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Tower Semiconductor

NSQ:TSEM · IL0010823792
Semiconductors & Semiconductor EquipmentLarge

360

38
EV / EBIT19
Price / Owner Earnings5
Owner Earnings Yield34
Dividend Yield1
Price/Sales11
EV / Gross Profit12
Price/Book18
Return on Capital44
Cash Return on Capital34
Return on Equity50
EBIT Margin52
Gross Profitability21
Cash Conversion85
Accruals27
Owner Earnings Margin34
Sales growth72
Profit Growth79
Long-Term EPS Growth16
Owner Earnings Growth73
Reinvestment22
Price momentum100
Debt load81
Refinancing43
Debt Payback100
Liquidity80
Analyst ratings83
Opinion Changes50
Price Target Upside83
Market mood75
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

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

Profile

CountryIsrael
IndustrySemiconductors & Semiconductor Equipment
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded1993
Employees1,206
Websitetowersemi.com
ISINIL0010823792
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)
Themes
RFID (Radio Frequency Identification)Computer VisionSensorsImage RecognitionDetectors, Sensors and MemsOptical InfrastructureSoftware DevelopmentAerospaceAutomotiveManufacturingSemiconductor

Description

Tower Semiconductor Ltd. (Tower) operates as a pure-play independent specialty foundry. The company is dedicated to providing high-value, high-quality, processed wafers to its customers for their end products and end users. The company’s foundry pro…

Analysis

Hope premium

Tower Semiconductor Ltd. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 428.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 50% a year, against analyst forecasts of 10%. The market is pricing in far more than analysts expect: heroic expectations.

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

Flags to be aware of: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
81
2023202420252026

All-time high

91

Jan 2025

All-time low

58

Jan 2024

Average rank

79

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
11
19
31
46
Price/Earnings
4
34
43
37
Price/Book
18
32
63
53
Dividend Yield
1
1
1
1
Value (overall)
4
18
29
30

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 →