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← CockpitCompetitor Analysis › SIS.DE First Sensor AGOpen in the cockpit ↗

First Sensor AGSIS.DECompetitor analysis, valuation and peers

Germany · EUR·Information Technology›Semiconductors
Momentum neutral 41
Mkt cap
$591M
US dollars, full cap
Free float
29%
of shares outstanding
$/day
$28,115
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+3.0 pp
WACC 5.0%
Hurdle
+21 pp
Req g minus delivered
Close · EUR€51.00
1D-1.0%
1W-6.4%
1M-6.4%
3M-2.9%
6M-5.6%
YTD-7.3%
1Y-10.2%
ATR %2.6%
52w lowhigh12.4% off high

What First Sensor does

Employees: 629

First Sensor at a glance

Size First Sensor (SIS.DE) is a Germany Information Technology company (Semiconductors) with a market value of $591M, the 171st largest of 205 Germany companies the cockpit tracks. Shares closed at €51.00 on 6 Nov 2026.

Performance Over six months the shares fell 5.6%, against -40.6% for the median peer and +2.6% for the Germany market (cap-weighted) — 4th highest of 19 in its peer set.

Growth Revenue fell 18.1% over the last twelve months (peer median +10.9%); the operating margin is 7.4% (peer median 1.1%).

Valuation It trades at 5.7× enterprise value to sales against a peer median of 3.4× (5th most expensive of 20).

Price implies For today's price to make sense, revenue must grow about 14% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 3.0 points above its cost of capital (5.0% WACC).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026SIS.DE 95Peer median 60
Six months, rebased to 100: First Sensor against the median of its 20 peers (local-currency closes).

First Sensor financials

Reported figures in EUR; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€93.4M€106M€121M€135M€115M
Revenue growth—-13%-10%+17%—
Gross profit€3.67M€5.36M-€4.96M€19.3M€9.75M
EBITDAn/a€6.44M€10.6M€17.3M€4.95M
Net income€5.99M-€8.15M-€17.7M€4.09M-€4.47M
Free cash flow€614,000€3.43M-€4.34M€3.87M-€11.5M
Capital expenditure€5.05M€6.90M€5.58M€10.4M€8.32M
Total debtn/a€5.61M€7.55M€12.1M€16.0M

Quarterly statements and history in the cockpit →

First Sensor competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-75%-50%-25%0%-25%0%+25%301002600363688045688173SLX80813006323008316831002866242630141833003008892533603396JKSSIS.DE6-month return →1-month return →
Up and to the right = strong over both horizons. First Sensor is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×20×40×301002600363688045688173SLX808130063230083168312426KOPN2533JKSSIS.DERevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. First Sensor is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%688045SLX80813006320028663014603396SIS.DEGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. First Sensor is the large dot.

First Sensor competitors and peer comparison

How First Sensor compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

First Sensor against its 20 peers (data as of 6 Nov 2026)
MeasureSIS.DEPeer medianRank in peer set
1-month return-6.4%-19.6%5th highest of 21
6-month return-5.6%-40.6%4th highest of 19
Distance from 52-week high-12.4%-55.9%highest of 21
Revenue growth (TTM)-18.1%+10.9%lowest of 20
Operating margin7.4%1.1%7th highest of 20
EV / Sales5.7×3.4×5th most expensive of 20
Growth the price implies (Req g, 7 yrs)13.5%21.1%4th least demanding of 8
Growth delivered (Del g)-7.4%+7.6%lowest of 8
Hurdle (Req g minus delivered)+20.9 pp-0.7 pp3rd most demanding of 8
ROIC minus cost of capital+3.0 pp-7.2 pp4th highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
First Sensor SIS.DEGermany$591M-6%-18%7%5.7×13.5%-7.4%
Shenzhen SOSEN Electronics 301002.SZChina$587M-39%+22%2%3.4×n/an/a
Jiangxi Lianchuang Optoelectronic Science & Tech 600363.SSChina$603M-82%-10%1%2.4×n/an/a
Shenzhen Kiwi Instruments 688045.SSChina$604M-3%+45%8%3.4×31.6%+9.7%
Centera Photonics 7917.TWOTaiwan$579Mn/an/an/an/an/an/a
Halo Microelectronics 688173.SSChina$606M-42%+11%-14%3.9×n/an/a
Viewtrix Technology 3310.HKHong Kong$608Mn/a+24%-22%2.6×n/an/a
Silex Systems SLX.AXAustralia$574M-49%+89%-33%47.3×43.3%+48.1%
Global Mixed-Mode Technology 8081.TWTaiwan$612M-11%-1%17%1.9×-2.8%+3.2%
Xiamen Guangpu Electronics 300632.SZChina$612M-44%-1%-13%4.4×37.5%-3.6%
Xi'an Peri Power Semiconductor Converting Technology 300831.SZChina$613M-34%+107%34%14.6×n/an/a
Taiwan Microloops 6831.TWTaiwan$569M-46%+117%12%4.6×n/an/a
Jiangsu Transimage Technology 002866.SZChina$567M-49%-5%3%1.9×12.9%+4.2%
Tyntek 2426.TWTaiwan$619M-2%-6%1%8.4×n/an/a
ITE Tech 3014.TWTaiwan$620M-6%-4%27%2.2×-8.4%+7.6%
Kopin KOPNUnited States$564M-44%-7%-35%11.8×n/an/a
KoMiCo 183300.KSSouth Korea$621M+14%+22%15%2.3×n/an/a
Shenzhen EXC-LED Technology 300889.SZChina$562M-29%+20%-7%3.2×n/an/a
Black Sesame International 2533.HKHong Kong$555M-66%+73%-148%3.4×n/an/a
Yingkou Jinchen Machinery 603396.SSChina$555M-24%-5%5%1.3×21.1%+21.8%
JinkoSolar Holding Co., Ltd. Sponsored ADR JKSUnited States$551M-55%-15%-8%0.8×n/an/a

Questions

Which companies are First Sensor's closest peers?
The cockpit's peer set: Shenzhen SOSEN Electronics (301002.SZ), Jiangxi Lianchuang Optoelectronic Science & Tech (600363.SS), Shenzhen Kiwi Instruments (688045.SS), Centera Photonics (7917.TWO), Halo Microelectronics (688173.SS), Viewtrix Technology (3310.HK), Silex Systems (SLX.AX), Global Mixed-Mode Technology (8081.TW).
Is First Sensor expensive compared with its peers?
On ev / sales it trades at 5.7× against a peer median of 3.4×, 5th most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about 14% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has First Sensor stock performed?
Over six months to 6 Nov 2026 the shares returned -5.6% against -40.6% for the median peer; over one year -10.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.