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French (CAC) Semiconductors Industry Analysis
UpdatedSep 18, 2025
DataAggregated Company Financials
Companies8
- 7D3.8%
- 3M-8.0%
- 1Y-14.8%
- YTD-8.6%
The Semiconductors industry is up 3.8% in the last week, with STMicroelectronics up 4.2%. In contrast, the industry has lost 15% in the last 12 months. As for the next few years, earnings are expected to grow by 34% 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 |
|---|---|---|---|---|---|---|
| Thu, 18 Sep 2025 | €23.1b | €11.7b | €655.7m | 33.1x | 35.2x | 2x |
| Sat, 16 Aug 2025 | €22.5b | €11.8b | €661.9m | 36x | 34x | 1.9x |
| Mon, 14 Jul 2025 | €27.8b | €12.2b | €1.1b | 20.1x | 26.2x | 2.3x |
| Wed, 11 Jun 2025 | €25.9b | €12.5b | €1.1b | 18.7x | 23.9x | 2.1x |
| Fri, 09 May 2025 | €20.9b | €12.7b | €1.1b | 16.8x | 18.6x | 1.6x |
| Sun, 06 Apr 2025 | €17.4b | €13.9b | €1.6b | 10.7x | 11x | 1.3x |
| Tue, 04 Mar 2025 | €24.0b | €14.4b | €1.6b | 14.3x | 14.7x | 1.7x |
| Thu, 30 Jan 2025 | €25.1b | €15.5b | €2.2b | 14.9x | 11.5x | 1.6x |
| Sat, 28 Dec 2024 | €25.7b | €15.5b | €2.2b | 11.6x | 11.8x | 1.7x |
| Mon, 25 Nov 2024 | €24.3b | €15.5b | €2.2b | 11.2x | 11.1x | 1.6x |
| Wed, 23 Oct 2024 | €26.6b | €16.2b | €2.9b | 11.7x | 9.2x | 1.6x |
| Fri, 20 Sep 2024 | €27.8b | €15.7b | €2.8b | 15.5x | 9.9x | 1.8x |
| Sun, 18 Aug 2024 | €29.6b | €15.9b | €2.8b | 15.8x | 10.5x | 1.9x |
| Tue, 16 Jul 2024 | €40.2b | €17.1b | €3.5b | 15x | 11.6x | 2.4x |
| Thu, 13 Jun 2024 | €41.5b | €17.2b | €3.5b | 15.8x | 11.9x | 2.4x |
| Sat, 11 May 2024 | €38.6b | €17.3b | €3.5b | 16.4x | 10.9x | 2.2x |
| Mon, 08 Apr 2024 | €39.2b | €17.9b | €4.0b | 15.2x | 9.7x | 2.2x |
| Wed, 06 Mar 2024 | €44.2b | €17.9b | €4.2b | 21.8x | 10.4x | 2.5x |
| Fri, 02 Feb 2024 | €42.9b | €17.8b | €4.2b | 22.7x | 10.1x | 2.4x |
| Sun, 31 Dec 2023 | €48.2b | €17.7b | €4.7b | 26.6x | 10.4x | 2.7x |
| Tue, 28 Nov 2023 | €44.9b | €17.8b | €4.7b | 26.6x | 9.6x | 2.5x |
| Thu, 26 Oct 2023 | €39.8b | €18.3b | €4.8b | 21.1x | 8.3x | 2.2x |
| Sat, 23 Sep 2023 | €43.5b | €18.2b | €4.8b | 24x | 9.1x | 2.4x |
| Mon, 21 Aug 2023 | €46.1b | €17.8b | €4.7b | 26.5x | 9.8x | 2.6x |
| Wed, 19 Jul 2023 | €50.3b | €16.8b | €4.4b | 25.8x | 11.4x | 3x |
| Fri, 16 Jun 2023 | €48.1b | €17.3b | €4.5b | 23.1x | 10.7x | 2.8x |
| Sun, 14 May 2023 | €41.1b | €17.2b | €4.5b | 20.3x | 9.1x | 2.4x |
| Tue, 11 Apr 2023 | €47.9b | €16.5b | €4.2b | 22.3x | 11.4x | 2.9x |
| Thu, 09 Mar 2023 | €48.8b | €17.0b | €4.0b | 23.4x | 12.2x | 2.9x |
| Sat, 04 Feb 2023 | €48.5b | €16.6b | €3.9b | 24x | 12.4x | 2.9x |
| Mon, 02 Jan 2023 | €36.5b | €15.9b | €3.5b | 24.4x | 10.5x | 2.3x |
| Wed, 30 Nov 2022 | €39.0b | €16.5b | €3.6b | 24.5x | 10.9x | 2.4x |
| Fri, 28 Oct 2022 | €35.2b | €16.9b | €3.7b | 19.6x | 9.5x | 2.1x |
| Sun, 25 Sep 2022 | €36.1b | €16.2b | €3.2b | 15.7x | 11.3x | 2.2x |
Price to Earnings Ratio
11.3x
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 35.2x which is higher than its 3-year average PE of 13.0x.
- The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 41% 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 | 0.64% | |
| Tech | 1.64% | |
| Semiconductors | 3.78% | |
| Semiconductors | 3.86% | |
| Semiconductor Equipment | 2.74% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 12.6x.
- Analysts are expecting annual earnings growth of 35.2%, which is higher than its past year's earnings decline of 75.3% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 21.6x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings decline of 75% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 13% 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 | €24.19 | 8.6% +€1.7b | -7.5% | PE39.2x | |
| SOI Soitec | €36.19 | 15.8% +€176.7m | -62.7% | PE14.2x | |
| XFAB X-FAB Silicon Foundries | €6.57 | 7.2% +€57.5m | 31.1% | PE33.4x | |
| ALRIB Riber | €3.52 | 3.4% +€2.4m | 40.8% | PE17.9x | |
| ALTRO Tronic's Microsystems | €5.50 | 1.9% +€904.6k | 0.9% | PE34.6x |
