon, 21 Nov 2022€52.1b€18.9b€2.7b19.1x19.2x2.8x
Wed, 19 Oct 2022€40.7b€17.6b€2.4b15x17.1x2.3x
Fri, 16 Sep 2022€40.7b€17.5b€2.4b16.4x17.2x2.3x
Sun, 14 Aug 2022€45.6b€17.6b€2.4b18.9x19.1x2.6x
Tue, 12 Jul 2022€38.3b€16.5b€2.1b15.2x18.5x2.3x
Thu, 09 Jun 2022€47.4b€16.5b€2.1b18.9x22.9x2.9x
Sat, 07 May 2022€44.9b€15.8b€1.8b17.6x25.2x2.8x
Mon, 04 Apr 2022€49.1b€15.6b€1.7b22.6x28.1x3.1x
Wed, 02 Mar 2022€47.4b€15.6b€1.8b29.9x26.7x3x
Fri, 28 Jan 2022€56.8b€15.0b€1.6b31.9x36.3x3.8x
Price to Earnings Ratio

36.3x


Total Market Cap: €56.8bTotal Earnings: €1.6bTotal Revenue: €15.0bTotal Market Cap vs Earnings and Revenue0%0%0%
German Semiconductors Industry Price to Earnings3Y Average 18.4x202320242025
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 23.2x which is higher than its 3-year average PE of 18.4x.
  • 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 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 Market3.51%
Tech4.97%
Semiconductors4.88%
Semiconductors5.02%
Semiconductor Equipment3.52%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 18.8x.
    • Analysts are expecting annual earnings growth of 16.3%, 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 16.5x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 16% 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 9.3% 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
IFX Infineon Technologies€34.145.2%
+€2.2b		-1.5%PE25.3x
SMHN SÜSS MicroTec€47.4016.5%
+€128.1m		50.5%PE21.1x
ELG Elmos Semiconductor€77.103.5%
+€44.5m		13.7%PE12.9x
WAF Siltronic€44.842.6%
+€34.2m		-50.8%PE14.1x
AIXA AIXTRON€13.960.5%
+€7.3m		-61.2%PE13.7x
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SMHN

€47.40

SÜSS MicroTec

7D

16.5%

1Y

50.5%

S92

€15.62

SMA Solar Technology

7D

1.2%

1Y

-67.5%

IFX

€34.14

Infineon Technologies

7D

5.2%

1Y

-1.5%

Returns On Capital At Infineon Technologies (ETR:IFX) Have Stalled

Jan 14
Returns On Capital At Infineon Technologies (ETR:IFX) Have Stalled

ELG

€77.10

Elmos Semiconductor

7D

3.5%

1Y

13.7%

TPE

€14.00

PVA TePla

7D

-4.6%

1Y

-30.8%

AIXA

€13.96

AIXTRON

7D

0.5%

1Y

-61.2%

At €15.81, Is AIXTRON SE (ETR:AIXA) Worth Looking At Closely?

Jan 08
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M5Z

€0.27

Manz

7D

10.8%

1Y

-97.5%

CTNK

€3.43

centrotherm international

7D

-0.6%

1Y

-30.0%

WAF

€44.84

Siltronic

7D

2.6%

1Y

-50.8%

The Returns On Capital At Siltronic (ETR:WAF) Don't Inspire Confidence

Dec 07
The Returns On Capital At Siltronic (ETR:WAF) Don't Inspire Confidence

P4O

€3.72

Planoptik

7D

0.5%

1Y

19.2%

Planoptik AG (ETR:P4O) Screens Well But There Might Be A Catch

Nov 29
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SIS

€58.40

First Sensor

7D

-1.0%

1Y

2.5%