Narrative Update • Jun 06
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- 7D5.1%
- 3M120.9%
- 1Y147.4%
- YTD177.3%
Over the last 7 days, the Semiconductors industry has risen 5.1%, driven by gains from STMicroelectronics of 5.9%. In the same time, SEMCO Technologies Société anonyme was down 6.6%. This means that the industry has gained 147% over the past year. As for the next few years, earnings are expected to grow by 42% 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 |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | €63.6b | €12.2b | -€69,851,540.00 | 76x | -910.2x | 5.2x |
| Wed, 06 May 2026 | €51.0b | €12.2b | €160.9m | 67.8x | 316.9x | 4.2x |
| Fri, 03 Apr 2026 | €29.0b | €11.9b | €176.4m | 46.1x | 164.2x | 2.4x |
| Sun, 01 Mar 2026 | €28.0b | €11.6b | €172.3m | 45.5x | 162.7x | 2.4x |
| Tue, 27 Jan 2026 | €23.7b | €11.5b | €475.8m | 44.3x | 49.9x | 2.1x |
| Thu, 25 Dec 2025 | €21.7b | €11.6b | €480.0m | 42.6x | 45.1x | 1.9x |
| Sat, 22 Nov 2025 | €18.7b | €11.9b | €492.6m | 36.4x | 37.9x | 1.6x |
| Mon, 20 Oct 2025 | €24.9b | €11.9b | €671.8m | 36.2x | 37x | 2.1x |
| Wed, 17 Sep 2025 | €22.8b | €11.7b | €654.2m | 33x | 34.9x | 2x |
| Fri, 15 Aug 2025 | €22.5b | €11.9b | €664.6m | 35.8x | 33.9x | 1.9x |
| Sun, 13 Jul 2025 | €27.8b | €12.2b | €1.1b | 20.1x | 26.2x | 2.3x |
| Tue, 10 Jun 2025 | €25.5b | €12.5b | €1.1b | 18.6x | 23.5x | 2x |
| Thu, 08 May 2025 | €20.5b | €12.6b | €1.1b | 16.4x | 18.4x | 1.6x |
| Sat, 05 Apr 2025 | €17.4b | €13.9b | €1.6b | 10.7x | 11x | 1.3x |
| Mon, 03 Mar 2025 | €24.0b | €14.6b | €1.7b | 14.2x | 14.5x | 1.6x |
| Wed, 29 Jan 2025 | €25.6b | €15.5b | €2.2b | 15.8x | 11.7x | 1.7x |
| Fri, 27 Dec 2024 | €25.5b | €15.5b | €2.2b | 11.7x | 11.7x | 1.6x |
| Sun, 24 Nov 2024 | €24.3b | €15.5b | €2.2b | 11.2x | 11.1x | 1.6x |
| Tue, 22 Oct 2024 | €26.2b | €16.1b | €2.9b | 11.7x | 9.1x | 1.6x |
| Thu, 19 Sep 2024 | €26.8b | €15.7b | €2.8b | 15.5x | 9.6x | 1.7x |
| Sat, 17 Aug 2024 | €29.6b | €15.9b | €2.8b | 15.8x | 10.5x | 1.9x |
| Mon, 15 Jul 2024 | €40.7b | €17.0b | €3.5b | 15.5x | 11.7x | 2.4x |
| Wed, 12 Jun 2024 | €41.5b | €17.3b | €3.5b | 15.9x | 11.8x | 2.4x |
| Fri, 10 May 2024 | €38.4b | €17.3b | €3.5b | 16.1x | 10.8x | 2.2x |
| Sun, 07 Apr 2024 | €39.2b | €17.9b | €4.0b | 15.2x | 9.7x | 2.2x |
| Tue, 05 Mar 2024 | €44.8b | €17.9b | €4.2b | 22.3x | 10.6x | 2.5x |
| Thu, 01 Feb 2024 | €43.2b | €17.9b | €4.3b | 22.3x | 10.1x | 2.4x |
| Sat, 30 Dec 2023 | €48.2b | €17.6b | €4.6b | 26.6x | 10.4x | 2.7x |
| Mon, 27 Nov 2023 | €45.1b | €17.8b | €4.7b | 26.9x | 9.6x | 2.5x |
| Wed, 25 Oct 2023 | €40.4b | €18.3b | €4.8b | 21x | 8.4x | 2.2x |
| Fri, 22 Sep 2023 | €43.6b | €18.2b | €4.8b | 23.7x | 9.1x | 2.4x |
| Sun, 20 Aug 2023 | €46.1b | €17.8b | €4.7b | 26.5x | 9.8x | 2.6x |
| Tue, 18 Jul 2023 | €50.3b | €16.8b | €4.4b | 25.9x | 11.4x | 3x |
| Thu, 15 Jun 2023 | €48.7b | €17.4b | €4.5b | 22.8x | 10.7x | 2.8x |
Price to Earnings Ratio
10.7x
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 5.2x.
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 | 0.44% | |
| Tech | 0.27% | |
| Semiconductors | 5.08% | |
| Semiconductors | 5.85% | |
| Semiconductor Equipment | -1.79% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 42.7x.
- Analysts are expecting annual earnings growth of 40.0%, 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 64% over the next 5 years.
- This is better than its past earnings growth rate of 5.6% 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 | €62.82 | 5.9% +€3.1b | 143.8% | PE437.8x | |
| XFAB X-FAB Silicon Foundries | €10.26 | 6.4% +€80.3m | 78.6% | PE82x | |
| MEMS MEMSCAP | €6.00 | 1.0% +€456.3k | 70.0% | PE51x |
