Analysis Article • Aug 20
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- 7D-0.5%
- 3M-38.1%
- 1Y94.5%
- YTD88.4%
The Semiconductors industry has stayed flat over the last week. The past year has been better, since the industry has gained 95% in that time. As for the next few years, earnings are expected to grow by 42% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 02 Sep 2026 | €43.3b | €12.7b | €195.7m | 42.6x | 221.4x | 3.4x |
| Fri, 31 Jul 2026 | €46.2b | €12.8b | €209.9m | 51.5x | 220.2x | 3.6x |
| Sun, 28 Jun 2026 | €61.8b | €12.3b | -€64,786,115.00 | 49.9x | -953.9x | 5x |
| Tue, 26 May 2026 | €60.2b | €12.3b | €161.5m | 70.6x | 372.5x | 4.9x |
| Thu, 23 Apr 2026 | €39.1b | €11.7b | €176.0m | 59.7x | 221.8x | 3.3x |
| Sat, 21 Mar 2026 | €27.1b | €11.9b | €176.1m | 44x | 153.7x | 2.3x |
| Mon, 16 Feb 2026 | €27.9b | €11.6b | €171.6m | 44.6x | 162.4x | 2.4x |
| Wed, 14 Jan 2026 | €24.3b | €11.7b | €485.4m | 44.1x | 50.1x | 2.1x |
| Fri, 12 Dec 2025 | €21.7b | €11.6b | €481.0m | 40.8x | 45.1x | 1.9x |
| Sun, 09 Nov 2025 | €20.4b | €11.9b | €570.4m | 36.2x | 35.8x | 1.7x |
| Tue, 07 Oct 2025 | €25.3b | €11.8b | €669.6m | 37.9x | 37.7x | 2.1x |
| Thu, 04 Sep 2025 | €22.0b | €11.9b | €664.0m | 33.4x | 33.1x | 1.8x |
| Sat, 02 Aug 2025 | €22.1b | €12.0b | €668.3m | 29.8x | 33x | 1.8x |
| Mon, 30 Jun 2025 | €25.6b | €12.2b | €1.1b | 20.2x | 24.2x | 2.1x |
| Wed, 28 May 2025 | €22.8b | €12.6b | €1.1b | 18.2x | 20.5x | 1.8x |
| Fri, 25 Apr 2025 | €20.6b | €13.4b | €1.5b | 13.2x | 13.5x | 1.5x |
| Sun, 23 Mar 2025 | €22.4b | €14.0b | €1.6b | 13.7x | 14.1x | 1.6x |
| Tue, 18 Feb 2025 | €23.8b | €14.4b | €1.6b | 14x | 14.5x | 1.6x |
| Thu, 16 Jan 2025 | €25.4b | €15.7b | €2.2b | 17x | 11.5x | 1.6x |
| Sat, 14 Dec 2024 | €26.2b | €15.4b | €2.2b | 12.1x | 12.1x | 1.7x |
| Mon, 11 Nov 2024 | €25.4b | €15.2b | €2.2b | 11.6x | 11.6x | 1.7x |
| Wed, 09 Oct 2024 | €26.6b | €15.9b | €2.8b | 11.1x | 9.4x | 1.7x |
| Fri, 06 Sep 2024 | €28.5b | €15.8b | €2.8b | 15.2x | 10.1x | 1.8x |
| Sun, 04 Aug 2024 | €30.1b | €16.0b | €2.9b | 15.2x | 10.6x | 1.9x |
| Tue, 02 Jul 2024 | €37.3b | €17.3b | €3.5b | 15.5x | 10.6x | 2.2x |
| Thu, 30 May 2024 | €38.7b | €17.2b | €3.5b | 16.5x | 11.1x | 2.3x |
| Sat, 27 Apr 2024 | €39.2b | €17.4b | €3.6b | 15.2x | 11x | 2.3x |
| Mon, 25 Mar 2024 | €41.5b | €17.9b | €4.3b | 20.1x | 9.8x | 2.3x |
| Wed, 21 Feb 2024 | €43.2b | €17.9b | €4.3b | 23.1x | 10.1x | 2.4x |
| Fri, 19 Jan 2024 | €42.8b | €17.9b | €4.7b | 23x | 9.1x | 2.4x |
| Sun, 17 Dec 2023 | €49.8b | €17.9b | €4.7b | 27.4x | 10.6x | 2.8x |
| Tue, 14 Nov 2023 | €42.1b | €18.3b | €4.8b | 24.8x | 8.8x | 2.3x |
| Thu, 12 Oct 2023 | €45.5b | €18.2b | €4.8b | 24.4x | 9.5x | 2.5x |
| Sat, 09 Sep 2023 | €45.0b | €18.1b | €4.8b | 24.6x | 9.5x | 2.5x |
Price to Earnings Ratio
9.5x
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 221x which is higher than its 3-year average PE of -2.7x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.4x.
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 11% 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 | -1.68% | |
| Tech | -1.28% | |
| Semiconductors | -0.52% | |
| Semiconductor Equipment | 0.69% | |
| Semiconductors | -0.66% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 62.8x.
- Analysts are expecting annual earnings growth of 40.1%, which is higher than its past year's earnings decline of 29.0% 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 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 | |
|---|---|---|---|---|---|
| SOI Soitec | €110.55 | 1.4% +€55.3m | 229.1% | PS6.7x | |
| MEMS MEMSCAP | €4.90 | 0.8% +€304.0k | 32.1% | PE34.3x |
