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BE Semiconductor

€001234567890012345678900123456789.0012345678900123456789-21.0%
52w low (est.) €182.17€304.40 52w high (est.)
Peers
Market data
Market cap
€20.22B
52-week range
€105.40 – €328.40
Beta (vs market)
1.38
Sector
Technology
Valuation
P/E ratio
133.7x
DCF fair value
€102.12
Margin of safety
-56.8%
Forward P/E
40.6x
PEG ratio
1.40
Dividend yield
0.62%
Quality & efficiency
Moat score
87/100
Return on equity
31.3%
Profit margin
24.0%
Debt / equity
1.14
Growth & analysts
Revenue growth (YoY)
+28.3%
Analyst target
€293.87
Target upside
+24.4%
Analysts covering
23

About BE Semiconductor

BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally. It operates through three segments: Die Attach, Packaging, and Plating. The company offers single chip, multi chip, multi module, flip chip, epoxy and soft solder die bonding systems, hybrid, TCB and embedded bridge die bonding, die lid attach, and fan out wafer level packaging systems; and conventional, ultra-thin and wafer level molding, trim and form, and singulation systems. It also provides tin, copper, precious metal and solar plating systems, and related process chemicals; and tooling, conversion kits, spare parts, and other services. The company sells its products under the Fico, Meco, Datacon, and Esec brands. It serves multinational chip manufacturers, foundries, assembly subcontractors and electronics, and industrial companies. BE Semiconductor Industries N.V. was incorporated in 1995 and is headquartered in Duiven, the Netherlands.

Valuation

ValueGrowthProfitHealthIncome52QUALITY
Overall Rating
45
Hold
Hold
Moat Score87
DCF Intrinsic Value
€102.12-56.8% downside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
€20.22B
P/E Ratio
133.7
Dividend Yield
0.62%
Revenue Growth
+28.3%
Profit Margin
24.0%
ROE
31.3%
Debt / Equity
1.14
Beta
1.38
High Growth
vs Technology sector:P/E 134 vs 53 Moat 87 vs 10Yield 0.62% vs 0.1%

Statistics

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