First Sensor AG (SIS.DE) | Investment Case

1. Company Snapshot

1.a. Company Description

First Sensor AG develops, produces, and sells sensor chips, sensor components, sensors, and sensor systems for industrial, medical, and mobility markets worldwide.It offers optical and opto-electronic sensor solutions, including quadrant PIN photodiodes, quadrant avalanche photodiodes (APD), APD arrays, position-sensitive diodes, InGaAs photodiodes, and silicon photomultipliers (SiPMs); optoelectronic modules; laser diodes; and custom sensors.The company also provides radiation sensors, such as detectors for ionizing radiation and SiPMs; pressure sensor elements and components, pressure sensors and transmitters, and pressure sensors for OEM applications; level sensors comprising hydrostatic liquid level sensors and optical liquid level switches; flow sensors consisting of mass flow sensors for gases and sensors for volumetric flow measurement; and blue next cameras.

In addition, it offers power semiconductors, including power MOSFETs for aerospace applications, as well as radiation-hardened high voltage diodes for space applications; and other products, such as oxygen sensors, miniature solenoid valves, media resistant solenoid valves, electronic pressure controllers, and miniature diaphragm pumps.The company was formerly known as Silicon Sensor International AG and changed its name to First Sensor AG in June 2011.First Sensor AG was founded in 1991 and is headquartered in Berlin, Germany.

First Sensor AG operates as a subsidiary of TE Connectivity Ltd.

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1.b. Last Insights on SIS

First Sensor AG's recent earnings release revealed a 3.9% decline in revenue to €29.1m, a concerning trend. The company's EPS of €0.77, although higher than the previous year's €0.23, may not be enough to offset the revenue decline. The lack of growth in revenue suggests that the company may be facing challenges in its core business, which could be a significant headwind in the short term.

1.c. Company Highlights

Last Price	56.6
Change Percentage	-0.35%
Open	55.6
Previous Close	56.8
Market Cap ( Millions)	585
Volume	221
Year High	60
Year Low	47.1
M A 50	56.76
M A 200	57.15

FCF Yield	-1.89%
Dividend Yield	0.83%
ROE	15.22%
Debt / Equity	12.87%
Net Debt / EBIDTA	427.19%
Price To Book	4.68
Price Earnings Ratio	31.11
Price To FCF	-52.86
Price To sales	5.56
EV / EBITDA	169.85

2. Transcript Summary

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3. NewsRoom

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.50%)

6. Segments

Customized Semiconductor Sensors, Sensor Systems and Development and Production Services

Expected Growth: 8.5%

Growing demand for customized semiconductor sensors in industrial automation, medical devices, and electric vehicles drives growth. Increasing adoption of IoT and Industry 4.0 technologies also fuels demand for tailored sensor solutions.

7. Detailed Products

Standard Photodiodes

High-quality photodiodes for various applications, including industrial, medical, and automotive industries

Custom Photodiodes

Tailor-made photodiodes for specific customer requirements, including high-speed, high-power, and low-noise applications

Image Sensors

CMOS and CCD image sensors for various applications, including industrial, medical, and automotive industries

Pressure Sensors

High-precision pressure sensors for industrial, medical, and automotive applications

Temperature Sensors

High-accuracy temperature sensors for industrial, medical, and automotive applications

Inertial Measurement Units (IMUs)

High-performance IMUs for industrial, medical, and automotive applications

Sensor Solutions

Customized sensor solutions for specific customer requirements, including sensor design, development, and manufacturing

8. First Sensor AG's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for First Sensor AG is moderate due to the availability of alternative sensors and technologies.

Bargaining Power Of Customers

The bargaining power of customers is low due to the specialized nature of First Sensor AG's products and the lack of alternative suppliers.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the presence of multiple suppliers and the company's ability to negotiate prices.

Threat Of New Entrants

The threat of new entrants is high due to the growing demand for sensors and the increasing competition in the industry.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of established competitors and the ongoing competition for market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	11.41%
Debt Cost	3.95%
Equity Weight	88.59%
Equity Cost	4.55%
WACC	4.48%
Leverage	12.87%

11. Quality Control: First Sensor AG passed 2 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Inefficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Elmos

A-Score: 4.9/10

Value: 4.5

Growth: 6.4

Quality: 7.5

Yield: 1.9

Momentum: 7.0

Volatility: 2.3

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X-FAB Silicon Foundries

A-Score: 4.6/10

Value: 7.3

Growth: 7.3

Quality: 3.8

Yield: 0.0

Momentum: 7.5

Volatility: 1.7

1-Year Total Return ->

SÜSS MicroTec

A-Score: 4.3/10

Value: 8.2

Growth: 8.9

Quality: 7.9

Yield: 0.6

Momentum: 0.5

Volatility: 0.0

1-Year Total Return ->

First Sensor

A-Score: 4.3/10

Value: 2.9

Growth: 3.8

Quality: 6.6

Yield: 1.2

Momentum: 1.5

Volatility: 9.7

1-Year Total Return ->

Oxford Instruments

A-Score: 4.0/10

Value: 2.3

Growth: 4.7

Quality: 6.2

Yield: 1.2

Momentum: 4.0

Volatility: 5.3

1-Year Total Return ->

Valens Semi

A-Score: 2.9/10

Value: 7.8

Growth: 4.3

Quality: 4.3

Yield: 0.0

Momentum: 1.0

Volatility: 0.0

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

27.70%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

4.48%

First Sensor AG - DE0007201907

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on SIS

1.c. Company Highlights

Less Volatile

Fairly Valued

Average Growth

Expensive

Lower Quality

Average Yield

Average Quality

Weak Momentum

Stable Momentum

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.50%)

6. Segments

Customized Semiconductor Sensors, Sensor Systems and Development and Production Services

Expected Growth: 8.5%

7. Detailed Products

Standard Photodiodes

Custom Photodiodes

Image Sensors

Pressure Sensors

Temperature Sensors

Inertial Measurement Units (IMUs)

Sensor Solutions

8. First Sensor AG's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: First Sensor AG passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

56.6$

Current Price

56.6$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA