SDI Future Growth

Future criteria checks 4/6

SDI is forecast to grow earnings and revenue by 25.1% and 15.5% per annum respectively. EPS is expected to grow by 25.1% per annum. Return on equity is forecast to be 15.2% in 3 years.

Key information

25.1%

Earnings growth rate

25.1%

EPS growth rate

Semiconductor earnings growth	18.9%
Revenue growth rate	15.5%
Future return on equity	15.2%
Analyst coverage	Low
Last updated	30 May 2024

Recent future growth updates

Recent updates

SDI Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Mar 24

Are Poor Financial Prospects Dragging Down SDI Corporation (TPE:2351 Stock?

Mar 20

Do Investors Have Good Reason To Be Wary Of SDI Corporation's (TPE:2351) 2.1% Dividend Yield?

Mar 07

SDI (TPE:2351) Has A Pretty Healthy Balance Sheet

Feb 22

Is This A Sign of Things To Come At SDI (TPE:2351)?

Feb 09

Did You Participate In Any Of SDI's (TPE:2351) Incredible 337% Return?

Jan 27

Should You Think About Buying SDI Corporation (TPE:2351) Now?

Jan 14

SDI Corporation (TPE:2351) Shares Could Be 29% Below Their Intrinsic Value Estimate

Jan 01

SDI Corporation's (TPE:2351) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?

Dec 19

Is SDI Corporation (TPE:2351) A Strong Dividend Stock?

Dec 06

Is SDI (TPE:2351) Using Too Much Debt?

Nov 23

Earnings and Revenue Growth Forecasts

TWSE:2351 - Analysts future estimates and past financials data (TWD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	16,094	1,362	958	1,458	1
12/31/2025	13,751	1,148	316	866	2
12/31/2024	11,309	843	693	1,393	1
3/31/2024	10,560	686	936	1,554	N/A
12/31/2023	10,857	743	1,021	1,726	N/A
9/30/2023	11,106	784	1,429	2,250	N/A
6/30/2023	11,355	832	1,763	2,585	N/A
3/31/2023	11,617	910	1,519	2,304	N/A
12/31/2022	11,724	941	1,169	1,996	N/A
9/30/2022	11,911	994	797	1,238	N/A
6/30/2022	11,814	975	-249	542	N/A
3/31/2022	11,492	919	-1,069	204	N/A
12/31/2021	11,153	852	-680	521	N/A
9/30/2021	10,448	784	-85	816	N/A
6/30/2021	9,679	640	213	941	N/A
3/31/2021	8,963	486	523	1,098	N/A
12/31/2020	8,451	349	566	1,067	N/A
9/30/2020	8,274	266	606	1,131	N/A
6/30/2020	8,272	299	760	1,177	N/A
3/31/2020	8,512	386	673	1,140	N/A
12/31/2019	8,839	492	441	1,028	N/A
9/30/2019	9,251	641	309	1,018	N/A
6/30/2019	9,867	742	372	1,313	N/A
3/31/2019	10,269	828	653	1,713	N/A
12/31/2018	10,416	829	605	1,635	N/A
9/30/2018	10,270	794	572	1,512	N/A
6/30/2018	9,992	780	389	1,259	N/A
3/31/2018	9,705	716	127	1,014	N/A
12/31/2017	9,581	716	N/A	771	N/A
9/30/2017	9,406	750	N/A	1,004	N/A
6/30/2017	9,245	728	N/A	1,048	N/A
3/31/2017	9,036	728	N/A	1,245	N/A
12/31/2016	8,806	728	N/A	1,507	N/A
9/30/2016	8,627	631	N/A	1,773	N/A
6/30/2016	8,477	638	N/A	1,835	N/A
3/31/2016	8,636	581	N/A	1,794	N/A
12/31/2015	8,793	575	N/A	1,647	N/A
9/30/2015	9,138	670	N/A	1,284	N/A
6/30/2015	9,635	697	N/A	1,180	N/A
3/31/2015	9,774	728	N/A	1,184	N/A
12/31/2014	9,798	712	N/A	1,524	N/A
9/30/2014	9,513	626	N/A	1,225	N/A
6/30/2014	9,190	556	N/A	1,151	N/A
3/31/2014	9,192	535	N/A	1,128	N/A
12/31/2013	9,059	484	N/A	1,075	N/A
9/30/2013	8,936	377	N/A	1,082	N/A
6/30/2013	8,887	344	N/A	1,348	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 2351's forecast earnings growth (25.1% per year) is above the savings rate (1%).

