1.46%
-5.74%
27.32%
4.66%
-10.80%
68.97%
224.66%
AI Spotlight on BESI
Company Description
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 single chip, multi chip, multi module, flip chip, thermal compression bonding, fan out wafer level packaging, hybrid and embedded bridge die bonding, and die sorting systems; and packaging equipment, including conventional, ultra thin, and wafer level molding, as well as trim and form, and singulation systems.Its principal products also comprise plating equipment comprising tin, copper, and precious metal and solar plating systems, as well as related process chemicals; and tooling, conversion kits, spare parts, and other services.
The company's principal brand names include Datacon, Esec, Fico, and Meco.It offers its products primarily to multinational chip manufacturers, assembly subcontractors, and electronics and industrial companies.The company was incorporated in 1995 and is headquartered in Duiven, the Netherlands.
Market Data
| Last Price | 124.7 |
| Change Percentage | 1.46% |
| Open | 123.85 |
| Previous Close | 122.9 |
| Market Cap ( Millions) | 9919 |
| Volume | 556422 |
| Year High | 182.9 |
| Year Low | 91.2 |
| M A 50 | 130.11 |
| M A 200 | 127.34 |
Financial Ratios
| FCF Yield | 1.60% |
| Dividend Yield | 1.72% |
| ROE | 39.43% |
| Debt / Equity | 115.98% |
| Net Debt / EBIDTA | 96.65% |
| Price To Book | 21.34 |
| Price Earnings Ratio | 55.91 |
| Price To FCF | 62.65 |
| Price To sales | 16.16 |
| EV / EBITDA | 42.23 |
News
- Dec -23 - BE Semiconductor Set to Capitalize on Growth from Apple and Nvidia Innovations
- Nov -29 - Global chip stocks to consider as investments beyond Nvidia
- Nov -25 - 3 Stocks Estimated To Be Up To 33.7% Below Intrinsic Value
- Nov -20 - FTSE 100 and European-listed stocks to own in 2025, according to Barclays
- Nov -10 - Is BE Semiconductor Industries N.V. (AMS:BESI) Potentially Undervalued?
- Oct -27 - Results: BE Semiconductor Industries N.V. Exceeded Expectations And The Consensus Has Updated Its Estimates
- Oct -25 - 3 Stocks Estimated To Be Undervalued In October 2024
- Oct -25 - BE Semiconductor Industries NV (BESIY) Q3 2024 Earnings Call Highlights: Strong Revenue and Net ...
- Oct -24 - BE Semiconductor Industries N.V. Announces Q3-24 Results
- Oct -24 - Besi misses Q3 orders estimate; sees flat revenues amid shipment delays
- Oct -24 - Besi eyes 2025 surge in hybrid bonding demand after Q3 orders miss estimate
- Oct -16 - An Intrinsic Calculation For BE Semiconductor Industries N.V. (AMS:BESI) Suggests It's 23% Undervalued
- Oct -01 - BE Semiconductor Industries' (AMS:BESI) five-year earnings growth trails the fantastic shareholder returns
- Sep -07 - BE Semiconductor Industries N.V.'s (AMS:BESI) market cap decline of €1.1b may not have as much of an impact on institutional owners after a year of 0.9% returns
- Jul -28 - BE Semiconductor Industries Second Quarter 2024 Earnings: EPS Beats Expectations, Revenues Lag
- Jul -25 - BESI Q2: Strong orders overshadowed by YoY revenue decline
- Jul -25 - BE Semiconductor Industries N.V. Announces Q2-24 Results
- Jul -25 - AI boom helps Besi offset weaker mainstream, China markets in Q2
- Jul -25 - Besi shares tumble as weak mainstream chip markets hit Q3 forecast
- May -29 - Declining Stock and Decent Financials: Is The Market Wrong About BE Semiconductor Industries N.V. (AMS:BESI)?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Die Attach
Expected Growth : 8.32 %
What the company do ?
