Auditors Have Doubts About Nanoco Group (LON:NANO)
Nov 20
U.K. (FTSE) Semiconductors Industry Analysis
UpdatedNov 29, 2022
DataAggregated Company Financials
Companies7
- 7D0.7%
- 3M-0.9%
- 1Y-26.0%
- YTD-21.3%
The Semiconductors is pretty flat in the last 7 days, but IQE has stood out, gaining 5.7%. Unfortunately though, the industry is down 26% over the past 12 months. Earnings are forecast to grow by 70% 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 |
|---|---|---|---|---|---|---|
| Wed, 30 Nov 2022 | UK£1.5b | UK£318.2m | -UK£23,296,439.00 | 35.5x | -64.3x | 4.7x |
| Fri, 28 Oct 2022 | UK£1.4b | UK£320.1m | -UK£23,570,459.00 | 52x | -58.2x | 4.3x |
| Sun, 25 Sep 2022 | UK£1.5b | UK£319.4m | -UK£23,990,130.00 | 42.7x | -61.7x | 4.6x |
| Tue, 23 Aug 2022 | UK£1.5b | UK£279.4m | -UK£34,613,400.00 | 80.2x | -42.7x | 5.3x |
| Thu, 21 Jul 2022 | UK£1.5b | UK£276.4m | -UK£34,531,278.00 | 83.4x | -43.9x | 5.5x |
| Sat, 18 Jun 2022 | UK£1.5b | UK£272.4m | -UK£34,027,402.00 | 75.9x | -43.6x | 5.4x |
| Mon, 16 May 2022 | UK£1.4b | UK£263.6m | -UK£31,919,949.00 | 79.5x | -44.8x | 5.4x |
| Wed, 13 Apr 2022 | UK£1.7b | UK£229.7m | -UK£30,887,562.00 | 84.4x | -56.2x | 7.6x |
| Fri, 11 Mar 2022 | UK£1.5b | UK£243.1m | -UK£672,206.00 | 70.7x | -2196.9x | 6.1x |
| Sun, 06 Feb 2022 | UK£1.6b | UK£241.8m | -UK£954,393.00 | 80.7x | -1663.7x | 6.6x |
| Tue, 04 Jan 2022 | UK£1.9b | UK£242.0m | -UK£1,562,233.00 | 94.4x | -1189.4x | 7.7x |
| Thu, 02 Dec 2021 | UK£1.8b | UK£242.4m | -UK£1,470,659.00 | 98.7x | -1255.5x | 7.6x |
| Sat, 30 Oct 2021 | UK£1.9b | UK£236.8m | -UK£4,254,301.00 | 121.8x | -455x | 8.2x |
| Mon, 27 Sep 2021 | UK£3.1b | UK£236.8m | -UK£4,244,268.00 | 190x | -739.6x | 13.3x |
| Wed, 25 Aug 2021 | UK£2.9b | UK£224.4m | -UK£3,366,416.17 | 161.8x | -862x | 12.9x |
| Thu, 01 Jul 2021 | UK£3.0b | UK£224.4m | -UK£3,366,416.17 | 173.3x | -894.1x | 13.4x |
| Sun, 04 Apr 2021 | UK£680.6m | UK£205.1m | -UK£20,016,500.00 | 69.1x | -34x | 3.3x |
| Wed, 06 Jan 2021 | UK£727.9m | UK£208.9m | -UK£29,378,600.00 | 60.3x | -24.8x | 3.5x |
| Sat, 10 Oct 2020 | UK£536.1m | UK£215.4m | -UK£41,818,600.00 | 32.5x | -12.8x | 2.5x |
| Fri, 03 Jul 2020 | UK£562.5m | UK£209.9m | -UK£53,997,600.00 | 31x | -10.4x | 2.7x |
| Mon, 06 Apr 2020 | UK£329.8m | UK£189.9m | -UK£48,503,600.00 | 28.9x | -6.8x | 1.7x |
| Thu, 09 Jan 2020 | UK£582.5m | UK£186.0m | -UK£43,888,000.00 | 41.2x | -13.3x | 3.1x |
Price to Earnings Ratio
-16.4x
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 5.9x is higher than the industry's current PS ratio of 4.7x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have improved over the last three years.
- Revenues for these companies have grown 17% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Trends
Which industries have driven the changes within the U.K. Tech industry?
| GB Market | 1.10% | |
| Tech | 2.00% | |
| Semiconductors | 0.75% | |
| Semiconductor Equipment | 5.73% | |
| Semiconductors | -1.04% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry even though it's trading below its 3-year average PE ratio of 851x.
- Analysts are expecting annual earnings growth of 61.1%, which is lower than the prior year's growth of 119.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 87% over the next 5 years.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 61% 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 | |
|---|---|---|---|---|---|
| IQE IQE | UK£0.52 | 5.3% +UK£20.9m | 50.2% | PS2.6x | |
| NANO Nanoco Group | UK£0.39 | 11.4% +UK£12.9m | 71.1% | PS51x | |
| CML CML Microsystems | UK£4.95 | 13.5% +UK£9.3m | 17.9% | PE34.2x | |
| KMK Kromek Group | UK£0.098 | 4.3% +UK£1.7m | -26.4% | PS3.5x |