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U.K. (FTSE) Semiconductors Industry Analysis

UpdatedJul 11, 2025
DataAggregated Company Financials
Companies7
  • 7D-1.8%
  • 3M38.7%
  • 1Y-3.9%
  • YTD62.4%

Over the last 7 days, the Semiconductors industry has dropped 1.8%, driven by a pullback from Alphawave IP Group of 3.0%. Meanwhile, CML Microsystems actually outperformed within the industry, gaining 24% in the last week. Overall the industry is down 3.9% in 12 months. Earnings are forecast to grow by 88% annually.

Industry Valuation and Performance

Has the U.K. Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 11 Jul 2025UK£1.6bUK£434.4m-UK£85,452,219.83n/a-19x3.7x
Sun, 08 Jun 2025UK£1.4bUK£437.1m-UK£84,246,690.6231.5x-16.6x3.2x
Tue, 06 May 2025UK£1.2bUK£452.4m-UK£69,752,240.6631.5x-17.2x2.7x
Thu, 03 Apr 2025UK£1.3bUK£395.3m-UK£98,200,854.1526.7x-13.3x3.3x
Sat, 01 Mar 2025UK£1.3bUK£400.7m-UK£100,168,048.0828.3x-12.7x3.2x
Mon, 27 Jan 2025UK£1.5bUK£405.9m-UK£96,372,165.5532.1x-15.2x3.6x
Wed, 25 Dec 2024UK£952.7mUK£405.2m-UK£96,117,751.6533.7x-9.9x2.4x
Fri, 22 Nov 2024UK£1.2bUK£404.3m-UK£95,796,041.1729.3x-12.6x3x
Sun, 20 Oct 2024UK£1.1bUK£390.8m-UK£75,002,840.2320.2x-14.8x2.8x
Tue, 17 Sep 2024UK£1.3bUK£461.4m-UK£50,683,863.7021.8x-25.8x2.8x
Thu, 15 Aug 2024UK£1.5bUK£454.8m-UK£58,097,649.1821.7x-25.2x3.2x
Sat, 13 Jul 2024UK£1.7bUK£468.0m-UK£59,429,811.1823.1x-28.1x3.6x
Mon, 10 Jun 2024UK£1.5bUK£471.5m-UK£57,893,843.1813x-26x3.2x
Wed, 08 May 2024UK£1.4bUK£475.8m-UK£58,596,209.8614.5x-23.2x2.9x
Fri, 05 Apr 2024UK£1.7bUK£486.2m-UK£100,343,267.6311.3x-16.5x3.4x
Sun, 03 Mar 2024UK£1.8bUK£483.5m-UK£104,145,575.5914.6x-17.3x3.7x
Tue, 30 Jan 2024UK£1.3bUK£481.1m-UK£106,237,884.0015.7x-12.3x2.7x
Thu, 28 Dec 2023UK£1.3bUK£479.5m-UK£106,075,116.0013.7x-12.7x2.8x
Sat, 25 Nov 2023UK£1.2bUK£478.4m-UK£106,293,729.0013.5x-11.5x2.6x
Mon, 23 Oct 2023UK£1.1bUK£487.4m-UK£107,173,722.0011.9x-10.2x2.2x
Wed, 20 Sep 2023UK£1.5bUK£352.5m-UK£96,224,500.0051.2x-15.1x4.1x
Fri, 18 Aug 2023UK£1.5bUK£382.4m-UK£83,126,706.0047.2x-18.6x4x
Sun, 16 Jul 2023UK£1.5bUK£370.6m-UK£84,293,389.0047.7x-18x4.1x
Tue, 13 Jun 2023UK£1.3bUK£375.5m-UK£86,849,604.0057x-15.2x3.5x
Thu, 11 May 2023UK£1.2bUK£372.9m-UK£42,864,824.0073.7x-28.2x3.2x
Sat, 08 Apr 2023UK£1.3bUK£316.5m-UK£27,409,007.0039.1x-48.1x4.2x
Mon, 06 Mar 2023UK£1.4bUK£319.0m-UK£26,747,670.0039x-53.7x4.5x
Wed, 01 Feb 2023UK£1.5bUK£313.1m-UK£24,993,551.0033.8x-58.9x4.7x
Fri, 30 Dec 2022UK£1.5bUK£315.1m-UK£24,553,831.0033.9x-60.1x4.7x
Sun, 27 Nov 2022UK£1.5bUK£317.7m-UK£23,405,410.0036.3x-64.1x4.7x
Tue, 25 Oct 2022UK£1.4bUK£323.7m-UK£22,802,291.0052.7x-62.8x4.4x
Thu, 22 Sep 2022UK£1.6bUK£289.5m-UK£39,061,836.0085x-41.4x5.6x
Sat, 20 Aug 2022UK£1.6bUK£279.1m-UK£34,649,993.0084.6x-45.2x5.6x
Mon, 18 Jul 2022UK£1.4bUK£277.1m-UK£34,458,660.0077.8x-41.7x5.2x
Price to Earnings Ratio

-41.7x


Total Market Cap: UK£1.4bTotal Earnings: -UK£34,458,660.00Total Revenue: UK£277.1mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Semiconductors Industry Price to Earnings3Y Average -33x202320242025
Current Industry PE
  • Investors are relatively neutral on the British Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
  • Meanwhile revenues for these companies have grown 16% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has caused losses to expand.

Industry Trends

Which industries have driven the changes within the U.K. Tech industry?

GB Market1.47%
Tech0.45%
Semiconductors-1.76%
Semiconductor Equipment0%0
Semiconductors-1.86%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 91% over the next 5 years.
    • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 46% per year over the next few years.

    Top Stock Gainers and Losers

    Which companies have driven the market over the last 7 days?

    CompanyLast Price7D1YValuation
    CML CML MicrosystemsUK£3.1324.2%
    +UK£9.7m
    1.0%PS2.2x
    ENSI EnSilicaUK£0.395.4%
    +UK£1.9m
    -17.9%PS1.5x
    CYAN CyanConnode HoldingsUK£0.0814.8%
    +UK£1.3m
    2.8%PS1.5x
    NANO Nanoco GroupUK£0.131.6%
    +UK£361.3k
    -16.9%PS3.1x

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