(HIMX) Himax Technologies - Ratings and Ratios

Exchange: NASDAQ • Country: Taiwan • Currency: USD • Type: Common Stock • ISIN: US43289P1066

Display Driver, Timing Controller, Touch IC, Power IC, CMOS Sensor

Dividends

Dividend Yield 4.26%
Yield on Cost 5y 7.34%
Yield CAGR 5y 2.16%
Payout Consistency 66.1%
Payout Ratio 103.9%
Risk via 10d forecast
Volatility 53.7%
Value at Risk 5%th 80.1%
Relative Tail Risk -9.32%
Reward TTM
Sharpe Ratio 0.71
Alpha 9.11
CAGR/Max DD 0.25
Character TTM
Hurst Exponent 0.426
Beta 1.883
Beta Downside 2.031
Drawdowns 3y
Max DD 54.16%
Mean DD 24.82%
Median DD 26.33%

Description: HIMX Himax Technologies November 16, 2025

Himax Technologies Inc. (NASDAQ:HIMX) is a fabless semiconductor firm headquartered in Tainan, Taiwan, that designs and sells display-imaging ICs across a broad product set-including driver ICs, timing controllers, power management ICs, OLED and LED drivers, and advanced image-sensing solutions such as WiseEye and LCoS microdisplays. The company serves panel makers, mobile-device module assemblers, and OEMs of TVs, monitors, smartphones, tablets, automotive displays, e-paper, and industrial screens.

In FY 2024 Himax reported revenue of roughly $1.0 billion, up about 8 % year-over-year, driven primarily by higher demand for automotive infotainment displays and the rollout of 5G-enabled smartphones that require more sophisticated driver and touch-controller ICs. Gross margins have hovered near 38 %, reflecting a mix of higher-margin automotive and OLED driver sales offset by pricing pressure in the commodity TV-panel market. The firm’s exposure to the fast-growing automotive electronics segment-projected to expand at a compound annual growth rate of 7-9 % through 2028-offers a potential tailwind that could lift its earnings multiple above the broader semiconductor average.

Key macro drivers include the global shift toward higher-resolution OLED and mini-LED panels, the acceleration of vehicle-to-cloud connectivity that raises demand for integrated driver-touch solutions, and the ongoing supply-chain tightening that favors fabless players with diversified foundry partnerships. Assuming Himax can sustain its current product mix and capture a modest share of the projected $150 billion automotive semiconductor market, its revenue CAGR could approach 10 % over the next three years, though this outlook is contingent on continued consumer-electronics demand and stable wafer-fab capacity.

For a deeper quantitative view of HIMX’s valuation metrics and peer comparison, you may find the ValueRay platform’s analyst toolkit useful.

Piotroski VR‑10 (Strict, 0-10) 6.5

Net Income (62.2m TTM) > 0 and > 6% of Revenue (6% = 52.0m TTM)
FCFTA 0.08 (>2.0%) and ΔFCFTA 0.54pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 53.34% (prev 50.76%; Δ 2.57pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.09 (>3.0%) and CFO 158.6m > Net Income 62.2m (YES >=105%, WARN >=100%)
Net Debt (-226.1m) to EBITDA (93.5m) ratio: -2.42 <= 3.0 (WARN <= 3.5)
Current Ratio 1.60 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (174.5m) change vs 12m ago -0.25% (target <= -2.0% for YES)
Gross Margin 30.58% (prev 30.42%; Δ 0.16pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 52.15% (prev 55.30%; Δ -3.15pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 20.01 (EBITDA TTM 93.5m / Interest Expense TTM 3.61m) >= 6 (WARN >= 3)

Altman Z'' 4.30

(A) 0.27 = (Total Current Assets 1.24b - Total Current Liabilities 775.8m) / Total Assets 1.69b
(B) 0.38 = Retained Earnings (Balance) 637.6m / Total Assets 1.69b
(C) 0.04 = EBIT TTM 72.2m / Avg Total Assets 1.66b
(D) 0.95 = Book Value of Equity 768.4m / Total Liabilities 812.0m
Total Rating: 4.30 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 69.57

1. Piotroski 6.50pt
2. FCF Yield 10.08%
3. FCF Margin 16.04%
4. Debt/Equity 0.68
5. Debt/Ebitda -2.42
6. ROIC - WACC (= 90.25)%
7. RoE 7.03%
8. Rev. Trend -76.10%
9. EPS Trend -61.75%

What is the price of HIMX shares?

