Analysis Article • Aug 20
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- 7D4.5%
- 3M-28.1%
- 1Y110.4%
- YTD102.9%
In the last week, the Semiconductors industry is up 4.5%, with Soitec up 29%. In the last 12 months, the industry was up 110%. Looking forward, earnings are forecast to grow by 43% 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 |
|---|---|---|---|---|---|---|
| Fri, 11 Sep 2026 | €46.7b | €12.7b | €194.2m | 42.4x | 240.3x | 3.7x |
| Sun, 09 Aug 2026 | €49.3b | €12.8b | €196.2m | 55.2x | 251.3x | 3.9x |
| Tue, 07 Jul 2026 | €62.8b | €12.3b | -€65,466,100.00 | 53.2x | -958.8x | 5.1x |
| Thu, 04 Jun 2026 | €69.7b | €12.1b | -€70,747,130.00 | 85.5x | -984.9x | 5.8x |
| Sat, 02 May 2026 | €47.3b | €12.2b | €170.2m | 61.6x | 277.9x | 3.9x |
| Mon, 30 Mar 2026 | €28.5b | €11.9b | €176.7m | 43.3x | 161.5x | 2.4x |
| Wed, 25 Feb 2026 | €28.4b | €11.7b | €172.8m | 46.7x | 164.3x | 2.4x |
| Fri, 23 Jan 2026 | €24.3b | €11.7b | €481.5m | 44.7x | 50.6x | 2.1x |
| Sun, 21 Dec 2025 | €21.7b | €11.7b | €482.9m | 40.9x | 45x | 1.9x |
| Tue, 18 Nov 2025 | €20.1b | €11.9b | €569.0m | 36.2x | 35.3x | 1.7x |
| Thu, 16 Oct 2025 | €24.9b | €11.9b | €673.3m | 36.6x | 37x | 2.1x |
| Sat, 13 Sep 2025 | €22.2b | €11.8b | €660.2m | 33.3x | 33.6x | 1.9x |
| Mon, 11 Aug 2025 | €22.2b | €11.9b | €664.8m | 35.1x | 33.4x | 1.9x |
| Wed, 09 Jul 2025 | €27.5b | €12.2b | €1.1b | 20.4x | 26x | 2.3x |
| Fri, 06 Jun 2025 | €25.0b | €12.5b | €1.1b | 19.1x | 23.1x | 2x |
| Sun, 04 May 2025 | €21.0b | €12.6b | €1.1b | 16.7x | 18.9x | 1.7x |
| Tue, 01 Apr 2025 | €20.2b | €14.0b | €1.6b | 12.4x | 12.7x | 1.4x |
| Thu, 27 Feb 2025 | €25.4b | €14.4b | €1.6b | 15.2x | 15.5x | 1.8x |
| Sat, 25 Jan 2025 | €25.6b | €15.4b | €2.2b | 16.3x | 11.8x | 1.7x |
| Mon, 23 Dec 2024 | €25.0b | €15.5b | €2.2b | 11.9x | 11.4x | 1.6x |
| Wed, 20 Nov 2024 | €23.8b | €15.3b | €2.2b | 11.1x | 10.8x | 1.6x |
| Fri, 18 Oct 2024 | €26.4b | €16.1b | €2.9b | 11.5x | 9.2x | 1.6x |
| Sun, 15 Sep 2024 | €27.6b | €15.8b | €2.8b | 15.2x | 9.8x | 1.7x |
| Tue, 13 Aug 2024 | €28.9b | €16.0b | €2.9b | 14.7x | 10.1x | 1.8x |
| Thu, 11 Jul 2024 | €40.2b | €17.2b | €3.5b | 15.5x | 11.5x | 2.3x |
| Sat, 08 Jun 2024 | €42.4b | €17.2b | €3.5b | 16.3x | 12.1x | 2.5x |
| Mon, 06 May 2024 | €38.0b | €17.3b | €3.6b | 15.5x | 10.7x | 2.2x |
| Wed, 03 Apr 2024 | €39.8b | €18.0b | €4.1b | 16.4x | 9.8x | 2.2x |
| Fri, 01 Mar 2024 | €43.7b | €17.9b | €4.3b | 22.2x | 10.3x | 2.4x |
| Sun, 28 Jan 2024 | €43.6b | €17.8b | €4.2b | 22.4x | 10.3x | 2.4x |
| Tue, 26 Dec 2023 | €48.5b | €17.7b | €4.7b | 26.9x | 10.4x | 2.7x |
| Thu, 23 Nov 2023 | €45.1b | €17.9b | €4.7b | 27x | 9.5x | 2.5x |
| Sat, 21 Oct 2023 | €40.4b | €18.3b | €4.8b | 21x | 8.4x | 2.2x |
| Mon, 18 Sep 2023 | €44.7b | €18.2b | €4.8b | 24.5x | 9.3x | 2.5x |
Price to Earnings Ratio
9.3x
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 240x which is higher than its 3-year average PE of -1.1x.
- The 3-year average PS ratio of 2.4x 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 66% 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 | -1.99% | |
| Tech | -1.83% | |
| Semiconductors | 4.53% | |
| Semiconductor Equipment | 25.05% | |
| Semiconductors | 2.16% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 63.4x.
- 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 62% 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 | €136.55 | 10.6% +€465.8m | 337.1% | PS8.2x | |
| XFAB X-FAB Silicon Foundries | €6.17 | 3.7% +€28.7m | 0.6% | PE211.8x | |
| ALSEM SEMCO Technologies Société anonyme | €41.60 | 6.7% +€26.7m | 75.8% | PE42.3x | |
| ALRIB Riber | €8.54 | 2.2% +€3.8m | 150.8% | PE34.1x | |
| ALKAL Kalray | €5.76 | 3.2% +€2.7m | 678.4% | PS3.5x |