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U.S. Semiconductor Equipment Industry Analysis

UpdatedJul 21, 2024
DataAggregated Company Financials
Companies36
  • 7D-12.6%
  • 3M12.5%
  • 1Y36.2%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 13%, driven by Applied Materials declining 14%. In contrast, Aehr Test Systems has gained 21%. This takes the industry's 12 month performance to a gain of 36%. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Jul 2024US$517.9bUS$82.8bUS$13.8b29.7x37.6x6.3x
Wed, 19 Jun 2024US$584.6bUS$82.8bUS$13.8b28.1x42.5x7.1x
Fri, 17 May 2024US$525.4bUS$82.8bUS$13.6b28x38.6x6.3x
Sun, 14 Apr 2024US$518.3bUS$84.5bUS$14.2b35.1x36.5x6.1x
Tue, 12 Mar 2024US$499.6bUS$84.5bUS$14.2b34.8x35.2x5.9x
Thu, 08 Feb 2024US$434.1bUS$85.9bUS$14.6b26.4x29.7x5.1x
Sat, 06 Jan 2024US$402.9bUS$90.1bUS$15.9b24.5x25.3x4.5x
Mon, 04 Dec 2023US$400.0bUS$90.0bUS$15.9b24.8x25.1x4.4x
Wed, 01 Nov 2023US$338.7bUS$90.6bUS$15.5b20.3x21.8x3.7x
Fri, 29 Sep 2023US$367.1bUS$93.9bUS$17.0b24.4x21.6x3.9x
Sun, 27 Aug 2023US$385.1bUS$93.9bUS$17.0b25.6x22.7x4.1x
Tue, 25 Jul 2023US$394.1bUS$96.1bUS$20.1b20.9x19.6x4.1x
Thu, 22 Jun 2023US$382.6bUS$96.1bUS$20.1b18.5x19x4x
Sat, 20 May 2023US$361.8bUS$96.1bUS$20.1b16.6x18x3.8x
Mon, 17 Apr 2023US$334.1bUS$96.1bUS$21.2b15.4x15.8x3.5x
Wed, 15 Mar 2023US$335.3bUS$96.1bUS$21.2b16.8x15.8x3.5x
Fri, 10 Feb 2023US$348.6bUS$93.9bUS$21.1b17.1x16.5x3.7x
Sun, 08 Jan 2023US$322.7bUS$92.3bUS$20.7b16x15.6x3.5x
Tue, 06 Dec 2022US$343.2bUS$92.3bUS$20.7b15.6x16.6x3.7x
Thu, 03 Nov 2022US$287.4bUS$90.6bUS$21.2b13.5x13.5x3.2x
Sat, 01 Oct 2022US$277.9bUS$87.9bUS$20.9b13.4x13.3x3.2x
Mon, 29 Aug 2022US$330.3bUS$87.9bUS$20.9b17.8x15.8x3.8x
Wed, 27 Jul 2022US$326.0bUS$84.9bUS$20.5b16.9x15.9x3.8x
Fri, 24 Jun 2022US$300.9bUS$84.8bUS$20.5b15.2x14.7x3.5x
Sun, 22 May 2022US$321.5bUS$84.8bUS$20.5b15.9x15.7x3.8x
Tue, 19 Apr 2022US$335.7bUS$81.1bUS$19.3b17.2x17.4x4.1x
Thu, 17 Mar 2022US$376.4bUS$81.6bUS$19.3b20.3x19.5x4.6x
Sat, 12 Feb 2022US$376.4bUS$79.4bUS$18.2b22.7x20.7x4.7x
Mon, 10 Jan 2022US$430.5bUS$76.9bUS$17.4b26.8x24.8x5.6x
Wed, 08 Dec 2021US$437.8bUS$76.9bUS$17.4b25.2x25.2x5.7x
Fri, 05 Nov 2021US$441.9bUS$75.5bUS$16.8b26.8x26.4x5.9x
Sun, 03 Oct 2021US$376.3bUS$71.9bUS$15.2b25.8x24.7x5.2x
Tue, 31 Aug 2021US$393.1bUS$71.9bUS$15.2b27.2x25.8x5.5x
Price to Earnings Ratio

28.6x


Total Market Cap: US$410.6bTotal Earnings: US$14.3bTotal Revenue: US$70.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 22.7x202220232024
Current Industry PE
  • Investors are optimistic on the American Semiconductor Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.6x which is higher than its 3-year average PE of 22.7x.
  • The 3-year average PS ratio of 4.6x is lower than the industry's current PS ratio of 6.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Comparison

How does U.S. Semiconductor Equipment compare with similar industries?

US Market-1.83%
Tech-4.93%
Semiconductors-8.76%
Semiconductor Equipment-12.59%
Semiconductors-8.36%
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?

CompanyLast Price7D1YValuation
AEHR Aehr Test SystemsUS$19.0320.8%
+US$96.4m
-60.6%PE16.6x
CVV CVD EquipmentUS$4.083.8%
+US$1.0m
-39.6%PS1.4x
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