Alpha and Omega Semiconductor Limited (AOSL) vs indie Semiconductor, Inc. (INDI)

Alpha and Omega Semiconductor Limited and indie Semiconductor, Inc. are both Semiconductors companies. Alpha and Omega Semiconductor Limited is the larger, with a market value of $826.4M against $718.6M — 1.1× the size. indie Semiconductor, Inc. grew revenue faster over the last twelve months: 6.19% against −2.48%. Alpha and Omega Semiconductor Limited has the higher net margin (−6.23% vs −64.8%) and the higher return on invested capital (−4.37% vs −15.5%). Across the 18 metrics below, Alpha and Omega Semiconductor Limited leads on 14 and indie Semiconductor, Inc. on 4.

Valuation

Metric AOSL INDI Semiconductors median
P/E n/m n/m 49.41
P/S 1.23 2.77 8.58
P/B 1.05 1.99 5.49
Price to free cash flow n/m n/m 47.02
EV/EBITDA 46.66 n/m 30.78
EV/Sales 0.97 3.93 8.79
Earnings yield (5.05%) (24.17%) 0.62%
Free cash flow yield (8.20%) (13.35%) 0.59%

Profitability

Metric AOSL INDI Semiconductors median
Gross margin 22.32% 37.77% 52.25%
Operating margin (6.36%) (63.27%) 4.85%
Net margin (6.23%) (64.78%) 4.77%
Free cash flow margin (10.11%) (36.23%) 8.65%
Return on equity (5.22%) (40.62%) 3.11%
Return on assets (4.23%) (17.52%) 1.91%
Return on invested capital (4.37%) (15.51%) 2.46%

Growth

Metric AOSL INDI Semiconductors median
Revenue growth (TTM) (2.48%) 6.19% 16.66%
EPS growth (last fiscal year) 57.27% 3.95% —
Revenue growth, 5-year CAGR 0.66% 57.25% 5.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AOSL INDI Semiconductors median
Debt to equity 0.00 1.29 0.05
Current ratio 3.44 3.65 3.35
Net debt to EBITDA (12.86) (1.83) 0.58

Dividend

Metric AOSL INDI Semiconductors median
Dividend yield — — 1.93%
Payout ratio 0.00 0.00 0.00

Size

Metric AOSL INDI Semiconductors median
Market cap 826.38m 718.61m 5.67b

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