Ambiq Micro, Inc. (AMBQ) vs Alpha and Omega Semiconductor Limited (AOSL)

Ambiq Micro, Inc. and Alpha and Omega Semiconductor Limited are both Semiconductors companies. Ambiq Micro, Inc. is the larger, with a market value of $1.3B against $707.3M — 1.8× the size. Ambiq Micro, Inc. grew revenue faster over the last twelve months: 32.0% against −2.48%. Alpha and Omega Semiconductor Limited has the higher net margin (−6.23% vs −37.8%) and the higher return on invested capital (−4.37% vs −70.0%). Across the 17 metrics below, Alpha and Omega Semiconductor Limited leads on 10 and Ambiq Micro, Inc. on 7.

Valuation

Metric AMBQ AOSL Semiconductors median
P/E n/m n/m 45.58
P/S 11.03 0.96 7.63
P/B 2.67 0.82 4.90
Price to free cash flow n/m n/m 48.34
EV/EBITDA n/m 33.49 28.36
EV/Sales 7.29 0.69 7.15
Earnings yield (4.27%) (6.48%) 0.75%
Free cash flow yield (3.71%) (10.54%) 0.67%

Profitability

Metric AMBQ AOSL Semiconductors median
Gross margin 43.62% 22.32% 52.28%
Operating margin (43.34%) (6.36%) 4.76%
Net margin (37.77%) (6.23%) 4.26%
Free cash flow margin (40.89%) (10.11%) 8.47%
Return on equity (75.94%) (5.22%) 2.59%
Return on assets (14.09%) (4.23%) 1.78%
Return on invested capital (69.96%) (4.37%) 2.27%

Growth

Metric AMBQ AOSL Semiconductors median
Revenue growth (TTM) 32.04% (2.48%) 16.92%
EPS growth (last fiscal year) 95.98% 57.27% 27.17%
Revenue growth, 5-year CAGR — 0.66% 5.83%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric AMBQ AOSL Semiconductors median
Debt to equity 0.00 0.00 0.05
Current ratio 15.95 3.44 3.28
Net debt to EBITDA 4.34 (12.86) 0.58

Dividend

Metric AMBQ AOSL Semiconductors median
Dividend yield — — 1.19%
Payout ratio — — 0.40

Size

Metric AMBQ AOSL Semiconductors median
Market cap 1.26b 707.32m 5.43b

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