Die Attach from BE Semiconductor Industries N.V. is a process of attaching a semiconductor die to a lead frame or substrate using adhesives or eutectic bonds.
Why we expect these perspectives ?
The 8.32% growth in Die Attach from BE Semiconductor Industries N.V. is driven by increasing demand for semiconductor devices, particularly in the automotive and IoT sectors. Additionally, the trend towards miniaturization and higher performance in electronics is fueling growth. Furthermore, BE Semiconductor's strong market position, innovative products, and strategic partnerships are contributing to its growth momentum.
Segment n°2 -> Packaging
Expected Growth : 8.78 %
What the company do ?
Packaging from BE Semiconductor Industries N.V. refers to the process of assembling, sorting, and preparing semiconductor devices for shipment, ensuring secure and reliable delivery.
Why we expect these perspectives ?
BE Semiconductor Industries N.V.'s packaging growth is driven by increasing demand for advanced packaging technologies, such as flip chip and wafer-level packaging, in high-growth markets like 5G, IoT, and automotive. Additionally, the company's strong relationships with leading semiconductor companies and its ability to provide customized packaging solutions contribute to its growth.
Segment n°3 -> Plating
Expected Growth : 8.32 %
What the company do ?
Plating from BE Semiconductor Industries N.V. refers to the electrochemical process of depositing a thin layer of material, such as metal, onto a semiconductor wafer's surface to create electrical connections.
Why we expect these perspectives ?
BE Semiconductor Industries N.V.'s plating segment growth of 8.32% is driven by increasing demand for advanced packaging technologies, rising adoption of 5G and IoT devices, and growing need for miniaturization and connectivity in the semiconductor industry. Additionally, the company's strategic investments in R&D and capacity expansion have enabled it to capitalize on emerging trends and opportunities.
Be Semiconductor Industries N.V. Products
| Product Range | What is it ? |
|---|---|
| Die Products | BE Semiconductor Industries N.V. offers a wide range of die products, including discrete semiconductor devices, integrated circuits, and optoelectronic devices. |
| Wafer Products | The company provides wafer products, including silicon wafers, silicon-on-insulator (SOI) wafers, and epitaxial wafers. |
| Assembly and Test Services | BE Semiconductor Industries N.V. offers assembly and test services for semiconductor devices, including wire bonding, flip chip, and wafer level packaging. |
| Module and Sub-Assembly Services | The company provides module and sub-assembly services, including the assembly of semiconductor devices into modules and sub-assemblies. |
| Design and Manufacturing Services | BE Semiconductor Industries N.V. offers design and manufacturing services, including design, development, and manufacturing of semiconductor devices. |
BE Semiconductor Industries N.V.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for BE Semiconductor Industries N.V. is medium due to the presence of alternative semiconductor manufacturers, but the company's strong brand reputation and customer loyalty mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low due to the company's strong relationships with its customers and the customized nature of its products, making it difficult for customers to switch suppliers.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium due to the company's dependence on a few key suppliers, but the company's strong relationships with these suppliers and its ability to negotiate prices mitigate this threat.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the semiconductor industry, including the need for significant capital investment and technological expertise.
Intensity Of Rivalry
The intensity of rivalry is high due to the competitive nature of the semiconductor industry, with many established players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 43.10% |
| Debt Cost | 4.29% |
| Equity Weight | 56.90% |
| Equity Cost | 11.58% |
| WACC | 8.43% |
| Leverage | 75.74% |
BE Semiconductor Industries N.V. : Quality Control
BE Semiconductor Industries N.V. 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 … |
| AIXA.DE | 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 … |
| 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 … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Melexis
A-Score
1-Year Total Return ->
🥈
Tower Semi
A-Score
1-Year Total Return ->
🥉
Nova
A-Score
1-Year Total Return ->
4
Camtek
A-Score
1-Year Total Return ->
5
BESI
A-Score
1-Year Total Return ->
6
