BE Semiconductor Industries NV (MEX:BESIN) Gross Margin % Explanation
Warren Buffett believes that firms with excellent long term economics tend to have consistently higher margins.
Durable competitive advantage creates a high Gross Margin % because of the freedom to price in excess of cost. Companies can be categorized by their Gross Margin %
1. Greater than 40% = Durable competitive advantage
2. Less than 40% = Competition eroding margins
3. Less than 20% = no sustainable competitive advantage
Consistency of Gross Margin is key
BE Semiconductor Industries NV had a gross margin of 63.49% for the quarter that ended in Mar. 2026 => Durable competitive advantage
Be Aware
If a company loses its competitive advantages, usually its gross margin declines well before its sales declines. Watching Gross Margin % and Operating Margin % closely helps avoid value trap situations.
BE Semiconductor Industries NV Gross Margin % Related Terms
BE Semiconductor Industries NV Gross Margin % Historical Data
* 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 Gross Margin % Chart
MEX:BESIN vs LRCX, AMAT, KLAC: Gross Margin % Comparison
For the Semiconductor Equipment & Materials subindustry, BE Semiconductor Industries NV's Gross Margin %, along with its competitors' market caps and Gross Margin % 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 Gross Margin % vs Semiconductors Industry
For the Semiconductors industry and Technology sector, BE Semiconductor Industries NV's Gross Margin % distribution charts can be found below:
* The bar in red indicates where BE Semiconductor Industries NV's Gross Margin % falls into.
* 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.
A positive Gross Profit is only the first step for a company to make a net profit. The gross profit needs to be big enough to also cover related labor, equipment, rental, marketing/advertising, research and development and a lot of other costs in selling the products.
BE Semiconductor Industries NV (MEX:BESIN) has a Gross Margin % of 63.49% as of Mar. 2026. Gross margin is the ratio of total gross profit to net sales. View historical data on BE Semiconductor Industries NV and its competitors. This is near median its historical median of 59.63. Over the past decade, BE Semiconductor Industries NV's Gross Margin % has ranged from 51.01 to 65.18. According to the industry distribution chart, BE Semiconductor Industries NV ranks #66 out of 1011 companies in the Semiconductors industry, placing it in the top 6.5%.
Is BE Semiconductor Industries NV's Gross Margin % too high?
BE Semiconductor Industries NV's current Gross Margin % of 63.49% is near median its 10-year median of 59.63. Over the past 10 years, this metric has ranged from a low of 51.01 to a high of 65.18. The Semiconductors industry median Gross Margin % is 29.61. BE Semiconductor Industries NV's value of 63.49% is 114.4% above this industry median. Based on the distribution chart, BE Semiconductor Industries NV ranks #66 out of 1011 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, BE Semiconductor Industries NV has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does BE Semiconductor Industries NV's Gross Margin % compare to LRCX and AMAT?
According to the Semiconductors industry distribution chart, BE Semiconductor Industries NV ranks #66 out of 1011 companies for Gross Margin %. This places BE Semiconductor Industries NV in the top 7% of its industry — outperforming the majority of peers. The industry median Gross Margin % is 29.61. BE Semiconductor Industries NV's value of 63.49% is 114.4% above this benchmark. Historically, BE Semiconductor Industries NV's own Gross Margin % has ranged from 51.01 to 65.18 over the past decade. While the company's 10-year median is 59.63 vs. the industry median of 29.61, 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 Gross Margin % for a Semiconductors company?
The median Gross Margin % among Semiconductors companies is 29.61, based on 1,011 companies in the industry. Companies in the top quartile (top 25%) have a Gross Margin % significantly above this median, while those in the bottom quartile fall well below. However, Gross Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. BE Semiconductor Industries NV's current Gross Margin % of 63.49% is 114.4% 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 Gross Margin % mean?
A high Gross Margin % can signal that a stock is expensive relative to its fundamentals. Gross margin is the ratio of total gross profit to net sales. View historical data on BE Semiconductor Industries NV and its competitors. For the Semiconductors industry, the median Gross Margin % is 29.61 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BE Semiconductor Industries NV's current Gross Margin % is 63.49%, which is near median its own 10-year median of 59.63. 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 Gross Margin % of 63.49%. The stock's GF Value™ is MXN1,209.41, compared to a current price of MXN2,427.60 — trading 100.7% above its estimated fair value. The current Gross Margin % is 63.49%, which is near median its 10-year median of 59.63 and 114.4% above the Semiconductors industry median of 29.61. BE Semiconductor Industries NV's overall GF Score™ is 77/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For BE Semiconductor Industries NV (MEX:BESIN), the current Gross Margin % is 63.49% as of Mar. 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 100.7% above its estimated GF Value™ of MXN1,209.41.
Key valuation signals for MEX:BESIN:
Gross Margin %: 63.49% (near median its 10-year median of 59.63)
GF Value™: MXN1,209.41 vs. price of MXN2,427.60 (100.7% above fair value)
Industry Position: 114.4% above the Semiconductors median (#66 of 1011)
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
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.
77GF Score
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