Both in Semiconductors
Rambus vs Semtech
Over the past year RMBS returned −17.7% and SMTC returned +87.7%; their daily moves had a correlation of 0.60.
RMBS −17.7% SMTC +87.7%Growth of $1, one year, split-adjusted
| Metric | RMBS | SMTC |
|---|---|---|
| Price | $84.65 | $127.38 |
| Market cap | $9.07B | $11.89B |
| Today | −6.97% | −9.56% |
| 1 month | −21.1% | −31.7% |
| 6 months | −24.4% | +18.2% |
| Year to date | −7.9% | +72.9% |
| 1 year | −24.0% | +83.1% |
| Revenue growth (YoY) | +22.3% | +32.7% |
| Gross margin | 78.3% | 53.8% |
| Net margin | 34.2% | 46.8% |
| P/E (TTM) | 34.1× | 77.2× |
| Price / sales | 11.4× | 10.1× |
| Net cash | $776.9M | -$288.7M |
| Dividend yield | — | — |
| Volatility (60d) | 61.3% | 92.9% |
| Short % of float | 4.0% | 6.5% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).