An Intrinsic Calculation For STMicroelectronics N.V. (EPA:STMPA) Suggests It's 41% Undervalued
Aug 26
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French (CAC) Semiconductors Industry Analysis
UpdatedAug 29, 2025
DataAggregated Company Financials
Companies8
- 7D5.5%
- 3M7.0%
- 1Y-22.5%
- YTD-5.1%
The Semiconductors industry is up 5.5% in the last week, with STMicroelectronics up 6.3%. However, the industry is down 23% over the past year. Earnings are forecast to grow by 34% 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 |
|---|---|---|---|---|---|---|
| Fri, 29 Aug 2025 | €24.0b | €11.9b | €662.8m | 36.9x | 36.2x | 2x |
| Sun, 27 Jul 2025 | €22.6b | €11.8b | €677.2m | 23.8x | 33.4x | 1.9x |
| Tue, 24 Jun 2025 | €24.7b | €12.3b | €1.1b | 17.6x | 23.1x | 2x |
| Thu, 22 May 2025 | €23.1b | €12.6b | €1.1b | 17.2x | 20.8x | 1.8x |
| Sat, 19 Apr 2025 | €18.3b | €13.4b | €1.5b | 12x | 12x | 1.4x |
| Mon, 17 Mar 2025 | €22.9b | €13.9b | €1.6b | 14.1x | 14.5x | 1.6x |
| Wed, 12 Feb 2025 | €22.8b | €14.6b | €1.7b | 14x | 13.7x | 1.6x |
| Fri, 10 Jan 2025 | €25.9b | €15.7b | €2.2b | 14.2x | 11.7x | 1.7x |
| Sun, 08 Dec 2024 | €26.4b | €15.3b | €2.2b | 11.6x | 12.2x | 1.7x |
| Tue, 05 Nov 2024 | €24.8b | €14.9b | €2.2b | 11.5x | 11.5x | 1.7x |
| Thu, 03 Oct 2024 | €27.3b | €15.8b | €2.8b | 11.5x | 9.7x | 1.7x |
| Sat, 31 Aug 2024 | €30.8b | €15.8b | €2.8b | 15.7x | 10.9x | 1.9x |
| Mon, 29 Jul 2024 | €32.9b | €16.1b | €2.9b | 14.9x | 11.5x | 2x |
| Wed, 26 Jun 2024 | €38.3b | €17.3b | €3.5b | 15x | 10.9x | 2.2x |
| Fri, 24 May 2024 | €40.1b | €17.2b | €3.5b | 16.4x | 11.3x | 2.3x |
| Sun, 21 Apr 2024 | €37.3b | €18.2b | €4.1b | 14.4x | 9.1x | 2x |
| Tue, 19 Mar 2024 | €42.8b | €17.8b | €4.2b | 20.3x | 10.1x | 2.4x |
| Thu, 15 Feb 2024 | €44.1b | €18.1b | €4.3b | 24x | 10.3x | 2.4x |
| Sat, 13 Jan 2024 | €42.6b | €17.8b | €4.7b | 24.3x | 9.1x | 2.4x |
| Mon, 11 Dec 2023 | €47.5b | €18.1b | €4.8b | 26.6x | 10x | 2.6x |
| Wed, 08 Nov 2023 | €41.6b | €18.3b | €4.8b | 24x | 8.6x | 2.3x |
| Fri, 06 Oct 2023 | €44.3b | €18.4b | €4.8b | 23.7x | 9.2x | 2.4x |
| Sun, 03 Sep 2023 | €47.5b | €18.0b | €4.7b | 26.3x | 10x | 2.6x |
| Tue, 01 Aug 2023 | €52.4b | €17.6b | €4.6b | 27.5x | 11.3x | 3x |
| Thu, 29 Jun 2023 | €45.6b | €17.3b | €4.5b | 22.8x | 10.1x | 2.6x |
| Sat, 27 May 2023 | €42.9b | €17.5b | €4.6b | 21.4x | 9.3x | 2.5x |
| Mon, 24 Apr 2023 | €45.9b | €16.4b | €4.2b | 24.5x | 10.9x | 2.8x |
| Wed, 22 Mar 2023 | €47.9b | €16.7b | €3.9b | 22.4x | 12.2x | 2.9x |
| Fri, 17 Feb 2023 | €48.4b | €16.8b | €4.0b | 21.7x | 12.2x | 2.9x |
| Sun, 15 Jan 2023 | €41.0b | €15.8b | €3.4b | 24.5x | 11.9x | 2.6x |
| Tue, 13 Dec 2022 | €40.0b | €16.2b | €3.5b | 26x | 11.3x | 2.5x |
| Thu, 10 Nov 2022 | €38.9b | €16.6b | €3.6b | 24.7x | 10.7x | 2.3x |
| Sat, 08 Oct 2022 | €35.9b | €16.1b | €3.2b | 16.1x | 11.3x | 2.2x |
| Mon, 05 Sep 2022 | €38.1b | €15.7b | €3.1b | 24.3x | 12.4x | 2.4x |
Price to Earnings Ratio
12.4x
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 36.2x which is higher than its 3-year average PE of 12.6x.
- The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 40% per year over the last three years,
- Revenues have also declined 8.9% 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 | -1.50% | |
| Tech | 0.69% | |
| Semiconductors | 5.52% | |
| Semiconductors | 6.00% | |
| Semiconductor Equipment | -0.55% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 12.1x.
- 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 21.8x.
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 12% 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 | |
|---|---|---|---|---|---|
| ALTRO Tronic's Microsystems | €5.90 | 5.4% +€2.7m | 26.6% | PE37.1x | |
| MEMS MEMSCAP | €3.94 | 2.3% +€693.3k | -39.8% | PE40.7x |
