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Allegro MicroSystems, Inc. (ALGM) vs Rambus, Inc. (RMBS)

Allegro MicroSystems, Inc. and Rambus, Inc. are both Semiconductors companies. Rambus, Inc. is the larger, with a market value of $10.1B against $6.0B — 1.7× the size. Rambus, Inc. trades at the lower P/E: 39.5× against 395×. Allegro MicroSystems, Inc. grew revenue faster over the last twelve months: 24.2% against 17.2%. Rambus, Inc. has the higher net margin (31.7% vs 1.50%) and the higher return on invested capital (26.2% vs 2.68%). Across the 21 metrics below, Rambus, Inc. leads on 16 and Allegro MicroSystems, Inc. on 5.

Valuation

Metric ALGM RMBS Semiconductors median
P/E 395.25 39.48 45.58
P/S 6.21 12.51 7.63
P/B 6.08 6.45 4.90
Price to free cash flow 66.88 31.90 48.34
EV/EBITDA 51.45 28.12 28.36
EV/Sales 6.34 11.65 7.15
Earnings yield 0.25% 2.53% 0.75%
Free cash flow yield 1.50% 3.13% 0.67%

Profitability

Metric ALGM RMBS Semiconductors median
Gross margin 47.18% 79.47% 52.28%
Operating margin 4.94% 35.51% 4.76%
Net margin 1.50% 31.69% 4.26%
Free cash flow margin 9.29% 39.60% 8.47%
Return on equity 1.50% 17.79% 2.59%
Return on assets 1.01% 15.56% 1.78%
Return on invested capital 2.68% 26.16% 2.27%

Growth

Metric ALGM RMBS Semiconductors median
Revenue growth (TTM) 24.22% 17.17% 16.92%
EPS growth (last fiscal year) 79.49% 27.88% 27.17%
Revenue growth, 5-year CAGR 8.53% 23.50% 5.83%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALGM RMBS Semiconductors median
Debt to equity 0.30 0.00 0.05
Current ratio 3.70 9.75 3.28
Net debt to EBITDA 1.32 (2.52) 0.58

Dividend

Metric ALGM RMBS Semiconductors median
Dividend yield — — 1.19%
Payout ratio — — 0.40

Size

Metric ALGM RMBS Semiconductors median
Market cap 6.03b 10.07b 5.43b

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