Narrative Update • Jun 15
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- 7D5.6%
- 3M122.9%
- 1Y159.5%
- YTD185.6%
In the last week, the Semiconductors industry is up 3.2%, with STMicroelectronics up 6.8%. Meanwhile, Soitec actually underperformed within the industry, shrinking 8.2% in the last week. In the last 12 months, the industry was up 168%. Looking forward, earnings are forecast to grow by 42% 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | €65.5b | €12.1b | -€67,539,225.00 | 57.2x | -969.5x | 5.4x |
| Fri, 15 May 2026 | €56.6b | €12.2b | €161.2m | 73.8x | 351.3x | 4.6x |
| Sun, 12 Apr 2026 | €33.9b | €11.7b | €173.6m | 59.4x | 195.3x | 2.9x |
| Tue, 10 Mar 2026 | €27.4b | €11.8b | €175.2m | 43x | 156.2x | 2.3x |
| Thu, 05 Feb 2026 | €24.0b | €11.6b | €164.9m | 44.5x | 145.4x | 2.1x |
| Sat, 03 Jan 2026 | €23.0b | €11.7b | €481.8m | 42x | 47.7x | 2x |
| Mon, 01 Dec 2025 | €19.7b | €11.8b | €487.2m | 37.3x | 40.4x | 1.7x |
| Wed, 29 Oct 2025 | €22.2b | €11.8b | €574.6m | 35.6x | 38.7x | 1.9x |
| Fri, 26 Sep 2025 | €24.5b | €11.9b | €673.2m | 36.1x | 36.4x | 2.1x |
| Sun, 24 Aug 2025 | €23.8b | €11.8b | €661.0m | 37.2x | 36x | 2x |
| Tue, 22 Jul 2025 | €28.0b | €12.2b | €1.1b | 23.7x | 26.3x | 2.3x |
| Thu, 19 Jun 2025 | €25.1b | €12.4b | €1.1b | 17.9x | 23.3x | 2x |
| Sat, 17 May 2025 | €23.3b | €12.8b | €1.1b | 17.7x | 20.7x | 1.8x |
| Mon, 14 Apr 2025 | €17.8b | €13.4b | €1.5b | 11.9x | 11.7x | 1.3x |
| Wed, 12 Mar 2025 | €23.0b | €13.9b | €1.6b | 14.3x | 14.6x | 1.7x |
| Fri, 07 Feb 2025 | €22.1b | €14.6b | €1.7b | 14.4x | 13x | 1.5x |
| Sun, 05 Jan 2025 | €24.8b | €15.7b | €2.2b | 12.6x | 11.2x | 1.6x |
| Tue, 03 Dec 2024 | €25.5b | €15.4b | €2.2b | 11.6x | 11.7x | 1.7x |
| Thu, 31 Oct 2024 | €26.4b | €16.1b | €2.8b | 11.7x | 9.3x | 1.6x |
| Sat, 28 Sep 2024 | €29.0b | €15.7b | €2.8b | 11.1x | 10.4x | 1.9x |
| Mon, 26 Aug 2024 | €30.0b | €15.6b | €2.8b | 15.6x | 10.8x | 1.9x |
| Wed, 24 Jul 2024 | €38.6b | €17.1b | €3.5b | 15.5x | 11.1x | 2.3x |
| Fri, 21 Jun 2024 | €39.4b | €17.3b | €3.5b | 14.8x | 11.2x | 2.3x |
| Sun, 19 May 2024 | €39.6b | €17.1b | €3.5b | 15.8x | 11.3x | 2.3x |
| Tue, 16 Apr 2024 | €39.4b | €18.2b | €4.1b | 15x | 9.6x | 2.2x |
| Thu, 14 Mar 2024 | €45.2b | €17.7b | €4.2b | 21.9x | 10.7x | 2.5x |
| Sat, 10 Feb 2024 | €44.9b | €18.0b | €4.3b | 23.4x | 10.5x | 2.5x |
| Mon, 08 Jan 2024 | €43.8b | €17.8b | €4.7b | 24.4x | 9.3x | 2.5x |
| Wed, 06 Dec 2023 | €47.0b | €18.1b | €4.8b | 25.8x | 9.9x | 2.6x |
| Fri, 03 Nov 2023 | €40.9b | €18.4b | €4.8b | 23.2x | 8.4x | 2.2x |
| Sun, 01 Oct 2023 | €44.3b | €18.3b | €4.8b | 24.3x | 9.2x | 2.4x |
| Tue, 29 Aug 2023 | €47.0b | €17.9b | €4.7b | 25.9x | 10x | 2.6x |
| Thu, 27 Jul 2023 | €49.8b | €17.0b | €4.5b | 25.9x | 11.2x | 2.9x |
| Sat, 24 Jun 2023 | €45.1b | €17.3b | €4.5b | 21.6x | 10x | 2.6x |
Price to Earnings Ratio
10x
Current Industry PE
- Investors are optimistic on the French Semiconductor industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
- Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 11% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | 2.70% | |
| Tech | -0.55% | |
| Semiconductors | 5.57% | |
| Semiconductors | 6.73% | |
| Semiconductor Equipment | -5.60% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 45.7x.
- Analysts are expecting annual earnings growth of 40.4%, which is higher than its past year's earnings decline of 62.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 63% 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 | |
|---|---|---|---|---|---|
| STMPA STMicroelectronics | €65.68 | 6.8% +€3.7b | 160.2% | PE461x | |
| XFAB X-FAB Silicon Foundries | €9.79 | 6.9% +€82.3m | 66.9% | PE78.8x | |
| ALSEM SEMCO Technologies Société anonyme | €56.20 | 13.1% +€66.7m | n/a | PE57.2x | |
| ALRIB Riber | €14.20 | 7.1% +€19.7m | 442.0% | PE56.8x | |
| MEMS MEMSCAP | €5.96 | 2.8% +€1.2m | 55.6% | PE50.7x |