Ambiq Micro, Inc. (AMBQ) vs Wolfspeed, Inc. (WOLF)

Ambiq Micro, Inc. and Wolfspeed, Inc. are both Semiconductors companies. Ambiq Micro, Inc. is the larger, with a market value of $1.7B against $1.4B — 1.2× the size. Ambiq Micro, Inc. has the higher net margin (−37.8% vs −159.3%) and the lower return on invested capital (−70.0% vs 0.00%). Across the 12 metrics below, Wolfspeed, Inc. leads on 9 and Ambiq Micro, Inc. on 3.

Valuation

Metric AMBQ WOLF Semiconductors median
P/E n/m n/m 49.41
P/S 15.50 2.15 8.58
P/B 3.75 n/m 5.49
Price to free cash flow n/m n/m 47.02
EV/EBITDA n/m n/m 30.78
EV/Sales 11.76 0.76 8.79
Earnings yield (3.04%) (56.99%) 0.62%
Free cash flow yield (2.64%) 0.00% 0.59%

Profitability

Metric AMBQ WOLF Semiconductors median
Gross margin 43.62% 58.82% 52.25%
Operating margin (43.34%) 46.14% 4.85%
Net margin (37.77%) (159.30%) 4.77%
Free cash flow margin (40.89%) 0.00% 8.65%
Return on equity (75.94%) 0.00% 3.11%
Return on assets (14.09%) 0.00% 1.91%
Return on invested capital (69.96%) 0.00% 2.46%

Growth

Metric AMBQ WOLF Semiconductors median
Revenue growth (TTM) 32.04% — 16.66%
EPS growth (last fiscal year) 95.98% — —
Revenue growth, 5-year CAGR — — 5.60%
Net income growth, 5-year CAGR — — 0.00%

Health

Metric AMBQ WOLF Semiconductors median
Debt to equity 0.00 0.00 0.05
Current ratio 15.95 7.73 3.35
Net debt to EBITDA 4.34 — 0.58

Dividend

Metric AMBQ WOLF Semiconductors median
Dividend yield — — 1.93%
Payout ratio — — 0.00

Size

Metric AMBQ WOLF Semiconductors median
Market cap 1.68b 1.43b 5.67b

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