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Ambarella, Inc. (AMBA) vs AXT Inc (AXTI)

Ambarella, Inc. and AXT Inc are both Semiconductor Equipment & Materials companies. Ambarella, Inc. and AXT Inc are of similar size ($2.4B and $2.4B). Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; AXT Inc trades at 70.3×. AXT Inc grew revenue faster over the last twelve months: 89.1% against 20.0%. AXT Inc has the higher net margin (18.5% vs −13.5%) and the higher return on invested capital (4.55% vs −11.2%). Across the 18 metrics below, AXT Inc leads on 10 and Ambarella, Inc. on 8.

Valuation

Metric AMBA AXTI Semiconductor Equipment & Materials median
P/E n/m 70.34 33.70
P/S 5.85 14.08 4.22
P/B 3.94 2.57 2.94
Price to free cash flow n/m n/m 31.49
EV/EBITDA n/m 142.42 22.64
EV/Sales 5.20 11.27 4.97
Earnings yield (2.32%) 1.42% 2.02%
Free cash flow yield (0.23%) (0.81%) 2.27%

Profitability

Metric AMBA AXTI Semiconductor Equipment & Materials median
Gross margin 58.52% 44.02% 46.86%
Operating margin (14.90%) 19.55% 12.02%
Net margin (13.48%) 18.53% 10.16%
Free cash flow margin 2.33% 0.00% 6.73%
Return on equity (9.41%) 5.58% 5.31%
Return on assets (7.58%) 4.08% 4.10%
Return on invested capital (11.19%) 4.55% 6.36%

Growth

Metric AMBA AXTI Semiconductor Equipment & Materials median
Revenue growth (TTM) 20.04% 89.14% 15.82%
EPS growth (last fiscal year) 37.32% (81.48%) (4.56%)
Revenue growth, 5-year CAGR 11.87% (1.52%) 10.11%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AMBA AXTI Semiconductor Equipment & Materials median
Debt to equity 0.00 0.08 0.09
Current ratio 2.85 3.80 3.56
Net debt to EBITDA 5.48 5.10 (0.49)

Dividend

Metric AMBA AXTI Semiconductor Equipment & Materials median
Dividend yield — — 0.59%
Payout ratio — — 0.16

Size

Metric AMBA AXTI Semiconductor Equipment & Materials median
Market cap 2.44b 2.41b 3.04b

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