Infineon Technologies AG (IFX) Fair Value & Analysis

Technology · DE · Market cap €93.3B

A solid business, but screening 77% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (€19.53). The favourable scenario is already priced in.
• Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range (€9.69 to €19.53) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range €20.31 – €88.00 · fair‑value band €9.69 – €19.53 · the €60.32 price screens above the €13.97 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Infineon Technologies AG (IFX) currently trades at €60.32, while our model-based Fair Value estimate is €13.97, implying the stock looks roughly 76.8% overvalued today. We read business quality at 58/100 (solid 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, Infineon Technologies AG generated revenue of €15.1B at a net margin of 7.2%. Revenue grew 7.0% year over year. It earns a return on equity of 6.3%. Net debt stands at €5.9B. Fundamentals as of Jul 15, 2026

Our scenario range runs from €9.69 (bear case) to €19.53 (bull case); at €60.32, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 27% below its 52-week high and 97% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at -77%, IFX screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models (€16.67) versus Dividend Discount (€5.49). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.

Full company description

Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas. The Automotive segment offers automotive and industrial microcontrollers; analog and memory ICs; ethernet; power diodes and modules; power switches; sensors; transceivers; and voltage regulators for assistance and safety systems, comfort electronics, infotainment, powertrain, and security applications. Its Green Industrial Power segment provides discrete and bare die IGBTs; IGBT modules; and SiC discretes and modules for air conditioning technology, energy generation and storage, energy transmission, home appliances, industrial drives, industrial power supplies and vehicles, and traction applications. The Power & Sensor Systems segment offers 3D ToF sensors; chips for gas and pressure sensors, and MEMS microphones; control ICs; customized chips; discrete low-, mid-, and high-voltage power MOSFETs; ESD protection diodes; GaN power switches; GPS low-noise amplifiers; low- and high-voltage driver ICs; radar sensor ICs; RF antenna switches and power transistors; SiC diode and MOSFETs; and USB controllers for audio amplifiers, automotive electronics, BLDC motors, cellular communications infrastructure, charging stations for electric vehicles, human machine interaction, IoT, LED and conventional lighting systems, microinverters, mobile devices, power management, and harsh environment applications. Its Connected Secure Systems segment provides connectivity solutions, embedded security controllers, microcontrollers, and security controllers for authentication, automotive, consumer electronics, government identification document, IoT, mobile communication, payment system, ticketing, access control, and trusted computing applications. The company was founded in 1952 and is headquartered in Neubiberg, Germany.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Infineon Technologies AG reported revenue of €14.7B in FY2025 versus €11.1B in FY2021, a compound +7.3%/yr. Reported net income was €1.0B in FY2025, compounding −3.5%/yr from FY2021.

IFX screens 77% overvalued. Compare with NVIDIA Corporation →

Peer Group

Semiconductors · 318 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Semiconductors median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

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.