We Think That There Are More Issues For CI Systems (Israel) (TLV:CISY) Than Just Sluggish Earnings
Dec 05
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Israeli (TA) Semiconductors Industry Analysis
UpdatedDec 31, 2024
DataAggregated Company Financials
Companies4
- 7D14.4%
- 3M25.6%
- 1Y135.0%
- YTD135.0%
The Semiconductors industry has been flat over the last week, but CI Systems (Israel) has lost 5.6%. As for the the longer term, the industry is up 91% over the past 12 months.
Industry Valuation and Performance
Has the Israeli Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jan 2025 | ₪1.2b | ₪314.2m | ₪34.6m | 26.3x | 35.3x | 3.9x |
| Fri, 29 Nov 2024 | ₪962.7m | ₪313.8m | ₪34.5m | 26.3x | 27.9x | 3.1x |
| Sun, 27 Oct 2024 | ₪902.6m | ₪325.4m | ₪39.9m | 15.4x | 22.6x | 2.8x |
| Tue, 24 Sep 2024 | ₪931.0m | ₪314.0m | ₪33.1m | 16.6x | 28.2x | 3x |
| Thu, 22 Aug 2024 | ₪818.3m | ₪300.0m | ₪28.5m | 13.1x | 28.7x | 2.7x |
| Sat, 20 Jul 2024 | ₪861.2m | ₪294.3m | ₪25.5m | 14.4x | 33.7x | 2.9x |
| Mon, 17 Jun 2024 | ₪859.6m | ₪299.7m | ₪26.7m | 14.2x | 32.2x | 2.9x |
| Wed, 15 May 2024 | ₪822.3m | ₪305.5m | ₪32.7m | 11.5x | 25.2x | 2.7x |
| Fri, 12 Apr 2024 | ₪647.5m | ₪306.5m | ₪32.9m | 9.5x | 19.7x | 2.1x |
| Sun, 10 Mar 2024 | ₪547.6m | ₪291.1m | ₪23.2m | 9.1x | 23.6x | 1.9x |
| Tue, 06 Feb 2024 | ₪519.1m | ₪297.6m | ₪24.6m | 8.1x | 21.1x | 1.7x |
| Thu, 04 Jan 2024 | ₪499.3m | ₪296.7m | ₪24.4m | 7.7x | 20.4x | 1.7x |
| Sat, 02 Dec 2023 | ₪468.6m | ₪301.2m | ₪25.4m | 7.3x | 18.5x | 1.6x |
| Mon, 30 Oct 2023 | ₪424.6m | ₪337.8m | ₪35.8m | 5.8x | 11.9x | 1.3x |
| Wed, 27 Sep 2023 | ₪481.2m | ₪318.1m | ₪31.4m | 6.6x | 15.3x | 1.5x |
| Fri, 25 Aug 2023 | ₪441.7m | ₪308.0m | ₪27.2m | 6.3x | 16.2x | 1.4x |
| Sun, 23 Jul 2023 | ₪385.6m | ₪302.1m | ₪29.9m | 5.7x | 12.9x | 1.3x |
| Tue, 20 Jun 2023 | ₪377.6m | ₪300.6m | ₪29.5m | 5.7x | 12.8x | 1.3x |
| Thu, 18 May 2023 | ₪351.6m | ₪294.9m | ₪25.7m | 6x | 13.7x | 1.2x |
| Sat, 15 Apr 2023 | ₪350.0m | ₪296.9m | ₪26.1m | 5.6x | 13.4x | 1.2x |
| Mon, 13 Mar 2023 | ₪287.5m | ₪258.0m | ₪20.7m | 7x | 13.9x | 1.1x |
| Wed, 08 Feb 2023 | ₪304.6m | ₪248.9m | ₪19.3m | 7.7x | 15.8x | 1.2x |
| Fri, 06 Jan 2023 | ₪303.9m | ₪253.5m | ₪20.1m | 7.6x | 15.1x | 1.2x |
| Sun, 04 Dec 2022 | ₪320.7m | ₪229.9m | ₪9.2m | 12.3x | 34.8x | 1.4x |
| Tue, 01 Nov 2022 | ₪417.6m | ₪237.6m | ₪10.3m | 14.7x | 40.7x | 1.8x |
| Thu, 29 Sep 2022 | ₪421.5m | ₪237.8m | ₪10.3m | 12.4x | 40.9x | 1.8x |
| Sat, 27 Aug 2022 | ₪410.2m | ₪195.3m | ₪8.9m | 15.4x | 45.9x | 2.1x |
| Mon, 25 Jul 2022 | ₪466.4m | ₪204.9m | ₪10.3m | 14.7x | 45.4x | 2.3x |
| Wed, 22 Jun 2022 | ₪415.8m | ₪205.5m | ₪10.4m | 14.2x | 40.1x | 2x |
| Fri, 20 May 2022 | ₪421.0m | ₪197.0m | ₪8.6m | 16.6x | 49.2x | 2.1x |
| Sun, 17 Apr 2022 | ₪468.9m | ₪188.4m | ₪7.4m | 18.5x | 63.6x | 2.5x |
| Tue, 15 Mar 2022 | ₪423.5m | ₪168.1m | ₪26.9m | 15x | 15.7x | 2.5x |
| Thu, 10 Feb 2022 | ₪444.5m | ₪164.9m | ₪26.3m | 14.3x | 16.9x | 2.7x |
| Sat, 08 Jan 2022 | ₪546.6m | ₪160.2m | ₪25.6m | 16.5x | 21.4x | 3.4x |
Price to Earnings Ratio
21.4x
Current Industry PE
- Investors are optimistic on the Israeli Semiconductor industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 29.2x which is higher than its 3-year average PE of 25.5x.
- The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have grown 9.1% per year over the last three years.
- Revenues for these companies have grown 24% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Israeli Tech industry?
| IL Market | -1.50% | |
| Tech | -1.23% | |
| Semiconductors | 14.37% | |
| Semiconductor Equipment | 15.42% | |
| Semiconductors | -11.91% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 18.3x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| QLTU Qualitau | ₪246.20 | 16.2% +₪149.7m | 229.3% | PE21x | |
| ARTS Airtouch Solar | ₪0.45 | 15.9% +₪2.5m | 6.1% | PS0.5x |