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Semtech Corporation (SMTC) vs Tower Semiconductor Ltd. (TSEM)

Semtech Corporation and Tower Semiconductor Ltd. are both Semiconductors companies. Tower Semiconductor Ltd. is the larger, with a market value of $14.9B against $8.5B — 1.7× the size. Tower Semiconductor Ltd. trades at the lower P/E: 42.5× against 55.9×. Tower Semiconductor Ltd. grew revenue faster over the last twelve months: 21.6% against 17.8%. Tower Semiconductor Ltd. has the higher net margin (19.4% vs 13.1%) and the higher return on invested capital (11.7% vs 5.68%). Across the 22 metrics below, Tower Semiconductor Ltd. leads on 13 and Semtech Corporation on 9.

Valuation

Metric SMTC TSEM Semiconductors median
P/E 55.89 42.53 36.98
P/S 7.37 8.25 6.03
P/B 11.56 4.94 3.87
Price to free cash flow 47.05 47.75 43.80
EV/EBITDA 62.11 23.20 20.84
EV/Sales 7.62 7.53 5.07
Earnings yield 1.79% 2.35% 1.13%
Free cash flow yield 2.13% 2.09% 1.06%

Profitability

Metric SMTC TSEM Semiconductors median
Gross margin 52.12% 29.62% 52.21%
Operating margin 8.04% 19.17% 5.47%
Net margin 13.12% 19.36% 4.26%
Free cash flow margin 15.66% 0.00% 5.02%
Return on equity 23.66% 0.00% 2.86%
Return on assets 10.09% 9.80% 2.03%
Return on invested capital 5.68% 11.67% 2.28%

Growth

Metric SMTC TSEM Semiconductors median
Revenue growth (TTM) 17.84% 21.61% 17.60%
EPS growth (last fiscal year) 79.65% 4.86% 27.66%
Revenue growth, 5-year CAGR 12.03% 4.35% 5.14%
Net income growth, 5-year CAGR 0.00% 21.78% 0.00%

Health

Metric SMTC TSEM Semiconductors median
Debt to equity 0.66 0.05 0.12
Current ratio 1.70 3.72 3.39
Net debt to EBITDA 3.54 (1.99) 0.53

Dividend

Metric SMTC TSEM Semiconductors median
Dividend yield — — 1.62%
Payout ratio — — 0.38

Size

Metric SMTC TSEM Semiconductors median
Market cap 8.54b 14.87b 5.69b

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