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BE Semiconductor Industries

AEX:BESI · NL0012866412
Semiconductors & Semiconductor EquipmentMedium

360

71
EV / EBIT10
Price / Owner Earnings11
Owner Earnings Yield33
Dividend Yield87
Price/Sales3
EV / Gross Profit10
Price/Book3
Return on Capital74
Cash Return on Capital92
Return on Equity90
EBIT Margin87
Gross Profitability73
Cash Conversion61
Accruals87
Owner Earnings Margin84
Sales growth96
Profit Growth85
Long-Term EPS Growth92
Owner Earnings Growth40
Reinvestment34
Price momentum76
Debt load18
Refinancing23
Debt Payback100
Liquidity60
Analyst ratings40
Opinion Changes50
Price Target Upside21
Market mood100
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

BE Semiconductor Industries generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryNetherlands
IndustrySemiconductors & Semiconductor Equipment
SizeMedium
TypePublic Company
ExchangeENXTAM
Founded1995
Employees12
Websitebesi.com
ISINNL0012866412
Last UpdateApr 2, 2026
Indices
AEX (Netherlands)
Themes
Injection MoldingPackaging ServicesDetectors, Sensors and MemsElectronicsManufacturingMarketingProduct DesignSemiconductor

Description

BE Semiconductor Industries N.V. (Besi) engages in the development and manufacturing of semiconductor assembly equipment for the semiconductor and electronics industries. Business Segments Besi primarily focuses on the semiconductor and electronics…

Analysis

Beloved champion

BE Semiconductor Industries N.V. sits in the top corner of our grid: excellent business, premium price; every investor already knows the story.

On valuation, the picture is expensive. The owner-earnings multiple stands at 163.3×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 35% a year, against analyst forecasts of 55%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is adequate. The company scores 14/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
54
2023202420252026

All-time high

57

Mar 2026

All-time low

10

Jan 2023

Average rank

37

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
3
3
1
16
Price/Earnings
14
17
11
49
Price/Book
3
1
1
17
Dividend Yield
87
79
76
84
Value (overall)
28
22
22
44

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →