Returns On Capital At SÜSS MicroTec (ETR:SMHN) Have Hit The Brakes
May 27
German (DAX) Semiconductor Equipment Industry Analysis
UpdatedMay 29, 2023
DataAggregated Company Financials
Companies7
- 7D2.9%
- 3M18.4%
- 1Y20.3%
- YTD24.0%
In the last week, the Semiconductor Equipment industry is up 1.6%, with Siltronic up 12%. This takes the industry's 12 month performance to a gain of 20%. As for the next few years, earnings are expected to grow by 20% per annum.
Industry Valuation and Performance
Has the German Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 May 2023 | €10.4b | €4.4b | €599.7m | 21.6x | 17.4x | 2.4x |
| Wed, 26 Apr 2023 | €10.1b | €4.3b | €588.9m | 22.8x | 17.1x | 2.4x |
| Fri, 24 Mar 2023 | €9.2b | €4.2b | €480.9m | 33x | 19.2x | 2.2x |
| Sun, 19 Feb 2023 | €9.2b | €4.1b | €459.6m | 28.5x | 19.9x | 2.2x |
| Tue, 17 Jan 2023 | €9.5b | €4.1b | €459.6m | 30.6x | 20.7x | 2.3x |
| Thu, 15 Dec 2022 | €9.3b | €4.1b | €459.6m | 28.1x | 20.1x | 2.2x |
| Sat, 12 Nov 2022 | €8.3b | €4.1b | €443.4m | 18.7x | 18.8x | 2x |
| Mon, 10 Oct 2022 | €7.2b | €4.0b | €409.7m | 13.7x | 17.5x | 1.8x |
| Wed, 07 Sep 2022 | €7.1b | €3.9b | €395.7m | 15.7x | 18x | 1.8x |
| Fri, 05 Aug 2022 | €8.3b | €4.0b | €420.9m | 19x | 19.6x | 2.1x |
| Sun, 03 Jul 2022 | €7.0b | €3.8b | €386.9m | 14.8x | 18x | 1.8x |
| Tue, 31 May 2022 | €8.8b | €3.8b | €386.9m | 19.6x | 22.7x | 2.3x |
| Thu, 28 Apr 2022 | €7.8b | €3.6b | €326.5m | 21.8x | 23.8x | 2.2x |
| Sat, 26 Mar 2022 | €7.8b | €3.6b | €415.2m | 30.8x | 18.7x | 2.2x |
| Mon, 21 Feb 2022 | €7.4b | €3.4b | €339.4m | 28.4x | 21.9x | 2.2x |
| Wed, 19 Jan 2022 | €8.8b | €3.4b | €339.4m | 32.6x | 25.9x | 2.6x |
| Fri, 17 Dec 2021 | €8.9b | €3.4b | €339.4m | 32.2x | 26.3x | 2.6x |
| Sun, 14 Nov 2021 | €10.3b | €3.4b | €339.4m | 42.8x | 30.2x | 3x |
| Tue, 12 Oct 2021 | €9.4b | €3.3b | €291.5m | 32.8x | 32.3x | 2.9x |
| Thu, 09 Sep 2021 | €9.9b | €3.3b | €285.6m | 35.7x | 34.8x | 3x |
| Sat, 07 Aug 2021 | €10.0b | €3.3b | €285.6m | 41.7x | 35.1x | 3.1x |
| Fri, 30 Apr 2021 | €9.4b | €3.2b | €278.9m | 39.7x | 33.8x | 2.9x |
| Mon, 01 Feb 2021 | €9.4b | €3.2b | €241.2m | 42.4x | 38.9x | 2.9x |
| Thu, 05 Nov 2020 | €5.6b | €3.3b | €194.8m | 48.4x | 28.8x | 1.7x |
| Sun, 09 Aug 2020 | €5.0b | €3.3b | €186.7m | 43.5x | 26.6x | 1.5x |
Price to Earnings Ratio
30.1x
Current Industry PE
- Investors are pessimistic on the German Semiconductor Equipment 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 16.4x which is lower than its 3-year average PE of 26.7x.
- The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Semiconductor Equipment industry have grown 51% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does German Semiconductor Equipment compare with similar industries?
| DE Market | -1.39% | |
| Tech | -1.59% | |
| Semiconductors | -2.68% | |
| Semiconductor Equipment | 2.87% | |
| Semiconductors | -3.84% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WAF Siltronic | €78.50 | 14.3% +€294.0m | -14.9% | PE6.7x | |
| S92 SMA Solar Technology | €102.00 | 1.4% +€48.6m | 122.5% | PE33.9x | |
| SMHN SÜSS MicroTec | €25.25 | 9.5% +€42.1m | 48.2% | PE19.1x | |
| AIXA AIXTRON | €29.23 | 0.9% +€30.3m | 4.8% | PE36.4x | |
| TPE PVA TePla | €19.52 | 1.5% +€7.2m | -22.4% | PE24.1x |
