BE Semiconductor Industries N.V.

OTCPK:BESV.F Stock Report

Market Cap: US$17.6b

BE Semiconductor Industries Valuation

Is BESV.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • 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 BESV.F 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: BESV.F ($224) is trading above our estimate of future cash flow value ($170.19)

Significantly Below Future Cash Flow Value: BESV.F 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 BESV.F?

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

The above table shows the Price to Earnings ratio for BESV.F. This is calculated by dividing BESV.F's market cap by their current earnings.
What is BESV.F's PE Ratio?
PE Ratio115x
Earnings€131.64m
Market Cap€15.13b

Price to Earnings Ratio vs Peers

How does BESV.F's PE Ratio compare to its peers?

The above table shows the PE ratio for BESV.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average50.9x
ENTG Entegris
83.2x20.82%US$19.3b
MKSI MKS
53.6x27.57%US$15.8b
AMKR Amkor Technology
30.3x21.87%US$11.0b
Q Qnity Electronics
36.4x13.25%US$24.3b
BESV.F BE Semiconductor Industries
115x27.40%US$15.1b

Price-To-Earnings vs Peers: BESV.F is expensive based on its Price-To-Earnings Ratio (115x) compared to the peer average (50.8x).

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 BESV.F's PE Ratio compare vs other companies in the US Semiconductor Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
CHJI China Changjiang Mining & New Energy Company
0.3xn/aUS$19.39k
No more companies available in this PE range
BESV.F 115.0xIndustry Avg. 42.7xNo. of Companies6PE020406080100+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BESV.F is expensive based on its Price-To-Earnings Ratio (115x) compared to the US Semiconductor industry average (41.2x).

Price to Earnings Ratio vs Fair Ratio

What is BESV.F'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.

BESV.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio115x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate BESV.F's Price-To-Earnings Fair Ratio for valuation analysis.

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 BESV.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$224.00
US$217.14
-3.06%
17.45%US$278.23US$122.75n/a23
Feb ’27US$193.85
US$204.35
+5.41%
19.17%US$263.25US$125.64n/a22
Jan ’27n/a
US$175.87
0%
14.36%US$221.00US$122.78n/a20
Dec ’26n/a
US$174.60
0%
14.36%US$219.41US$121.89n/a20
Nov ’26n/a
US$173.66
0%
14.36%US$218.60US$121.44n/a20
Oct ’26US$155.24
US$160.94
+3.67%
13.67%US$195.96US$117.34n/a20
Sep ’26n/a
US$160.25
0%
13.78%US$198.85US$116.97n/a20
Aug ’26US$142.70
US$157.48
+10.36%
14.70%US$196.85US$115.79n/a20
Jul ’26n/a
US$156.68
0%
14.77%US$206.32US$112.00n/a21
Jun ’26US$127.35
US$143.88
+12.98%
14.62%US$197.56US$107.25n/a22
May ’26US$105.00
US$144.67
+37.79%
14.46%US$197.58US$107.26n/a21
Apr ’26n/a
US$153.68
0%
16.60%US$200.26US$102.84n/a21
Mar ’26US$112.05
US$148.23
+32.29%
16.70%US$191.87US$98.53US$225.0021
Feb ’26US$135.25
US$152.88
+13.03%
17.55%US$192.99US$100.15US$193.8520
Jan ’26US$142.97
US$143.13
+0.11%
16.61%US$193.03US$100.17n/a21
Dec ’25n/a
US$142.54
0%
16.88%US$195.77US$101.59n/a21
Nov ’25US$110.56
US$146.49
+32.50%
16.69%US$200.91US$104.26n/a21
Oct ’25US$122.75
US$162.38
+32.29%
16.72%US$223.31US$106.07US$155.2421
Sep ’25n/a
US$168.44
0%
15.85%US$221.70US$119.72n/a20
Aug ’25US$126.70
US$164.51
+29.84%
15.90%US$215.82US$116.54US$142.7020
Jul ’25US$166.15
US$170.04
+2.34%
16.71%US$230.41US$115.74n/a20
Jun ’25n/a
US$160.65
0%
13.57%US$204.33US$117.38US$127.3520
May ’25US$148.55
US$158.87
+6.95%
14.17%US$201.11US$115.53US$105.0020
Apr ’25n/a
US$166.82
0%
13.99%US$208.94US$116.92n/a20
Mar ’25US$179.00
US$171.43
-4.23%
16.01%US$216.73US$117.04US$112.0520
US$217.83
Fair Value
2.8% overvalued intrinsic discount
23
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/04 12:30
End of Day Share Price 2026/03/04 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

BE Semiconductor Industries N.V. is covered by 29 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
James FontanelliArete Research Services LLP
Simon Alexander ColesBarclays
Trion ReidBerenberg