BE Semiconductor Industries N.V.

LSE:0XVE Stock Report

Market Cap: €8.8b

BE Semiconductor Industries Valuation

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

Below Fair Value: 0XVE (€108.88) is trading below our estimate of fair value (€124.24)

Significantly Below Fair Value: 0XVE 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 0XVE?

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

The above table shows the Price to Earnings ratio for 0XVE. This is calculated by dividing 0XVE's market cap by their current earnings.
What is 0XVE's PE Ratio?
PE Ratio49.6x
Earnings€177.59m
Market Cap€8.81b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for 0XVE vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average57.8x
ONTO Onto Innovation
43.6x30.7%US$7.8b
ENPH Enphase Energy
137.3x46.2%US$8.0b
TER Teradyne
33.1x21.7%US$16.7b
AMKR Amkor Technology
17.1x30.7%US$6.2b
0XVE BE Semiconductor Industries
48.4x30.0%€8.8b

Price-To-Earnings vs Peers: 0XVE is good value based on its Price-To-Earnings Ratio (48.4x) compared to the peer average (57.8x).

Price to Earnings Ratio vs Industry

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

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
0XVE 49.6xIndustry Avg. 14.6xNo. of Companies7PE01632486480+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0XVE is expensive based on its Price-To-Earnings Ratio (48.4x) compared to the European Semiconductor industry average (14.6x).

Price to Earnings Ratio vs Fair Ratio

What is 0XVE'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.

0XVE PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio49.6x
Fair PE Ratio34.7x

Price-To-Earnings vs Fair Ratio: 0XVE is expensive based on its Price-To-Earnings Ratio (48.4x) compared to the estimated Fair Price-To-Earnings Ratio (34.7x).

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 0XVE forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€108.88
€134.22
+23.3%
16.5%€185.00€96.00n/a21
Nov ’25€99.98
€134.89
+34.9%
16.7%€185.00€96.00n/a21
Oct ’25€111.39
€145.43
+30.6%
16.7%€200.00€95.00n/a21
Sep ’25€118.57
€151.95
+28.2%
15.9%€200.00€108.00n/a20
Aug ’25€117.01
€152.45
+30.3%
15.9%€200.00€108.00n/a20
Jul ’25€155.90
€158.66
+1.8%
16.7%€215.00€108.00n/a20
Jun ’25€134.84
€147.81
+9.6%
13.6%€188.00€108.00n/a20
May ’25€125.50
€148.51
+18.3%
14.2%€188.00€108.00n/a20
Apr ’25€141.88
€154.10
+8.6%
14.0%€193.00€108.00n/a20
Mar ’25€167.78
€158.20
-5.7%
16.0%€200.00€108.00n/a20
Feb ’25€140.83
€130.49
-7.3%
18.4%€165.00€85.00n/a19
Jan ’25€137.26
€122.53
-10.7%
18.1%€150.00€85.00n/a17
Dec ’24€130.94
€115.59
-11.7%
16.9%€150.00€85.00n/a17
Nov ’24€100.05
€108.80
+8.7%
12.7%€125.00€85.00€99.9815
Oct ’24€93.39
€105.47
+12.9%
16.9%€128.00€68.00€111.3917
Sep ’24€105.68
€105.29
-0.4%
16.7%€128.00€68.00€118.5717
Aug ’24€108.80
€104.41
-4.0%
17.4%€128.00€68.00€117.0117
Jul ’24€97.59
€103.13
+5.7%
13.3%€128.00€82.00€155.9015
Jun ’24€104.16
€94.08
-9.7%
18.6%€128.00€70.00€134.8412
May ’24€81.47
€88.25
+8.3%
11.9%€101.00€70.00€125.5012
Apr ’24€78.95
€79.58
+0.8%
11.4%€94.00€64.00€141.8812
Mar ’24€74.63
€76.36
+2.3%
14.6%€94.00€55.00€167.7811
Feb ’24€65.38
€67.91
+3.9%
15.9%€94.00€55.00€140.8311
Jan ’24€57.36
€69.00
+20.3%
15.5%€94.00€55.00€137.2610
Dec ’23€63.30
€67.80
+7.1%
16.0%€90.00€50.00€130.9410
Nov ’23€52.03
€67.00
+28.8%
16.7%€90.00€50.00€100.059

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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