New Narrative • Aug 01
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- 7D10.4%
- 3M-34.3%
- 1Y392.6%
- YTD25.7%
The Semiconductors industry is up 10% in the last week, with Sivers Semiconductors up 30%. During this same period, the Windon Energy Group underperformed, falling 13%. In the last 12 months, the industry was up 393%. Looking forward, earnings are forecast to grow by 49% annually.
Industry Valuation and Performance
Has the Swedish Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | SEK 34.5b | SEK 2.1b | SEK 79.9m | 49.7x | 431.6x | 16.3x |
| Wed, 08 Jul 2026 | SEK 36.5b | SEK 1.9b | SEK 27.4m | 73.8x | 1330.9x | 18.7x |
| Fri, 05 Jun 2026 | SEK 46.9b | SEK 2.0b | SEK 63.5m | 64.1x | 738x | 23.4x |
| Sun, 03 May 2026 | SEK 12.4b | SEK 538.8m | -SEK 285,745,504.00 | n/a | -43.4x | 23x |
| Tue, 31 Mar 2026 | SEK 3.9b | SEK 538.8m | -SEK 285,746,000.00 | n/a | -13.8x | 7.3x |
| Thu, 26 Feb 2026 | SEK 1.9b | SEK 482.1m | -SEK 264,615,000.00 | n/a | -7x | 3.8x |
| Sat, 24 Jan 2026 | SEK 1.8b | SEK 482.2m | -SEK 263,062,463.00 | n/a | -6.8x | 3.7x |
| Mon, 22 Dec 2025 | SEK 2.0b | SEK 482.2m | -SEK 263,062,463.00 | n/a | -7.6x | 4.2x |
| Wed, 19 Nov 2025 | SEK 2.2b | SEK 539.9m | -SEK 276,681,463.00 | n/a | -7.9x | 4x |
| Fri, 17 Oct 2025 | SEK 2.6b | SEK 518.1m | -SEK 279,590,463.00 | n/a | -9.2x | 5x |
| Sun, 14 Sep 2025 | SEK 2.4b | SEK 518.1m | -SEK 279,590,463.00 | n/a | -8.5x | 4.6x |
| Tue, 12 Aug 2025 | SEK 2.2b | SEK 520.3m | -SEK 279,590,463.00 | n/a | -8x | 4.3x |
| Thu, 10 Jul 2025 | SEK 2.0b | SEK 366.2m | -SEK 310,194,463.00 | n/a | -6.3x | 5.3x |
| Sat, 07 Jun 2025 | SEK 2.2b | SEK 440.4m | -SEK 325,057,463.00 | n/a | -6.8x | 5x |
| Mon, 05 May 2025 | SEK 1.6b | SEK 410.4m | -SEK 283,497,463.00 | n/a | -5.5x | 3.8x |
| Wed, 02 Apr 2025 | SEK 1.3b | SEK 410.4m | -SEK 283,497,000.00 | n/a | -4.7x | 3.3x |
| Fri, 28 Feb 2025 | SEK 1.7b | SEK 476.5m | -SEK 322,216,285.00 | n/a | -5.3x | 3.6x |
| Sun, 26 Jan 2025 | SEK 1.3b | SEK 562.8m | -SEK 371,920,762.00 | n/a | -3.6x | 2.4x |
| Tue, 24 Dec 2024 | SEK 1.5b | SEK 562.8m | -SEK 371,920,762.00 | n/a | -4x | 2.6x |
| Thu, 21 Nov 2024 | SEK 946.1m | SEK 562.9m | -SEK 417,693,762.00 | n/a | -2.3x | 1.7x |
| Sat, 19 Oct 2024 | SEK 1.5b | SEK 559.4m | -SEK 407,468,762.00 | n/a | -3.7x | 2.7x |
| Mon, 16 Sep 2024 | SEK 1.7b | SEK 559.4m | -SEK 407,468,762.00 | n/a | -4.2x | 3.1x |
| Wed, 14 Aug 2024 | SEK 2.0b | SEK 560.3m | -SEK 379,429,762.00 | 5.7x | -5.2x | 3.5x |
| Fri, 12 Jul 2024 | SEK 1.6b | SEK 548.1m | -SEK 366,163,762.00 | 6.9x | -4.5x | 3x |
| Sun, 09 Jun 2024 | SEK 1.9b | SEK 496.0m | -SEK 364,250,762.00 | 8.5x | -5.2x | 3.8x |
| Tue, 07 May 2024 | SEK 2.1b | SEK 560.5m | -SEK 391,059,285.00 | 8.2x | -5.4x | 3.8x |
| Thu, 04 Apr 2024 | SEK 2.6b | SEK 599.9m | -SEK 459,702,856.00 | 136.3x | -5.7x | 4.4x |
| Sat, 02 Mar 2024 | SEK 1.8b | SEK 546.1m | -SEK 464,038,826.00 | 262.4x | -3.9x | 3.3x |
| Mon, 29 Jan 2024 | SEK 2.0b | SEK 497.2m | -SEK 354,161,164.00 | n/a | -5.6x | 4x |
| Wed, 27 Dec 2023 | SEK 2.2b | SEK 497.2m | -SEK 354,161,164.00 | n/a | -6.3x | 4.5x |
| Fri, 24 Nov 2023 | SEK 2.0b | SEK 514.5m | -SEK 369,703,164.00 | n/a | -5.5x | 4x |
| Sun, 22 Oct 2023 | SEK 1.8b | SEK 410.8m | -SEK 358,898,164.00 | n/a | -4.9x | 4.3x |
| Tue, 19 Sep 2023 | SEK 1.9b | SEK 410.8m | -SEK 358,898,164.00 | n/a | -5.3x | 4.7x |
| Thu, 17 Aug 2023 | SEK 2.2b | SEK 401.6m | -SEK 385,608,164.00 | n/a | -5.7x | 5.4x |
Price to Earnings Ratio
-5.7x
Current Industry PE
- Investors are optimistic on the Swedish Semiconductor industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 432x which is higher than its 3-year average PE of 69.5x.
- The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 16.3x.
Past Earnings Growth
- Total earnings for the Semiconductor industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 74% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Swedish Tech industry?
| SE Market | 1.11% | |
| Tech | 3.17% | |
| Semiconductors | 10.36% | |
| Semiconductors | 10.76% | |
| Semiconductor Equipment | 0.82% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 28.2x.
- Analysts are expecting annual earnings growth of 48.6%, which is higher than its past year's earnings growth of 39.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings growth rate of 39% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 49% 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 | |
|---|---|---|---|---|---|
| SIVE Sivers Semiconductors | SEK 40.40 | 29.6% +SEK 3.1b | 1,043.2% | PS47.4x | |
| SILEX Silex Microsystems | SEK 171.05 | 1.5% +SEK 280.1m | n/a | PE49.7x | |
| BEAMMW B BeammWave | SEK 15.24 | 7.8% +SEK 52.2m | 82.3% | PS40.1x | |
| OBDU B Obducat | SEK 0.62 | 1.3% +SEK 5.9m | 137.7% | PS7x | |
| MIDS Midsummer | SEK 1.49 | 0.5% +SEK 4.2m | -41.9% | PS3.4x |