BE SEMICONDUCTOR INDUSTRIES (BSI.DE) Fundamental Analysis & Valuation

FRA:BSI • NL0012866412

Current stock price

183.6 EUR
+1.55 (+0.85%)
Last:

This BSI.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. BSI.DE Profitability Analysis

1.1 Basic Checks

  • In the past year BSI was profitable.
  • BSI had a positive operating cash flow in the past year.
  • Each year in the past 5 years BSI has been profitable.
  • In the past 5 years BSI always reported a positive cash flow from operatings.
BSI.DE Yearly Net Income VS EBIT VS OCF VS FCFBSI.DE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M

1.2 Ratios

  • BSI has a better Return On Assets (11.82%) than 60.34% of its industry peers.
  • BSI's Return On Equity of 31.61% is amongst the best of the industry. BSI outperforms 81.03% of its industry peers.
  • BSI's Return On Invested Capital of 12.70% is fine compared to the rest of the industry. BSI outperforms 62.07% of its industry peers.
  • BSI had an Average Return On Invested Capital over the past 3 years of 15.13%. This is in line with the industry average of 14.64%.
Industry RankSector Rank
ROA 11.82%
ROE 31.61%
ROIC 12.7%
ROA(3y)15.44%
ROA(5y)18.44%
ROE(3y)36.65%
ROE(5y)38.77%
ROIC(3y)15.13%
ROIC(5y)17.93%
BSI.DE Yearly ROA, ROE, ROICBSI.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

1.3 Margins

  • BSI's Profit Margin of 22.26% is fine compared to the rest of the industry. BSI outperforms 63.79% of its industry peers.
  • BSI's Profit Margin has declined in the last couple of years.
  • With a decent Operating Margin value of 29.27%, BSI is doing good in the industry, outperforming 67.24% of the companies in the same industry.
  • BSI's Operating Margin has declined in the last couple of years.
  • BSI's Gross Margin of 63.29% is amongst the best of the industry. BSI outperforms 84.48% of its industry peers.
  • BSI's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 29.27%
PM (TTM) 22.26%
GM 63.29%
OM growth 3Y-10.35%
OM growth 5Y-3.24%
PM growth 3Y-12.55%
PM growth 5Y-6.11%
GM growth 3Y1.08%
GM growth 5Y1.2%
BSI.DE Yearly Profit, Operating, Gross MarginsBSI.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

6

2. BSI.DE Health Analysis

2.1 Basic Checks

  • BSI has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, BSI has about the same amount of shares outstanding.
  • Compared to 5 years ago, BSI has more shares outstanding
  • BSI has a worse debt/assets ratio than last year.
BSI.DE Yearly Shares OutstandingBSI.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M
BSI.DE Yearly Total Debt VS Total AssetsBSI.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

2.2 Solvency

  • BSI has an Altman-Z score of 14.92. This indicates that BSI is financially healthy and has little risk of bankruptcy at the moment.
  • BSI has a Altman-Z score of 14.92. This is in the better half of the industry: BSI outperforms 79.31% of its industry peers.
  • The Debt to FCF ratio of BSI is 3.82, which is a good value as it means it would take BSI, 3.82 years of fcf income to pay off all of its debts.
  • BSI's Debt to FCF ratio of 3.82 is in line compared to the rest of the industry. BSI outperforms 43.10% of its industry peers.
  • A Debt/Equity ratio of 1.24 is on the high side and indicates that BSI has dependencies on debt financing.
  • BSI's Debt to Equity ratio of 1.24 is on the low side compared to the rest of the industry. BSI is outperformed by 96.55% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.24
Debt/FCF 3.82
Altman-Z 14.92
ROIC/WACC1.16
WACC10.98%
BSI.DE Yearly LT Debt VS Equity VS FCFBSI.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M

2.3 Liquidity

  • BSI has a Current Ratio of 5.55. This indicates that BSI is financially healthy and has no problem in meeting its short term obligations.
  • With an excellent Current ratio value of 5.55, BSI belongs to the best of the industry, outperforming 93.10% of the companies in the same industry.
  • A Quick Ratio of 4.88 indicates that BSI has no problem at all paying its short term obligations.
  • BSI has a Quick ratio of 4.88. This is amongst the best in the industry. BSI outperforms 94.83% of its industry peers.
Industry RankSector Rank
Current Ratio 5.55
Quick Ratio 4.88
BSI.DE Yearly Current Assets VS Current LiabilitesBSI.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

5

3. BSI.DE Growth Analysis

3.1 Past

  • BSI shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -27.83%.
  • BSI shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -0.12% yearly.
  • BSI shows a decrease in Revenue. In the last year, the revenue decreased by -2.66%.
  • BSI shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.40% yearly.
EPS 1Y (TTM)-27.83%
EPS 3Y-16.97%
EPS 5Y-0.12%
EPS Q2Q%-27.03%
Revenue 1Y (TTM)-2.66%
Revenue growth 3Y-6.48%
Revenue growth 5Y6.4%
Sales Q2Q%8.44%

