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 $4.6B against $3.1B — 1.5× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; Kulicke and Soffa Industries, Inc. trades at 41.3×. 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 14 and Ambarella, Inc. on 4.
Valuation
Profitability
| Metric | AMBA | KLIC | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 58.52% | 48.18% | 43.95% |
| Operating margin | (14.90%) | 13.21% | 10.32% |
| Net margin | (13.48%) | 12.18% | 7.45% |
| Free cash flow margin | 2.33% | 4.34% | 6.77% |
| Return on equity | (9.41%) | 13.23% | 4.78% |
| Return on assets | (7.58%) | 9.47% | 3.62% |
| Return on invested capital | (11.19%) | 19.84% | 6.10% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack