X-FAB Silicon Foundries' (EPA:XFAB) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Feb 14
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French (CAC) Semiconductors Industry Analysis
UpdatedFeb 22, 2025
DataAggregated Company Financials
Companies6
- 7D12.9%
- 3M11.4%
- 1Y-38.0%
- YTD7.4%
In the last week, the Semiconductors industry is up 13%, with STMicroelectronics up 15%. In contrast, the industry has lost 38% in the last 12 months. Earnings are forecast to grow by 17% 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, 22 Feb 2025 | €27.0b | €14.5b | €1.6b | 16.1x | 16.4x | 1.9x |
| Mon, 20 Jan 2025 | €26.0b | €15.7b | €2.2b | 15.1x | 11.7x | 1.7x |
| Wed, 18 Dec 2024 | €25.8b | €15.4b | €2.2b | 11.8x | 11.9x | 1.7x |
| Fri, 15 Nov 2024 | €25.8b | €15.4b | €2.2b | 11.5x | 11.5x | 1.7x |
| Sun, 13 Oct 2024 | €26.7b | €16.0b | €2.8b | 11.4x | 9.4x | 1.7x |
| Tue, 10 Sep 2024 | €28.1b | €15.8b | €2.8b | 14.8x | 9.9x | 1.8x |
| Thu, 08 Aug 2024 | €29.1b | €16.0b | €2.9b | 14.5x | 10.2x | 1.8x |
| Sat, 06 Jul 2024 | €40.0b | €17.1b | €3.5b | 16x | 11.5x | 2.3x |
| Mon, 03 Jun 2024 | €39.1b | €17.1b | €3.5b | 16.2x | 11.2x | 2.3x |
| Wed, 01 May 2024 | €38.3b | €17.4b | €3.6b | 15.2x | 10.7x | 2.2x |
| Fri, 29 Mar 2024 | €40.6b | €18.0b | €4.1b | 15.8x | 10x | 2.3x |
| Sun, 25 Feb 2024 | €43.7b | €17.9b | €4.2b | 23.1x | 10.3x | 2.4x |
| Tue, 23 Jan 2024 | €44.1b | €17.9b | €4.7b | 23.4x | 9.3x | 2.5x |
| Thu, 21 Dec 2023 | €48.8b | €17.8b | €4.7b | 26.8x | 10.4x | 2.7x |
| Sat, 18 Nov 2023 | €45.4b | €17.9b | €4.7b | 27.4x | 9.6x | 2.5x |
| Mon, 16 Oct 2023 | €44.2b | €18.4b | €4.8b | 23.7x | 9.1x | 2.4x |
| Wed, 13 Sep 2023 | €44.9b | €18.1b | €4.8b | 24.9x | 9.5x | 2.5x |
| Fri, 11 Aug 2023 | €48.6b | €17.6b | €4.6b | 27.2x | 10.5x | 2.8x |
| Sun, 09 Jul 2023 | €46.6b | €17.2b | €4.5b | 23x | 10.3x | 2.7x |
| Tue, 06 Jun 2023 | €43.7b | €17.5b | €4.6b | 21.2x | 9.5x | 2.5x |
| Thu, 04 May 2023 | €40.8b | €17.0b | €4.5b | 20.9x | 9.1x | 2.4x |
| Sat, 01 Apr 2023 | €51.0b | €16.6b | €4.2b | 23.5x | 12x | 3.1x |
| Mon, 27 Feb 2023 | €46.8b | €17.0b | €4.0b | 22.2x | 11.7x | 2.7x |
| Wed, 25 Jan 2023 | €42.0b | €15.7b | €3.4b | 23.7x | 12.3x | 2.7x |
| Fri, 23 Dec 2022 | €37.4b | €16.1b | €3.5b | 24.8x | 10.6x | 2.3x |
| Sun, 20 Nov 2022 | €40.4b | €16.3b | €3.6b | 25.8x | 11.3x | 2.5x |
| Tue, 18 Oct 2022 | €34.2b | €16.2b | €3.2b | 15x | 10.8x | 2.1x |
| Thu, 15 Sep 2022 | €38.3b | €15.8b | €3.1b | 17.9x | 12.4x | 2.4x |
| Sat, 13 Aug 2022 | €40.3b | €15.4b | €3.0b | 25.8x | 13.3x | 2.6x |
| Mon, 11 Jul 2022 | €33.7b | €14.6b | €2.6b | 17.7x | 12.9x | 2.3x |
| Wed, 08 Jun 2022 | €40.3b | €13.8b | €2.4b | 18.3x | 16.6x | 2.9x |
| Fri, 06 May 2022 | €38.7b | €14.1b | €2.5b | 14x | 15.7x | 2.8x |
| Sun, 03 Apr 2022 | €41.9b | €12.9b | €2.0b | 19.3x | 21x | 3.2x |
| Tue, 01 Mar 2022 | €40.6b | €12.7b | €2.0b | 19.3x | 20.6x | 3.2x |
Price to Earnings Ratio
20.6x
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 16.4x which is higher than its 3-year average PE of 11.6x.
- The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 5.7% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | -0.49% | |
| Tech | -1.18% | |
| Semiconductors | 12.86% | |
| Semiconductors | 14.42% | |
| Semiconductor Equipment | -1.62% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry even though it's trading below its 3-year average PE ratio of 25.0x.
- Analysts are expecting annual earnings growth of 14.8%, which is lower than the prior year's growth of 412.2% per year.
- Investors are most pessimistic about the Semiconductors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.8x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 18% over the next 5 years.
- This is better than its past earnings decline of 61% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 15% 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 | €26.75 | 14.7% +€3.1b | -35.6% | PE16.1x | |
| XFAB X-FAB Silicon Foundries | €5.22 | 7.3% +€46.6m | -27.9% | PE11.6x | |
| ALRIB Riber | €3.42 | 7.5% +€5.0m | 32.6% | PE14.9x |