Impinj, Inc.

LSE:0J9J Stock Report

Market Cap: US$4.2b

Impinj Valuation

Is 0J9J undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • 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 0J9J when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0J9J ($149.06) is trading below our estimate of fair value ($238.46)

Significantly Below Fair Value: 0J9J is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0J9J?

Key metric: As 0J9J is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0J9J. This is calculated by dividing 0J9J's market cap by their current earnings.
What is 0J9J's PE Ratio?
PE Ratio149.5x
EarningsUS$28.35m
Market CapUS$4.24b

Price to Earnings Ratio vs Peers

How does 0J9J's PE Ratio compare to its peers?

The above table shows the PE ratio for 0J9J vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average80.6x
CML CML Microsystems
32.4xn/aUK£41.8m
688213 Smartsens Technology (Shanghai)
94.5x48.4%CN¥33.4b
688608 Bestechnic (Shanghai)
141x39.7%CN¥41.6b
3443 Global Unichip
54.6x21.8%NT$180.9b
0J9J Impinj
149.5x24.9%US$4.2b

Price-To-Earnings vs Peers: 0J9J is expensive based on its Price-To-Earnings Ratio (149.5x) compared to the peer average (80.6x).

Price to Earnings Ratio vs Industry

How does 0J9J's PE Ratio compare vs other companies in the European Semiconductor Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
0J9J 149.5xIndustry Avg. 17.0xNo. of Companies7PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0J9J is expensive based on its Price-To-Earnings Ratio (149.5x) compared to the European Semiconductor industry average (17x).

Price to Earnings Ratio vs Fair Ratio

What is 0J9J'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.

0J9J PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio149.5x
Fair PE Ratio29.9x

Price-To-Earnings vs Fair Ratio: 0J9J is expensive based on its Price-To-Earnings Ratio (149.5x) compared to the estimated Fair Price-To-Earnings Ratio (29.9x).

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 0J9J forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$149.06
US$243.70
+63.5%
8.3%US$270.00US$200.00n/a10
Dec ’25US$191.89
US$243.70
+27.0%
8.3%US$270.00US$200.00n/a10
Nov ’25US$193.50
US$243.70
+25.9%
8.3%US$270.00US$200.00n/a10
Oct ’25US$212.67
US$196.40
-7.7%
8.6%US$225.00US$165.00n/a10
Sep ’25US$166.17
US$191.90
+15.5%
7.6%US$215.00US$165.00n/a10
Aug ’25US$147.08
US$191.70
+30.3%
7.6%US$215.00US$165.00n/a10
Jul ’25US$155.68
US$165.38
+6.2%
12.1%US$200.00US$145.00n/a8
Jun ’25US$162.52
US$165.38
+1.8%
12.1%US$200.00US$145.00n/a8
May ’25US$154.65
US$156.00
+0.9%
5.0%US$172.00US$145.00n/a8
Apr ’25US$127.98
US$131.00
+2.4%
6.5%US$150.00US$118.00n/a8
Mar ’25US$114.04
US$124.13
+8.8%
6.0%US$135.00US$115.00n/a8
Feb ’25US$99.10
US$101.13
+2.0%
13.7%US$120.00US$79.00n/a8
Jan ’25US$91.19
US$86.56
-5.1%
22.2%US$120.00US$45.00n/a9
Dec ’24US$86.11
US$82.38
-4.3%
19.5%US$100.00US$45.00US$191.898
Nov ’24US$61.96
US$82.38
+32.9%
19.5%US$100.00US$45.00US$193.508
Oct ’24US$54.37
US$90.88
+67.1%
20.9%US$110.00US$45.00US$212.678
Sep ’24US$69.29
US$92.00
+32.8%
20.9%US$110.00US$45.00US$166.178
Aug ’24US$64.89
US$92.00
+41.8%
20.9%US$110.00US$45.00US$147.088
Jul ’24US$88.94
US$120.88
+35.9%
24.5%US$145.00US$45.00US$155.688
Jun ’24US$105.75
US$131.00
+23.9%
6.8%US$145.00US$115.00US$162.527
May ’24US$87.64
US$131.00
+49.5%
6.8%US$145.00US$115.00US$154.657
Apr ’24US$135.60
US$142.29
+4.9%
5.1%US$155.00US$135.00US$127.987
Mar ’24US$132.29
US$142.29
+7.6%
5.1%US$155.00US$135.00US$114.047
Feb ’24US$131.74
US$128.86
-2.2%
8.9%US$140.00US$111.00US$99.107
Jan ’24US$105.42
US$114.14
+8.3%
3.5%US$120.00US$109.00US$91.197
Dec ’23US$122.41
US$112.57
-8.0%
5.7%US$120.00US$100.00US$86.117

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/21 12:48
End of Day Share Price 2024/12/20 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

Impinj, Inc. is covered by 17 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Thomas WalkleyCanaccord Genuity
Troy JensenCantor Fitzgerald & Co.
Derek SoderbergColliers Securities