Analysis Article • Aug 20
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- 7D0.7%
- 3M-27.7%
- 1Y89.7%
- YTD92.3%
The Semiconductors industry has stayed flat over the last week. The past year has been better, since the industry has gained 89% in that time. As for the next few years, earnings are expected to grow by 42% per annum.
Industry Valuation and Performance
Has the French Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | €44.2b | €12.7b | €195.4m | 50.8x | 226.4x | 3.5x |
| Wed, 29 Jul 2026 | €45.0b | €13.0b | €215.1m | 49x | 209.2x | 3.5x |
| Fri, 26 Jun 2026 | €64.0b | €12.4b | -€64,553,925.00 | 49.2x | -990.8x | 5.2x |
| Sun, 24 May 2026 | €60.0b | €12.3b | €161.9m | 69.3x | 370.7x | 4.9x |
| Tue, 21 Apr 2026 | €38.6b | €11.7b | €172.8m | 81.4x | 223.2x | 3.3x |
| Thu, 19 Mar 2026 | €29.5b | €12.0b | €177.4m | 44.8x | 166x | 2.5x |
| Sat, 14 Feb 2026 | €27.9b | €11.6b | €171.6m | 44.6x | 162.4x | 2.4x |
| Mon, 12 Jan 2026 | €24.2b | €11.8b | €485.9m | 44.5x | 49.9x | 2.1x |
| Wed, 10 Dec 2025 | €21.9b | €11.8b | €485.7m | 40.9x | 45.2x | 1.9x |
| Fri, 07 Nov 2025 | €20.7b | €12.0b | €571.5m | 35.9x | 36.3x | 1.7x |
| Sun, 05 Oct 2025 | €25.2b | €11.8b | €668.3m | 37.9x | 37.8x | 2.1x |
| Tue, 02 Sep 2025 | €23.2b | €11.8b | €661.3m | 35.6x | 35.1x | 2x |
| Thu, 31 Jul 2025 | €23.3b | €12.1b | €694.0m | 24.5x | 33.5x | 1.9x |
| Sat, 28 Jun 2025 | €25.6b | €12.2b | €1.1b | 20.2x | 24.2x | 2.1x |
| Mon, 26 May 2025 | €21.8b | €12.6b | €1.1b | 16.8x | 19.7x | 1.7x |
| Wed, 23 Apr 2025 | €18.5b | €13.3b | €1.5b | 12.1x | 12.2x | 1.4x |
| Fri, 21 Mar 2025 | €23.0b | €14.0b | €1.6b | 14.1x | 14.4x | 1.6x |
| Sun, 16 Feb 2025 | €23.9b | €14.4b | €1.6b | 14.1x | 14.6x | 1.7x |
| Tue, 14 Jan 2025 | €24.9b | €15.8b | €2.2b | 14.9x | 11.2x | 1.6x |
| Thu, 12 Dec 2024 | €26.2b | €15.4b | €2.2b | 11.7x | 12.1x | 1.7x |
| Sat, 09 Nov 2024 | €25.4b | €15.2b | €2.2b | 11.6x | 11.6x | 1.7x |
| Mon, 07 Oct 2024 | €27.2b | €15.9b | €2.8b | 11.1x | 9.6x | 1.7x |
| Wed, 04 Sep 2024 | €29.3b | €15.8b | €2.8b | 15.3x | 10.4x | 1.9x |
| Fri, 02 Aug 2024 | €31.8b | €16.2b | €2.9b | 15.7x | 11x | 2x |
| Sun, 30 Jun 2024 | €37.8b | €17.3b | €3.5b | 14.8x | 10.7x | 2.2x |
| Tue, 28 May 2024 | €39.7b | €17.1b | €3.5b | 16.8x | 11.4x | 2.3x |
| Thu, 25 Apr 2024 | €39.7b | €18.1b | €4.1b | 15x | 9.7x | 2.2x |
| Sat, 23 Mar 2024 | €41.5b | €17.9b | €4.3b | 20.1x | 9.8x | 2.3x |
| Mon, 19 Feb 2024 | €44.9b | €18.0b | €4.3b | 24x | 10.5x | 2.5x |
| Wed, 17 Jan 2024 | €42.4b | €17.9b | €4.7b | 23x | 9x | 2.4x |
| Fri, 15 Dec 2023 | €48.7b | €17.7b | €4.7b | 27.5x | 10.4x | 2.7x |
| Sun, 12 Nov 2023 | €42.0b | €18.3b | €4.8b | 24.7x | 8.7x | 2.3x |
| Tue, 10 Oct 2023 | €44.6b | €18.3b | €4.8b | 23.6x | 9.2x | 2.4x |
| Thu, 07 Sep 2023 | €46.6b | €18.1b | €4.8b | 25.7x | 9.8x | 2.6x |
Price to Earnings Ratio
9.8x
Current Industry PE
- Investors are optimistic on the French Semiconductor industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 226x which is higher than its 3-year average PE of -3.1x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.5x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 65% per year over the last three years,
- Revenues have also declined 11% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | -0.65% | |
| Tech | 0.59% | |
| Semiconductors | 0.70% | |
| Semiconductors | 0.77% | |
| Semiconductor Equipment | 0.097% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 62.6x.
- Analysts are expecting annual earnings growth of 40.2%, which is higher than its past year's earnings decline of 32.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 61% over the next 5 years.
- This is better than its past earnings growth rate of 39% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 40% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| STMPA STMicroelectronics | €43.36 | 0.6% +€249.8m | 86.5% | PE96.2x | |
| XFAB X-FAB Silicon Foundries | €6.17 | 7.8% +€58.1m | -9.1% | PE211.6x | |
| SOI Soitec | €108.00 | 0.1% +€5.4m | 209.2% | PS6.5x | |
| ALSEM SEMCO Technologies Société anonyme | €42.25 | 1.1% +€4.6m | 68.9% | PE43x |
