Diodes Incorporated (DIOD) vs Silicon Laboratories, Inc. (SLAB)

Diodes Incorporated and Silicon Laboratories, Inc. are both Semiconductors companies. Silicon Laboratories, Inc. is the larger, with a market value of $7.4B against $4.4B — 1.7× the size. Silicon Laboratories, Inc. has negative trailing earnings, so its P/E is not meaningful; Diodes Incorporated trades at 51.0×. Silicon Laboratories, Inc. grew revenue faster over the last twelve months: 21.7% against 17.8%. Diodes Incorporated has the higher net margin (5.27% vs −4.57%) and the higher return on invested capital (3.00% vs −3.88%). Across the 19 metrics below, Diodes Incorporated leads on 12 and Silicon Laboratories, Inc. on 7.

Valuation

Metric DIOD SLAB Semiconductors median
P/E 50.98 n/m 49.41
P/S 2.69 8.58 8.58
P/B 2.18 6.71 5.49
Price to free cash flow 30.53 n/m 47.02
EV/EBITDA 18.14 n/m 30.78
EV/Sales 2.45 8.79 8.79
Earnings yield 1.96% (0.53%) 0.62%
Free cash flow yield 3.28% (0.07%) 0.59%

Profitability

Metric DIOD SLAB Semiconductors median
Gross margin 31.73% 60.61% 52.25%
Operating margin 4.76% (5.06%) 4.85%
Net margin 5.27% (4.57%) 4.77%
Free cash flow margin 8.82% (0.63%) 8.65%
Return on equity 4.35% (3.63%) 3.11%
Return on assets 3.41% (3.16%) 1.91%
Return on invested capital 3.00% (3.88%) 2.46%

Growth

Metric DIOD SLAB Semiconductors median
Revenue growth (TTM) 17.80% 21.71% 16.66%
EPS growth (last fiscal year) 50.53% 66.61% —
Revenue growth, 5-year CAGR 3.81% 8.96% 5.60%
Net income growth, 5-year CAGR (7.58%) 0.00% 0.00%

Health

Metric DIOD SLAB Semiconductors median
Debt to equity 0.02 0.00 0.05
Current ratio 3.17 5.41 3.35
Net debt to EBITDA (1.82) 13.67 0.58

Dividend

Metric DIOD SLAB Semiconductors median
Dividend yield — — 1.93%
Payout ratio 0.00 0.00 0.00

Size

Metric DIOD SLAB Semiconductors median
Market cap 4.36b 7.39b 5.67b

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