Here's What's Concerning About EnSilica's (LON:ENSI) Returns On Capital
Nov 06
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U.K. (FTSE) Semiconductors Industry Analysis
UpdatedNov 17, 2024
DataAggregated Company Financials
Companies7
- 7D-2.9%
- 3M-22.7%
- 1Y-3.7%
- YTD-12.6%
Over the last 7 days, the Semiconductors industry has dropped 2.9%, driven by a pullback from Alphawave IP Group of 2.9%. On the other hand EnSilica is actually up 19%. Overall the industry is down 3.7% in 12 months. Looking forward, earnings are forecast to grow by 101% annually.
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 |
|---|---|---|---|---|---|---|
| Sun, 17 Nov 2024 | UK£1.2b | UK£402.3m | -UK£78,792,592.87 | 10.6x | -14.9x | 2.9x |
| Tue, 15 Oct 2024 | UK£1.1b | UK£390.6m | -UK£74,901,074.67 | 20.9x | -14.3x | 2.7x |
| Thu, 12 Sep 2024 | UK£1.3b | UK£464.6m | -UK£51,183,173.28 | 21.8x | -25.4x | 2.8x |
| Sat, 10 Aug 2024 | UK£1.5b | UK£456.1m | -UK£58,306,757.38 | 21.7x | -25.3x | 3.2x |
| Mon, 08 Jul 2024 | UK£1.6b | UK£471.3m | -UK£59,949,011.54 | 23.4x | -27.3x | 3.5x |
| Wed, 05 Jun 2024 | UK£1.5b | UK£470.5m | -UK£57,735,736.98 | 13x | -26.2x | 3.2x |
| Fri, 03 May 2024 | UK£1.3b | UK£475.2m | -UK£58,506,446.34 | 14.9x | -22x | 2.7x |
| Sun, 31 Mar 2024 | UK£1.7b | UK£486.6m | -UK£100,380,190.43 | 11.3x | -17x | 3.5x |
| Tue, 27 Feb 2024 | UK£1.7b | UK£482.9m | -UK£104,090,806.77 | 14.8x | -16.4x | 3.5x |
| Thu, 25 Jan 2024 | UK£1.3b | UK£481.0m | -UK£106,226,192.00 | 14x | -12.5x | 2.8x |
| Sat, 23 Dec 2023 | UK£1.3b | UK£480.7m | -UK£106,193,577.00 | 13.8x | -12.5x | 2.8x |
| Mon, 20 Nov 2023 | UK£1.2b | UK£481.2m | -UK£106,565,727.00 | 12.6x | -11.3x | 2.5x |
| Wed, 18 Oct 2023 | UK£1.2b | UK£484.0m | -UK£122,900,492.00 | 22.9x | -9.5x | 2.4x |
| Fri, 15 Sep 2023 | UK£1.5b | UK£352.3m | -UK£96,223,283.00 | 51.3x | -15.7x | 4.3x |
| Sun, 13 Aug 2023 | UK£1.6b | UK£383.0m | -UK£83,130,192.00 | 48.2x | -18.9x | 4.1x |
| Tue, 11 Jul 2023 | UK£1.4b | UK£373.4m | -UK£84,310,092.00 | 49.9x | -17.1x | 3.9x |
| Thu, 08 Jun 2023 | UK£1.3b | UK£376.0m | -UK£86,852,416.00 | 56.8x | -15.4x | 3.6x |
| Sat, 06 May 2023 | UK£1.2b | UK£373.3m | -UK£42,849,070.00 | 82.9x | -28.5x | 3.3x |
| Mon, 03 Apr 2023 | UK£1.4b | UK£317.1m | -UK£27,270,108.00 | 39.6x | -50.2x | 4.3x |
| Wed, 01 Mar 2023 | UK£1.4b | UK£318.6m | -UK£26,832,340.00 | 39.9x | -51.8x | 4.4x |
| Fri, 27 Jan 2023 | UK£1.5b | UK£312.7m | -UK£25,071,058.00 | 33.1x | -59x | 4.7x |
| Sun, 25 Dec 2022 | UK£1.4b | UK£315.3m | -UK£24,518,530.00 | 33.9x | -58.8x | 4.6x |
| Tue, 22 Nov 2022 | UK£1.5b | UK£318.4m | -UK£23,933,695.00 | 52.6x | -62.1x | 4.7x |
| Thu, 20 Oct 2022 | UK£1.5b | UK£323.0m | -UK£22,368,264.00 | 52.7x | -65.4x | 4.5x |
| Sat, 17 Sep 2022 | UK£1.7b | UK£288.9m | -UK£39,131,059.00 | 90.6x | -43.8x | 5.9x |
| Mon, 15 Aug 2022 | UK£1.7b | UK£277.1m | -UK£34,854,457.00 | 91.4x | -47.5x | 6x |
| Wed, 13 Jul 2022 | UK£1.5b | UK£276.9m | -UK£34,484,123.00 | 80.1x | -42.2x | 5.3x |
| Fri, 10 Jun 2022 | UK£1.7b | UK£270.5m | -UK£34,221,586.00 | 88.7x | -50.8x | 6.4x |
| Sun, 08 May 2022 | UK£1.3b | UK£262.8m | -UK£32,001,150.00 | 70.7x | -40.3x | 4.9x |
| Tue, 05 Apr 2022 | UK£1.7b | UK£229.5m | -UK£30,943,556.00 | 79.4x | -53.6x | 7.2x |
| Thu, 03 Mar 2022 | UK£1.7b | UK£242.4m | -UK£825,957.00 | 80.5x | -1999.4x | 6.8x |
| Sat, 29 Jan 2022 | UK£1.6b | UK£242.2m | -UK£876,118.00 | 80.7x | -1813x | 6.6x |
| Mon, 27 Dec 2021 | UK£1.9b | UK£242.1m | -UK£1,528,170.00 | 98.4x | -1257.9x | 7.9x |
| Wed, 24 Nov 2021 | UK£2.0b | UK£240.3m | -UK£2,596,621.00 | 123.9x | -781.1x | 8.4x |
Price to Earnings Ratio
-781.1x
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 4.8x is higher than the industry's current PS ratio of 2.9x.
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 19% 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 | -0.14% | |
| Tech | 0.34% | |
| Semiconductors | -2.86% | |
| Semiconductors | -2.34% | |
| Semiconductor Equipment | -7.93% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 110% over the next 5 years.
- This is better than its past earnings decline of 57% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 19% 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 | |
|---|---|---|---|---|---|
| ENSI EnSilica | UK£0.47 | 19.0% +UK£7.2m | -23.6% | PS1.8x |
