Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
BE Semiconductor Industries N.V. is a Dutch multinational company specializing in the development, manufacturing, marketing, sales, and service of semiconductor assembly equipment for the global semiconductor and electronics industries. Headquartered in Duiven, the Netherlands, it operates through three key segments: Die Attach, Packaging, and Plating, delivering solutions like single-chip and multi-chip die bonding systems, flip chip equipment, epoxy and soft solder bonding, wafer level molding, trim and form systems, as well as tin, copper, and precious metal plating systems with related chemicals. The company's portfolio, under brands such as Datacon, Esec, Fico, and Meco, emphasizes high accuracy, productivity, reliability, and low cost of ownership, supporting leadframe, substrate, and wafer level packaging for end-user markets including mobile internet, cloud servers, computing, automotive, industrial, LED, and solar energy. BE Semiconductor Industries N.V. serves leading multinational chip manufacturers, assembly subcontractors, and electronics firms, with a global footprint featuring facilities in Europe and Asia, and approximately 1,870 employees as of late 2023. Incorporated in 1995, it maintains a strong market position, particularly leading in die attach with advanced technologies like hybrid bonding and thermo-compression.
€317.80
+€7.70 (+2.48%)
EOD Jun 18, 2026 · Twelve Data
29.27% operating margin is above average. ROIC at 14.92%.
Revenue declined 2.7% YoY. Margins deteriorated 2.9pp alongside, both lines moving the wrong way.
At 166x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Free cash flow declined 20% versus the prior year, cash generation momentum has weakened.
166.4x earnings, 135.3x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
€632M
▼ -2.7% YoY
Net Income (TTM)
€152M
▼ -27.7% YoY
Op. Margin
31.28%
▼ -2.9pp YoY
ROIC
14.92%
▼ -6.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
€187M
▼ -19.6% YoY
Op. Cash Flow (TTM)
€211M
▼ -5.9% YoY
Net Debt
€148M
Cash & Equiv.
€373M
3Y CAGR: -6.5%
3Y CAGR: -17.6%
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