Ambarella, Inc. (AMBA) vs Atomera Incorporated (ATOM)

Ambarella, Inc. and Atomera Incorporated are both Semiconductor Equipment & Materials companies. Ambarella, Inc. is the larger, with a market value of $3.1B against $168.2M — 18.6× the size. Atomera Incorporated grew revenue faster over the last twelve months: 90.1% against 20.0%. Ambarella, Inc. has the higher net margin (−13.5% vs −9,742.2%) and the lower return on invested capital (−11.2% vs 0.00%). Across the 17 metrics below, Ambarella, Inc. leads on 12 and Atomera Incorporated on 5.

Valuation

Metric AMBA ATOM Semiconductor Equipment & Materials median
P/E n/m n/m 54.39
P/S 7.68 730.93 6.08
P/B 5.17 4.53 4.89
Price to free cash flow n/m n/m 60.92
EV/EBITDA n/m n/m 39.95
EV/Sales 7.03 564.68 6.36
Earnings yield (1.77%) (14.94%) 1.14%
Free cash flow yield (0.18%) (9.01%) 1.28%

Profitability

Metric AMBA ATOM Semiconductor Equipment & Materials median
Gross margin 58.52% (78.70%) 43.95%
Operating margin (14.90%) (10,212.17%) 10.32%
Net margin (13.48%) (9,742.17%) 7.45%
Free cash flow margin 2.33% (6,586.52%) 6.77%
Return on equity (9.41%) (76.78%) 4.78%
Return on assets (7.58%) (69.69%) 3.62%
Return on invested capital (11.19%) 0.00% 6.10%

Growth

Metric AMBA ATOM Semiconductor Equipment & Materials median
Revenue growth (TTM) 20.04% 90.08% 14.60%
EPS growth (last fiscal year) 37.32% 4.41% —
Revenue growth, 5-year CAGR 11.87% 0.95% 8.85%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AMBA ATOM Semiconductor Equipment & Materials median
Debt to equity 0.00 0.00 0.09
Current ratio 2.85 17.02 3.66
Net debt to EBITDA 5.48 0.97 (0.49)

Dividend

Metric AMBA ATOM Semiconductor Equipment & Materials median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric AMBA ATOM Semiconductor Equipment & Materials median
Market cap 3.13b 168.19m 4.63b

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