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German (DAX) Semiconductors Industry Analysis

UpdatedFeb 29, 2024
DataAggregated Company Financials
Companies16
  • 7D0.3%
  • 3M-6.1%
  • 1Y-2.0%
  • YTD-9.9%

Over the last 7 days, the Semiconductors industry has risen 4.8%, driven by gains from Infineon Technologies of 0.8%. Meanwhile, AIXTRON actually underperformed within the industry, shrinking 6.8% in the last week. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 6.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Feb 2024€54.3b€21.6b€3.8b14.5x14.4x2.5x
Sat, 27 Jan 2024€56.2b€21.9b€3.9b14.4x14.4x2.6x
Mon, 25 Dec 2023€61.0b€21.9b€3.9b16.2x15.7x2.8x
Wed, 22 Nov 2023€54.4b€21.9b€3.9b14.5x14x2.5x
Fri, 20 Oct 2023€49.7b€21.6b€3.8b14x12.9x2.3x
Sun, 17 Sep 2023€53.2b€21.7b€3.9b13.6x13.8x2.5x
Tue, 15 Aug 2023€55.5b€21.6b€3.9b15x14.4x2.6x
Thu, 13 Jul 2023€60.9b€20.9b€3.5b17.9x17.6x2.9x
Sat, 10 Jun 2023€59.7b€20.9b€3.5b18x17.2x2.9x
Mon, 08 May 2023€54.9b€20.8b€3.4b15.5x16x2.6x
Wed, 05 Apr 2023€59.8b€20.0b€3.1b19.6x19.3x3x
Fri, 03 Mar 2023€54.7b€19.7b€2.9b19.4x18.6x2.8x
Sun, 29 Jan 2023€55.8b€18.9b€2.7b20.7x20.6x3x
Tue, 27 Dec 2022€47.5b€18.9b€2.7b17.3x17.6x2.5x
Thu, 24 Nov 2022€51.8b€18.9b€2.7b19x19.1x2.7x
Sat, 22 Oct 2022€41.4b€17.6b€2.4b15.5x17.4x2.3x
Mon, 19 Sep 2022€40.2b€17.5b€2.4b16.6x17x2.3x
Wed, 17 Aug 2022€45.5b€17.6b€2.4b18.9x19.2x2.6x
Fri, 15 Jul 2022€38.0b€16.5b€2.1b14.9x18.3x2.3x
Sun, 12 Jun 2022€44.3b€16.5b€2.1b18.2x21.4x2.7x
Tue, 10 May 2022€42.1b€15.8b€1.8b17.3x23.9x2.7x
Thu, 07 Apr 2022€45.7b€15.6b€1.7b23.1x26.2x2.9x
Sat, 05 Mar 2022€44.5b€15.6b€1.8b27.9x25x2.9x
Mon, 31 Jan 2022€54.9b€15.0b€1.6b31.3x35x3.7x
Wed, 29 Dec 2021€64.3b€15.0b€1.6b36.2x41x4.3x
Fri, 26 Nov 2021€64.7b€15.0b€1.6b38.1x41.3x4.3x
Sun, 24 Oct 2021€65.6b€15.5b€1.2b46.1x53.7x4.2x
Tue, 21 Sep 2021€61.8b€15.5b€1.2b38x50.9x4x
Thu, 19 Aug 2021€54.4b€15.1b€1.0b37.5x52.2x3.6x
Thu, 03 Jun 2021€53.7b€14.5b€650.8m43.5x82.5x3.7x
Sun, 07 Mar 2021€57.5b€13.8b€584.6m60.4x98.3x4.2x
Price to Earnings Ratio

98.3x


Total Market Cap: €57.5bTotal Earnings: €584.6mTotal Revenue: €13.8bTotal Market Cap vs Earnings and Revenue0%0%0%
German Semiconductors Industry Price to Earnings3Y Average 32.6x202220232024
Current Industry PE
  • Investors are pessimistic on the German Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.0x which is lower than its 3-year average PE of 32.6x.
  • The 3-year average PS ratio of 3.0x is higher than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 86% per year over the last three years.
  • Revenues for these companies have grown 16% 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 Market2.03%
Tech4.20%
Semiconductors0.27%
Semiconductors0.86%
Semiconductor Equipment-2.54%
Industry PE
  • Investors are most optimistic about the Semiconductors industry even though it's trading below its 3-year average PE ratio of 17.1x.
    • Analysts are expecting annual earnings growth of 8.6%, which is lower than the prior year's growth of 34.9% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 21.9x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 8.6% over the next 5 years.
  • However this is lower than its past earnings growth rate of 35% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings decline by 5.4% 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€33.170.8%
+€358.5m
-1.8%PE14.5x
SMHN SÜSS MicroTec€37.256.4%
+€43.0m
72.1%PE24.4x
ELG Elmos Semiconductor€71.702.0%
+€24.0m
-7.5%PE13.1x
TPE PVA TePla€22.924.1%
+€19.6m
-11.6%PE18.9x
P4O Plan Optik€3.083.4%
+€452.2k
6.6%PE10.7x
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Latest News

TPE

€22.92

PVA TePla

7D

4.1%

1Y

-11.6%

SMHN

€37.25

SÜSS MicroTec

7D

6.4%

1Y

72.1%

IFX

€33.17

Infineon Technologies

7D

0.8%

1Y

-1.8%

WAF

€85.55

Siltronic

7D

-0.6%

1Y

22.2%

S92

€47.92

SMA Solar Technology

7D

-1.1%

1Y

-37.4%

P4O

€3.08

Plan Optik

7D

3.4%

1Y

6.6%

M5Z

€9.88

Manz

7D

-3.5%

1Y

-55.4%

CTNK

€4.80

centrotherm international

7D

-3.6%

1Y

-0.4%

PS4

€0.0075

Phoenix Solar

7D

7.1%

1Y

-25.0%

SWVK

€0.23

SolarWorld

7D

6.0%

1Y

-7.6%