BE Semiconductor Industries NV (MEX:BESIN) Cyclically Adjusted PB Ratio: 42.91 (As of Aug. 10, 2026) — 301% Above Median

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MEX:BESIN BE Semiconductor Industries NV MEX:BESIN
87 GF Score
Price MXN2,427.60
GF Value MXN1,931.88
! 3 Warning Signs
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What is BE Semiconductor Industries NV Cyclically Adjusted PB Ratio?

BE Semiconductor Industries NV MEX:BESIN 87 Cyclically Adjusted PB Ratio is 42.91 as of Aug. 10, 2026, which is 301% above its 10-year median of 10.70. GuruFocus rates MEX:BESIN with a GF Score™ of 87/100 and a GF Value™ of MXN1,931.88. The stock has 3 warning signs investors should review. Among 728 Semiconductors companies, BE Semiconductor Industries NV ranks worse than 96.29% on this metric.

As of today (2026-08-10), BE Semiconductor Industries NV's current share price is MXN2427.60. BE Semiconductor Industries NV's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was MXN56.57. BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio for today is 42.91.

The historical rank and industry rank for BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio or its related term are showing as below:

MEX:BESIN' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 3.79   Med: 10.7   Max: 48.03
Current: 33.12

During the past years, BE Semiconductor Industries NV's highest Cyclically Adjusted PB Ratio was 48.03. The lowest was 3.79. And the median was 10.70.

MEX:BESIN's Cyclically Adjusted PB Ratio is ranked worse than
96.29% of 728 companies
in the Semiconductors industry
Industry Median: 3.23 vs MEX:BESIN: 33.12

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

BE Semiconductor Industries NV's adjusted book value per share data for the three months ended in Jun. 2026 was MXN145.352. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN56.57 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


BE Semiconductor Industries NV  (MEX:BESIN) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


BE Semiconductor Industries NV Cyclically Adjusted PB Ratio Related Terms


BE Semiconductor Industries NV Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

BE Semiconductor Industries NV Cyclically Adjusted PB Ratio Chart

BE Semiconductor Industries NV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.88 9.57 22.35 20.57 20.47

BE Semiconductor Industries NV Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 19.50 19.27 20.47 27.09 42.94

MEX:BESIN vs AMAT, LRCX, KLAC: Cyclically Adjusted PB Ratio Comparison

For the Semiconductor Equipment & Materials subindustry, BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


BE Semiconductor Industries NV Cyclically Adjusted PB Ratio vs Semiconductors Industry

For the Semiconductors industry and Technology sector, BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio falls into.


MEX:BESIN
87GF Score
BE Semiconductor Industries NV MEX:BESIN
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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BE Semiconductor Industries NV Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=2427.60/56.57
=42.91

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

BE Semiconductor Industries NV's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, BE Semiconductor Industries NV's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=145.352/137.7700*137.7700
=145.352

Current CPI (Jun. 2026) = 137.7700.

BE Semiconductor Industries NV Quarterly Data

Book Value per Share CPI Adj_Book
201609 93.179 100.570 127.645
201612 100.042 100.710 136.856
201703 98.303 101.440 133.510
201706 92.777 101.370 126.091
201709 110.840 102.030 149.666
201712 135.345 101.970 182.862
201803 141.927 102.470 190.820
201806 105.139 103.100 140.495
201809 106.550 103.950 141.216
201812 113.007 103.970 149.745
201903 112.634 105.370 147.268
201906 77.685 105.840 101.121
201909 81.336 106.700 105.020
201912 86.626 106.800 111.746
202003 113.769 106.850 146.691
202006 102.793 107.510 131.725
202009 117.689 107.880 150.297
202012 123.288 107.850 157.491
202103 143.497 108.870 181.589
202106 144.409 109.670 181.410
202109 170.463 110.790 211.975
202112 184.104 114.010 222.472
202203 195.911 119.460 225.939
202206 167.215 119.050 193.509
202209 164.522 126.890 178.629
202212 165.386 124.940 182.369
202303 148.623 124.720 164.174
202306 90.679 125.830 99.284
202309 90.442 127.160 97.988
202312 101.286 126.450 110.353
202403 112.672 128.580 120.725
202406 107.428 129.910 113.928
202409 127.945 131.610 133.933
202412 138.022 131.630 144.460
202503 143.497 133.330 148.276
202506 97.918 133.960 100.703
202509 98.504 135.920 99.845
202512 110.735 135.270 112.782
202603 120.206 136.910 120.961
202606 145.352 137.770 145.352

