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U.S. Semiconductor Equipment Industry Analysis

UpdatedMay 26, 2022
DataAggregated Company Financials
Companies39
  • 7D0.4%
  • 3M-12.9%
  • 1Y-14.3%
  • YTD-28.4%

The Semiconductor Equipment is pretty flat in the last 7 days, but Lam Research has stood out, gaining 7.9%. As for the longer term, the industry has declined 14% in the last year. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

Has the U.S. Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Fri, 27 May 2022US$324.6bUS$84.8bUS$20.5b16x
Sun, 24 Apr 2022US$324.2bUS$82.3bUS$19.7b17.4x
Tue, 22 Mar 2022US$385.6bUS$81.6bUS$19.3b20.9x
Thu, 17 Feb 2022US$399.3bUS$79.7bUS$18.4b24.1x
Sat, 15 Jan 2022US$461.6bUS$76.9bUS$17.4b28.2x
Mon, 13 Dec 2021US$453.2bUS$76.9bUS$17.4b26.4x
Wed, 10 Nov 2021US$446.8bUS$75.7bUS$16.8b26.8x
Fri, 08 Oct 2021US$371.4bUS$71.9bUS$15.2b24.1x
Sun, 05 Sep 2021US$396.1bUS$71.9bUS$15.2b27.2x
Tue, 03 Aug 2021US$411.1bUS$70.1bUS$14.3b29.6x
Fri, 07 May 2021US$387.4bUS$64.1bUS$12.1b36.1x
Mon, 08 Feb 2021US$321.6bUS$61.1bUS$11.0b31.6x
Sun, 01 Nov 2020US$217.4bUS$57.9bUS$10.0b28.9x
Wed, 05 Aug 2020US$221.7bUS$54.7bUS$8.7b34.7x
Sat, 09 May 2020US$164.9bUS$52.1bUS$7.9b27.7x
Fri, 31 Jan 2020US$178.3bUS$50.0bUS$7.4b29.2x
Mon, 04 Nov 2019US$167.9bUS$48.3bUS$7.1b26.3x
Thu, 08 Aug 2019US$143.6bUS$47.8bUS$7.4b22.8x
Median PE Ratio

14.3x


Total Market Cap: US$114.9bTotal Earnings: US$8.5bTotal Revenue: US$49.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Median PE3Y Average 27.6x202020212022
Current Industry PE
  • Investors are more pessimistic on the 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 16.0x which is lower than its 3-year average PE of 27.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 34% per year over the last three years.
  • Revenues for these companies have grown 20% 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 U.S. Semiconductor Equipment compare with similar industries?

US Market1.04%
Tech0.98%
Semiconductors-0.84%
Semiconductor Equipment0.39%
Semiconductors-1.06%
Industry PEThere is insufficient data on the sub-industries of this industry.
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?

CompanyLast Price7D1YValuation
LRCX Lam ResearchUS$509.217.9%
+US$5.1b
-21.1%PS15.6x
AMAT Applied MaterialsUS$115.073.9%
+US$3.8b
-16.5%PS15x
KLAC KLAUS$353.284.4%
+US$2.2b
11.6%PS16.7x
ENPH Enphase EnergyUS$178.788.0%
+US$1.8b
25.6%PS145.8x
SEDG SolarEdge TechnologiesUS$266.445.7%
+US$789.8m
3.9%PS85.7x
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Latest News

KLAC

US$353.28

KLA

7D

4.4%

1Y

11.6%

TER

US$104.94

Teradyne

7D

2.7%

1Y

-19.6%