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Wednesday, October 31, 2012

Historical Semiconductor Valuation Charts

I found these Historical Semiconductor Valuation Charts from 1987 to 2002 on my hard drive under:
C:\Users\Kirk\Documents\Kirk's Documents\Investments\Historical Info\Valuation Graphs






Now compare those valuations to today's valuation for a few stocks I follow in my newsletter.


Valuation Measures
Market Cap (intraday)5:13.09B
Enterprise Value (Oct 31, 2012)3:12.96B
Trailing P/E (ttm, intraday):12.70
Forward P/E (fye Oct 30, 2013)1:14.30
PEG Ratio (5 yr expected)1:1.85
Price/Sales (ttm):1.42
Price/Book (mrq):1.58
Enterprise Value/Revenue (ttm)3:1.40
Enterprise Value/EBITDA (ttm)6:6.92
http://finance.yahoo.com/q/ks?s=AMAT+Key+Statistics


Valuation Measures
Market Cap (intraday)5:6.36B
Enterprise Value (Oct 31, 2012)3:4.92B
Trailing P/E (ttm, intraday):49.10
Forward P/E (fye Jun 24, 2014)1:10.40
PEG Ratio (5 yr expected)1:0.77
Price/Sales (ttm):2.20
Price/Book (mrq):1.27
Enterprise Value/Revenue (ttm)3:1.70
Enterprise Value/EBITDA (ttm)6:11.99
http://finance.yahoo.com/q/ks?s=LRCX+Key+Statistics

Valuation Measures 
Market Cap (intraday)5:108.51B
Enterprise Value (Oct 31, 2012)3:106.35B
Trailing P/E (ttm, intraday):9.47
Forward P/E (fye Dec 31, 2013)1:11.03
PEG Ratio (5 yr expected)1:0.86
Price/Sales (ttm):2.04
Price/Book (mrq):2.23
Enterprise Value/Revenue (ttm)3:1.98
Enterprise Value/EBITDA (ttm)6:4.59


Valuation Measures 
Market Cap (intraday)5:9.68B
Enterprise Value (Oct 31, 2012)3:7.25B
Trailing P/E (ttm, intraday):16.88
Forward P/E (fye Dec 31, 2013)1:15.97
PEG Ratio (5 yr expected)1:1.42
Price/Sales (ttm):5.41
Price/Book (mrq):2.98
Enterprise Value/Revenue (ttm)3:4.03
Enterprise Value/EBITDA (ttm)6:11.18

I saved those graphs because in late 2002 it looked like the sector was bottoming and I was a big buyer.  As it turned out, the market did bottom in late 2002 and then tested the bottom in 2003 but many of the stocks I bought in 2002 were much higher by the March 2003 test of the 2002 bottom.



Do you think history will repeat here?


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