Narrative Update • Jun 06
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- 7D6.4%
- 3M135.3%
- 1Y165.4%
- YTD195.0%
Over the last 7 days, the Semiconductors industry has dropped 4.3%, driven by a pullback from Soitec of 6.3%. Meanwhile, STMicroelectronics actually outperformed within the industry, gaining 7.8% in the last week. In the past year, the industry has gained 150%. 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 |
|---|---|---|---|---|---|---|
| Sat, 13 Jun 2026 | €67.6b | €12.2b | -€66,970,845.00 | 54.9x | -1010x | 5.6x |
| Mon, 11 May 2026 | €51.7b | €12.1b | €159.8m | 69.2x | 323.5x | 4.3x |
| Wed, 08 Apr 2026 | €30.0b | €11.8b | €175.5m | 45.4x | 170.9x | 2.5x |
| Fri, 06 Mar 2026 | €28.2b | €11.8b | €175.8m | 45x | 160.3x | 2.4x |
| Sun, 01 Feb 2026 | €23.5b | €11.6b | €164.1m | 47.6x | 143.2x | 2x |
| Tue, 30 Dec 2025 | €21.7b | €11.6b | €480.8m | 42.3x | 45.2x | 1.9x |
| Thu, 27 Nov 2025 | €19.5b | €11.8b | €487.7m | 38.3x | 40x | 1.7x |
| Sat, 25 Oct 2025 | €22.1b | €11.8b | €575.7m | 36x | 38.5x | 1.9x |
| Mon, 22 Sep 2025 | €23.6b | €11.8b | €659.5m | 34.7x | 35.8x | 2x |
| Wed, 20 Aug 2025 | €22.8b | €11.9b | €664.6m | 35.8x | 34.2x | 1.9x |
| Fri, 18 Jul 2025 | €27.8b | €12.3b | €1.1b | 20.8x | 26.1x | 2.3x |
| Sun, 15 Jun 2025 | €25.3b | €12.4b | €1.1b | 17.9x | 23.6x | 2x |
| Tue, 13 May 2025 | €23.0b | €12.8b | €1.1b | 18.1x | 20.3x | 1.8x |
| Thu, 10 Apr 2025 | €16.9b | €13.9b | €1.6b | 10.5x | 10.7x | 1.2x |
| Sat, 08 Mar 2025 | €24.0b | €14.0b | €1.6b | 14.8x | 15.1x | 1.7x |
| Mon, 03 Feb 2025 | €23.4b | €14.6b | €1.7b | 14x | 13.7x | 1.6x |
| Wed, 01 Jan 2025 | €25.7b | €15.5b | €2.2b | 11.8x | 11.7x | 1.7x |
| Fri, 29 Nov 2024 | €24.8b | €15.3b | €2.2b | 10.9x | 11.5x | 1.6x |
| Sun, 27 Oct 2024 | €27.0b | €16.1b | €2.9b | 11.7x | 9.4x | 1.7x |
| Tue, 24 Sep 2024 | €26.4b | €15.7b | €2.8b | 15.4x | 9.5x | 1.7x |
| Thu, 22 Aug 2024 | €30.0b | €15.7b | €2.8b | 16.1x | 10.7x | 1.9x |
| Sat, 20 Jul 2024 | €38.2b | €17.1b | €3.5b | 15.1x | 11x | 2.2x |
| Mon, 17 Jun 2024 | €40.4b | €17.3b | €3.5b | 13.6x | 11.4x | 2.3x |
| Wed, 15 May 2024 | €39.5b | €17.2b | €3.5b | 16.9x | 11.2x | 2.3x |
| Fri, 12 Apr 2024 | €40.1b | €18.1b | €4.1b | 15.4x | 9.8x | 2.2x |
| Sun, 10 Mar 2024 | €45.1b | €17.7b | €4.2b | 21.5x | 10.7x | 2.5x |
| Tue, 06 Feb 2024 | €43.4b | €18.0b | €4.3b | 21.8x | 10.1x | 2.4x |
| Thu, 04 Jan 2024 | €45.7b | €17.9b | €4.7b | 24.8x | 9.7x | 2.6x |
| Sat, 02 Dec 2023 | €46.9b | €17.9b | €4.7b | 26.6x | 9.9x | 2.6x |
| Mon, 30 Oct 2023 | €40.3b | €18.5b | €4.9b | 21.3x | 8.3x | 2.2x |
| Wed, 27 Sep 2023 | €42.8b | €18.3b | €4.8b | 23.2x | 8.9x | 2.3x |
| Fri, 25 Aug 2023 | €46.5b | €17.9b | €4.7b | 26.2x | 9.9x | 2.6x |
| Sun, 23 Jul 2023 | €49.1b | €17.0b | €4.4b | 25.5x | 11.1x | 2.9x |
| Tue, 20 Jun 2023 | €47.7b | €17.3b | €4.5b | 23.2x | 10.6x | 2.8x |
Price to Earnings Ratio
10.6x
Current Industry PE
- Investors are optimistic on the French Semiconductor industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 5.3x.
Past Earnings Growth
- Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 11% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | 1.81% | |
| Tech | -0.56% | |
| Semiconductors | 6.40% | |
| Semiconductors | 7.60% | |
| Semiconductor Equipment | -5.04% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 44.5x.
- Analysts are expecting annual earnings growth of 40.4%, which is higher than its past year's earnings decline of 62.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 63% 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 | €67.75 | 7.8% +€4.4b | 164.8% | PE473.9x | |
| ALSEM SEMCO Technologies Société anonyme | €52.00 | 5.5% +€27.7m | n/a | PE52.9x | |
| ALRIB Riber | €13.72 | 0.1% +€419.0k | 417.7% | PE54.9x |