Obermatt

Infineon

GER:IFX · DE0006231004
Semiconductors & Semiconductor EquipmentX-Large

360

14
EV / EBIT44
Price / Owner Earnings25
Owner Earnings Yield50
Dividend Yield53
Price/Sales11
EV / Gross Profit74
Price/Book18
Return on Capital42
Cash Return on Capital32
Return on Equity26
EBIT Margin47
Gross Profitability39
Cash Conversion79
Accruals25
Owner Earnings Margin32
Sales growth63
Profit Growth100
Long-Term EPS Growth54
Owner Earnings Growth86
Reinvestment61
Price momentum97
Debt load45
Refinancing72
Debt Payback8
Liquidity56
Analyst ratings51
Opinion Changes33
Price Target Upside39
Market mood47
Value Creation10/20creating some value
  • 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

Infineon clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryGermany
IndustrySemiconductors & Semiconductor Equipment
SizeX-Large
TypePublic Company
ExchangeXTRA
Founded1999
Employees29,081
ISINDE0006231004
Last UpdateApr 2, 2026
Themes
SensorsEnergy ManagementEnergy StorageIdentity and Access ManagementElectric VehicleCleanTechIndustrial AutomationAuthenticationDetectors, Sensors and MemsSmart CardsConsumer ElectronicsElectronicsEnergy EfficiencyManufacturingSemiconductor

Description

Infineon Technologies AG is a leading global semiconductor manufacturer that specializes in providing a wide range of semiconductor solutions. The company operates in various sectors, including automotive, industrial power control, and digital secur…

Analysis

Middle-of-the-road

Infineon Technologies AG is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is expensive. You pay 92.4× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 27% yearly growth; analysts expect 34%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is stretched. The company scores 10/20 on our value-creation score: creating some value.

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

360° rank · history

1007550250
71
2023202420252026

All-time high

92

Jun 2025

All-time low

28

Jan 2023

Average rank

73

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
11
27
31
29
Price/Earnings
14
40
70
48
Price/Book
18
34
49
45
Dividend Yield
53
63
51
57
Value (overall)
14
42
37
57

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 →