-0.68%
-12.63%
-20.73%
-30.68%
37.76%
129.47%
322.48%
AI Spotlight on SMHN
Company Description
SÜSS MicroTec SE, together with its subsidiaries, develops, manufactures, and markets machines for the production of microelectronics, microelectromechanical systems, and related applications.It operates through five divisions: Photomask Equipment, Lithography, Bonder, Microoptics, and Others.The company develops, manufactures, and sells mask aligners, coaters and developers, UV projection scanners, and laser processing tool.
It develops, produces, and sells bonder systems, including microelectromechanical systems, compound semiconductors, and 3D integration markets.In addition, the company develops, manufactures, and sells specialized tools for the cleaning and processing of photomasks for the semiconductor industry.Further, it is involved in the production and sale of micro lenses and specialized optics for various industrial applications.
It operates in Europe, the Middle East, Africa, North America, and the Asia Pacific.The company distributes its products through production facilities, as well as through distribution companies and trade representatives.SÜSS MicroTec SE was founded in 1949 and is headquartered in Garching, Germany.
Market Data
| Last Price | 43.6 |
| Change Percentage | -0.68% |
| Open | 44 |
| Previous Close | 43.9 |
| Market Cap ( Millions) | 833 |
| Volume | 136165 |
| Year High | 71.4 |
| Year Low | 31.3 |
| M A 50 | 47.9 |
| M A 200 | 55.09 |
Financial Ratios
| FCF Yield | 3.04% |
| Dividend Yield | 0.46% |
| ROE | 15.00% |
| Debt / Equity | 5.30% |
| Net Debt / EBIDTA | -169.78% |
| Price To Book | 3.16 |
| Price Earnings Ratio | 23.77 |
| Price To FCF | 32.85 |
| Price To sales | 2.1 |
| EV / EBITDA | 9.87 |
News
- Jan -30 - Even though SÜSS MicroTec (ETR:SMHN) has lost €108m market cap in last 7 days, shareholders are still up 301% over 5 years
- Jan -17 - Suess Microtec Shares Soar After Forecast-Beating Results
- Dec -12 - SÜSS MicroTec SE (ETR:SMHN) Shares Could Be 37% Below Their Intrinsic Value Estimate
- Nov -26 - With 62% ownership of the shares, SÜSS MicroTec SE (ETR:SMHN) is heavily dominated by institutional owners
- Nov -09 - SÜSS MicroTec Third Quarter 2024 Earnings: Beats Expectations
- Oct -18 - Is Weakness In SÜSS MicroTec SE (ETR:SMHN) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?
- Aug -22 - Investors in SÜSS MicroTec (ETR:SMHN) have seen massive returns of 664% over the past five years
- Jun -30 - Calculating The Fair Value Of SÜSS MicroTec SE (ETR:SMHN)
- Jun -09 - SÜSS MicroTec SE's (ETR:SMHN) large institutional owners must be happy as stock continues to impress, up 12% over the past week
- May -11 - Are Robust Financials Driving The Recent Rally In SÜSS MicroTec SE's (ETR:SMHN) Stock?
- Mar -18 - Hypoport (ETR:HYQ) shareholder returns have been favorable, earning 81% in 1 year
- Feb -28 - Be Wary Of adesso (ETR:ADN1) And Its Returns On Capital
- Feb -08 - Is Now The Time To Put Chocoladefabriken Lindt & Sprüngli (VTX:LISN) On Your Watchlist?
- Jan -22 - Calculating The Fair Value Of SÜSS MicroTec SE (ETR:SMHN)
- Dec -03 - Are Strong Financial Prospects The Force That Is Driving The Momentum In SÜSS MicroTec SE's ETR:SMHN) Stock?
- Oct -20 - At €21.65, Is It Time To Put SÜSS MicroTec SE (ETR:SMHN) On Your Watch List?
- May -03 - Is There Now An Opportunity In SÜSS MicroTec SE (ETR:SMHN)?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Advanced Backend Solutions
Expected Growth : 12 %
What the company do ?
Advanced Backend Solutions from SÜSS MicroTec SE provides innovative coating and bonding technologies for semiconductor manufacturing, enabling high-volume production of advanced semiconductor devices.
Why we expect these perspectives ?
Advanced Backend Solutions from SÜSS MicroTec SE is driven by increasing demand for semiconductor manufacturing, growing adoption of IoT and AI technologies, and rising need for miniaturization and precision in chip production. Additionally, the segment benefits from the company's strong R&D capabilities, strategic partnerships, and expanding presence in key markets such as Asia and the US.
Segment n°2 -> Photomask Solutions
Expected Growth : 10 %
What the company do ?
Photomask Solutions from SÜSS MicroTec SE provide high-precision photomasks for semiconductor manufacturing, enabling accurate pattern transfer in chip production.
Why we expect these perspectives ?
