Rambus, Inc. (RMBS) vs Skyworks Solutions, Inc. (SWKS)

Rambus, Inc. and Skyworks Solutions, Inc. are both Semiconductors companies. Skyworks Solutions, Inc. is the larger, with a market value of $13.2B against $11.5B — 1.1× the size. Skyworks Solutions, Inc. trades at the lower P/E: 45.8× against 47.6×. Rambus, Inc. grew revenue faster over the last twelve months: 17.2% against 0.06%. Rambus, Inc. has the higher net margin (31.7% vs 7.23%) and the higher return on invested capital (26.2% vs 3.51%). Across the 22 metrics below, Rambus, Inc. leads on 14 and Skyworks Solutions, Inc. on 8.

Valuation

Metric RMBS SWKS Semiconductors median
P/E 47.58 45.82 49.41
P/S 15.08 3.35 8.58
P/B 7.77 2.34 5.49
Price to free cash flow 38.45 32.88 47.02
EV/EBITDA 33.87 17.69 30.78
EV/Sales 14.02 3.40 8.79
Earnings yield 2.10% 2.18% 0.62%
Free cash flow yield 2.60% 3.04% 0.59%

Profitability

Metric RMBS SWKS Semiconductors median
Gross margin 79.47% 40.73% 52.25%
Operating margin 35.51% 7.61% 4.85%
Net margin 31.69% 7.23% 4.77%
Free cash flow margin 39.60% 10.18% 8.65%
Return on equity 17.79% 5.09% 3.11%
Return on assets 15.56% 3.83% 1.91%
Return on invested capital 26.16% 3.51% 2.46%

Growth

Metric RMBS SWKS Semiconductors median
Revenue growth (TTM) 17.17% 0.06% 16.66%
EPS growth (last fiscal year) 27.88% (16.53%) —
Revenue growth, 5-year CAGR 23.50% 4.02% 5.60%
Net income growth, 5-year CAGR 0.00% (10.15%) 0.00%

Health

Metric RMBS SWKS Semiconductors median
Debt to equity 0.00 0.09 0.05
Current ratio 9.75 3.10 3.35
Net debt to EBITDA (2.52) (0.39) 0.58

Dividend

Metric RMBS SWKS Semiconductors median
Dividend yield — 2.63% 1.93%
Payout ratio 0.00 0.38 0.00

Size

Metric RMBS SWKS Semiconductors median
Market cap 11.51b 13.17b 5.67b

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