BE Semiconductor Industries NV BESI

Morningstar Rating
€204.80 +13.40 (7.00%)
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Company Report

Price vs Fair Value

BESI is trading at a LOCK|lj??B premium.
Price
€204.80
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Besi's clients still need to build their hybrid bonding installed base over the next decade. The average selling price of hybrid bonding is several times that of previous generations, and it also generates higher service revenue due to higher complexity

Bears

The semiconductor industry is cyclical, causing big swings in revenue, profit, and the share price. This can cause prolonged depressions in the share price, followed by strong recoveries.

News

Trading Information

Previous Close Price
€191.40
Day Range
€192.65–208.90
52-Week Range
€120.15–328.40
Bid/Ask
€204.00 / €0.00
Shares Outstanding
79.13M
Market Cap
€16.21B
Volume/Avg
722,054 / 467,130

Key Statistics

Price/Earnings (Normalized)
71.21
Price/Sales
20.74
Dividend Yield (Trailing)
0.77%
Dividend Yield (Forward)
0.77%
Dividend Payment Schedule
May
Total Yield
1.19%

Company Profile

BE Semiconductor Industries supplies advanced packaging equipment for the semiconductor industry. Besi has a highly focused product portfolio coupled with a flexible business model, which allows it to maintain high gross and operating margins. Besi’s main clients include the world’s largest logic and memory foundries (TSMC, Samsung, Intel, and Micron) as well as integrated device manufacturers and outsourced assembly and test companies.
Sector
Technology
Industry
Semiconductor Equipment & Materials
Stock Style Box
Mid Growth
Total Number of Employees
2,311

Competitors

Valuation

Metric
BESI
00522
AMAT
Price/Earnings (Normalized)
71.2136.1948.46
Price/Book Value
26.473.9016.39
Price/Sales
20.744.0913.71
Price/Cash Flow
51.8272.1146.91
Price/Earnings
BESI
00522
AMAT

Financial Strength

Metric
BESI
00522
AMAT
Quick Ratio
2.951.881.67
Current Ratio
4.283.072.42
Interest Coverage
9.1515.3033.00
Quick Ratio
BESI
00522
AMAT

Profitability

Metric
BESI
00522
AMAT
Return on Assets (Normalized)
19.96%4.66%22.69%
Return on Equity (Normalized)
51.74%7.26%39.18%
Return on Invested Capital (Normalized)
26.02%6.28%25.01%
Return on Assets
BESI
00522
AMAT

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