Infineon Technologies AG

OTCPK:IFNN.F Stock Report

Market Cap: US$43.2b

Infineon Technologies Valuation

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

Valuation Score

5/6

Valuation Score 5/6

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

Discounted Cash Flow
Simply Wall St
US$36.48
Fair Value
7.9% undervalued intrinsic discount
23
Number of Analysts

Below Fair Value: IFNN.F ($33.59) is trading below our estimate of fair value ($36.48)

Significantly Below Fair Value: IFNN.F 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 IFNN.F?

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

The above table shows the Price to Earnings ratio for IFNN.F. This is calculated by dividing IFNN.F's market cap by their current earnings.
What is IFNN.F's PE Ratio?
PE Ratio23.8x
Earnings€1.75b
Market Cap€41.64b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for IFNN.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average35.3x
NXPI NXP Semiconductors
19.5x9.0%US$53.0b
MPWR Monolithic Power Systems
71.6x19.7%US$31.1b
MCHP Microchip Technology
37.3x29.6%US$29.2b
ON ON Semiconductor
12.7x14.3%US$22.3b
IFNN.F Infineon Technologies
23.8x16.6%US$41.6b

Price-To-Earnings vs Peers: IFNN.F is good value based on its Price-To-Earnings Ratio (23.8x) compared to the peer average (35.3x).

Price to Earnings Ratio vs Industry

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

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
TOYO TOYO
5xn/aUS$156.39m
SQNS Sequans Communications
1.9x-156.5%US$78.48m
CHJI China Changjiang Mining & New Energy Company
0.3xn/aUS$19.39k
No more companies available in this PE range
No. of Companies9PE020406080100+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: IFNN.F is good value based on its Price-To-Earnings Ratio (23.8x) compared to the US Semiconductor industry average (30.8x).

Price to Earnings Ratio vs Fair Ratio

What is IFNN.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.

IFNN.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio23.8x
Fair PE Ratio32.5x

Price-To-Earnings vs Fair Ratio: IFNN.F is good value based on its Price-To-Earnings Ratio (23.8x) compared to the estimated Fair Price-To-Earnings Ratio (32.5x).

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 IFNN.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$33.59
US$41.34
+23.1%
12.4%US$52.76US$31.22n/a23
Jan ’26US$32.90
US$41.16
+25.1%
16.0%US$64.48US$31.30n/a22
Dec ’25US$31.75
US$41.31
+30.1%
15.5%US$65.40US$31.75n/a22
Nov ’25US$31.60
US$43.48
+37.6%
15.6%US$66.97US$32.51n/a23
Oct ’25US$33.80
US$47.66
+41.0%
14.3%US$69.07US$35.76n/a23
Sep ’25US$36.00
US$47.71
+32.5%
13.7%US$68.45US$35.44n/a23
Aug ’25US$33.26
US$48.43
+45.6%
11.9%US$66.81US$41.08n/a23
Jul ’25US$36.21
US$48.89
+35.0%
12.0%US$66.23US$40.72n/a23
Jun ’25US$40.99
US$48.47
+18.2%
9.2%US$56.50US$40.97n/a22
May ’25US$34.00
US$46.68
+37.3%
12.0%US$56.70US$34.23n/a22
Apr ’25US$34.30
US$48.03
+40.0%
11.6%US$57.40US$37.91n/a23
Mar ’25US$36.83
US$47.98
+30.3%
11.3%US$57.35US$37.87n/a24
Feb ’25US$36.58
US$48.84
+33.5%
11.6%US$61.95US$37.91US$33.5923
Jan ’25US$41.64
US$49.93
+19.9%
10.5%US$60.87US$38.74US$32.9024
Dec ’24US$38.30
US$49.00
+27.9%
9.5%US$57.78US$38.45US$31.7524
Nov ’24US$29.05
US$47.34
+63.0%
11.6%US$55.67US$33.87US$31.6024
Oct ’24US$33.39
US$49.69
+48.8%
11.7%US$62.37US$37.00US$33.8024
Sep ’24US$35.09
US$52.05
+48.3%
11.9%US$64.93US$38.52US$36.0024
Aug ’24US$43.25
US$52.48
+21.3%
10.9%US$60.79US$38.68US$33.2623
Jul ’24US$40.00
US$51.31
+28.3%
13.5%US$60.03US$30.56US$36.2124
Jun ’24US$37.75
US$49.67
+31.6%
13.8%US$58.78US$29.92US$40.9926
May ’24US$36.20
US$50.22
+38.7%
13.8%US$60.33US$30.72US$34.0026
Apr ’24US$40.81
US$49.14
+20.4%
14.4%US$59.98US$30.54US$34.3026
Mar ’24US$35.60
US$46.77
+31.4%
13.3%US$55.79US$26.82US$36.8325
Feb ’24US$37.20
US$45.21
+21.5%
14.4%US$56.53US$21.74US$36.5825
Analyst Price Target
Consensus Narrative from 23 Analysts
US$41.63
Fair Value
19.3% undervalued intrinsic discount
23
Number of Analysts

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 Analysis2025/02/02 08:42
End of Day Share Price 2025/01/31 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 63 analysts. 22 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
George ChangAletheia Analyst Network Limited