BN · rank #9 · 2026-07-20
ELG
XETRA · EUR · $3.10B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.08 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +13.0% |
| Forward net margin Consensus forward net margin. | +18.7% |
| Net margin TTM Trailing twelve month net margin. | +17.9% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.9% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 9.81 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 0.93× |
| Analyst upside Spread between the consensus 12m target and the current price. | +17.7% |
| Last EPS surprise Most recent reported EPS versus consensus. | -8% |
| Market cap (USD) | $3.10B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Elmos Semiconductor SE is a German fabless developer of mixed-signal automotive microchips, holding dominant global leadership in niche safety-critical applications like ultrasonic sensing and ambient lighting.
Rationale
The business serves as a strong structural bottleneck solver in automotive electronics with high barriers to entry, reinforced by robust financial performance including Q1 2026 revenue growth of 20.2% and raised full-year guidance.
Material risks
- 1German regulatory and antitrust opposition could block early-stage strategic sale discussions with potential buyers like Infineon or Qualcomm, wiping out the current valuation premium.
- 2A generational transition of founders stepping down from the Supervisory Board at year-end 2026 could disrupt long-term strategic execution and customer relationships.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.