BE Semiconductor Industries NV
SWB:BSI
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BE Semiconductor Industries NV
SWB:BSI
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Imperial Brands PLC
LSE:IMB
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Intrinsic Value
The intrinsic value of
BE Semiconductor Industries NV (BSI) under the Base Case is 210.09 EUR per share.
Compared with the current market price of 155.05 EUR, the stock appears
Undervalued by 26% .
The intrinsic value is calculated using valuation multiples.
Do our valuations actually work? See backtest results .
Cheap or expensive for this stock?
This block shows whether today’s valuation is cheap or expensive compared with the stock’s own history, and what happened after similar valuations in the past.
We compare the gap between the stock’s price and our estimated value over time.
- Undervalued can still be historically expensive. The stock may trade below our estimated value, but usually offer an even bigger discount.
- Overvalued can still be historically cheap. The stock may trade above our estimated value, but usually carry an even higher premium.
Market expectations can differ from our model, which may not fully capture everything affecting the price. That is why some stocks regularly trade above our estimated value and others below it.
The scale and chart show how today’s valuation compares with the past. The cards summarize past returns and waiting times until the stock stopped being cheap or expensive. This can happen because the price changed, our estimated value changed, or both.
Only completed periods are included. These are past results, not forecasts. The usual historical range does not necessarily mean fair value.
Fundamental Analysis
What BE Semiconductor Industries Does
BE Semiconductor Industries, or BESI, makes equipment used to assemble and package semiconductor chips after they are manufactured. Its machines handle steps such as attaching dies, bonding chips to substrates, and supporting advanced packaging methods that help chips become smaller, faster, and more efficient. In simple terms, BESI sells the tools that turn bare chips into finished components ready for use in phones, cars, servers, and other electronics.
- Headquarters
- Netherlands NL
- Employees
- 1 902
- IPO date
- Dec 4, 1995
BE Semiconductor Industries has a wide economic moat
Replacing Besi’s machines in an established chip production line means repeating testing and risking costly manufacturing defects, which gives customers a strong reason to stay. Patents on parts of its chip-handling and bonding equipment also restrict what rivals can copy. Together, these protections make competing on price alone difficult.
Read the full moat analysis
Revenue & Expenses Breakdown
BE Semiconductor Industries NV
Earnings Waterfall
BE Semiconductor Industries NV
The intrinsic value for
BE Semiconductor Industries NV (BSI) under the Base Case is 210.09 EUR.
Compared with the current market price of 155.05 EUR, the stock appears Undervalued by 26% .