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French (CAC) Semiconductors Industry Analysis
UpdatedNov 15, 2025
DataAggregated Company Financials
Companies8
- 7D0.9%
- 3M-8.2%
- 1Y-17.8%
- YTD-18.4%
The Semiconductors industry has been flat over the last week, but Kalray has lost 5.7%. Unfortunately though, the industry is down 18% over the past 12 months. As for the next few years, earnings are expected to grow by 36% 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 |
|---|---|---|---|---|---|---|
| Sun, 16 Nov 2025 | €20.6b | €11.9b | €568.1m | 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 |
| Wed, 12 Jul 2023 | €47.4b | €17.2b | €4.5b | 23.3x | 10.6x | 2.8x |
| Fri, 09 Jun 2023 | €45.8b | €17.5b | €4.6b | 21.3x | 10x | 2.6x |
| Sun, 07 May 2023 | €41.1b | €17.0b | €4.5b | 21.8x | 9.2x | 2.4x |
| Tue, 04 Apr 2023 | €50.3b | €16.5b | €4.2b | 23x | 11.9x | 3x |
| Thu, 02 Mar 2023 | €48.0b | €16.8b | €4.0b | 23.3x | 12.1x | 2.9x |
| Sat, 28 Jan 2023 | €46.1b | €16.5b | €3.9b | 23.1x | 11.9x | 2.8x |
| Mon, 26 Dec 2022 | €37.1b | €16.1b | €3.5b | 24.6x | 10.6x | 2.3x |
| Wed, 23 Nov 2022 | €40.2b | €16.5b | €3.6b | 25.5x | 11.2x | 2.4x |
Price to Earnings Ratio
11.2x
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 36.8x which is higher than its 3-year average PE of 14.4x.
- The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 46% 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 | 2.86% | |
| Tech | 3.27% | |
| Semiconductors | 0.93% | |
| Semiconductor Equipment | 1.51% | |
| Semiconductors | 0.88% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 14.2x.
- Analysts are expecting annual earnings growth of 38.1%, which is higher than its past year's earnings decline of 76.7% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 21.4x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 38% over the next 5 years.
- This is better than its past earnings decline of 77% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 17% 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 | €20.34 | 0.9% +€148.9m | -15.8% | PE39.2x | |
| SOI Soitec | €37.60 | 1.5% +€19.3m | -43.5% | PE14.7x | |
| ALSEM SEMCO Technologies Société anonyme | €26.21 | 2.0% +€5.2m | n/a | PE40.4x | |
| XFAB X-FAB Silicon Foundries | €4.75 | 0.7% +€4.2m | 8.3% | PE34.2x | |
| ALTRO Tronic's Microsystems | €5.56 | 1.1% +€542.8k | 55.3% | PE35x |