1.10%
1.21%
9.47%
-0.84%
-5.81%
-12.52%
62.31%

Company Description

Infineon Technologies AG designs, develops, manufactures, and markets semiconductors and related system solutions worldwide.Its Automotive segment offers automotive microcontrollers; 3D ToF, magnetic, and pressure sensors; discrete power semiconductors; IGBT modules; industrial microcontrollers; power and radar sensor integrated circuits (ICs); transceivers; silicon carbide diodes, MOSEFTs, and modules; and voltage regulators for use in assistance and safety systems, comfort electronics, infotainment, powertrain, and security products.The company's Industrial Power Control segment provides bare dies, discrete IGBTs, driver ICs, SIC diodes, and IGBT modules and stacks for home appliances, industrial drives, industrial power supplies, industrial robotics, industrial vehicles, and traction, as well as for energy generation, storage, and transmission.


Its Power & Sensor Systems segment offers gas sensors, MEMS microphones, and pressure sensors chips; discrete low-voltage, mid-voltage, and high-voltage power MOSFETs; control ICs; customized chips; GaN power switches; GPS low-noise amplifiers; low-voltage and high-voltage driver ICs; radar sensor ICs; RF antenna switches and power transistors; transient voltage suppressor diodes; and USB controllers for use in audio amplifiers, automotive electronics, BLDC motors, cellular communications infrastructure, electric vehicle charging stations, human machine interaction, Internet of Things, LED and conventional lighting systems, mobile devices, and power management applications.The company's Connected Secure Systems segment provides connectivity solutions, embedded security controllers, microcontrollers, and security controllers for authentication, automotive, consumer electronics, government identification document, Internet of Things, mobile communication, payment system, ticketing, access control, and trusted computing applications.Infineon Technologies AG was founded in 1999 and is headquartered in Munich, Germany.

Market Data

Last Price 31.78
Change Percentage 1.10%
Open 31.5
Previous Close 31.43
Market Cap ( Millions) 41287
Volume 908818
Year High 38.8
Year Low 27.8
M A 50 32.3
M A 200 32.56

Financial Ratios

FCF Yield 0.15%
Dividend Yield 1.10%
ROE 7.64%
Debt / Equity 30.01%
Net Debt / EBIDTA 80.62%
Price To Book 2.4
Price Earnings Ratio 31.76
Price To FCF 676.84
Price To sales 2.76
EV / EBITDA 10.71

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Automotive

Expected Growth : 6.5 %

What the company do ?

Infineon's Automotive segment provides semiconductor solutions for automotive applications, including powertrain, safety, and driver assistance systems, enabling efficient, safe, and connected vehicles.

Why we expect these perspectives ?

Infineon's 6.5% growth in Automotive is driven by increasing electrification, autonomous driving, and connectivity trends. Rising demand for electric vehicles, advanced driver-assistance systems, and vehicle-to-everything communication are key contributors. Additionally, the growing need for power management, sensor systems, and semiconductor content in modern vehicles supports Infineon's growth in this segment.

Segment nΒ°2 -> Power & Sensor Systems

Expected Growth : 6.8 %

What the company do ?

Power & Sensor Systems from Infineon Technologies AG provides efficient power management and sensor solutions for automotive, industrial, and IoT applications.

Why we expect these perspectives ?

Infineon's Power & Sensor Systems segment growth of 6.8% is driven by increasing demand for electrification in automotive, industrial automation, and renewable energy systems. Additionally, growing adoption of IoT devices and 5G infrastructure fuels demand for sensors and power management solutions, further boosting segment growth.

Segment nΒ°3 -> Green Industrial Power

Expected Growth : 7.2 %

What the company do ?

Green Industrial Power from Infineon Technologies AG refers to energy-efficient and eco-friendly power electronics solutions for industrial applications, reducing carbon footprint and increasing sustainability.

Why we expect these perspectives ?

Infineon's Green Industrial Power segment growth of 7.2% is driven by increasing demand for energy-efficient solutions, rising adoption of renewable energy sources, and growing electrification of industrial processes. Additionally, the trend towards Industry 4.0 and IoT is fueling demand for power electronics, further boosting segment growth.