As of December 14, 2025, the stock is trading at USD 8.68 with a total of 1,612,316 shares traded.
Over the past week, the price has changed by -4.30%, over one month by +14.21%, over three months by +4.96% and over the past year by -6.96%.

Is HIMX a buy, sell or hold?

Himax Technologies has received a consensus analysts rating of 4.20. Therefore, it is recommended to buy HIMX.
  • Strong Buy: 2
  • Buy: 2
  • Hold: 1
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the HIMX price?

Issuer Target Up/Down from current
Wallstreet Target Price 8.5 -1.6%
Analysts Target Price 8.5 -1.6%
ValueRay Target Price 8.9 2.5%

HIMX Fundamental Data Overview December 10, 2025

Market Cap USD = 1.62b (1.62b USD * 1.0 USD.USD)
P/E Trailing = 25.8056
P/E Forward = 9.8425
P/S = 1.8757
P/B = 1.8058
P/EG = 2.81
Beta = 1.878
Revenue TTM = 866.3m USD
EBIT TTM = 72.2m USD
EBITDA TTM = 93.5m USD
Long Term Debt = 24.0m USD (from longTermDebt, last quarter)
Short Term Debt = 575.2m USD (from shortTermDebt, last quarter)
Debt = 599.2m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -226.1m USD (from netDebt column, last quarter)
Enterprise Value = 1.38b USD (1.62b + Debt 599.2m - CCE 846.4m)
Interest Coverage Ratio = 20.01 (Ebit TTM 72.2m / Interest Expense TTM 3.61m)
FCF Yield = 10.08% (FCF TTM 138.9m / Enterprise Value 1.38b)
FCF Margin = 16.04% (FCF TTM 138.9m / Revenue TTM 866.3m)
Net Margin = 7.18% (Net Income TTM 62.2m / Revenue TTM 866.3m)
Gross Margin = 30.58% ((Revenue TTM 866.3m - Cost of Revenue TTM 601.4m) / Revenue TTM)
Gross Margin QoQ = 30.18% (prev 31.20%)
Tobins Q-Ratio = 0.81 (Enterprise Value 1.38b / Total Assets 1.69b)
Interest Expense / Debt = 0.14% (Interest Expense 868.5k / Debt 599.2m)
Taxrate = -287.6% (out of range, set to none) (-1.00m / 348.0k)
NOPAT = unknown (EBIT/Op.Income or Taxrate missing)
Current Ratio = 1.60 (Total Current Assets 1.24b / Total Current Liabilities 775.8m)
Debt / Equity = 0.68 (Debt 599.2m / totalStockholderEquity, last quarter 875.4m)
Debt / EBITDA = -2.42 (Net Debt -226.1m / EBITDA 93.5m)
Debt / FCF = -1.63 (Net Debt -226.1m / FCF TTM 138.9m)
Total Stockholder Equity = 884.9m (last 4 quarters mean from totalStockholderEquity)
RoA = 3.67% (Net Income 62.2m / Total Assets 1.69b)
RoE = 7.03% (Net Income TTM 62.2m / Total Stockholder Equity 884.9m)
RoCE = 7.94% (EBIT 72.2m / Capital Employed (Equity 884.9m + L.T.Debt 24.0m))
RoIC = 99.71% (EBIT 72.2m / (Assets 1.69b - Curr.Liab 775.8m - Cash 846.4m))
WACC = 9.46% (E(1.62b)/V(2.22b) * Re(12.95%) + (debt cost/tax rate unavailable))
Discount Rate = 12.95% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.12%
[DCF Debug] Terminal Value 60.12% ; FCFE base≈133.2m ; Y1≈120.1m ; Y5≈103.4m
Fair Price DCF = 5.56 (DCF Value 968.9m / Shares Outstanding 174.3m; 5y FCF grow -12.26% → 3.0% )
EPS Correlation: -61.75 | EPS CAGR: -73.31% | SUE: -0.31 | # QB: 0
Revenue Correlation: -76.10 | Revenue CAGR: -19.63% | SUE: 1.91 | # QB: 1
EPS next Quarter (2026-03-31): EPS=0.05 | Chg30d=-0.070 | Revisions Net=+0 | Analysts=1
EPS next Year (2026-12-31): EPS=0.49 | Chg30d=-0.153 | Revisions Net=+1 | Growth EPS=+102.2% | Growth Revenue=+13.4%

Additional Sources for HIMX Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle