Arteris, Inc. (AIP) vs Wolfspeed, Inc. (WOLF)

Arteris, Inc. and Wolfspeed, Inc. are both Semiconductors companies. Wolfspeed, Inc. is the larger, with a market value of $1.4B against $1.2B — 1.2× the size. Arteris, Inc. has the higher net margin (−46.7% vs −159.3%) and the higher return on invested capital (0.00% vs 0.00%). Across the 12 metrics below, Wolfspeed, Inc. leads on 7 and Arteris, Inc. on 5.

Valuation

Metric AIP WOLF Semiconductors median
P/E n/m n/m 49.41
P/S 13.35 2.15 8.58
P/B 16.69 n/m 5.49
Price to free cash flow 166.93 n/m 47.02
EV/EBITDA n/m n/m 30.78
EV/Sales 11.95 0.76 8.79
Earnings yield (3.64%) (56.99%) 0.62%
Free cash flow yield 0.60% 0.00% 0.59%

Profitability

Metric AIP WOLF Semiconductors median
Gross margin 87.61% 58.82% 52.25%
Operating margin (47.73%) 46.14% 4.85%
Net margin (46.70%) (159.30%) 4.77%
Free cash flow margin 8.00% 0.00% 8.65%
Return on equity (131.41%) 0.00% 3.11%
Return on assets (23.84%) 0.00% 1.91%
Return on invested capital 0.00% 0.00% 2.46%

Growth

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

Health

Metric AIP WOLF Semiconductors median
Debt to equity 0.05 0.00 0.05
Current ratio 1.57 7.73 3.35
Net debt to EBITDA 1.71 — 0.58

Dividend

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

Size

Metric AIP WOLF Semiconductors median
Market cap 1.20b 1.43b 5.67b

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