0.19%
-9.36%
-7.24%
-37.43%
-61.13%
-25.62%
41.22%
AI Spotlight on AIXA
Company Description
AIXTRON SE, together with its subsidiaries, provides deposition equipment to the semiconductor industry in Asia, Europe, and the Americas.It develops, produces, sells, maintains, and installs equipment for the deposition of semiconductor materials; and provides consulting and training, customer support, and peripheral equipment and services, as well as sells spare parts and services.The company supplies deposition equipment for volume production, as well as equipment for research and development, and pre-series production.
Its technology solutions are used to build components for electronic and optoelectronic applications that are used in laser, LED, display technologies, optical and wireless data transmission, SiC and GaN power electronics, optical and electronic storage devices, computing, and signaling and lighting technology, as well as other applications.AIXTRON SE was founded in 1983 and is headquartered in Herzogenrath, Germany.
Market Data
| Last Price | 13.52 |
| Change Percentage | 0.19% |
| Open | 13.57 |
| Previous Close | 13.49 |
| Market Cap ( Millions) | 1522 |
| Volume | 586616 |
| Year High | 36.18 |
| Year Low | 12.69 |
| M A 50 | 14.43 |
| M A 200 | 17.43 |
Financial Ratios
| FCF Yield | -5.53% |
| Dividend Yield | 2.96% |
| ROE | 14.71% |
| Debt / Equity | 0.81% |
| Net Debt / EBIDTA | -51.26% |
| Price To Book | 1.96 |
| Price Earnings Ratio | 13.5 |
| Price To FCF | -18.07 |
| Price To sales | 2.45 |
| EV / EBITDA | 10.45 |
News
- Dec -16 - With 64% ownership of the shares, AIXTRON SE (ETR:AIXA) is heavily dominated by institutional owners
- Dec -01 - Is AIXTRON SE (ETR:AIXA) Trading At A 34% Discount?
- Nov -03 - AIXTRON SE Just Missed Earnings - But Analysts Have Updated Their Models
- Nov -02 - AIXTRON Third Quarter 2024 Earnings: Misses Expectations
- Nov -02 - Aixtron SE (AIXXF) Q3 2024 Earnings Call Highlights: Strong Order Backlog and Strategic ...
- Oct -31 - Semiconductor parts maker Aixtron secures solid Q3 orders despite core profit miss
- Oct -18 - Should You Investigate AIXTRON SE (ETR:AIXA) At €14.56?
- Oct -09 - Aixtron SE (AIXXF) Q2 2024 Earnings Call Highlights: Navigating Market Challenges with ...
- Sep -24 - Investing in AIXTRON (ETR:AIXA) five years ago would have delivered you a 74% gain
- Aug -27 - AIXTRON SE (ETR:AIXA) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
- Aug -22 - Germany stocks mixed at close of trade; DAX up 0.25%
- Aug -06 - AIXTRON's (ETR:AIXA) Shareholders May Want To Dig Deeper Than Statutory Profit
- Jul -28 - AIXTRON SE Just Missed Earnings - But Analysts Have Updated Their Models
- Jul -27 - AIXTRON Second Quarter 2024 Earnings: Revenues Beat Expectations, EPS Lags
- Jun -24 - AIXTRON SE's (ETR:AIXA) Intrinsic Value Is Potentially 60% Above Its Share Price
- May -11 - Is It Time To Consider Buying AIXTRON SE (ETR:AIXA)?
- Apr -27 - AIXTRON First Quarter 2024 Earnings: Revenues Beat Expectations, EPS Lags
- Apr -18 - AIXTRON's (ETR:AIXA) Dividend Will Be Increased To €0.40
- Apr -16 - AIXTRON (ETR:AIXA) sheds 3.5% this week, as yearly returns fall more in line with earnings growth
- Mar -20 - Could The Market Be Wrong About AIXTRON SE (ETR:AIXA) Given Its Attractive Financial Prospects?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Equipment
Expected Growth : 6.5 %
What the company do ?
AIXTRON SE's equipment refers to their cutting-edge semiconductor manufacturing tools, including MOCVD and MBE systems, for producing high-performance electronic components.
Why we expect these perspectives ?
AIXTRON SE's equipment growth is driven by increasing demand for semiconductor materials, particularly in the 5G and IoT markets. The company's technology leadership in MOCVD and ALD deposition enables it to capitalize on the trend towards more complex and advanced semiconductor devices. Additionally, AIXTRON's strong relationships with leading chipmakers and its expanding presence in Asia support its growth momentum.
