Jerome,
I think the following is close to what you were looking for.
The earnings estimates has been updated for this year and next year
for each individual stock in the group of 41 stocks. The updating
was accomplished through the use of the online Zack's database.
The table below shows each stock along with Friday's closing price,
this year and next years earnings estimate, and the PE utilizing next
years earnings estimates. The table is sorted by next years earnings
estimate for each stock.
With a little study, several observations can be made. I will put
forth a couple. First, it is interesting to look at the three mask
makers, DPMI, PLAB and MASK. Both DPMI and PLAB are selling for next
year's PE of 28 and 23 respectively, while MASK is selling for a PE
of 9. Putting it another way, MASK can be bought for 12.88 per share
and yield next years earnings estimate of 1.36 per share, while you
have to pay 25.00 per share for PLAB which will yield next years
earnings estimate of 1.09 per share. MASK also has this year's
earnings estimate placed at 1.16 per share while PLAB is a poor
second at 0.64 per share. The same general type of observation holds
true when comparing MASK and DPMI.
Secondly, there are only 2 stocks in the table selling for a PE of
less than 10 based on next years earnings. These 2 stocks are MASK
with a PE of 9 and AFLX with a PE of 6! For those of you who have
looked at the previous post and noted that AFLX was last in the table
with a loss of 18 percent in share price last week, the question
might be asked "What gives?". All of this price action on AFLX after
a reasonably good annual report of a couple of weeks ago.
I should disclose here that I do own AFLX and FSII shares, but I do
not own DPMI, PLAB or MASK shares.
EST EST
02/05/99 THIS NEXT NEXT
CLOSE YEAR YEAR YEAR
SYMBOL COMPANY PRICE EPS EPS PE
NVLS Novellus Systems 66.63 1.51 2.95 23
TER Teradyne 56.88 1.56 2.54 22
ETEC Etec System 51.63 1.21 2.20 23
DPMI Dupont Photomasks 48.00 0.90 1.74 28
AMAT Applied Materials 60.69 0.64 1.63 37
KLAC KLA Instruments 53.88 0.56 1.48 36
VECO Veeco Instruments 50.00 1.08 1.41 35
MASK Align-Rite International 12.88 1.16 1.36 9
CMOS Credence Systems 26.19 -0.51 1.25 21
KLIC Kulicke & Soffa Industries 29.38 -0.58 1.19 25
ASMLF ASM Lithography Holdings 43.00 0.27 1.18 36
PLAB Photronics 25.00 0.64 1.09 23
AFLX Adflex Solutions 5.75 0.53 0.98 6
BRKS Brooks Automation 25.00 0.02 0.86 29
PRIA Pri Automation 39.81 -0.57 0.83 48
IMSC Integrated Measurement Systems 8.75 0.67 0.79 11
SVGI Silicon Valley Group 15.19 -0.65 0.62 25
SMTL Semitool 7.56 -0.40 0.56 13
SFAM SpeedFAM 19.00 -0.35 0.55 35
GSNX Gasonics 12.69 -1.11 0.54 23
ATMI ATMI Inc 25.13 0.41 0.47 53
COHU Cohu 28.13 -0.15 0.44 64
EGLS Electroglas 15.19 -0.56 0.37 41
SFLX Smartflex Systems 7.00 0.24 0.37 19
UTEK Ultratech Stepper 16.38 0.30 0.35 47
NANO Nanometrics 8.25 0.36 0.34 24
CFMT CFM Technologies 12.00 -1.12 0.31 39
LRCX Lam Research 35.06 -2.60 0.28 125
FSII FSI International 12.38 -0.63 0.20 62
LTXX LTX 3.69 -0.46 0.15 25
CYMI Cymer 25.13 0.05 0.15 168
HELX Helix Technology 21.00 -0.03 0.05 420
MTSN Mattson Technology 7.13 -0.51 0.02 357
PHTN Photon Dynamics 5.44
IPEC Integrated Process Equipment 13.06 -2.47 -0.08
ASYT Asyst Technologies 24.13 -1.05 -0.22
ASEC Aseco 2.19 -1.46 -0.29
TGAL Tegal 4.44 -1.03 -0.73
WFR MEMC Electronic Materials 8.88 -3.30
MICN Micrion 12.56 -0.47
WJ Watkins Johnson 23.75 0.38
TOTALS 968.83 -7.52 27.93 |
