INFINEON TECHNOLOGIES AG (IFNNF)
Valor JustoFundamental
50
Precio
$59.50
Capitalización Bursátil
$73.11B
Parte 1 · Cuánto vale la empresa
Resumen
Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas. The Automotive segment offers automotive and industrial microcontrollers; analog and memory ICs; ethernet; power diodes and modules; power switches; sensors; transceivers; and voltage regulators for assistance and safety systems, comfort electronics, infotainment, powertrain, and security applications. Its Green Industrial Power segment provides discrete and bare die IGBTs; IGBT modules; and SiC discretes and modules for air conditioning technology, energy generation and storage, energy transmission, home appliances, industrial drives, industrial power supplies and vehicles, and traction applications. The Power & Sensor Systems segment offers 3D ToF sensors; chips for gas and pressure sensors, and MEMS microphones; control ICs; customized chips; discrete low-, mid-, and high-voltage power MOSFETs; ESD protection diodes; GaN power switches; GPS low-noise amplifiers; low- and high-voltage driver ICs; radar sensor ICs; RF antenna switches and power transistors; SiC diode and MOSFETs; and USB controllers for audio amplifiers, automotive electronics, BLDC motors, cellular communications infrastructure, charging stations for electric vehicles, human machine interaction, IoT, LED and conventional lighting systems, microinverters, mobile devices, power management, and harsh environment applications. Its Connected Secure Systems segment provides connectivity solutions, embedded security controllers, microcontrollers, and security controllers for authentication, automotive, consumer electronics, government identification document, IoT, mobile communication, payment system, ticketing, access control, and trusted computing applications. The company was founded in 1952 and is headquartered in Neubiberg, Germany.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users
Competes head-on for automotive design wins in vehicle microcontrollers, radar and in-car networking, the segment that generates about half of Infineon's revenue.
Overlaps in analog and power-management chips sold to the same automotive and industrial customers, and ranks alongside Infineon among the largest suppliers in both markets.
The closest European rival, selling power discretes, silicon-carbide devices and automotive microcontrollers to the same carmakers and industrial customers Infineon serves.
Direct rival in power semiconductors and silicon carbide for electric-vehicle traction inverters and industrial energy systems, where the two bid for the same platform contracts.
Japanese supplier competing for the same automotive microcontroller and power-device sockets, especially with carmakers in Asia and Europe.
Rival in high-power modules and IGBTs for industrial drives, rail traction and renewable-energy inverters, one of Infineon's core product lines.
Balance y Liquidez
Ingresos
$15.59B
Últimos 12 meses (hasta 30/6/2026)
Beneficio Neto
$1.21B
Últimos 12 meses (hasta 30/6/2026)
Flujo de Caja Libre
$1.74B
Patrimonio Neto Total
$17.36B
Pasivo Total
$7.24B
Ratio de Liquidez
1.73
Cobertura de Intereses
-
Deuda/EBITDA
1.73
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$52.19
Precio Actual
$59.50
Margen de Seguridad
-14.0%
Rango de Valor Justo
$33.92 - $70.45
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
68.61
ROE
7.0%
Ratio P/B
4.21
P/FCF
41.92
Margen Bruto
41.1%
ROIC
7.1%
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
7.1%
WACC
13.0%
ROIC − WACC
-5.9 pp
El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.
Criterios de Análisis Fundamental
Superado (10)
- Price CAGR 13.18%
- ROIC 7.1%
- Gross Margin 41.1%
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Debt/EBITDA
- Revenue Growth 5Y 11.3%
- Analyst Consensus 85% Buy
- Earnings Quality (OCF/NI) 3.31
Fallido (9)
- P/FCF 41.92
- P/B Ratio 4.21
- CapEx intensity
- DCF valuation (Overvalued)
- ROE 6.9%
- Earnings Surprise avg -6.7%
- PEG Ratio 2.90
- Net Margin Trend 6.9% vs 8.7%
- Piotroski F-Score 2/9
No disponible (8)
- EPS data insufficient
- Dividend Payout NaN%
- Operating Margin NaN%
- Interest Coverage
- Return on Tangible Assets
- Low reliance on intangibles
- Price below Graham Number
- Share Dilution (missing shares data)
Piotroski F-Score
Preocupaciones financieras graves
Calidad de los Beneficios
Alta calidad: beneficios respaldados por efectivo
Dilución de Acciones
Recomprando acciones. Favorable para el accionista
Participaciones institucionales
No hay declaraciones institucionales para esta empresa.
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. Jochen Hanebeck | CEO, Labor Director & Chairman of Management Board | 57 |
| Dr. Sven Schneider | CFO & Member of Management Board | 59 |
| Mr. Andreas Urschitz | Chief Marketing Officer & Member of Management Board | 53 |
| Ms. Elke Reichart | Chief Digital & Sustainability Officer and Member of the Management Board | 60 |
| Mr. Peter Gruber | CFO of Operations & Employee Representative Member of Supervisory Board | 65 |
| Mr. Alexander Gorski | COO & Member of Management Board | 53 |
| Mr. Alexander Foltin | Head of Finance, Treasury & Investor Relations | 56 |
| Mr. Florian Martens | Global Head of Communications & Public Policy | 46 |
| Mr. Peter Friedrichs | Senior Director of Silicon Carbide Technology | - |
| Mr. Matthew T. Epstein C.F.A. | Senior Analyst | 42 |
Riesgo de Auditoría
1
Riesgo del Consejo
2
Riesgo de Compensación
3
Riesgo de Derechos del Accionista
1
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Latest News
Recent headlines for IFNNF, sourced from Markets Gazette.