Segment n°2 -> Spares
Expected Growth : 6.0 %
What the company do ?
AIXTRON SE's Spares segment offers a range of spare parts and accessories for its deposition systems, ensuring optimal performance and minimizing downtime for customers.
Why we expect these perspectives ?
AIXTRON SE's 6.0% growth in Spares is driven by increasing demand for semiconductor equipment, driven by the rising adoption of 5G, IoT, and AI technologies. Additionally, the company's strong relationships with leading chipmakers, continuous R&D investments, and expanding presence in Asia contribute to its growth momentum.
Segment n°3 -> Services
Expected Growth : 7.5 %
What the company do ?
AIXTRON SE offers a range of services including equipment maintenance, process optimization, and training, ensuring optimal performance and efficiency for its semiconductor manufacturing customers.
Why we expect these perspectives ?
AIXTRON SE's 7.5% growth is driven by increasing demand for semiconductor manufacturing equipment, particularly in the 5G and IoT markets. The company's strong presence in Asia, especially in China, and its diversified product portfolio also contribute to its growth. Additionally, AIXTRON's focus on research and development, as well as its strategic partnerships, have enabled it to stay ahead of the competition and capitalize on emerging trends.
Aixtron Se Products
| Product Range | What is it ? |
|---|---|
| MOCVD Systems | AIXTRON SE's MOCVD (Metal Organic Chemical Vapor Deposition) systems are used for the production of semiconductor materials, such as LEDs, lasers, and transistors. |
| GaN RF Systems | AIXTRON SE's GaN RF Systems are used for the production of high-power and high-frequency semiconductor devices, such as amplifiers and switches. |
| OLED Deposition Systems | AIXTRON SE's OLED Deposition Systems are used for the production of organic light-emitting diodes (OLEDs) for displays and lighting applications. |
| ALD/CVD Systems | AIXTRON SE's ALD/CVD Systems are used for the production of thin films and nanomaterials for various applications, including semiconductors, solar cells, and energy storage. |
| Service and Support | AIXTRON SE's Service and Support offers maintenance, repair, and upgrade services for its deposition systems, as well as training and consulting services. |
AIXTRON SE's Porter Forces
Threat Of Substitutes
AIXTRON SE operates in the semiconductor industry, where substitutes are limited. However, the company's products can be substituted with alternative technologies, such as molecular beam epitaxy or chemical vapor deposition.
Bargaining Power Of Customers
AIXTRON SE's customers are primarily large semiconductor manufacturers, who have limited bargaining power due to their dependence on AIXTRON's products.
Bargaining Power Of Suppliers
AIXTRON SE relies on a few key suppliers for critical components, giving them some bargaining power. However, the company's strong relationships with suppliers mitigate this risk.
Threat Of New Entrants
The semiconductor industry has high barriers to entry, including significant capital expenditures and technological expertise, making it difficult for new entrants to compete with AIXTRON SE.
Intensity Of Rivalry
The semiconductor industry is highly competitive, with several established players competing for market share. AIXTRON SE faces intense rivalry from companies like ASM International and Applied Materials.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 0.69% |
| Debt Cost | 4.10% |
| Equity Weight | 99.31% |
| Equity Cost | 8.31% |
| WACC | 8.28% |
| Leverage | 0.70% |
AIXTRON SE : Quality Control
AIXTRON SE passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| TSEM | Tower Semiconductor Ltd., an independent semiconductor foundry, manufactures and markets analog intensive mixed-signal semiconductor devices in the United States, Japan, other Asia countries, and Europe. It provides various customizable process … |
| NVMI | Nova Ltd. designs, develops, produces, and sells process control systems used in the manufacture of semiconductors in Israel, Taiwan, the United States, China, Korea, and internationally. Its product portfolio includes … |
| MELE.BR | Melexis NV designs, develops, tests, and markets advanced integrated semiconductor devices primarily for the automotive industry in Europe, the Middle-East, Africa, the Asia Pacific, and North and Latin America. The … |
| CAMT | Camtek Ltd., together with its subsidiaries, develops, manufactures, and sells inspection and metrology equipment for the advanced interconnect packaging, memory, complementary metal oxide semiconductor image sensors, micro-electro mechanical systems, radio … |
| BESI.AS | BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries worldwide. The company's principal products include die attach equipment, such as … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Nova
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Camtek
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BESI
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6
