Alpha and Omega Semiconductor Limited (AOSL) vs Wolfspeed, Inc. (WOLF)

Alpha and Omega Semiconductor Limited and Wolfspeed, Inc. are both Semiconductors companies. Wolfspeed, Inc. is the larger, with a market value of $1.4B against $826.4M — 1.7× the size. Alpha and Omega Semiconductor Limited has the higher net margin (−6.23% vs −159.3%) and the lower return on invested capital (−4.37% vs 0.00%). Across the 13 metrics below, Wolfspeed, Inc. leads on 10 and Alpha and Omega Semiconductor Limited on 3.

Valuation

Metric AOSL WOLF Semiconductors median
P/E n/m n/m 49.41
P/S 1.23 2.15 8.58
P/B 1.05 n/m 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 0.76 8.79
Earnings yield (5.05%) (56.99%) 0.62%
Free cash flow yield (8.20%) 0.00% 0.59%

Profitability

Metric AOSL WOLF Semiconductors median
Gross margin 22.32% 58.82% 52.25%
Operating margin (6.36%) 46.14% 4.85%
Net margin (6.23%) (159.30%) 4.77%
Free cash flow margin (10.11%) 0.00% 8.65%
Return on equity (5.22%) 0.00% 3.11%
Return on assets (4.23%) 0.00% 1.91%
Return on invested capital (4.37%) 0.00% 2.46%

Growth

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

Health

Metric AOSL WOLF Semiconductors median
Debt to equity 0.00 0.00 0.05
Current ratio 3.44 7.73 3.35
Net debt to EBITDA (12.86) — 0.58

Dividend

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

Size

Metric AOSL WOLF Semiconductors median
Market cap 826.38m 1.43b 5.67b

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