Narrative Update • Aug 05
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- 7D2.7%
- 3M-10.0%
- 1Y119.1%
- YTD113.6%
Over the last 7 days, the Semiconductors industry has risen 2.7%, driven by gains from Soitec of 5.5%. This means that the industry has gained 119% over the past year. Looking forward, earnings are forecast to grow by 41% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 15 Aug 2026 | €49.1b | €12.8b | €197.4m | 53.6x | 248.9x | 3.8x |
| Mon, 13 Jul 2026 | €60.6b | €12.3b | -€65,295,815.00 | 50.1x | -928.2x | 4.9x |
| Wed, 10 Jun 2026 | €62.0b | €12.2b | -€66,639,145.00 | 53x | -930.9x | 5.1x |
| Fri, 08 May 2026 | €50.4b | €12.2b | €160.2m | 69.5x | 314.4x | 4.1x |
| Sun, 05 Apr 2026 | €29.0b | €11.9b | €176.7m | 46.1x | 163.9x | 2.4x |
| Tue, 03 Mar 2026 | €28.0b | €11.6b | €172.3m | 45.5x | 162.7x | 2.4x |
| Thu, 29 Jan 2026 | €24.6b | €11.5b | €474.0m | 44.4x | 51.9x | 2.1x |
| Sat, 27 Dec 2025 | €21.7b | €11.6b | €480.2m | 42.6x | 45.1x | 1.9x |
| Mon, 24 Nov 2025 | €18.7b | €11.9b | €490.9m | 36.4x | 38x | 1.6x |
| Wed, 22 Oct 2025 | €26.0b | €11.9b | €674.5m | 36.7x | 38.5x | 2.2x |
| Fri, 19 Sep 2025 | €24.2b | €11.8b | €657.8m | 34.9x | 36.9x | 2.1x |
| Sun, 17 Aug 2025 | €22.5b | €11.8b | €661.9m | 36x | 34x | 1.9x |
| Tue, 15 Jul 2025 | €27.4b | €12.2b | €1.1b | 20.7x | 25.8x | 2.2x |
| Thu, 12 Jun 2025 | €26.2b | €12.4b | €1.1b | 19.6x | 24.3x | 2.1x |
| Sat, 10 May 2025 | €21.6b | €12.7b | €1.1b | 16.9x | 19.3x | 1.7x |
| Mon, 07 Apr 2025 | €17.4b | €13.9b | €1.6b | 10.7x | 11x | 1.3x |
| Wed, 05 Mar 2025 | €22.2b | €14.4b | €1.6b | 13.7x | 13.6x | 1.5x |
| Fri, 31 Jan 2025 | €25.1b | €15.5b | €2.2b | 14.6x | 11.5x | 1.6x |
| Sun, 29 Dec 2024 | €25.7b | €15.5b | €2.2b | 11.6x | 11.8x | 1.7x |
| Tue, 26 Nov 2024 | €25.6b | €15.4b | €2.2b | 11.1x | 11.8x | 1.7x |
| Thu, 24 Oct 2024 | €27.0b | €16.2b | €2.9b | 11.4x | 9.4x | 1.7x |
| Sat, 21 Sep 2024 | €26.4b | €15.7b | €2.8b | 15.4x | 9.5x | 1.7x |
| Mon, 19 Aug 2024 | €29.6b | €15.9b | €2.8b | 15.8x | 10.5x | 1.9x |
| Wed, 17 Jul 2024 | €40.0b | €17.0b | €3.5b | 15.2x | 11.5x | 2.3x |
| Fri, 14 Jun 2024 | €42.9b | €17.3b | €3.5b | 15.4x | 12.2x | 2.5x |
| Sun, 12 May 2024 | €38.6b | €17.3b | €3.5b | 16.4x | 10.9x | 2.2x |
| Tue, 09 Apr 2024 | €39.6b | €17.9b | €4.0b | 14.8x | 9.8x | 2.2x |
| Thu, 07 Mar 2024 | €44.8b | €17.8b | €4.2b | 22.2x | 10.6x | 2.5x |
| Sat, 03 Feb 2024 | €42.6b | €17.9b | €4.3b | 22.7x | 10x | 2.4x |
| Mon, 01 Jan 2024 | €48.2b | €17.7b | €4.7b | 26.6x | 10.4x | 2.7x |
| Wed, 29 Nov 2023 | €45.1b | €17.7b | €4.7b | 26.5x | 9.7x | 2.5x |
| Fri, 27 Oct 2023 | €41.6b | €18.4b | €4.8b | 21.4x | 8.6x | 2.3x |
| Sun, 24 Sep 2023 | €43.5b | €18.2b | €4.8b | 24x | 9.1x | 2.4x |
| Tue, 22 Aug 2023 | €46.2b | €17.8b | €4.7b | 26.9x | 9.9x | 2.6x |
Price to Earnings Ratio
9.9x
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 249x which is higher than its 3-year average PE of -6.6x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.8x.
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 10% 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 | -0.87% | |
| Tech | -0.36% | |
| Semiconductors | 2.66% | |
| Semiconductor Equipment | 9.49% | |
| Semiconductors | 1.87% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 61.2x.
- Analysts are expecting annual earnings growth of 38.2%, 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 38% 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 | |
|---|---|---|---|---|---|
| SOI Soitec | €129.20 | 5.5% +€239.1m | 246.4% | PS7.8x | |
| ALRIB Riber | €9.72 | 0.7% +€1.5m | 211.5% | PE38.9x |