Added to YB: 2025-04-30
Pitch date: 2025-03-13
XFAB.PA [bullish]
X-FAB Silicon Foundries SE
+23.25%
current return
Author Info
No bio for this author
Company Info
X-FAB Silicon Foundries SE develops, produces, and sells analog/mixed-signal IC, micro-electro-mechanical systems, and silicon carbide products for automotive, medical, industrial, communication, and consumer sectors in the Europe, the United States, Asia, and internationally.
Market Cap
EUR 980.3M
Pitch Price
EUR 4.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.85
P/E
46.48
EV/Sales
1.52
Sector
Semiconductors and Semiconductor Equipment
Category
value
X-FAB Silicon Foundries SE - $XFAB.PA
XFAB.PA: Analog semis fab trading at 4.0x 2025 EV/EBITDA (trough) vs peers at 6.2-12.8x. $1.1B capex program (2x EV) creates significant earnings upside. Destocking cycle ending with H1'24 order intake improving. Texas facility benefits from US SiC manufacturing policy. CEO owns 25%, adding $3.5M recently. Catalysts: auto semi upturn, capex completion, H2'25 FCF inflection, 2026 dividends.
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