Narrative Update • Jun 06
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- 7D3.5%
- 3M132.9%
- 1Y154.2%
- YTD177.3%
In the last week, the Semiconductors industry is up 3.5%, with STMicroelectronics up 6.6%. Meanwhile, Soitec actually underperformed within the industry, shrinking 17% in the last week. This takes the industry's 12 month performance to a gain of 154%. 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 |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | €63.6b | €12.2b | -€69,851,540.00 | 76x | -910.2x | 5.2x |
| Tue, 05 May 2026 | €49.1b | €12.2b | €170.5m | 63.4x | 288.3x | 4x |
| Thu, 02 Apr 2026 | €29.9b | €11.8b | €175.7m | 46.5x | 169.9x | 2.5x |
| Sat, 28 Feb 2026 | €28.0b | €11.6b | €172.3m | 45.5x | 162.7x | 2.4x |
| Mon, 26 Jan 2026 | €24.3b | €11.6b | €478.3m | 45.3x | 50.8x | 2.1x |
| Wed, 24 Dec 2025 | €21.7b | €11.6b | €480.0m | 42.6x | 45.2x | 1.9x |
| Fri, 21 Nov 2025 | €18.8b | €11.9b | €490.7m | 37.4x | 38.4x | 1.6x |
| Sun, 19 Oct 2025 | €24.9b | €11.9b | €671.8m | 36.2x | 37x | 2.1x |
| Tue, 16 Sep 2025 | €23.0b | €11.8b | €658.7m | 34.2x | 35x | 2x |
| Thu, 14 Aug 2025 | €22.7b | €11.8b | €662.0m | 36.1x | 34.2x | 1.9x |
| Sat, 12 Jul 2025 | €28.4b | €12.2b | €1.1b | 20.3x | 26.8x | 2.3x |
| Mon, 09 Jun 2025 | €24.8b | €12.5b | €1.1b | 18.3x | 22.8x | 2x |
| Wed, 07 May 2025 | €20.4b | €12.5b | €1.1b | 16.3x | 18.4x | 1.6x |
| Fri, 04 Apr 2025 | €18.5b | €13.8b | €1.6b | 11.6x | 11.8x | 1.3x |
| Sun, 02 Mar 2025 | €24.0b | €14.6b | €1.7b | 14.2x | 14.5x | 1.6x |
| Tue, 28 Jan 2025 | €25.6b | €15.4b | €2.2b | 15.5x | 11.8x | 1.7x |
| Thu, 26 Dec 2024 | €25.5b | €15.5b | €2.2b | 11.7x | 11.6x | 1.6x |
| Sat, 23 Nov 2024 | €24.3b | €15.5b | €2.2b | 11.2x | 11.1x | 1.6x |
| Mon, 21 Oct 2024 | €26.7b | €16.1b | €2.9b | 11.6x | 9.3x | 1.7x |
| Wed, 18 Sep 2024 | €27.2b | €15.7b | €2.8b | 15.4x | 9.7x | 1.7x |
| Fri, 16 Aug 2024 | €29.5b | €15.9b | €2.8b | 15.8x | 10.4x | 1.9x |
| Sun, 14 Jul 2024 | €40.7b | €17.0b | €3.5b | 15.5x | 11.7x | 2.4x |
| Tue, 11 Jun 2024 | €42.4b | €17.3b | €3.5b | 16.1x | 12.1x | 2.5x |
| Thu, 09 May 2024 | €38.3b | €17.3b | €3.6b | 15.9x | 10.8x | 2.2x |
| Sat, 06 Apr 2024 | €39.2b | €17.9b | €4.0b | 15.2x | 9.7x | 2.2x |
| Mon, 04 Mar 2024 | €45.2b | €17.9b | €4.2b | 22.6x | 10.6x | 2.5x |
| Wed, 31 Jan 2024 | €43.4b | €17.8b | €4.2b | 22.5x | 10.2x | 2.4x |
| Fri, 29 Dec 2023 | €48.5b | €17.6b | €4.6b | 26.9x | 10.5x | 2.8x |
| Sun, 26 Nov 2023 | €45.1b | €17.8b | €4.7b | 26.9x | 9.6x | 2.5x |
| Tue, 24 Oct 2023 | €40.4b | €18.2b | €4.8b | 20.9x | 8.5x | 2.2x |
| Thu, 21 Sep 2023 | €44.0b | €18.1b | €4.8b | 23.9x | 9.2x | 2.4x |
| Sat, 19 Aug 2023 | €46.1b | €17.8b | €4.7b | 26.5x | 9.8x | 2.6x |
| Mon, 17 Jul 2023 | €50.9b | €16.8b | €4.4b | 26.3x | 11.6x | 3x |
| Wed, 14 Jun 2023 | €48.1b | €17.5b | €4.6b | 22.6x | 10.5x | 2.8x |
Price to Earnings Ratio
10.5x
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 5.2x.
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 | -0.077% | |
| Tech | 2.51% | |
| Semiconductors | 3.54% | |
| Semiconductors | 6.22% | |
| Semiconductor Equipment | -16.52% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 42.3x.
- Analysts are expecting annual earnings growth of 40.0%, 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 64% over the next 5 years.
- This is better than its past earnings growth rate of 5.6% 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 | €62.82 | 6.6% +€3.4b | 150.8% | PE437.8x | |
| MEMS MEMSCAP | €6.00 | 2.9% +€1.3m | 70.2% | PE51x |
