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Allegro MicroSystems, Inc. (ALGM) vs Semtech Corporation (SMTC)

Allegro MicroSystems, Inc. and Semtech Corporation are both Semiconductors companies. Semtech Corporation is the larger, with a market value of $10.4B against $5.8B — 1.8× the size. Semtech Corporation trades at the lower P/E: 55.9× against 169×. Allegro MicroSystems, Inc. grew revenue faster over the last twelve months: 27.9% against 17.8%. Semtech Corporation has the higher net margin (13.1% vs 3.07%) and the higher return on invested capital (5.68% vs 4.34%). Across the 21 metrics below, Semtech Corporation leads on 13 and Allegro MicroSystems, Inc. on 8.

Valuation

Metric ALGM SMTC Semiconductors median
P/E 169.38 55.89 36.98
P/S 5.01 7.37 6.03
P/B 5.03 11.56 3.87
Price to free cash flow 48.38 47.05 43.80
EV/EBITDA 35.23 62.11 20.84
EV/Sales 5.10 7.62 5.07
Earnings yield 0.59% 1.79% 1.13%
Free cash flow yield 2.07% 2.13% 1.06%

Profitability

Metric ALGM SMTC Semiconductors median
Gross margin 47.91% 52.12% 52.21%
Operating margin 7.53% 8.04% 5.47%
Net margin 3.07% 13.12% 4.26%
Free cash flow margin 10.36% 15.66% 5.02%
Return on equity 3.17% 23.66% 2.86%
Return on assets 2.19% 10.09% 2.03%
Return on invested capital 4.34% 5.68% 2.28%

Growth

Metric ALGM SMTC Semiconductors median
Revenue growth (TTM) 27.92% 17.84% 17.60%
EPS growth (last fiscal year) 79.49% 79.65% 27.66%
Revenue growth, 5-year CAGR 8.53% 12.03% 5.14%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALGM SMTC Semiconductors median
Debt to equity 0.29 0.66 0.12
Current ratio 4.13 1.70 3.39
Net debt to EBITDA 1.32 3.54 0.53

Dividend

Metric ALGM SMTC Semiconductors median
Dividend yield — — 1.62%
Payout ratio — — 0.38

Size

Metric ALGM SMTC Semiconductors median
Market cap 5.83b 10.36b 5.69b

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