SESMF (SUESS MicroTec SE) Cyclically Adjusted PB Ratio: 7.03 (As of Jul. 14, 2026) — 174% Above Median

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SESMF SUESS MicroTec SE SESMF
85 GF Score
Price $86.00
GF Value $51.63
Valuation Significantly Overvalued
! 3 Warning Signs
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What is SUESS MicroTec SE Cyclically Adjusted PB Ratio?

SUESS MicroTec SE SESMF 85 Cyclically Adjusted PB Ratio is 7.03 as of Jul. 14, 2026, which is 174% above its 10-year median of 2.57. GuruFocus rates SESMF with a GF Score™ of 85/100 and a GF Value™ of $51.63 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 736 Semiconductors companies, SUESS MicroTec SE ranks worse than 73.78% on this metric.

As of today (2026-07-14), SUESS MicroTec SE's current share price is $86.00. SUESS MicroTec SE's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was $12.23. SUESS MicroTec SE's Cyclically Adjusted PB Ratio for today is 7.03.

The historical rank and industry rank for SUESS MicroTec SE's Cyclically Adjusted PB Ratio or its related term are showing as below:

SESMF' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.9   Med: 2.57   Max: 10.8
Current: 8.2

During the past years, SUESS MicroTec SE's highest Cyclically Adjusted PB Ratio was 10.80. The lowest was 0.90. And the median was 2.57.

SESMF's Cyclically Adjusted PB Ratio is ranked worse than
73.78% of 736 companies
in the Semiconductors industry
Industry Median: 3.49 vs SESMF: 8.20

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.

SUESS MicroTec SE's adjusted book value per share data for the three months ended in Mar. 2026 was $19.274. 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 $12.23 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


SUESS MicroTec SE  (OTCPK:SESMF) 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.


SUESS MicroTec SE Cyclically Adjusted PB Ratio Related Terms


SUESS MicroTec SE Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for SUESS MicroTec SE'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.

SUESS MicroTec SE Cyclically Adjusted PB Ratio Chart

SUESS MicroTec SE 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 2.98 1.96 3.39 5.40 3.92

SUESS MicroTec SE Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 3.69 4.91 3.12 3.92 4.74

SESMF vs AMAT, LRCX, KLAC: Cyclically Adjusted PB Ratio Comparison

For the Semiconductor Equipment & Materials subindustry, SUESS MicroTec SE'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.


SUESS MicroTec SE Cyclically Adjusted PB Ratio vs Semiconductors Industry

For the Semiconductors industry and Technology sector, SUESS MicroTec SE's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where SUESS MicroTec SE's Cyclically Adjusted PB Ratio falls into.


SESMF
85GF Score
SUESS MicroTec SE SESMF
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

SUESS MicroTec SE 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.

SUESS MicroTec SE's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=86.00/12.23
=7.03

* 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.

SUESS MicroTec SE's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, SUESS MicroTec SE's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book=Book Value per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=19.274/131.2583*131.2583
=19.274

Current CPI (Mar. 2026) = 131.2583.

SUESS MicroTec SE Quarterly Data

Book Value per Share CPI Adj_Book
201606 6.768 100.717 8.820
201609 6.749 101.017 8.769
201612 6.862 101.217 8.899
201703 6.709 101.417 8.683
201706 7.151 102.117 9.192
201709 7.783 102.717 9.946
201712 7.861 102.617 10.055
201803 8.166 102.917 10.415
201806 8.051 104.017 10.159
201809 7.997 104.718 10.024
201812 8.358 104.217 10.527
201903 8.377 104.217 10.551
201906 8.203 105.718 10.185
201909 7.692 106.018 9.523
201912 7.288 105.818 9.040
202003 6.974 105.718 8.659
202006 7.425 106.618 9.141
202009 7.994 105.818 9.916
202012 8.687 105.518 10.806
202103 8.580 107.518 10.474
202106 8.958 108.486 10.838
202109 9.232 109.435 11.073
202112 9.273 110.384 11.027
202203 9.150 113.968 10.538
202206 8.830 115.760 10.012
202209 8.550 118.818 9.445
202212 9.849 119.345 10.832
202303 10.027 122.402 10.752
202306 10.131 123.140 10.799
202309 9.937 124.195 10.502
202312 10.075 123.773 10.684
202403 13.707 125.038 14.389
202406 14.043 125.882 14.643
202409 15.208 126.198 15.818
202412 15.508 127.041 16.023
202503 16.566 127.779 17.017
202506 17.951 128.412 18.349
202509 18.681 129.255 18.971
202512 19.325 129.361 19.608
202603 19.274 131.258 19.274

