BE Semiconductor Industries N.V (BESI) Fair Value & Analysis
Technology · NL · Market cap €22.5B
Fair value as of: Jul 14, 2026
From 25 valuation models · updated today
Share price −22.1% over the past month.
Price vs Fair Value (12 months)
12‑month range €105.14 – €320.30 · fair‑value band €19.20 – €39.87 · the €247.00 price screens above the €28.70 fair value. As of Jul 14, 2026.
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BE Semiconductor Industries N.V (BESI) currently trades at €247.00, while our model-based Fair Value estimate is €28.70 — implying the stock looks roughly 88.4% overvalued today. We read business quality at 80/100 (high quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, BE Semiconductor Industries N.V generated revenue of €632M at a net margin of 24.0%. Revenue grew 28.3% year over year. It earns a return on equity of 31.3%. Net debt stands at €157M. Fundamentals as of Jul 14, 2026
Our scenario range runs from €19.20 (bear case) to €39.87 (bull case); at €247.00, the current price sits above that range. The share trades about 15% below its 52-week high and 141% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -74% fair-value upside — at -88%, BESI screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 14, 2026. TTM = trailing twelve months.
About the company
BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally. It operates through three segments: Die Attach, Packaging, and Plating. The company offers single chip, multi chip, multi module, flip chip, epoxy and soft solder die bonding systems, hybrid, TCB and embedded bridge die bonding, die lid attach, and fan out wafer level packaging systems; and conventional, ultra-thin and wafer level molding, trim and form, and singulation systems. It also provides tin, copper, precious metal and solar plating systems, and related process chemicals; and tooling, conversion kits, spare parts, and other services. The company sells its products under the Fico, Meco, Datacon, and Esec brands. It serves multinational chip manufacturers, foundries, assembly subcontractors and electronics, and industrial …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
BE Semiconductor Industries N.V reported revenue of €591M in FY2025 versus €749M in FY2021, a compound −5.7%/yr. Reported net income was €132M in FY2025, compounding −17.4%/yr from FY2021.
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Recent news
- BESI raises long-term revenue, margin targets as demand increases
- Ultra Clean (UCTT) Surges 6.5%: Is This an Indication of Further Gains?
- European Stocks Tracking Lower in Friday Trading; Lack of US-China Trade Deal Hits Tech Shares
- Assessing BE Semiconductor Industries (ENXTAM:BESI) Valuation After A Powerful Share Price Rally
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
Similar stocks
10 more Semiconductor Equipment & Materials stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ASML Holding ASML | C$50.50 | C$21.68 | -57% |
| Applied Materials, Inc AP2 | €386.10 | €91.58 | -76% |
| Lam Research Corporation LRCX | $409.54 | $94.52 | -77% |
| KLA Corporation KLAC | $1,929 | $742.75 | -61% |
| Tokyo Electron Limited TOELF | $443.58 | $117.43 | -74% |
| Advantest Corporation ATEYY | $190.45 | $66.32 | -65% |
| NAURA Technology Group 002371 | ¥603.36 | ¥152.37 | -75% |
| Hon. Precision, Inc 7769 | 6,755 TWD | 1,924 TWD | -72% |
| Piotech Inc 688072 | ¥748.01 | ¥147.84 | -80% |
| Hangzhou Changchuan Technology Co 300604 | ¥268.49 | ¥33.33 | -88% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.