Ambarella, Inc. (AMBA) vs Kulicke and Soffa Industries, Inc. (KLIC)

Ambarella, Inc. and Kulicke and Soffa Industries, Inc. are both Semiconductor Equipment & Materials companies. Kulicke and Soffa Industries, Inc. is the larger, with a market value of $3.1B against $2.4B — 1.3× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; Kulicke and Soffa Industries, Inc. trades at 27.4×. Kulicke and Soffa Industries, Inc. grew revenue faster over the last twelve months: 44.4% against 20.0%. Kulicke and Soffa Industries, Inc. has the higher net margin (12.2% vs −13.5%) and the higher return on invested capital (19.8% vs −11.2%). Across the 18 metrics below, Kulicke and Soffa Industries, Inc. leads on 15 and Ambarella, Inc. on 3.

Valuation

Metric AMBA KLIC Semiconductor Equipment & Materials median
P/E n/m 27.40 33.70
P/S 5.85 3.34 4.22
P/B 3.94 3.48 2.94
Price to free cash flow n/m 76.88 31.49
EV/EBITDA n/m 14.71 22.64
EV/Sales 5.20 2.81 4.97
Earnings yield (2.32%) 3.65% 2.02%
Free cash flow yield (0.23%) 1.30% 2.27%

Profitability

Metric AMBA KLIC Semiconductor Equipment & Materials median
Gross margin 58.52% 48.18% 46.86%
Operating margin (14.90%) 13.21% 12.02%
Net margin (13.48%) 12.18% 10.16%
Free cash flow margin 2.33% 4.34% 6.73%
Return on equity (9.41%) 13.23% 5.31%
Return on assets (7.58%) 9.47% 4.10%
Return on invested capital (11.19%) 19.84% 6.36%

Growth

Metric AMBA KLIC Semiconductor Equipment & Materials median
Revenue growth (TTM) 20.04% 44.44% 15.82%
EPS growth (last fiscal year) 37.32% 100.32% (4.56%)
Revenue growth, 5-year CAGR 11.87% 0.97% 10.11%
Net income growth, 5-year CAGR 0.00% (66.74%) 0.00%

Health

Metric AMBA KLIC Semiconductor Equipment & Materials median
Debt to equity 0.00 0.00 0.09
Current ratio 2.85 3.44 3.56
Net debt to EBITDA 5.48 (9.36) (0.49)

Dividend

Metric AMBA KLIC Semiconductor Equipment & Materials median
Dividend yield — 1.35% 0.59%
Payout ratio — 0.38 0.16

Size

Metric AMBA KLIC Semiconductor Equipment & Materials median
Market cap 2.44b 3.13b 3.04b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack