Both in Semiconductors
Semtech vs Rambus
Over the past year SMTC returned +90.0% and RMBS returned −16.9%; their daily moves had a correlation of 0.60.
SMTC +90.0% RMBS −16.9%Growth of $1, one year, split-adjusted
| Metric | SMTC | RMBS |
|---|---|---|
| Price | $127.76 | $87.91 |
| Market cap | $11.92B | $9.41B |
| Today | +4.40% | +4.64% |
| 1 month | −33.7% | −20.3% |
| 6 months | +13.1% | −25.5% |
| Year to date | +73.4% | −4.3% |
| 1 year | +88.3% | −14.5% |
| Revenue growth (YoY) | +32.7% | +22.3% |
| Gross margin | 53.8% | 78.3% |
| Net margin | 46.8% | 34.2% |
| P/E (TTM) | 77.4× | 35.4× |
| Price / sales | 10.2× | 11.8× |
| Net cash | -$288.7M | $776.9M |
| Dividend yield | — | — |
| Volatility (60d) | 92.7% | 60.5% |
| Short % of float | 6.5% | 4.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).