Clearfield, Inc. (CLFD) vs Silicom Ltd (SILC)

Clearfield, Inc. and Silicom Ltd are both Communication Equipment companies. Clearfield, Inc. is the larger, with a market value of $407.4M against $250.5M — 1.6× the size. Clearfield, Inc. grew revenue faster over the last twelve months: 34.0% against 28.6%. Clearfield, Inc. has the higher net margin (−4.70% vs −13.0%) and the higher return on invested capital (−0.16% vs −8.00%). Across the 18 metrics below, Clearfield, Inc. leads on 18 and Silicom Ltd on 0.

Valuation

Metric CLFD SILC Communication Equipment median
P/E n/m n/m 33.49
P/S 2.61 3.06 1.81
P/B 1.63 2.01 1.96
Price to free cash flow 49.51 76.09 22.91
EV/EBITDA 58.82 n/m 11.76
EV/Sales 1.98 2.64 2.02
Earnings yield (1.73%) (4.24%) (0.54%)
Free cash flow yield 2.02% 1.31% 1.31%

Profitability

Metric CLFD SILC Communication Equipment median
Gross margin 33.01% 30.16% 39.48%
Operating margin (0.24%) (14.17%) 2.39%
Net margin (4.70%) (12.98%) (0.80%)
Free cash flow margin 5.37% 0.00% 1.39%
Return on equity (2.83%) (8.28%) (1.91%)
Return on assets (2.48%) (6.30%) (0.20%)
Return on invested capital (0.16%) (8.00%) 0.72%

Growth

Metric CLFD SILC Communication Equipment median
Revenue growth (TTM) 33.95% 28.60% 11.48%
EPS growth (last fiscal year) 31.76% (1.01%) 30.93%
Revenue growth, 5-year CAGR 10.03% (10.43%) 4.92%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CLFD SILC Communication Equipment median
Debt to equity 0.00 0.00 0.06
Current ratio 12.53 3.06 2.01
Net debt to EBITDA (16.40) 4.51 0.90

Dividend

Metric CLFD SILC Communication Equipment median
Dividend yield — — 1.04%
Payout ratio — — 0.34

Size

Metric CLFD SILC Communication Equipment median
Market cap 407.38m 250.54m 532.08m

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