Segment nΒ°4 -> Connected Secure Systems

Expected Growth : 7.5 %

What the company do ?

Connected Secure Systems from Infineon Technologies AG enables secure and efficient communication between devices, ensuring trusted data exchange and protection in IoT, automotive, and industrial applications.

Why we expect these perspectives ?

Infineon's Connected Secure Systems growth is driven by increasing demand for IoT and Industry 4.0 applications, rising need for cybersecurity in connected devices, and growing adoption of autonomous vehicles. Additionally, the segment benefits from the company's leadership in semiconductor solutions for secure and efficient data transmission, as well as its strong partnerships with leading automotive and industrial companies.

Segment nΒ°5 -> Other

Expected Growth : 6.2 %

What the company do ?

Infineon's 'Other' segment includes semiconductor products for industrial power control, LED lighting, and other applications, contributing to the company's diversified revenue stream.

Why we expect these perspectives ?

Infineon's 6.2% growth in 'Other' segment is driven by increasing demand for IoT and Industry 4.0 solutions, expansion in emerging markets, and growing adoption of electric vehicles. Additionally, the company's strategic investments in research and development, as well as its focus on innovation and digitalization, contribute to its growth momentum.

Infineon Technologies Ag Products

Product Range What is it ?
Microcontrollers Infineon's microcontrollers are designed for automotive, industrial, and IoT applications, offering high performance, low power consumption, and advanced security features.
Power Semiconductors Infineon's power semiconductors include IGBTs, MOSFETs, and thyristors, designed for high-power applications such as electric vehicles, renewable energy systems, and industrial power supplies.
Sensors Infineon's sensors include radar, lidar, and magnetic sensors, designed for automotive, industrial, and consumer applications, offering high accuracy and reliability.
Security Controllers Infineon's security controllers provide advanced security features for payment cards, identification documents, and IoT devices, ensuring secure data storage and processing.
Radio Frequency (RF) Components Infineon's RF components include transceivers, amplifiers, and switches, designed for wireless communication systems, such as Wi-Fi, Bluetooth, and cellular networks.
Discrete Semiconductors Infineon's discrete semiconductors include diodes, transistors, and thyristors, designed for automotive, industrial, and consumer applications, offering high reliability and efficiency.
Power Modules Infineon's power modules integrate power semiconductors, drivers, and sensors, designed for high-power applications such as electric vehicles, renewable energy systems, and industrial power supplies.

Infineon Technologies AG's Porter Forces

Infineon Technologies AG faces moderate threat from substitutes due to the presence of alternative technologies and products in the market.

Infineon Technologies AG has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.

Infineon Technologies AG has a moderate dependence on its suppliers, which gives them some bargaining power, but the company's large scale of operations helps to mitigate this risk.

The semiconductor industry has high barriers to entry, including significant capital requirements and technological expertise, which reduces the threat of new entrants for Infineon Technologies AG.

The semiconductor industry is highly competitive, with several established players, leading to a high intensity of rivalry for Infineon Technologies AG.

Capital Structure

Value
Debt Weight 23.08%
Debt Cost 3.95%
Equity Weight 76.92%
Equity Cost 12.51%
WACC 10.53%
Leverage 30.00%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
NXPI NXP Semiconductors N.V. offers various semiconductor products. The company's product portfolio includes microcontrollers; application processors, including i.MX application processors, and i.MX 8 and 9 family of applications processors; communication processors; …
AVGO Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. …
ASML.AS ASML Holding N.V. develops, produces, markets, sells, and services advanced semiconductor equipment systems consisting of lithography, metrology, and inspection related systems for memory and logic chipmakers. The company provides extreme …
STMPA.PA STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company operates through Automotive …
ASM.AS ASM International NV, together with its subsidiaries, engages in the research, development, manufacture, marketing, and servicing of equipment and materials that are used to produce semiconductor devices in the United …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
31.78$
Current Price
31.78$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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