3.2 Future

  • BSI is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 39.79% yearly.
  • Based on estimates for the next years, BSI will show a very strong growth in Revenue. The Revenue will grow by 24.20% on average per year.
EPS Next Y114.78%
EPS Next 2Y78.69%
EPS Next 3Y59.62%
EPS Next 5Y39.79%
Revenue Next Year45.55%
Revenue Next 2Y38.35%
Revenue Next 3Y32.03%
Revenue Next 5Y24.2%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
BSI.DE Yearly Revenue VS EstimatesBSI.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 500M 1B 1.5B 2B
BSI.DE Yearly EPS VS EstimatesBSI.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6 8 10

2

4. BSI.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 110.60 indicates a quite expensive valuation of BSI.
  • Based on the Price/Earnings ratio, BSI is valued more expensive than 91.38% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of BSI to the average of the S&P500 Index (25.50), we can say BSI is valued expensively.
  • Based on the Price/Forward Earnings ratio of 51.49, the valuation of BSI can be described as expensive.
  • Based on the Price/Forward Earnings ratio, BSI is valued a bit more expensive than the industry average as 75.86% of the companies are valued more cheaply.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.67, BSI is valued quite expensively.
Industry RankSector Rank
PE 110.6
Fwd PE 51.49
BSI.DE Price Earnings VS Forward Price EarningsBSI.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80 100

4.2 Price Multiples

  • 91.38% of the companies in the same industry are cheaper than BSI, based on the Enterprise Value to EBITDA ratio.
  • 67.24% of the companies in the same industry are cheaper than BSI, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 109.27
EV/EBITDA 69.47
BSI.DE Per share dataBSI.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6

4.3 Compensation for Growth

  • BSI's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • BSI has a very decent profitability rating, which may justify a higher PE ratio.
  • BSI's earnings are expected to grow with 59.62% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.96
PEG (5Y)N/A
EPS Next 2Y78.69%
EPS Next 3Y59.62%

3

5. BSI.DE Dividend Analysis

5.1 Amount

  • BSI has a yearly dividend return of 0.86%, which is pretty low.
  • BSI's Dividend Yield is a higher than the industry average which is at 0.79.
  • With a Dividend Yield of 0.86, BSI pays less dividend than the S&P500 average, which is at 1.89.
Industry RankSector Rank
Dividend Yield 0.86%

5.2 History

  • On average, the dividend of BSI grows each year by 16.56%, which is quite nice.
Dividend Growth(5Y)16.56%
Div Incr Years1
Div Non Decr Years1
BSI.DE Yearly Dividends per shareBSI.DE Yearly Dividends per shareYearly Dividends per share 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • BSI pays out 131.27% of its income as dividend. This is not a sustainable payout ratio.
  • BSI's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP131.27%
EPS Next 2Y78.69%
EPS Next 3Y59.62%
BSI.DE Yearly Income VS Free CF VS DividendBSI.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M 250M
BSI.DE Dividend Payout.BSI.DE Dividend Payout, showing the Payout Ratio.BSI.DE Dividend Payout.PayoutRetained Earnings

BSI.DE Fundamentals: All Metrics, Ratios and Statistics

BE SEMICONDUCTOR INDUSTRIES

FRA:BSI (3/24/2026, 7:00:00 PM)

183.6

+1.55 (+0.85%)

