BE Semiconductor Industries N.V.

BRSE:BSIB Stock Report

Market Cap: CHF 20.4b

BE Semiconductor Industries Valuation

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

Valuation Score

0/6

Valuation Score 0/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow 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.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: BSIB (CHF259.64) is trading above our estimate of future cash flow value (CHF148.88)

Significantly Below Future Cash Flow Value: BSIB is trading above our estimate of future cash flow value.

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 Ratio146.6x
Earnings€151.71m
Market Cap€22.24b

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 Average66.7x
MKSI MKS
76.7x35.92%US$24.7b
ENTG Entegris
90.6x20.36%US$23.1b
AMKR Amkor Technology
49.1x16.27%US$21.5b
Q Qnity Electronics
50.5x17.50%US$31.9b
BSIB BE Semiconductor Industries
146.6x28.28%CHF 22.2b

Price-To-Earnings vs Peers: BSIB is expensive based on its Price-To-Earnings Ratio (146.6x) compared to the peer average (68.4x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

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

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
BSIB 146.6xIndustry Avg. 61.6xNo. of Companies4PE020406080100+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BSIB is expensive based on its Price-To-Earnings Ratio (146.6x) compared to the European Semiconductor industry average (62.7x).

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 Ratio146.6x
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 231.49
0%
21.69%CHF 316.23CHF 128.33n/a22
Jun ’27n/a
CHF 230.97
0%
21.69%CHF 315.52CHF 128.04n/a22
May ’27n/a
CHF 224.00
0%
22.39%CHF 314.30CHF 129.42n/a22
Apr ’27n/a
CHF 171.77
0%
17.56%CHF 219.07CHF 96.65n/a23
Mar ’27n/a
CHF 168.81
0%
17.45%CHF 216.30CHF 95.43n/a23
Feb ’27n/a
CHF 156.43
0%
19.17%CHF 201.52CHF 96.18n/a22
Jan ’27n/a
CHF 140.70
0%
14.36%CHF 176.81CHF 98.23n/a20
Dec ’26n/a
CHF 140.52
0%
14.36%CHF 176.59CHF 98.11n/a20
Nov ’26n/a
CHF 139.31
0%
14.36%CHF 175.35CHF 97.42n/a20
Oct ’26n/a
CHF 128.27
0%
13.67%CHF 156.18CHF 93.52n/a20
Sep ’26n/a
CHF 128.23
0%
13.78%CHF 159.11CHF 93.60n/a20
Aug ’26n/a
CHF 126.79
0%
14.70%CHF 158.48CHF 93.22n/a20
Jul ’26n/a
CHF 124.15
0%
14.77%CHF 163.48CHF 88.75n/a21
Jun ’26n/a
CHF 119.01
0%
14.62%CHF 163.41CHF 88.71n/a22
May ’26n/a
CHF 120.02
0%
14.46%CHF 163.91CHF 88.98n/a21
Apr ’26n/a
CHF 135.48
0%
16.60%CHF 176.55CHF 90.66n/a21
Mar ’26n/a
CHF 133.83
0%
16.70%CHF 173.22CHF 88.95n/a21
Feb ’26n/a
CHF 138.23
0%
17.55%CHF 174.50CHF 90.55n/a20
Jan ’26n/a
CHF 127.82
0%
16.61%CHF 172.38CHF 89.45n/a21
Dec ’25n/a
CHF 125.50
0%
16.88%CHF 172.37CHF 89.44n/a21
Nov ’25n/a
CHF 126.89
0%
16.69%CHF 174.03CHF 90.31n/a21
Oct ’25n/a
CHF 136.51
0%
16.72%CHF 187.74CHF 89.17n/a21
Sep ’25n/a
CHF 145.31
0%
15.85%CHF 191.25CHF 103.28n/a20
Aug ’25CHF 116.33
CHF 143.72
+23.55%
15.90%CHF 188.54CHF 101.81n/a20
Jul ’25CHF 149.21
CHF 152.10
+1.93%
16.71%CHF 206.11CHF 103.53n/a20
Jun ’25CHF 137.88
CHF 145.49
+5.52%
13.57%CHF 185.05CHF 106.30n/a20
CHF 233.43
Fair Value
11.2% overvalued intrinsic discount
22
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/09 13:11
End of Day Share Price 2026/06/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

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 Github.

Analyst Sources

BE Semiconductor Industries N.V. is covered by 31 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James FontanelliArete Research Services LLP
Simon Alexander ColesBarclays
Trion ReidBerenberg