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Semiconductor Equipment & Materials
Total Market Capitalization of All Firms
$1,536,934 mm
Average Market Capitalization
$43,912 mm
Average Market to Model Ratio Weighted by Log of Market Cap
1.6
Standard Deviation of MM Ratio
0.6
Average Beta
1.4
Average EV To Revenue
5.3
Average EV To EBITDAM
27.3
Average Price To Free Cash Flow
38.9
Ticker
Company Name
Market To Model
Market Cap ($ mm)
EV to Revenue
Price To FCF
EV/EBITDAM
% Growth
Beta
As Of
0522.HK
ASM PACIFIC TECHNOLOGY LTD
2.81
6,878
0.7
62.8
38.5
-6
1.0
Jun 20
AIXA.DE
AIXTRON SE
2.80
1,982
7.5
14.5
30
2
0.8
Sep 20
CREE
Cree Inc
2.60
11,728
13.3
99
30
5
1.4
Sep 20
WAF.DE
Siltronic AG
2.46
5,074
4.6
43.6
33.2
-5
1.8
Sep 20
7735
Screen Holdings Co Ltd
2.43
4,217
0.2
50.4
26.9
-4
1.2
Sep 20
6146
DisCo Corp
2.37
12,979
0.1
58.3
35.5
17
1.3
Sep 20
7729
Tokyo Seimitsu Co Ltd
2.24
2,072
0.1
49.1
26.0
1
1.4
Sep 20
BESI.AS
BE Semiconductor Industries NV
2.24
5,206
13.1
49.2
33.8
18
1.3
Sep 20
OLED
Universal Display Corporation
2.16
11,831
26.6
72.8
30
10
1.4
Sep 20
CCMP
Cabot Microelectronics Corp.
2.14
4,786
5.0
25.3
21.5
2
1.1
Sep 20
KLAC
Kla Tencor Corp
2.02
49,153
8.1
29.8
22.6
12
1.2
Sep 20
COHU
Cohu Inc.
1.88
1,855
3.5
45.2
30
8
1.7
Sep 20
ASML.AS
Asml Holding Nv
1.83
224,144
15.7
61.1
43.4
23
1.2
Sep 20
2303.TW
United Microelectronics Corp
1.74
20,403
0.6
18.8
14.0
15
1.6
Sep 20
XLNX
Xilinx Inc
1.73
34,685
11.9
33.1
30.6
-5
1.0
Sep 20
TER
Teradyne Inc
1.40
23,533
7.8
48.0
29.7
34
1.3
Sep 20
ASML
Asml Holding Nv
1.34
224,536
13.5
66.9
30
27
1.2
Sep 20
3105.TW
WIN Semiconductors Corp
1.28
6,358
0.5
39.6
32.2
14
1.2
Sep 20
BRKS
Brooks Automation Inc.
1.28
5,722
5.6
59.8
39.1
15
1.8
Sep 20
3711.TW
ASE Technology Holding Co., Lt
1.26
14,886
0.5
27.5
32.5
11
1.4
Sep 20
AMAT
Applied Materials Inc
1.26
97,920
4.9
26.9
20.9
21
1.4
Oct 20
ENTG
Entegris Inc.
1.25
14,577
8.6
99
37.7
14
1.3
Sep 20
8035
Tokyo Electron Limited
1.18
68,783
0.1
37.1
25.1
23
1.0
Sep 20
CLS
Celestica Inc
1.18
1,115
0.3
8.5
30
0
2.5
Sep 20
2330.TW
Taiwan Semiconductor Mfg. Co.
1.13
556,967
0.6
35.7
30.9
25
1.4
Sep 20
KLIC
Kulicke & Soffa Industries Inc
1.07
2,476
3.1
21.7
15.5
27
1.2
Sep 20
ASM.AS
ASM International NV
1.00
14,277
10.3
34.0
29.5
23
1.4
Sep 20
6488.TW
GlobalWafers Co., Ltd.
0.99
10,298
0.4
24.0
14.5
-4
1.6
Sep 20
IMOS
Chipmos Technologies
0.90
920
1.6
14.1
9.6
15
1.0
Sep 20
VECO
Veeco Instruments Inc.
0.89
957
2.8
19.9
21.7
7
1.4
Sep 20
AMS.SW
AMS AG
0.87
6,723
3.9
21.8
30
53
2.0
Sep 20
PLAB
Photronics Inc.
0.85
802
1.3
12
32.3
6
0.9
Oct 20
AMKR
Amkor Technology Inc
0.82
4,323
1.2
18
18.2
23
1.6
Sep 20
LRCX
Lam Research Corp
0.74
82,091
7.1
22.1
19.2
23
1.3
Sep 20
6239.TW
Powertech Technology Inc.
0.69
2,676
0.5
13.2
11.9
16
1.1
Sep 20
Standard Value
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