Calculating The Intrinsic Value Of Tronic's Microsystems SA (EPA:ALTRO)
May 10
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French (CAC) Semiconductors Industry Analysis
UpdatedMay 12, 2025
DataAggregated Company Financials
Companies6
- 7D2.8%
- 3M-3.2%
- 1Y-43.7%
- YTD-13.8%
Over the last 7 days, the Semiconductors industry has risen 2.6%, driven by gains from STMicroelectronics of 2.8%. Meanwhile, Tronic's Microsystems actually underperformed within the industry, shrinking 20% in the last week. However, the industry is down 44% over the past year. Earnings are forecast to grow by 23% 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 |
|---|---|---|---|---|---|---|
| Mon, 12 May 2025 | €21.6b | €12.7b | €1.1b | 16.9x | 19.3x | 1.7x |
| Wed, 09 Apr 2025 | €17.6b | €13.9b | €1.6b | 11.2x | 11.2x | 1.3x |
| Fri, 07 Mar 2025 | €24.4b | €14.0b | €1.6b | 15x | 15.3x | 1.7x |
| Sun, 02 Feb 2025 | €23.4b | €14.6b | €1.7b | 14x | 13.7x | 1.6x |
| Tue, 31 Dec 2024 | €25.3b | €15.5b | €2.2b | 11.7x | 11.6x | 1.6x |
| Thu, 28 Nov 2024 | €24.9b | €15.3b | €2.2b | 11x | 11.5x | 1.6x |
| Sat, 26 Oct 2024 | €27.0b | €16.1b | €2.9b | 11.7x | 9.5x | 1.7x |
| Mon, 23 Sep 2024 | €26.4b | €15.7b | €2.8b | 15.4x | 9.5x | 1.7x |
| Wed, 21 Aug 2024 | €29.6b | €15.7b | €2.8b | 16.1x | 10.6x | 1.9x |
| Fri, 19 Jul 2024 | €39.2b | €17.1b | €3.5b | 14.8x | 11.3x | 2.3x |
| Sun, 16 Jun 2024 | €40.4b | €17.3b | €3.5b | 13.6x | 11.4x | 2.3x |
| Tue, 14 May 2024 | €38.6b | €17.3b | €3.5b | 16.2x | 10.9x | 2.2x |
| Thu, 11 Apr 2024 | €40.0b | €18.0b | €4.1b | 15.3x | 9.8x | 2.2x |
| Sat, 09 Mar 2024 | €45.1b | €17.7b | €4.2b | 21.5x | 10.7x | 2.5x |
| Mon, 05 Feb 2024 | €42.6b | €17.9b | €4.3b | 22.7x | 10x | 2.4x |
| Wed, 03 Jan 2024 | €47.5b | €17.8b | €4.7b | 26.1x | 10.1x | 2.7x |
| Fri, 01 Dec 2023 | €46.8b | €17.9b | €4.7b | 26.4x | 10x | 2.6x |
| Sun, 29 Oct 2023 | €40.3b | €18.5b | €4.9b | 21.3x | 8.3x | 2.2x |
| Tue, 26 Sep 2023 | €43.5b | €18.3b | €4.8b | 23.8x | 9x | 2.4x |
| Thu, 24 Aug 2023 | €47.8b | €17.8b | €4.7b | 27.5x | 10.2x | 2.7x |
| Sat, 22 Jul 2023 | €49.1b | €17.0b | €4.4b | 25.5x | 11.1x | 2.9x |
| Mon, 19 Jun 2023 | €48.3b | €17.2b | €4.5b | 23.4x | 10.7x | 2.8x |
| Wed, 17 May 2023 | €41.5b | €17.2b | €4.5b | 20x | 9.2x | 2.4x |
| Fri, 14 Apr 2023 | €48.7b | €16.3b | €4.2b | 23x | 11.7x | 3x |
| Sun, 12 Mar 2023 | €48.4b | €16.9b | €4.0b | 23.1x | 12.2x | 2.9x |
| Tue, 07 Feb 2023 | €47.4b | €16.7b | €3.9b | 23.2x | 12.1x | 2.8x |
| Thu, 05 Jan 2023 | €37.5b | €16.1b | €3.5b | 23x | 10.7x | 2.3x |
| Sat, 03 Dec 2022 | €40.0b | €16.3b | €3.5b | 25.4x | 11.3x | 2.5x |
| Mon, 31 Oct 2022 | €34.3b | €17.0b | €3.7b | 20.1x | 9.3x | 2x |
| Wed, 28 Sep 2022 | €36.8b | €16.4b | €3.2b | 16.4x | 11.4x | 2.2x |
| Fri, 26 Aug 2022 | €39.4b | €15.8b | €3.1b | 25.6x | 12.7x | 2.5x |
| Sun, 24 Jul 2022 | €37.1b | €14.6b | €2.6b | 25.4x | 14.2x | 2.5x |
| Tue, 21 Jun 2022 | €34.5b | €14.2b | €2.5b | 17.9x | 13.6x | 2.4x |
| Thu, 19 May 2022 | €40.7b | €14.1b | €2.5b | 19.5x | 16.5x | 2.9x |
Price to Earnings Ratio
16.5x
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 19.3x which is higher than its 3-year average PE of 11.3x.
- The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 23% per year over the last three years,
- Revenues have also declined 3.3% 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 | -0.058% | |
| Tech | 2.04% | |
| Semiconductors | 2.82% | |
| Semiconductor Equipment | 3.40% | |
| Semiconductors | 2.77% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 10.6x.
- Analysts are expecting annual earnings growth of 23.5%, which is higher than its past year's earnings decline of 64.4% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 23.1x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 23% over the next 5 years.
- This is better than its past earnings decline of 64% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 14% 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 | €21.21 | 2.8% +€505.3m | -43.7% | PE19.4x | |
| SOI Soitec | €53.00 | 3.8% +€68.5m | -46.1% | PE16.9x | |
| XFAB X-FAB Silicon Foundries | €5.00 | 3.3% +€20.9m | -24.1% | PE14.5x |
