Navitas Semiconductor Corporation (NVTS) vs Power Integrations, Inc. (POWI)

Navitas Semiconductor Corporation and Power Integrations, Inc. are both Semiconductors companies. Navitas Semiconductor Corporation is the larger, with a market value of $3.2B against $2.8B — 1.1× the size. Navitas Semiconductor Corporation has negative trailing earnings, so its P/E is not meaningful; Power Integrations, Inc. trades at 114×. Power Integrations, Inc. grew revenue faster over the last twelve months: 1.56% against −46.4%. Power Integrations, Inc. has the higher net margin (5.58% vs −856.9%) and the higher return on invested capital (2.27% vs −29.6%). Across the 19 metrics below, Power Integrations, Inc. leads on 14 and Navitas Semiconductor Corporation on 5.

Valuation

Metric NVTS POWI Semiconductors median
P/E n/m 113.52 49.41
P/S 80.36 6.48 8.58
P/B 3.66 4.28 5.49
Price to free cash flow n/m 37.36 47.02
EV/EBITDA n/m 64.92 30.78
EV/Sales 65.15 5.89 8.79
Earnings yield (10.90%) 0.88% 0.62%
Free cash flow yield (2.31%) 2.68% 0.59%

Profitability

Metric NVTS POWI Semiconductors median
Gross margin 38.12% 53.64% 52.25%
Operating margin (316.86%) 3.38% 4.85%
Net margin (856.86%) 5.58% 4.77%
Free cash flow margin (185.58%) 17.62% 8.65%
Return on equity (52.60%) 3.62% 3.11%
Return on assets (48.84%) 3.18% 1.91%
Return on invested capital (29.62%) 2.27% 2.46%

Growth

Metric NVTS POWI Semiconductors median
Revenue growth (TTM) (46.40%) 1.56% 16.66%
EPS growth (last fiscal year) (23.91%) (30.36%) —
Revenue growth, 5-year CAGR 31.12% (1.91%) 5.60%
Net income growth, 5-year CAGR 0.00% (20.86%) 0.00%

Health

Metric NVTS POWI Semiconductors median
Debt to equity 0.00 0.00 0.05
Current ratio 21.79 7.07 3.35
Net debt to EBITDA 2.79 (6.73) 0.58

Dividend

Metric NVTS POWI Semiconductors median
Dividend yield — 1.02% 1.93%
Payout ratio 0.00 0.47 0.00

Size

Metric NVTS POWI Semiconductors median
Market cap 3.15b 2.84b 5.67b

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