Analysis Article • May 08
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- 7D9.4%
- 3M111.9%
- 1Y137.4%
- YTD125.5%
Over the last 7 days, the Semiconductors industry has risen 10%, driven by gains from STMicroelectronics of 6.6%. In the last 12 months, the industry was up 143%. As for the next few years, earnings are expected to grow by 40% 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 |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | €51.7b | €12.1b | €159.8m | 69.2x | 323.5x | 4.3x |
| Mon, 06 Apr 2026 | €29.0b | €11.9b | €176.7m | 46.1x | 163.9x | 2.4x |
| Wed, 04 Mar 2026 | €26.9b | €11.8b | €175.4m | 44x | 153.2x | 2.3x |
| Fri, 30 Jan 2026 | €23.2b | €11.5b | €473.5m | 42.1x | 49.1x | 2x |
| Sun, 28 Dec 2025 | €21.7b | €11.6b | €480.2m | 42.6x | 45.1x | 1.9x |
| Tue, 25 Nov 2025 | €19.0b | €11.9b | €490.6m | 37.9x | 38.7x | 1.6x |
| Thu, 23 Oct 2025 | €25.6b | €11.9b | €674.9m | 35.5x | 37.9x | 2.1x |
| Sat, 20 Sep 2025 | €23.6b | €11.8b | €659.5m | 34.7x | 35.8x | 2x |
| Mon, 18 Aug 2025 | €22.5b | €11.8b | €661.9m | 36x | 34x | 1.9x |
| Wed, 16 Jul 2025 | €27.6b | €12.3b | €1.1b | 20.5x | 25.8x | 2.2x |
| Fri, 13 Jun 2025 | €25.6b | €12.3b | €1.1b | 19.2x | 24x | 2.1x |
| Sun, 11 May 2025 | €21.6b | €12.7b | €1.1b | 16.9x | 19.3x | 1.7x |
| Tue, 08 Apr 2025 | €17.2b | €13.9b | €1.6b | 10.6x | 10.9x | 1.2x |
| Thu, 06 Mar 2025 | €23.3b | €14.1b | €1.6b | 14.2x | 14.5x | 1.7x |
| Sat, 01 Feb 2025 | €23.4b | €14.6b | €1.7b | 14x | 13.8x | 1.6x |
| Mon, 30 Dec 2024 | €25.7b | €15.5b | €2.2b | 11.6x | 11.8x | 1.7x |
| Wed, 27 Nov 2024 | €25.6b | €15.4b | €2.2b | 11.1x | 11.8x | 1.7x |
| Fri, 25 Oct 2024 | €26.9b | €16.1b | €2.9b | 11.5x | 9.4x | 1.7x |
| Sun, 22 Sep 2024 | €26.4b | €15.7b | €2.8b | 15.4x | 9.5x | 1.7x |
| Tue, 20 Aug 2024 | €29.7b | €15.8b | €2.8b | 16.1x | 10.6x | 1.9x |
| Thu, 18 Jul 2024 | €39.7b | €17.0b | €3.5b | 14.8x | 11.5x | 2.3x |
| Sat, 15 Jun 2024 | €40.4b | €17.3b | €3.5b | 13.6x | 11.4x | 2.3x |
| Mon, 13 May 2024 | €38.6b | €17.3b | €3.5b | 16.4x | 10.9x | 2.2x |
| Wed, 10 Apr 2024 | €40.2b | €17.9b | €4.0b | 15.3x | 10x | 2.2x |
| Fri, 08 Mar 2024 | €46.2b | €17.7b | €4.2b | 22.6x | 11x | 2.6x |
| Sun, 04 Feb 2024 | €42.6b | €17.9b | €4.3b | 22.7x | 10x | 2.4x |
| Tue, 02 Jan 2024 | €48.2b | €17.7b | €4.7b | 26.6x | 10.4x | 2.7x |
| Thu, 30 Nov 2023 | €46.4b | €17.8b | €4.7b | 27.2x | 9.9x | 2.6x |
| Sat, 28 Oct 2023 | €40.3b | €18.5b | €4.9b | 21.3x | 8.3x | 2.2x |
| Mon, 25 Sep 2023 | €43.5b | €18.2b | €4.8b | 24x | 9.1x | 2.4x |
| Wed, 23 Aug 2023 | €47.7b | €17.9b | €4.7b | 27.2x | 10.2x | 2.7x |
| Fri, 21 Jul 2023 | €49.6b | €17.0b | €4.4b | 25.3x | 11.2x | 2.9x |
| Sun, 18 Jun 2023 | €48.3b | €17.3b | €4.5b | 23.4x | 10.7x | 2.8x |
| Tue, 16 May 2023 | €40.9b | €17.2b | €4.5b | 20.1x | 9x | 2.4x |
Price to Earnings Ratio
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 314x which is higher than its 3-year average PE of 32.2x.
- The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 67% 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 | 0.50% | |
| Tech | 5.02% | |
| Semiconductors | 9.36% | |
| Semiconductor Equipment | 31.47% | |
| Semiconductors | 6.57% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 32.7x.
- Analysts are expecting annual earnings growth of 39.7%, which is higher than its past year's earnings decline of 62.8% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 34.5x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 42% over the next 5 years.
- This is better than its past earnings decline of 16% 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 | €49.04 | 6.6% +€2.7b | 131.2% | PE348.8x | |
| SOI Soitec | €171.35 | 35.0% +€1.6b | 223.3% | PE566.5x | |
| ALSEM SEMCO Technologies Société anonyme | €53.80 | 14.6% +€70.3m | n/a | PE82.9x | |
| XFAB X-FAB Silicon Foundries | €6.80 | 8.0% +€66.0m | 35.9% | PE55.4x | |
| ALRIB Riber | €13.06 | 2.5% +€6.7m | 383.7% | PE52.2x |