Chartmill FA Rating
GICS IndustryGroupSemiconductors & Semiconductor Equipment
GICS IndustrySemiconductors & Semiconductor Equipment
Earnings (Last)02-19
Earnings (Next)04-23
Inst Owners67.31%
Inst Owner ChangeN/A
Ins Owners1.84%
Ins Owner ChangeN/A
Market Cap14.90B
Revenue(TTM)591.33M
Net Income(TTM)131.64M
Analysts74.29
Price Target189.24 (3.07%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 0.86%
Yearly Dividend2.18
Dividend Growth(5Y)16.56%
DP131.27%
Div Incr Years1
Div Non Decr Years1
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.06%
Min EPS beat(2)-8.32%
Max EPS beat(2)8.44%
EPS beat(4)1
Avg EPS beat(4)-7.24%
Min EPS beat(4)-18.69%
Max EPS beat(4)8.44%
EPS beat(8)4
Avg EPS beat(8)-1.59%
EPS beat(12)8
Avg EPS beat(12)2.17%
EPS beat(16)10
Avg EPS beat(16)1.19%
Revenue beat(2)1
Avg Revenue beat(2)-1.92%
Min Revenue beat(2)-5.51%
Max Revenue beat(2)1.68%
Revenue beat(4)1
Avg Revenue beat(4)-4.77%
Min Revenue beat(4)-9.3%
Max Revenue beat(4)1.68%
Revenue beat(8)1
Avg Revenue beat(8)-4.31%
Revenue beat(12)3
Avg Revenue beat(12)-2.86%
Revenue beat(16)5
Avg Revenue beat(16)-2.5%
PT rev (1m)11.11%
PT rev (3m)24.22%
EPS NQ rev (1m)20.81%
EPS NQ rev (3m)21.88%
EPS NY rev (1m)6.1%
EPS NY rev (3m)7.54%
Revenue NQ rev (1m)11.28%
Revenue NQ rev (3m)11.69%
Revenue NY rev (1m)3.52%
Revenue NY rev (3m)3.5%
Valuation
Industry RankSector Rank
PE 110.6
Fwd PE 51.49
P/S 25.2
P/FCF 109.27
P/OCF 83.64
P/B 35.78
P/tB 55.8
EV/EBITDA 69.47
EPS(TTM)1.66
EY0.9%
EPS(NY)3.57
Fwd EY1.94%
FCF(TTM)1.68
FCFY0.92%
OCF(TTM)2.2
OCFY1.2%
SpS7.29
BVpS5.13
TBVpS3.29
PEG (NY)0.96
PEG (5Y)N/A
Graham Number13.84
Profitability
Industry RankSector Rank
ROA 11.82%
ROE 31.61%
ROCE 18.04%
ROIC 12.7%
ROICexc 29.26%
ROICexgc 45.62%
OM 29.27%
PM (TTM) 22.26%
GM 63.29%
FCFM 23.06%
ROA(3y)15.44%
ROA(5y)18.44%
ROE(3y)36.65%
ROE(5y)38.77%
ROIC(3y)15.13%
ROIC(5y)17.93%
ROICexc(3y)35.84%
ROICexc(5y)48.92%
ROICexgc(3y)57.57%
ROICexgc(5y)78.94%
ROCE(3y)21.5%
ROCE(5y)25.47%
ROICexgc growth 3Y-24.81%
ROICexgc growth 5Y-12.88%
ROICexc growth 3Y-23.24%
ROICexc growth 5Y-10.13%
OM growth 3Y-10.35%
OM growth 5Y-3.24%
PM growth 3Y-12.55%
PM growth 5Y-6.11%
GM growth 3Y1.08%
GM growth 5Y1.2%
F-Score5
Asset Turnover0.53
Health
Industry RankSector Rank
Debt/Equity 1.24
Debt/FCF 3.82
Debt/EBITDA 2.51
Cap/Depr 125.31%
Cap/Sales 7.07%
Interest Coverage 8.64
Cash Conversion 86.31%
Profit Quality 103.58%
Current Ratio 5.55
Quick Ratio 4.88
Altman-Z 14.92
F-Score5
WACC10.98%
ROIC/WACC1.16
Cap/Depr(3y)64.74%
Cap/Depr(5y)50.84%
Cap/Sales(3y)3.41%
Cap/Sales(5y)2.38%
Profit Quality(3y)107.11%
Profit Quality(5y)105.6%
High Growth Momentum
Growth
EPS 1Y (TTM)-27.83%
EPS 3Y-16.97%
EPS 5Y-0.12%
EPS Q2Q%-27.03%
EPS Next Y114.78%
EPS Next 2Y78.69%
EPS Next 3Y59.62%
EPS Next 5Y39.79%
Revenue 1Y (TTM)-2.66%
Revenue growth 3Y-6.48%
Revenue growth 5Y6.4%
Sales Q2Q%8.44%
Revenue Next Year45.55%
Revenue Next 2Y38.35%
Revenue Next 3Y32.03%
Revenue Next 5Y24.2%
EBIT growth 1Y-11.58%
EBIT growth 3Y-16.16%
EBIT growth 5Y2.95%
EBIT Next Year114.25%
EBIT Next 3Y56.88%
EBIT Next 5Y36.92%
FCF growth 1Y-27.87%
FCF growth 3Y-19.88%
FCF growth 5Y-2.88%
OCF growth 1Y-11.41%
OCF growth 3Y-13.14%
OCF growth 5Y1.92%

BE SEMICONDUCTOR INDUSTRIES / BSI.DE Fundamental Analysis FAQ

What is the fundamental rating for BSI stock?

ChartMill assigns a fundamental rating of 5 / 10 to BSI.DE.


What is the valuation status of BE SEMICONDUCTOR INDUSTRIES (BSI.DE) stock?

ChartMill assigns a valuation rating of 2 / 10 to BE SEMICONDUCTOR INDUSTRIES (BSI.DE). This can be considered as Overvalued.


How profitable is BE SEMICONDUCTOR INDUSTRIES (BSI.DE) stock?

BE SEMICONDUCTOR INDUSTRIES (BSI.DE) has a profitability rating of 6 / 10.


Can you provide the PE and PB ratios for BSI stock?

The Price/Earnings (PE) ratio for BE SEMICONDUCTOR INDUSTRIES (BSI.DE) is 110.6 and the Price/Book (PB) ratio is 35.78.


What is the financial health of BE SEMICONDUCTOR INDUSTRIES (BSI.DE) stock?

The financial health rating of BE SEMICONDUCTOR INDUSTRIES (BSI.DE) is 6 / 10.