Arteris, Inc. (AIP) vs Alpha and Omega Semiconductor Limited (AOSL)

Arteris, Inc. and Alpha and Omega Semiconductor Limited are both Semiconductors companies. Arteris, Inc. is the larger, with a market value of $1.2B against $826.4M — 1.5× the size. Arteris, Inc. grew revenue faster over the last twelve months: 33.8% against −2.48%. Alpha and Omega Semiconductor Limited has the higher net margin (−6.23% vs −46.7%) and the lower return on invested capital (−4.37% vs 0.00%). Across the 18 metrics below, Alpha and Omega Semiconductor Limited leads on 11 and Arteris, Inc. on 7.

Valuation

Metric AIP AOSL Semiconductors median
P/E n/m n/m 49.41
P/S 13.35 1.23 8.58
P/B 16.69 1.05 5.49
Price to free cash flow 166.93 n/m 47.02
EV/EBITDA n/m 46.66 30.78
EV/Sales 11.95 0.97 8.79
Earnings yield (3.64%) (5.05%) 0.62%
Free cash flow yield 0.60% (8.20%) 0.59%

Profitability

Metric AIP AOSL Semiconductors median
Gross margin 87.61% 22.32% 52.25%
Operating margin (47.73%) (6.36%) 4.85%
Net margin (46.70%) (6.23%) 4.77%
Free cash flow margin 8.00% (10.11%) 8.65%
Return on equity (131.41%) (5.22%) 3.11%
Return on assets (23.84%) (4.23%) 1.91%
Return on invested capital 0.00% (4.37%) 2.46%

Growth

Metric AIP AOSL Semiconductors median
Revenue growth (TTM) 33.81% (2.48%) 16.66%
EPS growth (last fiscal year) 4.65% 57.27% —
Revenue growth, 5-year CAGR 17.28% 0.66% 5.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AIP AOSL Semiconductors median
Debt to equity 0.05 0.00 0.05
Current ratio 1.57 3.44 3.35
Net debt to EBITDA 1.71 (12.86) 0.58

Dividend

Metric AIP AOSL Semiconductors median
Dividend yield — — 1.93%
Payout ratio 0.00 0.00 0.00

Size

Metric AIP AOSL Semiconductors median
Market cap 1.20b 826.38m 5.67b

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