Alpha and Omega Semiconductor Limited (AOSL) vs EVERSPIN TECH (MRAM)

Alpha and Omega Semiconductor Limited and EVERSPIN TECH are both Semiconductors companies. Alpha and Omega Semiconductor Limited is the larger, with a market value of $826.4M against $442.0M — 1.9× the size. EVERSPIN TECH grew revenue faster over the last twelve months: 20.9% against −2.48%. EVERSPIN TECH has the higher net margin (−4.22% vs −6.23%) and the lower return on invested capital (−20.8% vs −4.37%). Across the 18 metrics below, EVERSPIN TECH leads on 10 and Alpha and Omega Semiconductor Limited on 8.

Valuation

Metric AOSL MRAM Semiconductors median
P/E n/m n/m 49.41
P/S 1.23 7.06 8.58
P/B 1.05 6.03 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 6.45 8.79
Earnings yield (5.05%) (0.58%) 0.62%
Free cash flow yield (8.20%) (1.64%) 0.59%

Profitability

Metric AOSL MRAM Semiconductors median
Gross margin 22.32% 52.28% 52.25%
Operating margin (6.36%) (15.55%) 4.85%
Net margin (6.23%) (4.22%) 4.77%
Free cash flow margin (10.11%) (11.55%) 8.65%
Return on equity (5.22%) (3.84%) 3.11%
Return on assets (4.23%) (3.13%) 1.91%
Return on invested capital (4.37%) (20.78%) 2.46%

Growth

Metric AOSL MRAM Semiconductors median
Revenue growth (TTM) (2.48%) 20.89% 16.66%
EPS growth (last fiscal year) 57.27% (175.00%) —
Revenue growth, 5-year CAGR 0.66% 5.60% 5.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AOSL MRAM Semiconductors median
Debt to equity 0.00 0.00 0.05
Current ratio 3.44 4.74 3.35
Net debt to EBITDA (12.86) 13.49 0.58

Dividend

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

Size

Metric AOSL MRAM Semiconductors median
Market cap 826.38m 441.95m 5.67b

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