BE Semiconductor Industries N.V.

BRSE:BSIB Stock Report

Market Cap: CHF 9.3b

BE Semiconductor Industries Valuation

Is BSIB undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of BSIB when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
CHF 162.50
Fair Value
18.9% undervalued intrinsic discount
20
Number of Analysts

Below Fair Value: BSIB (CHF131.72) is trading below our estimate of fair value (CHF162.5)

Significantly Below Fair Value: BSIB is trading below fair value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for BSIB?

Key metric: As BSIB is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for BSIB. This is calculated by dividing BSIB's market cap by their current earnings.
What is BSIB's PE Ratio?
PE Ratio55.2x
Earnings€177.59m
Market Cap€9.80b

Price to Earnings Ratio vs Peers

How does BSIB's PE Ratio compare to its peers?

The above table shows the PE ratio for BSIB vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average71.5x
A042700 HANMI Semiconductor
59.1x58.6%₩10.7t
ONTO Onto Innovation
55.2x27.6%US$10.1b
TER Teradyne
34.8x16.8%US$18.7b
ENPH Enphase Energy
137x36.8%US$8.4b
BSIB BE Semiconductor Industries
55.2x25.3%CHF 9.8b

Price-To-Earnings vs Peers: BSIB is good value based on its Price-To-Earnings Ratio (55.2x) compared to the peer average (71.2x).

Price to Earnings Ratio vs Industry

How does BSIB's PE Ratio compare vs other companies in the European Semiconductor Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
BSIB 55.2xIndustry Avg. 16.7xNo. of Companies5PE01224364860+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BSIB is expensive based on its Price-To-Earnings Ratio (55.2x) compared to the European Semiconductor industry average (17x).

Price to Earnings Ratio vs Fair Ratio

What is BSIB's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BSIB PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio55.2x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate BSIB's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst BSIB forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
CHF 138.23
0%
17.5%CHF 174.50CHF 90.55n/a20
Jan ’26n/a
CHF 127.82
0%
16.6%CHF 172.38CHF 89.45n/a21
Dec ’25n/a
CHF 125.53
0%
16.9%CHF 172.40CHF 89.46n/a21
Nov ’25n/a
CHF 126.89
0%
16.7%CHF 174.03CHF 90.31n/a21
Oct ’25n/a
CHF 136.51
0%
16.7%CHF 187.74CHF 89.17n/a21
Sep ’25n/a
CHF 145.31
0%
15.9%CHF 191.25CHF 103.28n/a20
Aug ’25CHF 116.33
CHF 143.72
+23.5%
15.9%CHF 188.54CHF 101.81n/a20
Jul ’25CHF 149.21
CHF 152.10
+1.9%
16.7%CHF 206.11CHF 103.53n/a20
Jun ’25CHF 137.88
CHF 145.49
+5.5%
13.6%CHF 185.05CHF 106.30n/a20
May ’25n/a
CHF 145.18
0%
14.2%CHF 183.78CHF 105.58n/a20
Apr ’25n/a
CHF 150.93
0%
14.0%CHF 189.03CHF 105.78n/a20
Mar ’25CHF 158.23
CHF 151.41
-4.3%
16.0%CHF 191.43CHF 103.37n/a20
Feb ’25n/a
CHF 123.39
0%
18.4%CHF 156.01CHF 80.37n/a19
Jan ’25n/a
CHF 115.77
0%
18.1%CHF 141.72CHF 80.31n/a17
Dec ’24n/a
CHF 109.28
0%
16.9%CHF 141.82CHF 80.36n/a17
Nov ’24n/a
CHF 103.66
0%
12.7%CHF 119.09CHF 80.98n/a15
Oct ’24n/a
CHF 101.15
0%
16.9%CHF 122.75CHF 65.21n/a17
Sep ’24n/a
CHF 101.03
0%
16.7%CHF 122.82CHF 65.25n/a17
Aug ’24n/a
CHF 100.07
0%
17.4%CHF 122.67CHF 65.17CHF 116.3317
Jul ’24n/a
CHF 100.85
0%
13.3%CHF 125.17CHF 80.18CHF 149.2115
Jun ’24n/a
CHF 91.59
0%
18.6%CHF 124.61CHF 68.14CHF 137.8812
May ’24n/a
CHF 86.98
0%
11.9%CHF 99.55CHF 69.00n/a12
Apr ’24n/a
CHF 79.34
0%
11.4%CHF 93.71CHF 63.80n/a12
Mar ’24n/a
CHF 75.80
0%
14.6%CHF 93.30CHF 54.59CHF 158.2311
Feb ’24n/a
CHF 67.37
0%
15.9%CHF 93.26CHF 54.56n/a11
Analyst Price Target
Consensus Narrative from 20 Analysts
CHF 157.07
Fair Value
16.1% undervalued intrinsic discount
20
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/31 08:06
End of Day Share Price 2025/01/23 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

BE Semiconductor Industries N.V. is covered by 30 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Wim GilleABN AMRO Bank N.V.
James FontanelliArete Research Services LLP
Simon Alexander ColesBarclays