GLOBALFOUNDRIES Inc.

BST:76J Stock Report

Market Cap: €23.1b

GLOBALFOUNDRIES Valuation

Is 76J undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • 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 76J 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: 76J (€40.98) is trading above our estimate of future cash flow value (€32.67)

Significantly Below Future Cash Flow Value: 76J 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 76J?

Key metric: As 76J is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 76J. This is calculated by dividing 76J's market cap by their current earnings.
What is 76J's PE Ratio?
PE Ratio30.4x
EarningsUS$885.00m
Market CapUS$27.28b

Price to Earnings Ratio vs Peers

How does 76J's PE Ratio compare to its peers?

The above table shows the PE ratio for 76J vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average47.9x
IFX Infineon Technologies
58x27.83%€57.7b
ELG Elmos Semiconductor
28.8x12.72%€2.9b
SIS First Sensor
49xn/a€563.4m
AIXA AIXTRON
55.7x18.14%€4.0b
76J GLOBALFOUNDRIES
30.4x12.39%€27.3b

Price-To-Earnings vs Peers: 76J is good value based on its Price-To-Earnings Ratio (30.4x) compared to the peer average (45.4x).

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 76J's PE Ratio compare vs other companies in the European Semiconductor Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
76J 30.4xIndustry Avg. 51.2xNo. of Companies3PE020406080100+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 76J is good value based on its Price-To-Earnings Ratio (30.4x) compared to the European Semiconductor industry average (50.3x).

Price to Earnings Ratio vs Fair Ratio

What is 76J'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.

76J PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio30.4x
Fair PE Ratio43.5x

Price-To-Earnings vs Fair Ratio: 76J is good value based on its Price-To-Earnings Ratio (30.4x) compared to the estimated Fair Price-To-Earnings Ratio (43.5x).

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 76J forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€40.98
€44.52
+8.63%
10.56%€52.07€37.32n/a20
Apr ’27€37.95
€44.52
+17.30%
10.56%€52.07€37.32n/a20
Mar ’27€39.99
€43.45
+8.65%
10.56%€50.82€36.42n/a20
Feb ’27€35.41
€33.97
-4.08%
9.97%€42.16€29.51n/a21
Jan ’27€30.24
€33.64
+11.24%
8.86%€42.56€29.79n/a21
Dec ’26€30.86
€33.84
+9.65%
9.67%€43.12€28.46n/a21
Nov ’26n/a
€34.03
0%
8.67%€42.93€30.05n/a21
Oct ’26€30.16
€33.63
+11.52%
8.38%€42.73€29.91n/a20
Sep ’26n/a
€33.84
0%
8.38%€42.99€30.09n/a20
Aug ’26€31.50
€38.23
+21.37%
11.08%€47.45€32.78n/a19
Jul ’26n/a
€37.99
0%
12.54%€48.15€30.64n/a19
Jun ’26€32.74
€38.66
+18.07%
12.39%€49.19€31.30n/a20
May ’26n/a
€39.86
0%
14.91%€57.12€30.76n/a20
Apr ’26€35.50
€44.19
+24.47%
14.13%€60.08€35.12€37.9520
Mar ’26€38.67
€45.70
+18.17%
14.13%€62.13€36.32€39.9920
Feb ’26n/a
€47.26
0%
14.10%€63.25€38.92€35.4119
Jan ’26n/a
€46.86
0%
14.10%€62.72€38.60€30.2419
Dec ’25€42.76
€46.11
+7.84%
14.47%€61.67€37.95€30.8618
Nov ’25€33.40
€47.64
+42.64%
18.14%€65.28€36.78n/a17
Oct ’25n/a
€48.36
0%
15.05%€63.80€37.74€30.1617
Sep ’25n/a
€48.45
0%
14.41%€63.44€37.53n/a17
Aug ’25n/a
€55.51
0%
13.96%€70.97€38.71€31.5017
Jul ’25n/a
€55.51
0%
13.96%€70.97€38.71n/a17
Jun ’25€44.90
€55.51
+23.63%
13.96%€70.97€38.71€32.7417
May ’25€45.73
€56.98
+24.60%
12.51%€70.46€45.10n/a16
Apr ’25n/a
€56.89
0%
11.86%€69.08€44.21€35.5016
€43.42
Fair Value
5.6% 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 Analysis2026/04/14 14:57
End of Day Share Price 2026/04/14 00:00
Earnings2025/12/31
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

GLOBALFOUNDRIES Inc. is covered by 24 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
Janco VenterArete Research Services LLP
Tristan GerraBaird
David O'ConnorBNP Paribas