Narrative Update • Aug 05
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- 7D6.7%
- 3M-5.0%
- 1Y123.0%
- YTD114.3%
The Semiconductors industry is up 3.6% in the last week, with STMicroelectronics up 2.5%. This takes the industry's 12 month performance to a gain of 120%. 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 |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | €49.3b | €12.8b | €196.2m | 55.2x | 251.3x | 3.9x |
| Mon, 06 Jul 2026 | €62.1b | €12.3b | -€65,416,345.00 | 53.1x | -949.6x | 5.1x |
| Wed, 03 Jun 2026 | €69.0b | €12.1b | -€71,327,605.00 | 85.5x | -967.4x | 5.7x |
| Fri, 01 May 2026 | €47.3b | €12.2b | €169.9m | 61.6x | 278.3x | 3.9x |
| Sun, 29 Mar 2026 | €28.5b | €11.9b | €176.7m | 43.3x | 161.5x | 2.4x |
| Tue, 24 Feb 2026 | €28.1b | €11.6b | €172.5m | 46.3x | 162.8x | 2.4x |
| Thu, 22 Jan 2026 | €23.9b | €11.7b | €483.1m | 44.5x | 49.5x | 2x |
| Sat, 20 Dec 2025 | €21.7b | €11.7b | €482.6m | 40.9x | 45.1x | 1.9x |
| Mon, 17 Nov 2025 | €20.6b | €11.9b | €568.0m | 36.7x | 36.3x | 1.7x |
| Wed, 15 Oct 2025 | €24.5b | €11.9b | €674.9m | 35.8x | 36.3x | 2.1x |
| Fri, 12 Sep 2025 | €22.3b | €11.8b | €660.1m | 33.3x | 33.8x | 1.9x |
| Sun, 10 Aug 2025 | €22.2b | €11.9b | €664.8m | 35.1x | 33.4x | 1.9x |
| Tue, 08 Jul 2025 | €27.0b | €12.2b | €1.1b | 19.6x | 25.5x | 2.2x |
| Thu, 05 Jun 2025 | €24.7b | €12.5b | €1.1b | 18x | 22.7x | 2x |
| Sat, 03 May 2025 | €21.0b | €12.6b | €1.1b | 16.7x | 18.9x | 1.7x |
| Mon, 31 Mar 2025 | €20.8b | €14.0b | €1.6b | 12.8x | 13x | 1.5x |
| Wed, 26 Feb 2025 | €26.0b | €14.4b | €1.6b | 15.6x | 15.8x | 1.8x |
| Fri, 24 Jan 2025 | €25.8b | €15.5b | €2.2b | 16.5x | 11.8x | 1.7x |
| Sun, 22 Dec 2024 | €25.0b | €15.5b | €2.2b | 11.9x | 11.4x | 1.6x |
| Tue, 19 Nov 2024 | €24.2b | €15.4b | €2.2b | 11.2x | 10.9x | 1.6x |
| Thu, 17 Oct 2024 | €26.1b | €16.1b | €2.9b | 11.4x | 9.1x | 1.6x |
| Sat, 14 Sep 2024 | €27.6b | €15.8b | €2.8b | 15.2x | 9.8x | 1.7x |
| Mon, 12 Aug 2024 | €28.7b | €16.0b | €2.9b | 14.6x | 10.1x | 1.8x |
| Wed, 10 Jul 2024 | €39.4b | €17.2b | €3.5b | 15.5x | 11.3x | 2.3x |
| Fri, 07 Jun 2024 | €42.2b | €17.1b | €3.5b | 16.3x | 12.1x | 2.5x |
| Sun, 05 May 2024 | €38.0b | €17.3b | €3.6b | 15.5x | 10.7x | 2.2x |
| Tue, 02 Apr 2024 | €40.6b | €18.0b | €4.1b | 15.8x | 10x | 2.3x |
| Thu, 29 Feb 2024 | €43.8b | €17.9b | €4.2b | 22.7x | 10.3x | 2.4x |
| Sat, 27 Jan 2024 | €43.6b | €17.8b | €4.2b | 22.4x | 10.3x | 2.4x |
| Mon, 25 Dec 2023 | €48.5b | €17.7b | €4.7b | 26.9x | 10.4x | 2.7x |
| Wed, 22 Nov 2023 | €44.7b | €17.8b | €4.7b | 26.9x | 9.5x | 2.5x |
| Fri, 20 Oct 2023 | €41.6b | €18.3b | €4.8b | 21.6x | 8.6x | 2.3x |
| Sun, 17 Sep 2023 | €44.7b | €18.2b | €4.8b | 24.5x | 9.3x | 2.5x |
| Tue, 15 Aug 2023 | €47.5b | €17.8b | €4.7b | 26.5x | 10.2x | 2.7x |
Price to Earnings Ratio
10.2x
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 242x which is higher than its 3-year average PE of -8.1x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 3.7x.
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 | 2.37% | |
| Tech | 6.77% | |
| Semiconductors | 6.74% | |
| Semiconductor Equipment | 16.57% | |
| Semiconductors | 5.73% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 60.5x.
- 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 | €48.27 | 5.7% +€2.3b | 121.8% | PE106.8x | |
| SOI Soitec | €122.50 | 17.8% +€660.3m | 223.2% | PS7.4x | |
| XFAB X-FAB Silicon Foundries | €7.03 | 8.4% +€71.2m | -1.2% | PE240.6x | |
| ALSEM SEMCO Technologies Société anonyme | €43.90 | 10.0% +€41.1m | 90.9% | PE44.7x | |
| ALRIB Riber | €9.65 | 6.9% +€13.0m | 207.3% | PE38.6x |