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German (DAX) Semiconductor Equipment Industry Analysis

UpdatedOct 29, 2025
DataAggregated Company Financials
Companies9
  • 7D-3.8%
  • 3M9.0%
  • 1Y-1.2%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has remained flat, although notably SMA Solar Technology gained 18%. The past year has been better, since the industry has gained 3.6% in that time. Earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

Has the German Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Oct 2025€5.4b€4.8b€10.3m13.4x520.3x1.1x
Fri, 26 Sep 2025€5.2b€4.7b€1.8m16.2x2899.4x1.1x
Sun, 24 Aug 2025€4.7b€4.7b€2.1m13.6x2255.7x1x
Tue, 22 Jul 2025€5.3b€4.7b€73.4m17.8x72x1.1x
Thu, 19 Jun 2025€4.6b€4.7b€73.4m14.8x63.1x1x
Sat, 17 May 2025€4.5b€4.7b€73.4m13.4x61.6x1x
Mon, 14 Apr 2025€3.4b€4.6b€113.5m10.3x30.1x0.7x
Wed, 12 Mar 2025€4.3b€4.7b€300.5m11.5x14.3x0.9x
Fri, 07 Feb 2025€4.4b€4.7b€341.5m11.7x12.9x0.9x
Sun, 05 Jan 2025€4.9b€4.7b€341.5m12.8x14.2x1x
Tue, 03 Dec 2024€4.7b€4.7b€341.5m12.3x13.8x1x
Thu, 31 Oct 2024€5.3b€4.9b€440.3m11.5x12x1.1x
Sat, 28 Sep 2024€6.2b€4.9b€456.8m12.7x13.7x1.3x
Mon, 26 Aug 2024€6.4b€4.9b€456.8m13.7x14x1.3x
Wed, 24 Jul 2024€7.1b€5.0b€558.9m13.7x12.7x1.4x
Fri, 21 Jun 2024€7.1b€5.0b€558.9m14.2x12.7x1.4x
Sun, 19 May 2024€8.1b€5.1b€565.5m16.2x14.3x1.6x
Tue, 16 Apr 2024€8.0b€5.0b€597.8m16.7x13.4x1.6x
Thu, 14 Mar 2024€8.8b€4.8b€611.2m19.4x14.4x1.8x
Sat, 10 Feb 2024€9.8b€4.9b€676.3m20.7x14.5x2x
Mon, 08 Jan 2024€9.7b€4.9b€676.3m16.4x14.3x2x
Wed, 06 Dec 2023€9.6b€4.9b€676.3m16.7x14.2x2x
Fri, 03 Nov 2023€8.3b€4.7b€691.4m13.3x12x1.8x
Sun, 01 Oct 2023€9.5b€4.7b€676.7m14.5x14x2x
Tue, 29 Aug 2023€9.7b€4.7b€676.7m15.3x14.4x2.1x
Thu, 27 Jul 2023€10.1b€4.4b€599.7m21.8x16.9x2.3x
Sat, 24 Jun 2023€10.2b€4.4b€599.7m21.7x16.9x2.3x
Mon, 22 May 2023€10.1b€4.5b€602.3m20.6x16.8x2.3x
Wed, 19 Apr 2023€10.3b€4.4b€602.4m24.1x17.1x2.4x
Fri, 17 Mar 2023€9.2b€4.2b€480.9m31.4x19.1x2.2x
Sun, 12 Feb 2023€9.2b€4.1b€459.6m27.6x19.9x2.2x
Tue, 10 Jan 2023€9.0b€4.1b€459.6m30.1x19.6x2.2x
Thu, 08 Dec 2022€9.0b€4.1b€459.6m26.6x19.6x2.2x
Sat, 05 Nov 2022€7.5b€4.1b€432.5m15.8x17.3x1.8x
Price to Earnings Ratio

17.3x


Total Market Cap: €7.5bTotal Earnings: €432.5mTotal Revenue: €4.1bTotal Market Cap vs Earnings and Revenue0%0%0%
German Semiconductor Equipment Industry Price to Earnings3Y Average 150.9x202320242025
Current Industry PE
  • Investors are optimistic on the German Semiconductor Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 547x which is higher than its 3-year average PE of 151x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 71% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does German Semiconductor Equipment compare with similar industries?

DE Market0.051%
Tech-2.58%
Semiconductors-2.85%
Semiconductor Equipment-3.77%
Semiconductors-2.74%
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?

CompanyLast Price7D1YValuation
S92 SMA Solar Technology€27.0017.9%
+€142.3m		64.5%PS0.6x
M5Z Manz€0.1225.7%
+€260.4k		-98.1%PS0.006x
NW1 Windon Energy Group€0.146.9%
+€109.4k		96.1%PS0.8x

Latest News

NW1
€0.14
Windon Energy Group
7D
6.9%
1Y
96.1%
SMHN
€26.30
SUSS MicroTec
7D
-27.3%
1Y
-56.6%
TPE
€27.78
PVA TePla
7D
-9.2%
1Y
136.4%

Order Momentum And Segment Recovery Will Drive Strong Performance Ahead

Analysts have raised their fair value estimate for PVA TePla from €27.46 to €29.43. They cite increased order momentum in key segments and an improved outlook for future quarters.
WAF
€56.75
Siltronic
7D
-0.4%
1Y
3.0%

Improved Inventory Trends And New Partnerships Will Support Revenue Recovery

Siltronic’s analyst price target has risen significantly from €48.19 to €49.76, as analysts cite improved inventory trends and reduced downside risk in their updated outlook. Analyst Commentary Recent analyst actions reflect shifting sentiment toward Siltronic, as updated views incorporate changing inventory dynamics and shifting expectations for growth.
S92
€27.00
SMA Solar Technology
7D
17.9%
1Y
64.5%

Short-Term Order Momentum And US Uncertainty Will Influence Near-Term Performance

Analysts have increased their price target for SMA Solar Technology from €17.60 to €18.80. This change reflects improved revenue growth expectations and stronger near-term demand.
AIXA
€12.92
AIXTRON
7D
-4.8%
1Y
-13.4%

Optoelectronics And Compound Semiconductors Will Unlock Global Opportunity

AIXTRON's analyst average price target has been revised down by about EUR 0.92 to EUR 15.05, as analysts factor in slightly lower growth and margin expectations for the coming periods. Analyst Commentary Recent updates from street research reveal mixed perspectives on AIXTRON's prospects, and the valuation remains a point of debate among market observers.
GY9
€0.018
Smoltek Nanotech Holding
7D
-26.7%
1Y
20.5%
CTNK
€5.25
centrotherm international
7D
-0.9%
1Y
56.3%

Market Still Lacking Some Conviction On centrotherm international AG (FRA:CTNK)

Sep 23
Market Still Lacking Some Conviction On centrotherm international AG (FRA:CTNK)
M5Z
€0.12
Manz
7D
25.7%
1Y
-98.1%