The 10% growth of Photomask Solutions from SÜSS MicroTec SE is driven by increasing demand for advanced semiconductor manufacturing, adoption of EUV lithography, and growing need for high-precision photomasks in emerging technologies like 5G, AI, and IoT. Additionally, strategic partnerships, investments in R&D, and expansion into new markets also contribute to this growth.
Segment n°3 -> MicroOptics
Expected Growth : 16 %
What the company do ?
MicroOptics from SÜSS MicroTec SE is a technology for manufacturing high-precision micro-optical components, such as lenses, prisms, and beam splitters, for various applications.
Why we expect these perspectives ?
MicroOptics' 16% growth is driven by increasing demand for advanced semiconductor manufacturing technologies, particularly in the areas of 5G, IoT, and autonomous vehicles. SÜSS MicroTec's strong market position, innovative product portfolio, and strategic partnerships also contribute to this growth.
Segment n°4 -> Corporate Functions
Expected Growth : 8 %
What the company do ?
Corporate Functions at SÜSS MicroTec SE refers to the central departments that support the organization's operations, including HR, Finance, IT, and Communications.
Why we expect these perspectives ?
SÜSS MicroTec SE's Corporate Functions segment growth of 8% is driven by increasing demand for semiconductor manufacturing equipment, expansion into new markets, and strategic investments in research and development. Additionally, the company's focus on operational efficiency and cost reduction initiatives have contributed to the segment's growth.
Süss Microtec Se Products
| Product Range | What is it ? |
|---|---|
| Lithography | SÜSS MicroTec SE offers a range of lithography products, including mask aligners, proximity lithography systems, and UV-NIL systems, used for patterning and structuring of semiconductor materials, MEMS, and nanotechnology applications. |
| Wafer Bonding | SÜSS MicroTec SE provides wafer bonding systems for the fabrication of advanced semiconductor devices, including 3D stacked devices, MEMS, and sensors. |
| Coating | SÜSS MicroTec SE offers a range of coating products, including spin coaters, spray coaters, and evaporators, used for the deposition of thin films and materials in semiconductor, MEMS, and nanotechnology applications. |
| Inspection and Metrology | SÜSS MicroTec SE provides inspection and metrology systems for the detection of defects and measurement of critical dimensions in semiconductor, MEMS, and nanotechnology applications. |
| Bonder and Debonder | SÜSS MicroTec SE offers bonder and debonder systems for the temporary bonding and debonding of wafers, used in the production of advanced semiconductor devices and MEMS. |
SÜSS MicroTec SE's Porter Forces
Threat Of Substitutes
The threat of substitutes for SÜSS MicroTec SE is moderate due to the presence of alternative technologies and products in the semiconductor industry.
Bargaining Power Of Customers
The bargaining power of customers for SÜSS MicroTec SE is low due to the company's strong relationships with its customers and the customized nature of its products.
Bargaining Power Of Suppliers
The bargaining power of suppliers for SÜSS MicroTec SE is moderate due to the presence of multiple suppliers in the market, but the company's dependence on a few critical suppliers.
Threat Of New Entrants
The threat of new entrants for SÜSS MicroTec SE is low due to the high barriers to entry in the semiconductor industry, including significant capital requirements and technological expertise.
Intensity Of Rivalry
The intensity of rivalry for SÜSS MicroTec SE is high due to the competitive nature of the semiconductor industry, with multiple players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 4.80% |
| Debt Cost | 3.95% |
| Equity Weight | 95.20% |
| Equity Cost | 14.09% |
| WACC | 13.60% |
| Leverage | 5.05% |
SÜSS MicroTec SE : Quality Control
SÜSS MicroTec SE passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| OXIG.L | Oxford Instruments plc, through its subsidiaries, researches, develops, manufactures, rents, sells, and services tools and systems in the United Kingdom, China, Japan, the United States, Germany, rest of Europe, rest … |
| VLN | Valens Semiconductor Ltd. engages in the provision of semiconductor products that enables high-speed video and data transmission for the audio-video and automotive industries. It offers HDBaseT technology, which enables the … |
| ELG.DE | Elmos Semiconductor SE, together with its subsidiaries, develops, produces, and markets semiconductors and sensors primarily for use in the automotive industry worldwide. It offers sensor ICs, which include ultrasonic distance, … |
| SIS.DE | 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 … |
| XFAB.PA | X-FAB Silicon Foundries SE operates as an analog/mixed-signal semiconductor technology foundry. The company manufactures silicon wafers for automotive, industrial, consumer, medical, and mobile communications, and other applications; and analog/mixed-signal integrated … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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First Sensor
A-Score
1-Year Total Return ->
🥈
Elmos
A-Score
1-Year Total Return ->
🥉
SÜSS MicroTec
A-Score
1-Year Total Return ->
4
Oxford Instruments
A-Score
1-Year Total Return ->
5
X-FAB Silicon Foundries
A-Score
1-Year Total Return ->
6
