Dutch (AEX) Semiconductors Industry Analysis

Industry Valuation and Performance

Has the Dutch Semiconductors Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 22 Dec 2024	€307.8b	€29.6b	€7.7b	50.3x	40.2x	10.4x
Tue, 19 Nov 2024	€280.6b	€29.6b	€7.7b	44.2x	36.7x	9.5x
Thu, 17 Oct 2024	€282.1b	€29.4b	€7.6b	45.2x	36.9x	9.6x
Sat, 14 Sep 2024	€325.4b	€28.6b	€7.5b	50.5x	43.6x	11.4x
Mon, 12 Aug 2024	€345.0b	€28.6b	€7.5b	50.4x	46.2x	12.1x
Wed, 10 Jul 2024	€434.6b	€29.3b	€7.8b	65.5x	55.5x	14.9x
Fri, 07 Jun 2024	€420.6b	€29.3b	€7.8b	61x	53.7x	14.4x
Sun, 05 May 2024	€367.7b	€29.3b	€7.8b	54.1x	47x	12.6x
Tue, 02 Apr 2024	€389.5b	€30.8b	€8.8b	44.7x	44.4x	12.7x
Thu, 29 Feb 2024	€382.6b	€30.8b	€8.8b	43.6x	43.6x	12.4x
Sat, 27 Jan 2024	€348.5b	€30.9b	€8.9b	34.2x	39.2x	11.3x
Mon, 25 Dec 2023	€303.7b	€30.1b	€8.7b	30.7x	35x	10.1x
Wed, 22 Nov 2023	€278.6b	€30.1b	€8.7b	28.7x	32.1x	9.3x
Fri, 20 Oct 2023	€247.2b	€30.1b	€8.1b	29.9x	30.5x	8.2x
Sun, 17 Sep 2023	€248.4b	€29.2b	€7.9b	31.1x	31.5x	8.5x
Tue, 15 Aug 2023	€268.8b	€29.2b	€7.9b	34.1x	34.1x	9.2x
Thu, 13 Jul 2023	€285.6b	€27.7b	€7.7b	34.3x	37x	10.3x
Sat, 10 Jun 2023	€289.7b	€27.7b	€7.7b	33.2x	37.5x	10.5x
Mon, 08 May 2023	€254.6b	€27.7b	€7.7b	29.6x	33x	9.2x
Wed, 05 Apr 2023	€268.4b	€24.3b	€6.3b	34.6x	42.9x	11x
Fri, 03 Mar 2023	€248.6b	€24.3b	€6.3b	31.2x	39.7x	10.2x
Sun, 29 Jan 2023	€268.3b	€24.1b	€6.2b	32x	43.4x	11.1x
Tue, 27 Dec 2022	€222.5b	€22.7b	€6.1b	27x	36.3x	9.8x
Thu, 24 Nov 2022	€250.4b	€22.7b	€6.1b	30.2x	40.8x	11x
Sat, 22 Oct 2022	€199.9b	€22.5b	€6.4b	18.4x	31.1x	8.9x
Mon, 19 Sep 2022	€201.2b	€22.0b	€6.5b	17.5x	31x	9.1x
Wed, 17 Aug 2022	€240.4b	€22.0b	€6.5b	20.2x	37.1x	10.9x
Fri, 15 Jul 2022	€191.1b	€20.5b	€6.1b	16.3x	31.5x	9.3x
Sun, 12 Jun 2022	€215.4b	€20.5b	€6.1b	20.2x	35.4x	10.5x
Tue, 10 May 2022	€210.7b	€20.5b	€6.1b	18.4x	34.7x	10.3x
Thu, 07 Apr 2022	€250.6b	€21.1b	€6.7b	24.8x	37.6x	11.9x
Sat, 05 Mar 2022	€233.4b	€21.1b	€6.7b	22.8x	35x	11.1x
Mon, 31 Jan 2022	€249.7b	€20.9b	€6.6b	26.6x	37.9x	11.9x
Wed, 29 Dec 2021	€318.3b	€20.2b	€6.2b	33.3x	51.7x	15.8x

Current Industry PE

There are only 3 companies in the Dutch Semiconductor industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.

Past Earnings Growth

The earnings for companies in the Semiconductor industry have grown 7.5% per year over the last three years.
Revenues for these companies have grown 14% 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 industry?


NL Market	-1.71%
Tech	0.48%
Semiconductors	0.50%
Semiconductor Equipment	0.50%
Semiconductors	0%

Industry PE

Investors are most optimistic about the Semiconductor Equipment 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.

Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 39.1x.

Forecasted Growth

Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 19% over the next 5 years.
This is better than its past earnings decline of 8.9% per year.

In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 19% per year over the next few years.

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
ROOD RoodMicrotec	€0.34	1.8% +€476.6k	60.8%	PE10.2x

Company

Last Price

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%