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U.K. (FTSE) Semiconductors Industry Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies8
  • 7D-6.4%
  • 3M24.0%
  • 1Y21.0%
  • YTD24.1%

Over the last 7 days, the Semiconductors industry has dropped 10%, driven by Alphawave IP Group declining 12%. On the other hand Nanoco Group is actually up 8.4%. This takes the industry's 12 month performance to a gain of 19%. As for the next few years, earnings are expected to grow by 71% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Mar 2024UK£1.7bUK£481.9m-UK£103,989,884.4513.6x-16.1x3.5x
Wed, 14 Feb 2024UK£1.6bUK£483.9m-UK£104,470,266.9115.1x-15.1x3.3x
Fri, 12 Jan 2024UK£1.2bUK£480.2m-UK£106,145,269.0015.6x-11.6x2.6x
Sun, 10 Dec 2023UK£1.3bUK£479.9m-UK£106,792,959.0013.7x-11.7x2.6x
Tue, 07 Nov 2023UK£1.1bUK£482.6m-UK£106,706,649.0012.6x-10.6x2.3x
Thu, 05 Oct 2023UK£1.2bUK£463.7m-UK£120,792,732.0048.6x-9.9x2.6x
Sat, 02 Sep 2023UK£1.5bUK£384.3m-UK£83,137,479.0049.5x-17.5x3.8x
Mon, 31 Jul 2023UK£1.6bUK£381.2m-UK£83,119,669.0047.1x-19.8x4.3x
Wed, 28 Jun 2023UK£1.5bUK£372.7m-UK£86,832,879.0057x-17.1x4x
Fri, 26 May 2023UK£1.2bUK£382.7m-UK£80,737,133.0078.6x-14.9x3.1x
Sun, 23 Apr 2023UK£1.4bUK£316.3m-UK£27,449,168.0040x-49.3x4.3x
Tue, 21 Mar 2023UK£1.3bUK£317.2m-UK£27,140,579.0039x-47.3x4x
Thu, 16 Feb 2023UK£1.4bUK£317.5m-UK£27,209,090.0038x-51.9x4.4x
Sat, 14 Jan 2023UK£1.6bUK£314.1m-UK£24,774,075.0035.6x-66.3x5.2x
Mon, 12 Dec 2022UK£1.4bUK£316.0m-UK£23,773,251.0034x-60.4x4.5x
Wed, 09 Nov 2022UK£1.4bUK£321.3m-UK£23,315,682.0053.9x-59.8x4.3x
Fri, 07 Oct 2022UK£1.5bUK£316.9m-UK£24,525,008.0047.4x-62.3x4.8x
Sun, 04 Sep 2022UK£1.5bUK£281.2m-UK£33,716,893.0083.5x-45.9x5.5x
Tue, 02 Aug 2022UK£1.6bUK£274.6m-UK£34,721,690.0085.7x-45.3x5.7x
Thu, 30 Jun 2022UK£1.5bUK£272.9m-UK£33,972,891.0074.9x-44x5.5x
Sat, 28 May 2022UK£1.7bUK£270.0m-UK£34,276,852.0093x-50.4x6.4x
Mon, 25 Apr 2022UK£1.5bUK£230.4m-UK£30,548,909.0071.2x-48.1x6.4x
Wed, 23 Mar 2022UK£1.7bUK£242.7m-UK£761,330.0084.9x-2285.9x7.2x
Fri, 18 Feb 2022UK£1.7bUK£241.6m-UK£1,001,872.0087.2x-1746.5x7.2x
Sun, 16 Jan 2022UK£1.7bUK£241.4m-UK£1,698,951.0086x-974.2x6.9x
Tue, 14 Dec 2021UK£1.7bUK£242.6m-UK£1,412,098.0083.9x-1178.6x6.9x
Thu, 11 Nov 2021UK£1.9bUK£240.0m-UK£2,667,664.00116.5x-704.9x7.8x
Sat, 09 Oct 2021UK£2.3bUK£236.9m-UK£4,224,321.00145.2x-549.2x9.8x
Mon, 06 Sep 2021UK£3.1bUK£224.4m-UK£3,366,416.17169.4x-912.4x13.7x
Wed, 04 Aug 2021UK£3.5bUK£224.4m-UK£3,366,416.17198.2x-1053x15.8x
Sat, 08 May 2021UK£688.2mUK£204.1m-UK£14,048,000.0075.9x-49x3.4x
Price to Earnings Ratio

-34x


Total Market Cap: UK£680.6mTotal Earnings: -UK£20,016,500.00Total Revenue: UK£205.1mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Semiconductors Industry Price to Earnings3Y Average -342.3x202220232024
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 6.3x is higher than the industry's current PS ratio of 3.5x.
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 Market0.65%
Tech0.14%
Semiconductors-6.45%
Semiconductor Equipment-5.92%
Semiconductors-6.52%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 73% 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 58% 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
    NANO Nanoco GroupUK£0.212.6%
    +UK£1.7m
    -3.7%PE6.1x
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    Latest News

    AWE

    UK£1.66

    Alphawave IP Group

    7D

    -7.7%

    1Y

    59.4%

    SND

    UK£0.10

    Sondrel (Holdings)

    7D

    -6.8%

    1Y

    -81.5%

    ENSI

    UK£0.67

    EnSilica

    7D

    -6.3%

    1Y

    -2.9%

    IQE

    UK£0.21

    IQE

    7D

    -5.9%

    1Y

    -20.4%

    NANO

    UK£0.21

    Nanoco Group

    7D

    2.6%

    1Y

    -3.7%

    CYAN

    UK£0.11

    CyanConnode Holdings

    7D

    -1.2%

    1Y

    -40.1%

    CML

    UK£3.72

    CML Microsystems

    7D

    -0.8%

    1Y

    -34.2%