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

BE Semiconductor Industries holds the cleaner structural position, with profitability as the main driver and growth adding further support. Teradyne still has the edge on growth, which keeps the comparison from looking entirely one-sided. 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

Profitability is the clearest driver, while growth keeps the result from looking one-way.

INDUSTRY COMPARISON

Both operate in: Semiconductor Equipment & Materials

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

For a similarity-based comparison, see how BESI.AS and Teradyne 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
TER
Teradyne, Inc.
39
Peer-Score
Signal qualityMedium

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

The clearest separation appears in profitability.

Dimension spread: BESI.AS vs TER Profitability 84 39 Stability 35 24 Valuation 10 19 Growth 48 82 BESI.AS TER
Gap Ranking
#1 Profitability +45
#2 Growth +34
#3 Stability +11
#4 Valuation +9
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BESI.AS and TER Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BESI.ASTER Relative valuation Structural strength

The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

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

Relative Position vs Comparable Companies
Profitability
BE Semiconductor Industries N.V. ranks near the top of the group on profitability; Teradyne, Inc. sits in the weaker half.
Growth
On growth, the edge is clear — both rank well, but Teradyne, Inc. sits noticeably higher.
Profitability — Dominant Gap
BESI.AS
84
TER
39
Gap+45in favour of BESI.AS

Capital efficiency adds support, with a 18.1-point ROIC advantage.

What keeps the gap from being one-sided

Teradyne still pushes back on growth, with a 36-point revenue-growth advantage that keeps the read from becoming one-way.

What this means for the comparison

The page question resolves through profitability, but growth and current pricing still keep the broader comparison from reading as fully aligned.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how BESI.AS and TER 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.