BE Semiconductor Industries NV
AEX:BESI

Watchlist Manager
BE Semiconductor Industries NV Logo
BE Semiconductor Industries NV
AEX:BESI
Watchlist
Price: 108.3 EUR 2.27% Market Closed
Market Cap: 8.8B EUR

Relative Value

The Relative Value of one BESI stock under the Base Case scenario is 154.62 EUR. Compared to the current market price of 108.3 EUR, BE Semiconductor Industries NV is Undervalued by 30%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

BESI Relative Value
Base Case
154.62 EUR
Undervaluation 30%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
22
vs Industry
10
Median 3Y
13.1
Median 5Y
8.8
Industry
3.1
Forward
11.4
vs History
23
vs Industry
20
Median 3Y
44.3
Median 5Y
27.2
Industry
26.1
Forward
30.4
vs History
20
vs Industry
16
Median 3Y
29.1
Median 5Y
23.9
Industry
16.8
vs History
57
vs Industry
32
Median 3Y
18.6
Median 5Y
18.6
Industry
21.5
vs History
31
vs Industry
2
Median 3Y
17.3
Median 5Y
10.3
Industry
2.2
vs History
22
vs Industry
9
Median 3Y
12.9
Median 5Y
8.4
Industry
3
Forward
11.2
vs History
25
vs Industry
21
Median 3Y
19.9
Median 5Y
14
Industry
10.1
vs History
19
vs Industry
17
Median 3Y
32.6
Median 5Y
20.2
Industry
15.4
Forward
27.7
vs History
19
vs Industry
19
Median 3Y
36.2
Median 5Y
22.8
Industry
20.5
Forward
30.7
vs History
20
vs Industry
16
Median 3Y
28.9
Median 5Y
22.6
Industry
15.8
vs History
20
vs Industry
16
Median 3Y
29.8
Median 5Y
23.2
Industry
20.3
vs History
31
vs Industry
3
Median 3Y
17.3
Median 5Y
13.1
Industry
2.1

Multiples Across Competitors

BESI Competitors Multiples
BE Semiconductor Industries NV Competitors

Market Cap P/S P/E EV/EBITDA EV/EBIT
NL
BE Semiconductor Industries NV
AEX:BESI
8.6B EUR 14.1 47.2 37.7 43.2
US
Brooks Automation Inc
LSE:0HQ1
330.8B USD 509.3 -2 044.6 11 502.2 -5 669.8
NL
ASML Holding NV
AEX:ASML
265.3B EUR 9.4 35 25.8 28.4
US
Applied Materials Inc
NASDAQ:AMAT
126.7B USD 4.6 20 14.6 15.3
US
Lam Research Corp
NASDAQ:LRCX
99.8B USD 6.2 23.2 19 20.5
US
KLA Corp
NASDAQ:KLAC
96B USD 8.8 29.9 20.7 22.6
JP
Tokyo Electron Ltd
TSE:8035
10.2T JPY 4.4 19.5 13.9 15.1
JP
Advantest Corp
TSE:6857
5.7T JPY 8.3 41.7 26.4 30.4
CN
NAURA Technology Group Co Ltd
SZSE:002371
228.6B CNY 8.2 41.7 36.1 36.1
JP
Disco Corp
TSE:6146
3.7T JPY 9.9 30.8 20 21.4
NL
ASM International NV
AEX:ASM
22.5B EUR 7.7 32.8 22.1 27.5
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
NL
BE Semiconductor Industries NV
AEX:BESI
Average EV/EBITDA: 1 067.1
37.7
37%
1
US
B
Brooks Automation Inc
LSE:0HQ1
11 502.2
78%
147.5
NL
ASML Holding NV
AEX:ASML
25.8
18%
1.4
US
Applied Materials Inc
NASDAQ:AMAT
14.6
9%
1.6
US
Lam Research Corp
NASDAQ:LRCX
19
16%
1.2
US
KLA Corp
NASDAQ:KLAC
20.7
14%
1.5
JP
Tokyo Electron Ltd
TSE:8035
13.9
23%
0.6
JP
Advantest Corp
TSE:6857
26.4
47%
0.6
CN
NAURA Technology Group Co Ltd
SZSE:002371
36.1
39%
0.9
JP
Disco Corp
TSE:6146
20
23%
0.9
NL
ASM International NV
AEX:ASM
22.1
21%
1.1
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
NL
BE Semiconductor Industries NV
AEX:BESI
Average EV/EBIT: 26.1
43.2
41%
1.1
US
B
Brooks Automation Inc
LSE:0HQ1
Negative Multiple: -5 669.8 N/A N/A
NL
ASML Holding NV
AEX:ASML
28.4
18%
1.6
US
Applied Materials Inc
NASDAQ:AMAT
15.3
9%
1.7
US
Lam Research Corp
NASDAQ:LRCX
20.5
17%
1.2
US
KLA Corp
NASDAQ:KLAC
22.6
15%
1.5
JP
Tokyo Electron Ltd
TSE:8035
15.1
N/A N/A
JP
Advantest Corp
TSE:6857
30.4
N/A N/A
CN
NAURA Technology Group Co Ltd
SZSE:002371
36.1
34%
1.1
JP
Disco Corp
TSE:6146
21.4
N/A N/A
NL
ASM International NV
AEX:ASM
27.5
24%
1.1