Is Infineon Technologies AG (ETR:IFX) Trading At A 32% Discount?
Dec 01
German (DAX) Semiconductors Industry Analysis
UpdatedDec 08, 2023
DataAggregated Company Financials
Companies10
- 7D2.3%
- 3M12.9%
- 1Y15.8%
- YTD26.9%
In the last week, the Semiconductors industry is up 2.3%, with Infineon Technologies up 2.5%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 7.4% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 09 Dec 2023 | €49.4b | €17.0b | €3.2b | 14.8x | 15.4x | 2.9x |
| Mon, 06 Nov 2023 | €39.8b | €17.0b | €3.2b | 13.1x | 12.5x | 2.3x |
| Wed, 04 Oct 2023 | €42.6b | €17.0b | €3.2b | 12.7x | 13.4x | 2.5x |
| Fri, 01 Sep 2023 | €44.8b | €17.0b | €3.2b | 13.7x | 14.1x | 2.6x |
| Sun, 30 Jul 2023 | €53.3b | €16.5b | €2.9b | 17.2x | 18.6x | 3.2x |
| Tue, 27 Jun 2023 | €48.5b | €16.5b | €2.9b | 17.2x | 16.9x | 2.9x |
| Thu, 25 May 2023 | €45.7b | €16.5b | €2.9b | 15.1x | 15.9x | 2.8x |
| Sat, 22 Apr 2023 | €47.1b | €15.6b | €2.5b | 18.6x | 18.9x | 3x |
| Mon, 20 Mar 2023 | €46.9b | €15.6b | €2.5b | 18.5x | 18.8x | 3x |
| Wed, 15 Feb 2023 | €48.5b | €15.5b | €2.5b | 18.4x | 19.5x | 3.1x |
| Fri, 13 Jan 2023 | €42.6b | €14.8b | €2.2b | 17.5x | 19x | 2.9x |
| Sun, 11 Dec 2022 | €42.4b | €14.8b | €2.2b | 17.4x | 18.9x | 2.9x |
| Tue, 08 Nov 2022 | €35.8b | €13.6b | €2.0b | 16x | 18.1x | 2.6x |
| Thu, 06 Oct 2022 | €34.6b | €13.6b | €2.0b | 15.6x | 17.5x | 2.5x |
| Sat, 03 Sep 2022 | €33.7b | €13.6b | €2.0b | 15.6x | 17.1x | 2.5x |
| Mon, 01 Aug 2022 | €36.0b | €12.7b | €1.7b | 19.7x | 21.4x | 2.8x |
| Wed, 29 Jun 2022 | €33.0b | €12.7b | €1.7b | 17.2x | 19.6x | 2.6x |
| Fri, 27 May 2022 | €36.4b | €12.7b | €1.7b | 19.5x | 21.6x | 2.9x |
| Sun, 24 Apr 2022 | €37.7b | €12.1b | €1.4b | 24.3x | 26.6x | 3.1x |
| Tue, 22 Mar 2022 | €40.8b | €12.1b | €1.4b | 26.3x | 28.8x | 3.4x |
| Thu, 17 Feb 2022 | €44.8b | €12.0b | €1.4b | 32.6x | 31.7x | 3.7x |
| Sat, 15 Jan 2022 | €52.7b | €11.5b | €1.2b | 39.3x | 42.9x | 4.6x |
| Mon, 13 Dec 2021 | €53.4b | €11.5b | €1.2b | 35.2x | 43.4x | 4.6x |
| Wed, 10 Nov 2021 | €57.1b | €11.0b | €871.1m | 38.6x | 65.5x | 5.2x |
| Fri, 08 Oct 2021 | €52.7b | €12.3b | €929.2m | 45.6x | 56.7x | 4.3x |
| Sun, 05 Sep 2021 | €49.3b | €11.8b | €757.9m | 39.9x | 65x | 4.2x |
| Tue, 03 Aug 2021 | €44.5b | €11.8b | €757.9m | 37.9x | 58.7x | 3.8x |
| Fri, 07 May 2021 | €44.8b | €11.3b | €371.9m | 62x | 120.6x | 4x |
| Mon, 08 Feb 2021 | €44.2b | €10.5b | €343.3m | 100.5x | 128.8x | 4.2x |
Price to Earnings Ratio
121.9x
Current Industry PE
- Investors are pessimistic on the German Semiconductors 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 15.4x which is lower than its 3-year average PE of 26.7x.
- The 3-year average PS ratio of 3.4x is higher than the industry's current PS ratio of 2.9x.
Past Earnings Growth
- The earnings for companies in the Semiconductors industry have grown 111% per year over the last three years.
- Revenues for these companies have grown 17% 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 Semiconductors compare with similar industries?
| DE Market | 1.58% | |
| Tech | 0.96% | |
| Semiconductors | 2.27% | |
| Semiconductors | 2.32% | |
| Semiconductor Equipment | 2.03% | |
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 | |
|---|---|---|---|---|---|
| IFX Infineon Technologies | €37.16 | 2.8% +€1.3b | 18.8% | PE15.6x | |
| 9TS TubeSolar | €0.008 | 150.0% +€71.0k | -99.8% | n/a |