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Ambarella, Inc. (AMBA) vs Camtek Ltd. (CAMT)

Ambarella, Inc. and Camtek Ltd. are both Semiconductor Equipment & Materials companies. Camtek Ltd. is the larger, with a market value of $4.3B against $2.4B — 1.8× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; Camtek Ltd. trades at 122×. Ambarella, Inc. grew revenue faster over the last twelve months: 20.0% against 11.8%. Camtek Ltd. has the higher net margin (7.03% vs −13.5%) and the higher return on invested capital (13.0% vs −11.2%). Across the 19 metrics below, Camtek Ltd. leads on 11 and Ambarella, Inc. on 8.

Valuation

Metric AMBA CAMT Semiconductor Equipment & Materials median
P/E n/m 121.83 33.70
P/S 5.85 8.57 4.22
P/B 3.94 6.08 2.94
Price to free cash flow n/m 18.65 31.49
EV/EBITDA n/m 33.92 22.64
EV/Sales 5.20 8.29 4.97
Earnings yield (2.32%) 0.82% 2.02%
Free cash flow yield (0.23%) 5.36% 2.27%

Profitability

Metric AMBA CAMT Semiconductor Equipment & Materials median
Gross margin 58.52% 50.23% 46.86%
Operating margin (14.90%) 23.46% 12.02%
Net margin (13.48%) 7.03% 10.16%
Free cash flow margin 2.33% 0.00% 6.73%
Return on equity (9.41%) 5.31% 5.31%
Return on assets (7.58%) 3.07% 4.10%
Return on invested capital (11.19%) 13.01% 6.36%

Growth

Metric AMBA CAMT Semiconductor Equipment & Materials median
Revenue growth (TTM) 20.04% 11.83% 15.82%
EPS growth (last fiscal year) 37.32% (57.02%) (4.56%)
Revenue growth, 5-year CAGR 11.87% 26.06% 10.11%
Net income growth, 5-year CAGR 0.00% 18.42% 0.00%

Health

Metric AMBA CAMT Semiconductor Equipment & Materials median
Debt to equity 0.00 0.69 0.09
Current ratio 2.85 7.38 3.56
Net debt to EBITDA 5.48 (1.06) (0.49)

Dividend

Metric AMBA CAMT Semiconductor Equipment & Materials median
Dividend yield — 0.00% 0.59%
Payout ratio — 0.00 0.16

Size

Metric AMBA CAMT Semiconductor Equipment & Materials median
Market cap 2.44b 4.29b 3.04b

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