Siltronic AG's (ETR:WAF) Share Price Not Quite Adding Up
Nov 19
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German (DAX) Semiconductor Equipment Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies7
- 7D-7.9%
- 3M-29.2%
- 1Y-50.0%
- YTDn/a
Over the last 7 days, the Semiconductor Equipment industry has dropped 8.1%, driven by a pullback from Siltronic of 9.0%. Overall the industry is down 49% in 12 months. As for the next few years, earnings are forecast to decline by 2.8% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | €4.6b | €5.0b | €442.4m | 11.2x | 10.3x | 0.9x |
| Sat, 19 Oct 2024 | €5.4b | €4.9b | €455.6m | 11.8x | 11.9x | 1.1x |
| Mon, 16 Sep 2024 | €6.0b | €4.9b | €456.8m | 12.3x | 13.1x | 1.2x |
| Wed, 14 Aug 2024 | €6.5b | €4.9b | €454.8m | 13.7x | 14.3x | 1.3x |
| Fri, 12 Jul 2024 | €7.5b | €5.0b | €558.9m | 14.4x | 13.5x | 1.5x |
| Sun, 09 Jun 2024 | €8.1b | €5.0b | €558.9m | 15.9x | 14.6x | 1.6x |
| Tue, 07 May 2024 | €8.0b | €5.0b | €580.5m | 16.1x | 13.7x | 1.6x |
| Thu, 04 Apr 2024 | €8.1b | €5.0b | €597.8m | 17.6x | 13.6x | 1.6x |
| Sat, 02 Mar 2024 | €9.2b | €4.9b | €676.3m | 20.8x | 13.6x | 1.9x |
| Mon, 29 Jan 2024 | €9.7b | €4.9b | €676.3m | 19.5x | 14.3x | 2x |
| Wed, 27 Dec 2023 | €10.1b | €4.9b | €676.3m | 16.9x | 14.9x | 2.1x |
| Fri, 24 Nov 2023 | €9.1b | €4.9b | €676.3m | 15.8x | 13.4x | 1.9x |
| Sun, 22 Oct 2023 | €8.6b | €4.6b | €667.5m | 15x | 12.8x | 1.9x |
| Tue, 19 Sep 2023 | €9.2b | €4.7b | €676.7m | 14.6x | 13.6x | 2x |
| Thu, 17 Aug 2023 | €10.0b | €4.7b | €676.7m | 15.5x | 14.7x | 2.1x |
| Sat, 15 Jul 2023 | €10.1b | €4.4b | €599.7m | 22.2x | 16.9x | 2.3x |
| Mon, 12 Jun 2023 | €9.9b | €4.4b | €599.7m | 21.4x | 16.5x | 2.2x |
| Wed, 10 May 2023 | €9.8b | €4.3b | €581.0m | 21.3x | 16.9x | 2.3x |
| Fri, 07 Apr 2023 | €10.1b | €4.4b | €602.4m | 22.4x | 16.7x | 2.3x |
| Sun, 05 Mar 2023 | €9.0b | €4.1b | €457.9m | 32.4x | 19.8x | 2.2x |
| Tue, 31 Jan 2023 | €9.1b | €4.1b | €459.6m | 29.9x | 19.9x | 2.2x |
| Thu, 29 Dec 2022 | €8.3b | €4.1b | €459.6m | 24.8x | 18.2x | 2x |
| Sat, 26 Nov 2022 | €8.8b | €4.1b | €459.6m | 25.4x | 19.2x | 2.1x |
| Mon, 24 Oct 2022 | €7.3b | €4.0b | €409.7m | 14.5x | 17.7x | 1.8x |
| Wed, 21 Sep 2022 | €7.4b | €3.9b | €395.7m | 16.3x | 18.8x | 1.9x |
| Fri, 19 Aug 2022 | €8.1b | €3.9b | €395.7m | 19.7x | 20.4x | 2x |
| Sun, 17 Jul 2022 | €7.3b | €3.8b | €386.9m | 15.4x | 19x | 1.9x |
| Tue, 14 Jun 2022 | €7.6b | €3.8b | €386.9m | 17.1x | 19.6x | 2x |
| Thu, 12 May 2022 | €7.8b | €3.8b | €391.3m | 16.6x | 20x | 2x |
| Sat, 09 Apr 2022 | €7.5b | €3.6b | €326.5m | 20.5x | 23x | 2.1x |
| Mon, 07 Mar 2022 | €6.9b | €3.5b | €366.4m | 25.6x | 19x | 2x |
| Wed, 02 Feb 2022 | €8.3b | €3.4b | €339.4m | 31x | 24.4x | 2.4x |
| Fri, 31 Dec 2021 | €9.4b | €3.4b | €339.4m | 33.6x | 27.6x | 2.7x |
| Sun, 28 Nov 2021 | €9.3b | €3.4b | €339.4m | 36.5x | 27.5x | 2.7x |
Price to Earnings Ratio
27.5x
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 10.5x which is lower than its 3-year average PE of 17.3x.
- The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 0.94x.
Past Earnings Growth
- The earnings for companies in the Semiconductor Equipment industry have grown 9.2% per year over the last three years.
- Revenues for these companies have grown 13% 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 | -0.41% | |
| Tech | 0.11% | |
| Semiconductors | -1.77% | |
| Semiconductor Equipment | -7.88% | |
| Semiconductors | -1.01% | |
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 | |
|---|---|---|---|---|---|
| M5Z Manz | €5.98 | 4.2% +€2.5m | -49.2% | PS0.3x |
