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U.K. (FTSE) Semiconductors Industry Analysis

UpdatedApr 13, 2024
DataAggregated Company Financials
Companies8
  • 7D8.2%
  • 3M43.6%
  • 1Y22.7%
  • YTD31.2%

Over the last 7 days, the Semiconductors industry has risen 8.2%, driven by gains from IQE of 47%. During this same period, the CyanConnode Holdings underperformed, falling 5.5%. This takes the industry's 12 month performance to a gain of 23%. Looking forward, earnings are forecast to grow by 61% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Apr 2024UK£1.8bUK£472.1m-UK£42,545,034.0511.5x-41.7x3.8x
Mon, 11 Mar 2024UK£1.9bUK£479.7m-UK£103,778,193.7313.7x-18x3.9x
Wed, 07 Feb 2024UK£1.4bUK£483.6m-UK£104,448,728.6115.6x-13.1x2.8x
Fri, 05 Jan 2024UK£1.3bUK£481.6m-UK£106,278,191.0014.9x-12.2x2.7x
Sun, 03 Dec 2023UK£1.2bUK£476.2m-UK£106,083,269.0013x-11.7x2.6x
Tue, 31 Oct 2023UK£1.1bUK£487.1m-UK£107,147,876.0011.9x-9.9x2.2x
Thu, 28 Sep 2023UK£1.3bUK£462.9m-UK£120,712,117.0049.7x-10.4x2.7x
Sat, 26 Aug 2023UK£1.5bUK£384.6m-UK£83,139,032.0047.2x-17.6x3.8x
Mon, 24 Jul 2023UK£1.6bUK£373.2m-UK£84,308,745.0047.5x-19.3x4.4x
Wed, 21 Jun 2023UK£1.5bUK£372.3m-UK£86,830,848.0055.1x-16.8x3.9x
Fri, 19 May 2023UK£1.2bUK£381.1m-UK£80,790,229.0073.7x-14.8x3.1x
Sun, 16 Apr 2023UK£1.3bUK£316.5m-UK£27,403,124.0040.8x-49.1x4.3x
Tue, 14 Mar 2023UK£1.3bUK£317.9m-UK£26,994,773.0039.4x-48.7x4.1x
Thu, 09 Feb 2023UK£1.5bUK£317.2m-UK£27,278,412.0033.8x-53.5x4.6x
Sat, 07 Jan 2023UK£1.6bUK£315.2m-UK£24,547,692.0037.8x-66.2x5.2x
Mon, 05 Dec 2022UK£1.5bUK£316.4m-UK£23,685,000.0035.7x-63.7x4.8x
Wed, 02 Nov 2022UK£1.4bUK£321.4m-UK£23,292,660.0051.3x-59.3x4.3x
Fri, 30 Sep 2022UK£1.5bUK£318.5m-UK£24,184,026.0044.8x-61.7x4.7x
Sun, 28 Aug 2022UK£1.5bUK£279.8m-UK£33,858,547.0081.6x-44.4x5.4x
Tue, 26 Jul 2022UK£1.5bUK£276.1m-UK£34,569,002.0084.3x-44.5x5.6x
Thu, 23 Jun 2022UK£1.6bUK£271.8m-UK£34,088,043.0080.1x-46.1x5.8x
Sat, 21 May 2022UK£1.6bUK£262.3m-UK£32,061,980.0086.6x-48.8x6x
Mon, 18 Apr 2022UK£1.5bUK£229.8m-UK£30,696,710.0073x-49x6.5x
Wed, 16 Mar 2022UK£1.5bUK£243.3m-UK£623,445.0071.6x-2406.9x6.2x
Fri, 11 Feb 2022UK£1.8bUK£241.6m-UK£1,008,288.0091.5x-1770.3x7.4x
Sun, 09 Jan 2022UK£1.7bUK£241.6m-UK£1,633,625.0088.7x-1065.3x7.2x
Tue, 07 Dec 2021UK£1.7bUK£242.6m-UK£1,426,564.0085.6x-1198.3x7x
Thu, 04 Nov 2021UK£1.8bUK£236.8m-UK£4,242,169.00115.9x-432.5x7.7x
Sat, 02 Oct 2021UK£2.4bUK£237.2m-UK£4,167,160.00148.9x-585.1x10.3x
Mon, 30 Aug 2021UK£2.9bUK£224.4m-UK£3,366,416.17161.5x-864.5x13x
Tue, 06 Jul 2021UK£3.0bUK£224.4m-UK£3,366,416.17173.3x-894.1x13.4x
Price to Earnings Ratio

-49x


Total Market Cap: UK£688.2mTotal Earnings: -UK£14,048,000.00Total Revenue: UK£204.1mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Semiconductors Industry Price to Earnings3Y Average -343x202220232024
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 3.8x.
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 32% 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 Market1.15%
Tech-1.27%
Semiconductors8.25%
Semiconductor Equipment47.04%
Semiconductors3.19%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 70% 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?

    CompanyLast Price7D1YValuation
    IQE IQEUK£0.2947.0%
    +UK£88.8m
    20.2%PS2.4x
    AWE Alphawave IP GroupUK£1.712.4%
    +UK£29.2m
    42.8%PS4.9x
    KMK Kromek GroupUK£0.07324.8%
    +UK£9.0m
    35.2%PS2.6x
    NANO Nanoco GroupUK£0.239.3%
    +UK£6.5m
    14.1%PE5.1x
    CML CML MicrosystemsUK£3.155.9%
    +UK£2.7m
    -41.1%PE11.5x
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