ELES Semiconductor Equipment's (BIT:ELES) Returns On Capital Not Reflecting Well On The Business
Jan 07
Have your own idea? Try our Stock Screener
Italian (Borsa Italiana) Semiconductor Equipment Industry Analysis
UpdatedJan 19, 2025
DataAggregated Company Financials
Companies4
- 7D7.6%
- 3M2.8%
- 1Y-23.8%
- YTDn/a
Over the last 7 days, the Semiconductor Equipment industry has risen 3.9%, driven by gains from Technoprobe of 7.7%. Meanwhile, OSAI Automation System actually underperformed within the industry, shrinking 9.1% in the last week. In contrast, the industry has lost 25% in the last 12 months. As for the next few years, earnings are expected to grow by 25% per annum.
Industry Valuation and Performance
Has the Italian Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 Jan 2025 | €4.2b | €530.5m | €82.0m | 39.5x | 51.3x | 7.9x |
| Tue, 17 Dec 2024 | €3.9b | €530.5m | €82.0m | 36.4x | 47.7x | 7.4x |
| Thu, 14 Nov 2024 | €4.1b | €530.5m | €82.0m | 36.6x | 49.9x | 7.7x |
| Sat, 12 Oct 2024 | €3.9b | €530.5m | €82.0m | 36x | 47x | 7.3x |
| Mon, 09 Sep 2024 | €4.2b | €528.6m | €85.4m | 39.6x | 49.1x | 7.9x |
| Wed, 07 Aug 2024 | €5.3b | €483.9m | €88.6m | 45.7x | 59.3x | 10.9x |
| Fri, 05 Jul 2024 | €6.1b | €483.9m | €88.6m | 51.8x | 68.8x | 12.6x |
| Sun, 02 Jun 2024 | €5.5b | €483.9m | €88.6m | 52.3x | 62.4x | 11.4x |
| Tue, 30 Apr 2024 | €4.6b | €482.4m | €88.9m | 46.3x | 51.6x | 9.5x |
| Thu, 28 Mar 2024 | €5.2b | €475.5m | €94.7m | 47.2x | 54.4x | 10.8x |
| Sat, 24 Feb 2024 | €5.7b | €561.2m | €109.7m | 41.1x | 51.6x | 10.1x |
| Mon, 22 Jan 2024 | €5.1b | €561.2m | €109.7m | 38.4x | 46.7x | 9.1x |
| Wed, 20 Dec 2023 | €5.1b | €561.2m | €109.7m | 38.9x | 46.2x | 9x |
| Fri, 17 Nov 2023 | €4.6b | €561.2m | €109.7m | 35.5x | 42.1x | 8.2x |
| Sun, 15 Oct 2023 | €4.4b | €561.2m | €109.7m | 35.3x | 40.2x | 7.9x |
| Tue, 12 Sep 2023 | €4.6b | €556.4m | €111.8m | 45.4x | 41.2x | 8.3x |
| Thu, 10 Aug 2023 | €4.5b | €610.4m | €147.3m | 46.8x | 30.8x | 7.4x |
| Sat, 08 Jul 2023 | €4.8b | €610.4m | €147.3m | 34.9x | 32.5x | 7.8x |
| Mon, 05 Jun 2023 | €4.6b | €610.4m | €147.3m | 35.9x | 31.5x | 7.6x |
| Wed, 03 May 2023 | €4.0b | €604.1m | €148.1m | 45.4x | 27.3x | 6.7x |
| Fri, 31 Mar 2023 | €4.1b | €602.9m | €148.6m | 32.8x | 27.7x | 6.8x |
| Sun, 26 Feb 2023 | €4.3b | €520.5m | €122.4m | 36.1x | 35.5x | 8.3x |
| Tue, 24 Jan 2023 | €4.2b | €520.5m | €122.4m | 37.6x | 34.6x | 8.1x |
| Thu, 22 Dec 2022 | €4.2b | €520.5m | €122.4m | 36.6x | 34.5x | 8.1x |
| Sat, 19 Nov 2022 | €4.4b | €520.5m | €122.4m | 40.3x | 35.9x | 8.4x |
| Mon, 17 Oct 2022 | €4.2b | €521.8m | €122.4m | 36.6x | 34.1x | 8x |
| Wed, 14 Sep 2022 | €4.4b | €453.3m | €119.8m | 36.2x | 36.9x | 9.8x |
| Fri, 12 Aug 2022 | €4.9b | €453.3m | €119.8m | 40.4x | 41.1x | 10.9x |
| Sun, 10 Jul 2022 | €4.0b | €453.3m | €119.8m | 32.9x | 33.7x | 8.9x |
| Tue, 07 Jun 2022 | €4.5b | €453.3m | €119.8m | 39.9x | 37.2x | 9.8x |
| Thu, 05 May 2022 | €4.1b | €453.3m | €119.9m | 40.7x | 34.6x | 9.1x |
| Sat, 02 Apr 2022 | €4.3b | €384.6m | €102.1m | 29.9x | 41.8x | 11.1x |
| Mon, 28 Feb 2022 | €4.3b | €55.0m | €889.6k | 17x | 4809.3x | 77.8x |
| Wed, 26 Jan 2022 | €185.1m | €55.0m | €889.7k | 21.6x | 208.1x | 3.4x |
Price to Earnings Ratio
208.1x
Current Industry PE
- Investors are pessimistic on the Italian Semiconductor Equipment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 50.2x which is lower than its 3-year average PE of 147x.
- The 3-year average PS ratio of 10.2x is higher than the industry's current PS ratio of 7.8x.
Past Earnings Growth
- The earnings for companies in the Semiconductor Equipment industry have grown 272% per year over the last three years.
- Revenues for these companies have grown 115% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Italian Semiconductor Equipment compare with similar industries?
| IT Market | 3.17% | |
| Tech | 2.34% | |
| Semiconductors | 7.60% | |
| Semiconductor Equipment | 7.60% | |
| Semiconductors | 0% | 0 |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TPRO Technoprobe | €6.44 | 7.7% +€297.7m | -23.8% | PE44.5x | |
| ELES ELES Semiconductor Equipment | €1.62 | 0.9% +€264.4k | 17.8% | PE34.5x |