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 7.03 mean?
SUESS MicroTec SE (SESMF) has a Cyclically Adjusted PB Ratio of 7.03 as of Jul. 14, 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 SUESS MicroTec SE and its competitors. This is 174% above median its historical median of 2.57. Over the past decade, SUESS MicroTec SE's Cyclically Adjusted PB Ratio has ranged from 0.90 to 10.80. According to the industry distribution chart, SUESS MicroTec SE ranks #543 out of 736 companies in the Semiconductors industry, placing it in the top 73.8%.
Is SUESS MicroTec SE's Cyclically Adjusted PB Ratio too high?
SUESS MicroTec SE's current Cyclically Adjusted PB Ratio of 7.03 is 174% above median its 10-year median of 2.57. Over the past 10 years, this metric has ranged from a low of 0.90 to a high of 10.80. The Semiconductors industry median Cyclically Adjusted PB Ratio is 3.49. SUESS MicroTec SE's value of 7.03 is 101.4% above this industry median. Based on the distribution chart, SUESS MicroTec SE ranks #543 out of 736 companies in the Semiconductors industry, which is below the industry midpoint. Overall, SUESS MicroTec SE has a GF Score™ of 85/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does SUESS MicroTec SE's Cyclically Adjusted PB Ratio compare to AMAT and LRCX?
According to the Semiconductors industry distribution chart, SUESS MicroTec SE ranks #543 out of 736 companies for Cyclically Adjusted PB Ratio. This places SUESS MicroTec SE in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 3.49. SUESS MicroTec SE's value of 7.03 is 101.4% above this benchmark. Historically, SUESS MicroTec SE's own Cyclically Adjusted PB Ratio has ranged from 0.90 to 10.80 over the past decade. While the company's 10-year median is 2.57 vs. the industry median of 3.49, SUESS MicroTec SE 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 3.49, based on 736 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. SUESS MicroTec SE's current Cyclically Adjusted PB Ratio of 7.03 is 101.4% 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 SUESS MicroTec SE and its competitors. For the Semiconductors industry, the median Cyclically Adjusted PB Ratio is 3.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SUESS MicroTec SE's current Cyclically Adjusted PB Ratio is 7.03, which is 174% above median its own 10-year median of 2.57. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SUESS MicroTec SE stock overvalued right now?
Based on GuruFocus' analysis, SUESS MicroTec SE (SESMF) is currently considered Significantly Overvalued. The stock's GF Value™ is $51.63, compared to a current price of $86.00 — trading 66.6% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 7.03, which is 174% above median its 10-year median of 2.57 and 101.4% above the Semiconductors industry median of 3.49. SUESS MicroTec SE's overall GF Score™ is 85/100 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 SUESS MicroTec SE (SESMF), the current Cyclically Adjusted PB Ratio is 7.03 as of Jul. 14, 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 SUESS MicroTec SE (SESMF) Overvalued in 2026?

Based on GuruFocus' analysis, SUESS MicroTec SE stock appears to be overvalued. The current stock price of $86.00 is trading 66.6% above its estimated GF Value™ of $51.63. GuruFocus considers SUESS MicroTec SE to be Significantly Overvalued.

Key valuation signals for SESMF:

  • Cyclically Adjusted PB Ratio: 7.03 (174% above median its 10-year median of 2.57)
  • GF Value™: $51.63 vs. price of $86.00 (66.6% above fair value)
  • GF Score™: 85/100 with 3 warning signs
  • Industry Position: 101.4% above the Semiconductors median (#543 of 736)

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


SUESS MicroTec SE Business Description

Address Schleissheimer Strasse 90, Garching, BY, DEU, 85748
SUESS MicroTec SE develops, manufactures, markets, and maintains systems for the production of microelectronics, microelectromechanical systems, and related applications. The group operates through the following segments: Advanced Backend Solutions, Photomask Solutions, and Central Group Functions. The company generates a majority of its revenue from the Advanced Backend Solutions segment, which comprises the development, production, and sale of solutions in the Imaging, Coating, and Bonding Systems product lines. This segment offers mask aligners and UV projection scanners (imaging), coaters and developers (coating), and temporary and permanent bonders (bonding). Geographically, it derives maximum revenue from the Asia-Pacific region, followed by EMEA and North America.
85GF Score

Get the complete analysis for SESMF

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

$86.00
Price
$51.63
GF Value