Narrative Update • Aug 05
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- 7D6.0%
- 3M-1.8%
- 1Y123.0%
- YTD112.1%
In the last week, the Semiconductors industry is up 6.3%, with all of the companies up. This means that the industry has gained 123% 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 |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | €48.8b | €12.8b | €197.0m | 55x | 247.8x | 3.8x |
| Thu, 09 Jul 2026 | €57.5b | €12.3b | -€65,267,080.00 | 47.7x | -880.6x | 4.7x |
| Sat, 06 Jun 2026 | €63.6b | €12.2b | -€69,851,540.00 | 76x | -910.2x | 5.2x |
| Mon, 04 May 2026 | €47.3b | €12.2b | €170.2m | 61.6x | 277.9x | 3.9x |
| Wed, 01 Apr 2026 | €28.6b | €11.9b | €176.1m | 45.6x | 162.4x | 2.4x |
| Fri, 27 Feb 2026 | €28.5b | €11.7b | €172.8m | 46.3x | 165x | 2.4x |
| Sun, 25 Jan 2026 | €24.3b | €11.6b | €478.3m | 45.3x | 50.8x | 2.1x |
| Tue, 23 Dec 2025 | €21.7b | €11.7b | €481.2m | 41.8x | 45.1x | 1.9x |
| Thu, 20 Nov 2025 | €19.6b | €12.0b | €571.4m | 35.1x | 34.3x | 1.6x |
| Sat, 18 Oct 2025 | €24.9b | €11.9b | €671.8m | 36.2x | 37x | 2.1x |
| Mon, 15 Sep 2025 | €22.2b | €11.8b | €660.2m | 33.3x | 33.6x | 1.9x |
| Wed, 13 Aug 2025 | €22.9b | €11.9b | €663.3m | 36.2x | 34.5x | 1.9x |
| Fri, 11 Jul 2025 | €28.4b | €12.2b | €1.1b | 20.3x | 26.8x | 2.3x |
| Sun, 08 Jun 2025 | €24.8b | €12.5b | €1.1b | 18.3x | 22.8x | 2x |
| Tue, 06 May 2025 | €20.8b | €12.6b | €1.1b | 16.3x | 18.7x | 1.7x |
| Thu, 03 Apr 2025 | €20.2b | €14.0b | €1.6b | 12.4x | 12.7x | 1.4x |
| Sat, 01 Mar 2025 | €24.4b | €14.5b | €1.7b | 14.2x | 14.8x | 1.7x |
| Mon, 27 Jan 2025 | €25.6b | €15.4b | €2.2b | 16.3x | 11.8x | 1.7x |
| Wed, 25 Dec 2024 | €25.5b | €15.5b | €2.2b | 11.7x | 11.6x | 1.6x |
| Fri, 22 Nov 2024 | €23.8b | €15.4b | €2.2b | 11x | 11x | 1.5x |
| Sun, 20 Oct 2024 | €26.7b | €16.1b | €2.9b | 11.6x | 9.3x | 1.7x |
| Tue, 17 Sep 2024 | €26.5b | €15.7b | €2.8b | 15.5x | 9.4x | 1.7x |
| Thu, 15 Aug 2024 | €28.8b | €15.9b | €2.8b | 15.6x | 10.2x | 1.8x |
| Sat, 13 Jul 2024 | €40.7b | €17.0b | €3.5b | 15.5x | 11.7x | 2.4x |
| Mon, 10 Jun 2024 | €42.4b | €17.2b | €3.5b | 16.3x | 12.1x | 2.5x |
| Wed, 08 May 2024 | €39.1b | €17.3b | €3.6b | 15.9x | 11x | 2.3x |
| Fri, 05 Apr 2024 | €40.1b | €17.9b | €4.0b | 15.7x | 9.9x | 2.2x |
| Sun, 03 Mar 2024 | €45.2b | €17.9b | €4.2b | 22.6x | 10.6x | 2.5x |
| Tue, 30 Jan 2024 | €43.2b | €17.9b | €4.2b | 22.2x | 10.2x | 2.4x |
| Thu, 28 Dec 2023 | €48.7b | €17.6b | €4.6b | 27.1x | 10.5x | 2.8x |
| Sat, 25 Nov 2023 | €45.1b | €17.8b | €4.7b | 26.9x | 9.6x | 2.5x |
| Mon, 23 Oct 2023 | €40.4b | €18.3b | €4.8b | 21x | 8.4x | 2.2x |
| Wed, 20 Sep 2023 | €43.7b | €18.1b | €4.8b | 23.8x | 9.2x | 2.4x |
| Fri, 18 Aug 2023 | €46.3b | €17.8b | €4.7b | 26.4x | 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 251x which is higher than its 3-year average PE of -7.5x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.9x.
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 | 1.17% | |
| Tech | 4.14% | |
| Semiconductors | 6.04% | |
| Semiconductor Equipment | 9.39% | |
| Semiconductors | 5.67% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 60.8x.
- 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 | |
|---|---|---|---|---|---|
| STMPA STMicroelectronics | €47.81 | 5.6% +€2.3b | 122.2% | PE105.6x | |
| SOI Soitec | €120.30 | 10.1% +€392.6m | 220.8% | PS7.2x | |
| XFAB X-FAB Silicon Foundries | €7.00 | 9.3% +€77.7m | -1.4% | PE239.2x | |
| ALSEM SEMCO Technologies Société anonyme | €43.15 | 4.9% +€20.5m | 77.6% | PE43.9x | |
| ALRIB Riber | €9.78 | 5.7% +€11.1m | 218.6% | PE39.1x |