Narrative Update • Aug 05
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- 7D3.6%
- 3M-7.7%
- 1Y120.2%
- YTD108.1%
Over the last 7 days, the Semiconductors industry has risen 8.9%, driven by gains from STMicroelectronics of 2.5%. In the last 12 months, the industry was up 119%. Earnings are forecast to grow by 42% 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 |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | €47.9b | €12.8b | €197.6m | 53.2x | 242.3x | 3.7x |
| Sun, 05 Jul 2026 | €62.1b | €12.3b | -€65,416,345.00 | 53.1x | -949.6x | 5.1x |
| Tue, 02 Jun 2026 | €61.4b | €12.0b | -€71,576,380.00 | 83.2x | -858x | 5.1x |
| Thu, 30 Apr 2026 | €45.7b | €12.2b | €170.8m | 55.8x | 267.4x | 3.7x |
| Sat, 28 Mar 2026 | €28.5b | €11.9b | €176.7m | 43.3x | 161.5x | 2.4x |
| Mon, 23 Feb 2026 | €28.0b | €11.7b | €172.8m | 47.6x | 162.3x | 2.4x |
| Wed, 21 Jan 2026 | €23.2b | €11.7b | €481.8m | 43.4x | 48.1x | 2x |
| Fri, 19 Dec 2025 | €21.5b | €11.7b | €482.2m | 41x | 44.7x | 1.8x |
| Sun, 16 Nov 2025 | €20.6b | €11.9b | €568.0m | 36.7x | 36.3x | 1.7x |
| Tue, 14 Oct 2025 | €25.0b | €12.0b | €676.8m | 36.2x | 37x | 2.1x |
| Thu, 11 Sep 2025 | €22.3b | €11.8b | €661.9m | 33.7x | 33.6x | 1.9x |
| Sat, 09 Aug 2025 | €22.2b | €11.9b | €664.8m | 35.1x | 33.4x | 1.9x |
| Mon, 07 Jul 2025 | €27.0b | €12.1b | €1.1b | 19.9x | 25.6x | 2.2x |
| Wed, 04 Jun 2025 | €22.3b | €12.5b | €1.1b | 17x | 20.5x | 1.8x |
| Fri, 02 May 2025 | €20.2b | €12.6b | €1.1b | 15.8x | 18.1x | 1.6x |
| Sun, 30 Mar 2025 | €20.8b | €14.0b | €1.6b | 12.8x | 13x | 1.5x |
| Tue, 25 Feb 2025 | €26.7b | €14.5b | €1.6b | 15.9x | 16.2x | 1.8x |
| Thu, 23 Jan 2025 | €25.9b | €15.5b | €2.2b | 16.1x | 11.9x | 1.7x |
| Sat, 21 Dec 2024 | €25.0b | €15.5b | €2.2b | 11.9x | 11.4x | 1.6x |
| Mon, 18 Nov 2024 | €24.7b | €15.4b | €2.2b | 11.1x | 11.1x | 1.6x |
| Wed, 16 Oct 2024 | €26.0b | €16.0b | €2.9b | 11.5x | 9.1x | 1.6x |
| Fri, 13 Sep 2024 | €27.2b | €15.8b | €2.8b | 14.4x | 9.6x | 1.7x |
| Sun, 11 Aug 2024 | €28.7b | €16.0b | €2.9b | 14.6x | 10.1x | 1.8x |
| Tue, 09 Jul 2024 | €40.1b | €17.2b | €3.5b | 16x | 11.5x | 2.3x |
| Thu, 06 Jun 2024 | €41.3b | €17.1b | €3.5b | 16.2x | 11.9x | 2.4x |
| Sat, 04 May 2024 | €38.0b | €17.3b | €3.6b | 15.5x | 10.7x | 2.2x |
| Mon, 01 Apr 2024 | €40.6b | €18.0b | €4.1b | 15.8x | 10x | 2.3x |
| Wed, 28 Feb 2024 | €45.2b | €17.9b | €4.2b | 23.4x | 10.7x | 2.5x |
| Fri, 26 Jan 2024 | €44.7b | €17.8b | €4.2b | 22.9x | 10.5x | 2.5x |
| Sun, 24 Dec 2023 | €48.5b | €17.7b | €4.7b | 26.9x | 10.4x | 2.7x |
| Tue, 21 Nov 2023 | €45.5b | €17.8b | €4.7b | 27x | 9.7x | 2.6x |
| Thu, 19 Oct 2023 | €42.6b | €18.4b | €4.8b | 22x | 8.8x | 2.3x |
| Sat, 16 Sep 2023 | €45.1b | €18.2b | €4.8b | 24.8x | 9.4x | 2.5x |
| Mon, 14 Aug 2023 | €47.1b | €17.7b | €4.7b | 26.2x | 10.1x | 2.7x |
Price to Earnings Ratio
10.1x
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 240x which is higher than its 3-year average PE of -8.1x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.7x.
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 | 2.21% | |
| Tech | 4.55% | |
| Semiconductors | 3.58% | |
| Semiconductor Equipment | 14.20% | |
| Semiconductors | 2.48% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 60.5x.
- 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 70% 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 | |
|---|---|---|---|---|---|
| STMPA STMicroelectronics | €46.79 | 2.5% +€1.0b | 119.0% | PE103.2x | |
| SOI Soitec | €120.75 | 15.6% +€581.8m | 217.9% | PS7.3x | |
| ALSEM SEMCO Technologies Société anonyme | €43.30 | 6.5% +€27.2m | 95.8% | PE44x | |
| ALRIB Riber | €9.47 | 3.6% +€6.9m | 204.0% | PE37.9x | |
| MEMS MEMSCAP | €5.01 | 3.2% +€1.2m | 20.7% | PE53.2x |