Alphawave IP Group plc Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
Apr 26
U.K. (FTSE) Semiconductors Industry Analysis
UpdatedApr 26, 2024
DataAggregated Company Financials
Companies8
- 7D-0.4%
- 3M1.6%
- 1Y-6.6%
- YTD0.7%
The Semiconductors industry has been flat over the last week, but IQE has lost 7.7%. Unfortunately though, the industry is down 6.6% over the past 12 months. As for the next few years, earnings are expected to grow by 50% per annum.
Industry Valuation and Performance
Has the U.K. Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Apr 2024 | UK£1.3b | UK£475.7m | -UK£58,580,909.26 | 13.3x | -22.7x | 2.8x |
| Sun, 24 Mar 2024 | UK£1.7b | UK£484.7m | -UK£104,264,959.31 | 13.6x | -16.6x | 3.6x |
| Tue, 20 Feb 2024 | UK£1.6b | UK£483.7m | -UK£104,452,420.89 | 15x | -15.5x | 3.4x |
| Thu, 18 Jan 2024 | UK£1.2b | UK£481.6m | -UK£106,286,807.00 | 15.4x | -11.3x | 2.5x |
| Sat, 16 Dec 2023 | UK£1.3b | UK£477.4m | -UK£106,547,114.00 | 13.8x | -12.3x | 2.7x |
| Mon, 13 Nov 2023 | UK£1.1b | UK£486.0m | -UK£107,038,338.00 | 13.1x | -10.6x | 2.3x |
| Wed, 11 Oct 2023 | UK£1.2b | UK£463.2m | -UK£119,238,274.00 | 22x | -10.3x | 2.7x |
| Fri, 08 Sep 2023 | UK£1.5b | UK£385.6m | -UK£83,144,919.00 | 49.8x | -17.9x | 3.9x |
| Sun, 06 Aug 2023 | UK£1.6b | UK£382.5m | -UK£83,127,282.00 | 48.1x | -19.1x | 4.1x |
| Tue, 04 Jul 2023 | UK£1.5b | UK£375.0m | -UK£84,319,562.00 | 47.3x | -18.1x | 4.1x |
| Thu, 01 Jun 2023 | UK£1.3b | UK£376.7m | -UK£86,856,250.00 | 58.1x | -15.5x | 3.6x |
| Sat, 29 Apr 2023 | UK£1.2b | UK£315.3m | -UK£27,672,225.00 | 34.9x | -44.2x | 3.9x |
| Mon, 27 Mar 2023 | UK£1.3b | UK£317.6m | -UK£27,064,606.00 | 36.9x | -47.1x | 4x |
| Wed, 22 Feb 2023 | UK£1.4b | UK£318.5m | -UK£26,863,803.00 | 37.6x | -52.6x | 4.4x |
| Fri, 20 Jan 2023 | UK£1.5b | UK£312.8m | -UK£25,064,663.00 | 33.8x | -59.1x | 4.7x |
| Sun, 18 Dec 2022 | UK£1.4b | UK£314.4m | -UK£24,720,868.00 | 33.9x | -56.8x | 4.5x |
| Tue, 15 Nov 2022 | UK£1.4b | UK£319.0m | -UK£23,805,795.00 | 53.2x | -59.9x | 4.5x |
| Thu, 13 Oct 2022 | UK£80.6b | UK£317.9m | -UK£24,298,113.00 | 44.1x | -3318.3x | 253.6x |
| Sat, 10 Sep 2022 | UK£1.6b | UK£287.8m | -UK£39,243,100.00 | 84.7x | -41.3x | 5.6x |
| Mon, 08 Aug 2022 | UK£1.6b | UK£277.6m | -UK£34,804,001.00 | 85.8x | -45.7x | 5.7x |
| Wed, 06 Jul 2022 | UK£1.4b | UK£274.3m | -UK£33,831,332.00 | 71.7x | -42.1x | 5.2x |
| Fri, 03 Jun 2022 | UK£1.8b | UK£270.7m | -UK£34,200,650.00 | 94.5x | -52x | 6.6x |
| Sun, 01 May 2022 | UK£1.5b | UK£231.4m | -UK£30,334,849.00 | 71.1x | -48.6x | 6.4x |
| Tue, 29 Mar 2022 | UK£1.7b | UK£243.2m | -UK£653,892.00 | 80.4x | -2629.4x | 7.1x |
| Thu, 24 Feb 2022 | UK£1.7b | UK£241.7m | -UK£983,323.00 | 84x | -1714.3x | 7x |
| Sat, 22 Jan 2022 | UK£1.6b | UK£241.8m | -UK£961,626.00 | 82.4x | -1658.7x | 6.6x |
| Mon, 20 Dec 2021 | UK£1.8b | UK£242.5m | -UK£1,439,979.00 | 91.1x | -1238.2x | 7.4x |
| Wed, 17 Nov 2021 | UK£1.8b | UK£240.2m | -UK£2,634,534.00 | 112.9x | -702.2x | 7.7x |
| Fri, 15 Oct 2021 | UK£2.4b | UK£236.8m | -UK£4,249,868.00 | 147.3x | -555.4x | 10x |
| Sun, 12 Sep 2021 | UK£2.9b | UK£224.4m | -UK£3,366,416.17 | 161.3x | -847.1x | 12.7x |
| Tue, 10 Aug 2021 | UK£3.4b | UK£224.4m | -UK£3,366,416.17 | 184.4x | -1000.5x | 15x |
| Mon, 03 May 2021 | UK£688.2m | UK£204.1m | -UK£14,048,000.00 | 75.9x | -49x | 3.4x |
Price to Earnings Ratio
-49x
Current Industry PE
- Investors are pessimistic on the British Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 6.2x is higher than the industry's current PS ratio of 2.8x.
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 33% 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 Market | 2.25% | |
| Tech | 1.84% | |
| Semiconductors | -0.38% | |
| Semiconductors | 1.63% | |
| Semiconductor Equipment | -7.74% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 60% over the next 5 years.
- However this is lower than its past earnings growth rate of 152% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 16% 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 | |
|---|---|---|---|---|---|
| AWE Alphawave IP Group | UK£1.17 | 1.4% +UK£11.7m | -1.8% | PS3.3x | |
| KMK Kromek Group | UK£0.075 | 9.5% +UK£4.1m | 5.6% | PS2.7x | |
| CML CML Microsystems | UK£3.65 | 4.3% +UK£2.4m | -28.4% | PE13.3x | |
| SND Sondrel (Holdings) | UK£0.04 | 11.1% +UK£349.8k | -92.9% | PS0.2x |
