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GLOBALFOUNDRIES vs Siltronic: Which Stock Looks Stronger in 2026?

GLOBALFOUNDRIES holds the cleaner structural position, with the lead spread across valuation and profitability. Siltronic does not offset that deficit through any equally strong structural edge elsewhere. The market setup is mixed, without a decisive signal in either direction. 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 lead is spread across valuation and profitability, rather than sitting in one isolated gap. The overall score gap is 27 points in favour of GLOBALFOUNDRIES Inc..

INDUSTRY COMPARISON

Both operate in: Semiconductors

This comparison is based on industry proximity, not on functional trajectory similarity. GFS and WAF.DE share the same industry classification.

For a similarity-based comparison, see how GLOBALFOUNDRIES and Siltronic each position within their functional peer groups in AssetNext.

Peer-Relative Score
GFS
GLOBALFOUNDRIES Inc.
46
Peer-Score
Signal qualityHigh
vs
WAF.DE
Siltronic AG
19
Peer-Score
Signal qualityHigh

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

Score differences across key dimensions.

Dimension spread: GFS vs WAF.DE Profitability 37 0 Stability 46 34 Valuation 75 30 Growth 15 17 GFS WAF.DE
Gap Ranking
#1 Valuation +45
#2 Profitability +37
#3 Stability +12
#4 Growth +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for GFS and WAF.DE Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer GFSWAF.DE Relative valuation Structural strength

GLOBALFOUNDRIES Inc. looks stronger both structurally and on relative valuation.

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

Relative Position vs Comparable Companies
Valuation
GLOBALFOUNDRIES Inc. ranks near the top of the group on valuation; Siltronic AG sits in the weaker half.
Profitability
Neither side looks especially strong on profitability, though GLOBALFOUNDRIES Inc. still ranks somewhat higher.
Valuation — Dominant Gap
GFS
75
WAF.DE
30
Gap+45in favour of GFS

The peer-relative valuation gap is very wide, with the stronger side also looking meaningfully cheaper.

What keeps the gap from being one-sided

Stability is the one area where Siltronic AG still pushes back materially — it is the steadier name on this dimension, which keeps the result from reading as one-way.

What this means for the comparison

The lead is built on both valuation and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the GFS vs WAF.DE comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar valuation-and-profitability comparisons

Explore how GFS and WAF.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.