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Stock Comparison · Industry comparison · Semiconductor Equipment & Mate

BE Semiconductor Industries N.V. vs SUSS MicroTec: Which Stock Looks Stronger in 2026?

SUSS MicroTec SE leads structurally, with valuation as the clearest single gap between the two profiles. BE Semiconductor Industries does not offset that deficit through any equally strong structural edge elsewhere. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The comparison is mainly decided in valuation, with the rest of the profile carrying less weight. The overall score gap is 16 points in favour of SUSS MicroTec SE.

INDUSTRY COMPARISON

Both operate in: Semiconductor Equipment & Materials

This comparison is based on industry proximity, not on functional trajectory similarity. BESI.AS and SMHN.DE share the same industry classification.

For a similarity-based comparison, see how BESI.AS and SUSS MicroTec SE each position within their functional peer groups in AssetNext.

Peer-Relative Score
BESI.AS
BE Semiconductor Industries N.V.
45
Peer-Score
Signal qualityMedium
vs
SMHN.DE
SUSS MicroTec SE
61
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing shapes this comparison more than a broad operating gap.

Dimension spread: BESI.AS vs SMHN.DE Profitability 84 75 Stability 35 30 Valuation 10 75 Growth 48 50 BESI.AS SMHN.DE
Gap Ranking
#1 Valuation +65
#2 Profitability +9
#3 Stability +5
#4 Growth +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BESI.AS and SMHN.DE Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BESI.ASSMHN.DE Relative valuation Structural strength

SUSS MicroTec SE and BE Semiconductor Industries N.V. look relatively close on structure, but the price setup still leans toward SUSS MicroTec SE.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Valuation
SUSS MicroTec SE ranks near the top of the group on valuation; BE Semiconductor Industries N.V. sits in the weaker half.
Profitability
On profitability, the edge still sits with BE Semiconductor Industries N.V., even though both profiles look solid.
Valuation — Dominant Gap
BESI.AS
10
SMHN.DE
75
Gap+65in favour of SMHN.DE

The multiple-based pricing edge comes from a forward P/E that is 20 turns lower.

What keeps the gap from being one-sided

Profitability still favours BE Semiconductor Industries, with a 23.3-point operating margin advantage keeping the comparison from looking fully resolved.

What this means for the comparison

The main edge on valuation is clear, but the broader result still comes with a real counterweight.

Explore full peer positioning in AssetNext

Break down the BESI.AS vs SMHN.DE comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar valuation-driven comparisons

Explore how BESI.AS and SMHN.DE each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.