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Jun 07
U.S. Semiconductor Equipment Industry Analysis
UpdatedJun 08, 2023
DataAggregated Company Financials
Companies41
- 7D2.3%
- 3M13.7%
- 1Y14.4%
- YTD26.9%
Over the last 7 days, the Semiconductor Equipment industry has risen 2.3%, driven by gains from KLA of 4.7%. In the last 12 months, the industry was up 14%. As for the next few years, earnings are expected to grow by 7.6% per annum.
Industry Valuation and Performance
Has the U.S. Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 08 Jun 2023 | US$384.8b | US$96.1b | US$20.1b | 18.1x | 19.1x | 4x |
| Sat, 06 May 2023 | US$333.0b | US$95.5b | US$20.3b | 15.1x | 16.4x | 3.5x |
| Mon, 03 Apr 2023 | US$355.4b | US$96.1b | US$21.2b | 16.9x | 16.8x | 3.7x |
| Wed, 01 Mar 2023 | US$340.4b | US$96.1b | US$21.2b | 15.5x | 16.1x | 3.5x |
| Fri, 27 Jan 2023 | US$349.9b | US$93.2b | US$20.9b | 17.8x | 16.7x | 3.8x |
| Sun, 25 Dec 2022 | US$314.4b | US$92.3b | US$20.7b | 14.6x | 15.2x | 3.4x |
| Tue, 22 Nov 2022 | US$332.5b | US$92.3b | US$20.7b | 15.1x | 16.1x | 3.6x |
| Thu, 20 Oct 2022 | US$255.1b | US$87.9b | US$20.9b | 11.6x | 12.2x | 2.9x |
| Sat, 17 Sep 2022 | US$309.4b | US$87.9b | US$20.9b | 15.3x | 14.8x | 3.5x |
| Mon, 15 Aug 2022 | US$362.3b | US$87.5b | US$21.0b | 19.9x | 17.3x | 4.1x |
| Wed, 13 Jul 2022 | US$290.4b | US$84.8b | US$20.5b | 14.9x | 14.2x | 3.4x |
| Fri, 10 Jun 2022 | US$340.0b | US$84.8b | US$20.5b | 16.7x | 16.6x | 4x |
| Sun, 08 May 2022 | US$328.8b | US$84.0b | US$20.2b | 16.4x | 16.3x | 3.9x |
| Tue, 05 Apr 2022 | US$378.5b | US$81.1b | US$19.3b | 18.9x | 19.6x | 4.7x |
| Thu, 03 Mar 2022 | US$381.0b | US$81.6b | US$19.3b | 21.6x | 19.8x | 4.7x |
| Sat, 29 Jan 2022 | US$368.5b | US$78.6b | US$18.0b | 23x | 20.4x | 4.7x |
| Mon, 27 Dec 2021 | US$449.7b | US$76.9b | US$17.4b | 27.3x | 25.9x | 5.8x |
| Wed, 24 Nov 2021 | US$451.4b | US$76.9b | US$17.4b | 26.9x | 26x | 5.9x |
| Fri, 22 Oct 2021 | US$386.5b | US$73.0b | US$15.6b | 24.5x | 24.8x | 5.3x |
| Sun, 19 Sep 2021 | US$404.1b | US$71.9b | US$15.2b | 27.1x | 26.5x | 5.6x |
| Tue, 17 Aug 2021 | US$372.3b | US$70.1b | US$14.3b | 26.2x | 26x | 5.3x |
| Tue, 01 Jun 2021 | US$397.5b | US$65.8b | US$12.7b | 34.2x | 31.3x | 6x |
| Fri, 05 Mar 2021 | US$369.9b | US$61.1b | US$11.0b | 36.2x | 33.8x | 6.1x |
| Mon, 07 Dec 2020 | US$284.6b | US$57.9b | US$10.0b | 36.1x | 28.6x | 4.9x |
| Thu, 10 Sep 2020 | US$215.1b | US$54.7b | US$8.7b | 34.6x | 24.8x | 3.9x |
Price to Earnings Ratio
23.6x
Current Industry PE
- Investors are pessimistic on the American 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 19.1x which is lower than its 3-year average PE of 22.3x.
- The 3-year average PS ratio of 4.5x is higher than the industry's current PS ratio of 4.0x.
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 21% 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 Market | 2.58% | |
| Tech | -0.68% | |
| Semiconductors | -1.62% | |
| Semiconductor Equipment | 2.35% | |
| Semiconductors | -2.22% | |
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 | |
|---|---|---|---|---|---|
| KLAC KLA | US$463.76 | 4.7% +US$2.8b | 28.3% | PE18.1x | |
| AMAT Applied Materials | US$135.01 | 1.3% +US$1.4b | 20.1% | PE17.5x | |
| ENPH Enphase Energy | US$182.09 | 4.7% +US$1.1b | -11.1% | PE50.7x | |
| TER Teradyne | US$104.22 | 4.0% +US$624.8m | -0.8% | PE25.4x | |
| ENTG Entegris | US$109.09 | 3.6% +US$574.8m | -2.2% | PS4.6x |
