New Narrative • May 07
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- 7D7.1%
- 3M48.8%
- 1Y104.5%
- YTD59.9%
Over the last 7 days, the Semiconductors industry has risen 7.1%, driven by gains from Infineon Technologies of 4.1%. This means that the industry has gained 105% over the past year. Earnings are forecast to grow by 29% 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, 08 May 2026 | €91.5b | €18.2b | €1.2b | 72.7x | 78.8x | 5x |
| Sun, 05 Apr 2026 | €60.9b | €18.3b | €1.2b | 50.2x | 51.1x | 3.3x |
| Tue, 03 Mar 2026 | €69.3b | €18.5b | €1.2b | 36.6x | 56.4x | 3.8x |
| Thu, 29 Jan 2026 | €64.6b | €18.3b | €1.2b | 30.6x | 54.6x | 3.5x |
| Sat, 27 Dec 2025 | €54.6b | €18.3b | €1.2b | 25.6x | 46.1x | 3x |
| Mon, 24 Nov 2025 | €47.9b | €18.5b | €1.2b | 20.3x | 39.3x | 2.6x |
| Wed, 22 Oct 2025 | €51.9b | €20.1b | €1.2b | 22x | 41.9x | 2.6x |
| Fri, 19 Sep 2025 | €50.7b | €20.0b | €1.2b | 20.2x | 41.3x | 2.5x |
| Sun, 17 Aug 2025 | €54.3b | €20.0b | €1.2b | 18.6x | 44x | 2.7x |
| Tue, 15 Jul 2025 | €55.9b | €20.1b | €1.4b | 17.2x | 39.5x | 2.8x |
| Thu, 12 Jun 2025 | €54.1b | €20.1b | €1.4b | 15.1x | 38.2x | 2.7x |
| Sat, 10 May 2025 | €47.0b | €20.1b | €1.4b | 13.9x | 33.1x | 2.3x |
| Mon, 07 Apr 2025 | €39.0b | €20.0b | €1.6b | 10.4x | 24x | 1.9x |
| Wed, 05 Mar 2025 | €50.1b | €20.1b | €1.8b | 12.1x | 27.5x | 2.5x |
| Fri, 31 Jan 2025 | €48.6b | €20.4b | €2.2b | 13.2x | 22.1x | 2.4x |
| Sun, 29 Dec 2024 | €48.1b | €20.4b | €2.2b | 13.2x | 21.9x | 2.4x |
| Tue, 26 Nov 2024 | €46.0b | €20.4b | €2.2b | 12.4x | 20.8x | 2.3x |
| Thu, 24 Oct 2024 | €46.5b | €20.8b | €2.7b | 13.3x | 17.4x | 2.2x |
| Sat, 21 Sep 2024 | €45.3b | €20.8b | €2.7b | 14.1x | 16.9x | 2.2x |
| Mon, 19 Aug 2024 | €49.6b | €20.8b | €2.7b | 15x | 18.5x | 2.4x |
| Wed, 17 Jul 2024 | €55.1b | €21.3b | €3.2b | 14.7x | 17.1x | 2.6x |
| Fri, 14 Jun 2024 | €60.2b | €21.3b | €3.2b | 15.3x | 18.7x | 2.8x |
| Sun, 12 May 2024 | €59.1b | €21.4b | €3.2b | 15.6x | 18.3x | 2.8x |
| Tue, 09 Apr 2024 | €51.9b | €21.8b | €3.7b | 14.1x | 14.1x | 2.4x |
| Thu, 07 Mar 2024 | €55.0b | €21.7b | €3.8b | 14.8x | 14.6x | 2.5x |
| Sat, 03 Feb 2024 | €54.9b | €21.9b | €3.9b | 14.1x | 14.1x | 2.5x |
| Mon, 01 Jan 2024 | €61.4b | €21.9b | €3.9b | 16.3x | 15.8x | 2.8x |
| Wed, 29 Nov 2023 | €55.7b | €21.9b | €3.9b | 15x | 14.3x | 2.5x |
| Fri, 27 Oct 2023 | €48.4b | €21.6b | €3.8b | 12.9x | 12.6x | 2.2x |
| Sun, 24 Sep 2023 | €51.8b | €21.7b | €3.9b | 13.4x | 13.4x | 2.4x |
| Tue, 22 Aug 2023 | €53.3b | €21.7b | €3.9b | 14.9x | 13.8x | 2.5x |
| Thu, 20 Jul 2023 | €60.9b | €20.9b | €3.5b | 18.3x | 17.6x | 2.9x |
| Sat, 17 Jun 2023 | €61.6b | €20.9b | €3.5b | 18.9x | 17.8x | 3x |
| Mon, 15 May 2023 | €55.2b | €20.9b | €3.5b | 15.8x | 15.8x | 2.6x |
Price to Earnings Ratio
15.8x
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 78.8x which is higher than its 3-year average PE of 27.2x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 5.0x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 31% per year over the last three years,
- Revenues have also declined 4.6% 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 | 3.41% | |
| Tech | 3.92% | |
| Semiconductors | 7.05% | |
| Semiconductor Equipment | 13.86% | |
| Semiconductors | 6.21% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 26.9x.
- Analysts are expecting annual earnings growth of 29.2%, which is higher than its past year's earnings decline of 14.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 42% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 29% 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 | €61.62 | 7.9% +€5.9b | 95.9% | PE74.8x | |
| WAF Siltronic | €98.55 | 23.7% +€565.5m | 161.7% | PS2.3x | |
| ELG Elmos Semiconductor | €206.00 | 12.2% +€384.3m | 202.9% | PE32.5x | |
| AIXA AIXTRON | €50.04 | 6.5% +€345.1m | 280.1% | PE97x | |
| SMHN SUSS MicroTec | €89.00 | 16.8% +€244.7m | 147.8% | PE34.4x |