Earnings vs Market: 2351's earnings (25.1% per year) are forecast to grow faster than the TW market (17.7% per year).

High Growth Earnings: 2351's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: 2351's revenue (15.5% per year) is forecast to grow faster than the TW market (11.3% per year).

High Growth Revenue: 2351's revenue (15.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 2351's Return on Equity is forecast to be low in 3 years time (15.2%).

SDI Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Consensus EPS estimates fall by 13%

Price target increased by 7.5% to NT$119

Price target increased by 13% to NT$117

Consensus EPS estimates fall by 22%

Price target increased by 9.2% to NT$149

Price target decreased to NT$130

Recent updates

Less than half of directors are independent

Investor sentiment improves as stock rises 22%

SDI's (TWSE:2351) Shareholders Will Receive A Smaller Dividend Than Last Year

SDI Corporation Announces Cash Dividends for the Year 2023, Payable on August 30, 2024

SDI Corporation Announces Cash Dividends for the Year 2023, Payable on August 30, 2024

SDI Corporation's (TWSE:2351) 26% Jump Shows Its Popularity With Investors

First quarter 2024 earnings: EPS exceeds analyst expectations

SDI Corporation to Report Q1, 2024 Results on May 03, 2024

Consensus EPS estimates fall by 13%

Full year 2023 earnings: EPS misses analyst expectations

SDI Corporation, Annual General Meeting, May 30, 2024

Price target increased by 7.5% to NT$119

Price target increased by 13% to NT$117

Third quarter 2023 earnings: EPS exceeds analyst expectations

Second quarter 2023 earnings: EPS exceeds analyst expectations

Upcoming dividend of NT$3.20 per share at 3.0% yield

Investor sentiment deteriorates as stock falls 17%

Consensus EPS estimates fall by 22%

First quarter 2023 earnings: EPS exceeds analyst expectations

Sdi Corporation Announces Cash Dividend for the Year 2022, Payable on August 31, 2023

Price target increased by 9.2% to NT$149

Investor sentiment improves as stock rises 18%

Price target decreased to NT$130

Less than half of directors are independent

Third quarter 2022 earnings: EPS exceeds analyst expectations

Price target decreased to NT$130

Now 22% undervalued after recent price drop

Investor sentiment improved over the past week

Now 22% undervalued after recent price drop

Second quarter 2022 earnings: EPS in line with expectations, revenues disappoint

Upcoming dividend of NT$3.00 per share

Investor sentiment improved over the past week

Price target decreased to NT$138

Investor sentiment deteriorated over the past week

Now 20% undervalued

SDI Corporation Announces Cash Dividend for the Year 2021

Less than half of directors are independent

First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Investor sentiment improved over the past week

Consensus EPS estimates fall by 16%

Price target decreased to NT$158

Price target increased to NT$178

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

SDI Corporation, Annual General Meeting, May 27, 2022

Price target increased to NT$164

Third quarter 2021 earnings released: EPS NT$1.30 (vs NT$0.51 in 3Q 2020)

Investor sentiment improved over the past week

Investor sentiment improved over the past week

Less than half of directors are independent

Less than half of directors are independent

Less than half of directors are independent

Upcoming dividend of NT$1.80 per share

Less than half of directors are independent

Less than half of directors are independent

Less than half of directors are independent

Director Chao-hung Chen has left the company

Supervisor Chiung-Ying Chung has left the company

Supervisor Sheng-Yen Hsieh has left the company

Investor sentiment improved over the past week

Second quarter 2021 earnings released: EPS NT$1.23 (vs NT$0.38 in 2Q 2020)

Investor sentiment deteriorated over the past week

Investor sentiment improved over the past week

Price target increased to NT$118

Investor sentiment improved over the past week

Investor sentiment improved over the past week

First quarter 2021 earnings released: EPS NT$1.02 (vs NT$0.27 in 1Q 2020)

Consensus EPS estimates increase to NT$5.30

Investor sentiment deteriorated over the past week

Investor sentiment improved over the past week