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 42.91 mean?
BE Semiconductor Industries NV (MEX:BESIN) has a Cyclically Adjusted PB Ratio of 42.91 as of Aug. 10, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on BE Semiconductor Industries NV and its competitors. This is 301% above median its historical median of 10.70. Over the past decade, BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio has ranged from 3.79 to 48.03. According to the industry distribution chart, BE Semiconductor Industries NV ranks #701 out of 728 companies in the Semiconductors industry, placing it in the top 96.3%.
Is BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio too high?
BE Semiconductor Industries NV's current Cyclically Adjusted PB Ratio of 42.91 is 301% above median its 10-year median of 10.70. Over the past 10 years, this metric has ranged from a low of 3.79 to a high of 48.03. The Semiconductors industry median Cyclically Adjusted PB Ratio is 3.23. BE Semiconductor Industries NV's value of 42.91 is 1228.5% above this industry median. Based on the distribution chart, BE Semiconductor Industries NV ranks #701 out of 728 companies in the Semiconductors industry, which is in the bottom quartile relative to peers. Overall, BE Semiconductor Industries NV has a GF Score™ of 87/100, reflecting its overall financial health beyond just this single metric.
How does BE Semiconductor Industries NV's Cyclically Adjusted PB Ratio compare to AMAT and LRCX?
According to the Semiconductors industry distribution chart, BE Semiconductor Industries NV ranks #701 out of 728 companies for Cyclically Adjusted PB Ratio. This places BE Semiconductor Industries NV in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 3.23. BE Semiconductor Industries NV's value of 42.91 is 1228.5% above this benchmark. Historically, BE Semiconductor Industries NV's own Cyclically Adjusted PB Ratio has ranged from 3.79 to 48.03 over the past decade. While the company's 10-year median is 10.70 vs. the industry median of 3.23, BE Semiconductor Industries NV has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Semiconductors company?
The median Cyclically Adjusted PB Ratio among Semiconductors companies is 3.23, based on 728 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. BE Semiconductor Industries NV's current Cyclically Adjusted PB Ratio of 42.91 is 1228.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on BE Semiconductor Industries NV and its competitors. For the Semiconductors industry, the median Cyclically Adjusted PB Ratio is 3.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BE Semiconductor Industries NV's current Cyclically Adjusted PB Ratio is 42.91, which is 301% above median its own 10-year median of 10.70. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BE Semiconductor Industries NV stock overvalued right now?
BE Semiconductor Industries NV (MEX:BESIN) has a current Cyclically Adjusted PB Ratio of 42.91. The stock's GF Value™ is MXN1,931.88, compared to a current price of MXN2,427.60 — trading 25.7% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 42.91, which is 301% above median its 10-year median of 10.70 and 1228.5% above the Semiconductors industry median of 3.23. BE Semiconductor Industries NV's overall GF Score™ is 87/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For BE Semiconductor Industries NV (MEX:BESIN), the current Cyclically Adjusted PB Ratio is 42.91 as of Aug. 10, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is BE Semiconductor Industries NV (MEX:BESIN) Overvalued in 2026?

Based on GuruFocus' analysis, BE Semiconductor Industries NV stock appears to be overvalued. The current stock price of MXN2,427.60 is trading 25.7% above its estimated GF Value™ of MXN1,931.88.

Key valuation signals for MEX:BESIN:

  • Cyclically Adjusted PB Ratio: 42.91 (301% above median its 10-year median of 10.70)
  • GF Value™: MXN1,931.88 vs. price of MXN2,427.60 (25.7% above fair value)
  • GF Score™: 87/100 with 3 warning signs
  • Industry Position: 1228.5% above the Semiconductors median (#701 of 728)

No single metric tells the full story. See the MEX:BESIN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


BE Semiconductor Industries NV Business Description

Address Ratio 6, Duiven, NLD, 6921 RW
BE Semiconductor Industries supplies advanced packaging equipment for the semiconductor industry. Besi has a highly focused product portfolio coupled with a flexible business model, which allows it to maintain high gross and operating margins. Besi's main clients include the world's largest logic and memory foundries (TSMC, Samsung, Intel, and Micron) as well as integrated device manufacturers and outsourced assembly and test companies.
87GF Score

Get the complete analysis for MEX:BESIN

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN2,427.60
Price
MXN1,931.88
GF Value