Infineon Technologies AG

BIT:1IFX Stock Report

Market Cap: €40.8b

Infineon Technologies Valuation

Is 1IFX undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • 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 1IFX when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 1IFX (€31.4) is trading below our estimate of fair value (€61.01)

Significantly Below Fair Value: 1IFX is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1IFX?

Key metric: As 1IFX is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 1IFX. This is calculated by dividing 1IFX's market cap by their current earnings.
What is 1IFX's PE Ratio?
PE Ratio23.3x
Earnings€1.75b
Market Cap€40.78b

Price to Earnings Ratio vs Peers

How does 1IFX's PE Ratio compare to its peers?

The above table shows the PE ratio for 1IFX vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average44.6x
981 Semiconductor Manufacturing International
51.9x24.4%HK$369.1b
TPRO Technoprobe
40x25.2%€3.8b
NXPI NXP Semiconductors
19.7x9.1%US$52.7b
MPWR Monolithic Power Systems
66.6x21.6%US$28.7b
1IFX Infineon Technologies
23.3x17.1%€40.8b

Price-To-Earnings vs Peers: 1IFX is good value based on its Price-To-Earnings Ratio (23.3x) compared to the peer average (44.4x).

Price to Earnings Ratio vs Industry

How does 1IFX's PE Ratio compare vs other companies in the European Semiconductor Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
1IFX 23.3xIndustry Avg. 17.0xNo. of Companies7PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 1IFX is expensive based on its Price-To-Earnings Ratio (23.3x) compared to the European Semiconductor industry average (17.7x).

Price to Earnings Ratio vs Fair Ratio

What is 1IFX'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.

1IFX PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio23.3x
Fair PE Ratio51x

Price-To-Earnings vs Fair Ratio: 1IFX is good value based on its Price-To-Earnings Ratio (23.3x) compared to the estimated Fair Price-To-Earnings Ratio (51x).

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 1IFX forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€31.40
€39.45
+25.6%
16.0%€61.80€30.00n/a22
Dec ’25€30.88
€39.04
+26.4%
15.5%€61.80€30.00n/a22
Nov ’25€31.90
€40.12
+25.8%
15.6%€61.80€30.00n/a23
Oct ’25€30.55
€42.64
+39.6%
14.3%€61.80€32.00n/a23
Sep ’25€32.95
€43.08
+30.8%
13.7%€61.80€32.00n/a23
Aug ’25€30.95
€44.80
+44.8%
11.9%€61.80€38.00n/a23
Jul ’25€34.34
€45.62
+32.9%
12.0%€61.80€38.00n/a23
Jun ’25€36.78
€44.95
+22.2%
9.2%€52.40€38.00n/a22
May ’25€32.41
€43.63
+34.6%
12.0%€53.00€32.00n/a22
Apr ’25€31.50
€44.34
+40.8%
11.6%€53.00€35.00n/a23
Mar ’25€33.98
€44.34
+30.5%
11.3%€53.00€35.00n/a24
Feb ’25€33.33
€45.10
+35.3%
11.6%€57.20€35.00n/a23
Jan ’25€36.47
€45.11
+23.7%
10.5%€55.00€35.00n/a24
Dec ’24€36.02
€44.61
+23.8%
9.5%€52.60€35.00€30.8824
Nov ’24€27.65
€44.73
+61.8%
11.6%€52.60€32.00€31.9024
Oct ’24€31.66
€47.00
+48.5%
11.7%€59.00€35.00€30.5524
Sep ’24€32.84
€47.30
+44.0%
11.9%€59.00€35.00€32.9524
Aug ’24€39.35
€47.48
+20.7%
10.9%€55.00€35.00€30.9523
Jul ’24€37.90
€47.01
+24.0%
13.5%€55.00€28.00€34.3424
Jun ’24€35.50
€46.48
+30.9%
13.8%€55.00€28.00€36.7826
May ’24€32.95
€45.78
+38.9%
13.8%€55.00€28.00€32.4126
Apr ’24€37.76
€45.05
+19.3%
14.4%€55.00€28.00€31.5026
Mar ’24€33.71
€43.60
+29.3%
13.3%€52.00€25.00€33.9825
Feb ’24€33.42
€41.59
+24.4%
14.4%€52.00€20.00€33.3325
Jan ’24€27.30
€41.31
+51.4%
15.0%€52.00€20.00€36.4723
Dec ’23€32.30
€41.51
+28.5%
14.6%€52.00€20.00€36.0222

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.

Discover undervalued companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 15:42
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

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

Infineon Technologies AG is covered by 62 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robin van den BroekABN AMRO Bank N.V.
Warren LauAletheia Analyst Network Limited
Charles BordesAlphaValue