SESMF (SUESS MicroTec SE) Tariff Resilience Score: 4/10 (As of Jul. 01, 2026)


SESMF SUESS MicroTec SE SESMF
78 GF Score
Price $102.35
GF Value $52.00
Valuation Significantly Overvalued
! 3 Warning Signs
View Full Analysis

What is SUESS MicroTec SE Tariff Resilience Score?

SUESS MicroTec SE SESMF 78 Tariff Resilience Score is 4 as of Jul. 01, 2026. GuruFocus rates SESMF with a GF Score™ of 78/100 and a GF Value™ of $52.00 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 998 Semiconductors companies, SUESS MicroTec SE ranks better than 87.78% on this metric.

SUESS MicroTec SE has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

SUESS MicroTec SE has SUESS MicroTec SE, a semiconductor equipment manufacturer, is vulnerable to tariffs due to its global supply chain and reliance on international sales. Historical tariffs have impacted costs, and while it seeks alternative suppliers, industry-specific vulnerabilities remain significant.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes SUESS MicroTec SE might have Average Resilient.

SUESS MicroTec SE  (OTCPK:SESMF) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

SUESS MicroTec SE Tariff Resilience Score Related Terms

SESMF vs AMAT, LRCX, KLAC: Tariff Resilience Score Comparison

For the Semiconductor Equipment & Materials subindustry, SUESS MicroTec SE's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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 Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, SUESS MicroTec SE's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where SUESS MicroTec SE's Tariff Resilience Score falls into.


SESMF
78GF Score
SUESS MicroTec SE SESMF
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a Tariff Resilience Score of 4 mean?
SUESS MicroTec SE (SESMF) has a Tariff Resilience Score of 4 as of Jul. 01, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, SUESS MicroTec SE ranks #122 out of 998 companies in the Semiconductors industry, placing it in the top 12.2%.
Is SUESS MicroTec SE's Tariff Resilience Score too high?
SUESS MicroTec SE's current Tariff Resilience Score is 4. Based on the distribution chart, SUESS MicroTec SE ranks #122 out of 998 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, SUESS MicroTec SE has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does SUESS MicroTec SE's Tariff Resilience Score compare to AMAT and LRCX?
According to the Semiconductors industry distribution chart, SUESS MicroTec SE ranks #122 out of 998 companies for Tariff Resilience Score. This places SUESS MicroTec SE in the top 12% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. SUESS MicroTec SE's current Tariff Resilience Score is 4. 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 $52.00, compared to a current price of $102.35 — trading 96.8% above its estimated fair value. The current Tariff Resilience Score is 4. SUESS MicroTec SE's overall GF Score™ is 78/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For SUESS MicroTec SE (SESMF), the current Tariff Resilience Score is 4 as of Jul. 01, 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 $102.35 is trading 96.8% above its estimated GF Value™ of $52.00. GuruFocus considers SUESS MicroTec SE to be Significantly Overvalued.

Key valuation signals for SESMF:

  • Tariff Resilience Score: 4
  • GF Value™: $52.00 vs. price of $102.35 (96.8% above fair value)
  • GF Score™: 78/100 with 3 warning signs

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.
78GF Score

Get the complete analysis for SESMF

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$102.35
Price
$52.00
GF Value