QM · rank #8 · 2026-07-23
ELG
XETRA · EUR · $3.06B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +141.45% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +17.5% |
| Profit margin Net profit margin, trailing 12 months. | +17.9% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $3.06B |
| Anchor (recent) Close on 2026-06-23 | $183.20 |
| Anchor (far) Close on 2025-06-23 | $75.88 |
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 specialist in automotive mixed-signal ICs serving comfort, safety, and electrification applications, with €152.5m in Q1 2026 sales and raised full-year guidance.
Rationale
The quality_momentum signal is reinforced by a 20.2% YoY revenue acceleration, 23.8% EBIT margin, 17.5% ROE, and upward guidance revision — all consistent with a high-quality compounder re-entering structural growth after a cyclical trough.
Material risks
- 1Competitive position is demand-driven rather than moat-protected — no disclosed sole-source contracts or patent-backed pricing power means margin gains could reverse quickly if larger automotive IC players (Infineon, NXP) intensify competition or customers consolidate suppliers.
- 2Automotive semiconductor demand concentration means any deceleration in global vehicle production, EV spending cuts, or inventory restocking by Tier-1 customers could rapidly compress the very revenue growth and margin expansion driving the momentum signal.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.