When Should You Buy BE Semiconductor Industries N.V. (AMS:BESI)?
Dec 22
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Dutch (AEX) Tech Sector Analysis
UpdatedDec 22, 2024
DataAggregated Company Financials
Companies11
- 7D0.5%
- 3M-3.4%
- 1Y1.5%
- YTD4.4%
Over the last 7 days, the Tech industry has remained flat, although notably ASM International gained 7.3%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 19% annually.
Sector Valuation and Performance
Has the Dutch Tech Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | €309.2b | €30.9b | €7.6b | 38.9x | 40.6x | 10x |
| Tue, 19 Nov 2024 | €282.1b | €30.9b | €7.6b | 35.2x | 37.1x | 9.1x |
| Thu, 17 Oct 2024 | €283.6b | €30.7b | €7.6b | 36.7x | 37.3x | 9.2x |
| Sat, 14 Sep 2024 | €326.9b | €29.9b | €7.4b | 41x | 44.1x | 10.9x |
| Mon, 12 Aug 2024 | €346.5b | €29.9b | €7.4b | 44.2x | 46.7x | 11.6x |
| Wed, 10 Jul 2024 | €436.2b | €30.5b | €7.8b | 50.6x | 56.1x | 14.3x |
| Fri, 07 Jun 2024 | €422.3b | €30.5b | €7.8b | 50.8x | 54.3x | 13.8x |
| Sun, 05 May 2024 | €369.3b | €30.5b | €7.8b | 46.2x | 47.5x | 12.1x |
| Tue, 02 Apr 2024 | €392.3b | €32.3b | €8.7b | 40.9x | 44.9x | 12.2x |
| Thu, 29 Feb 2024 | €385.3b | €32.3b | €8.7b | 31.5x | 44.2x | 11.9x |
| Sat, 27 Jan 2024 | €350.9b | €33.1b | €8.9b | 21.7x | 39.6x | 10.6x |
| Mon, 25 Dec 2023 | €306.1b | €32.3b | €8.6b | 21.8x | 35.5x | 9.5x |
| Wed, 22 Nov 2023 | €280.9b | €32.3b | €8.6b | 21.1x | 32.6x | 8.7x |
| Fri, 20 Oct 2023 | €249.3b | €32.3b | €8.1b | 20.9x | 30.8x | 7.7x |
| Sun, 17 Sep 2023 | €250.7b | €31.4b | €7.9b | 22x | 31.9x | 8x |
| Tue, 15 Aug 2023 | €271.3b | €31.4b | €7.9b | 22x | 34.5x | 8.6x |
| Thu, 13 Jul 2023 | €288.0b | €29.8b | €7.6b | 23.7x | 37.7x | 9.7x |
| Sat, 10 Jun 2023 | €292.1b | €29.8b | €7.6b | 24.3x | 38.2x | 9.8x |
| Mon, 08 May 2023 | €257.1b | €29.8b | €7.6b | 21.2x | 33.7x | 8.6x |
| Wed, 05 Apr 2023 | €270.9b | €26.4b | €6.1b | 22.4x | 44.1x | 10.2x |
| Fri, 03 Mar 2023 | €295.0b | €37.3b | €6.8b | 23.6x | 43.3x | 7.9x |
| Sun, 29 Jan 2023 | €315.6b | €35.5b | €6.7b | 20.6x | 47.2x | 8.9x |
| Tue, 27 Dec 2022 | €267.0b | €34.0b | €6.6b | 19.3x | 40.2x | 7.8x |
| Thu, 24 Nov 2022 | €300.9b | €34.0b | €6.6b | 18.6x | 45.3x | 8.8x |
| Sat, 22 Oct 2022 | €244.9b | €33.8b | €6.9b | 18.6x | 35.4x | 7.2x |
| Mon, 19 Sep 2022 | €246.6b | €33.3b | €7.0b | 19.4x | 35.3x | 7.4x |
| Wed, 17 Aug 2022 | €300.9b | €31.8b | €6.9b | 19.7x | 43.7x | 9.5x |
| Fri, 15 Jul 2022 | €239.4b | €30.2b | €6.5b | 20.6x | 36.7x | 7.9x |
| Sun, 12 Jun 2022 | €262.1b | €30.2b | €6.5b | 20.7x | 40.1x | 8.7x |
| Tue, 10 May 2022 | €259.4b | €30.2b | €6.5b | 20.6x | 39.7x | 8.6x |
| Thu, 07 Apr 2022 | €309.5b | €30.9b | €7.1b | 23.9x | 43.4x | 10x |
| Sat, 05 Mar 2022 | €286.9b | €30.1b | €7.3b | 20x | 39.2x | 9.5x |
| Mon, 31 Jan 2022 | €307.6b | €28.5b | €7.1b | 21.8x | 43.1x | 10.8x |
| Wed, 29 Dec 2021 | €395.6b | €27.8b | €6.7b | 22.8x | 59x | 14.2x |
Price to Earnings Ratio
59x
Current Industry PE
- Investors are relatively neutral on the Dutch Information Technology industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 41.5x.
- The industry is trading close to its 3-year average PS ratio of 9.9x.
Past Earnings Growth
- The earnings for companies in the Information Technology industry have grown 4.3% per year over the last three years.
- Revenues for these companies have grown 3.6% 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 Dutch Tech sector?
| NL Market | -1.71% | |
| Tech | 0.48% | |
| IT | 1.06% | |
| Electronic Equipment and Components | 0.75% | |
| Semiconductors | 0.50% | |
| Communications | 0% | |
| Tech Hardware | 0% | |
| Software | -6.16% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry, which is trading close to its 3-year average PE ratio of 39.1x.
- Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings decline of 8.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Software industry, expecting annual earnings growth of 111% over the next 5 years.
- In contrast, the Electronic Equipment and Components industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| ASM ASM International | €564.20 | 7.3% +€1.9b | 19.1% | PE50.3x | |
| BESI BE Semiconductor Industries | €130.60 | 2.8% +€279.0m | -5.2% | PE58.6x | |
| NEDAP Nedap | €53.80 | 0.7% +€2.6m | -16.7% | PE20.4x | |
| CTAC Ctac | €3.00 | 3.4% +€1.4m | -11.2% | PE38.9x | |
| ROOD RoodMicrotec | €0.34 | 1.8% +€476.6k | 60.8% | PE10.2x |
