Astera Labs vs Semtech
ALAB and SMTC side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ALAB and SMTC compare
Astera Labs is the larger company, worth 3.8 times as much as Semtech ($44.9B against $11.9B).
On earnings, Semtech is cheaper: it trades at 84.4× trailing earnings, against 128× for Astera Labs.
Astera Labs grew revenue faster over the last twelve months (98.5% versus 17.8% for Semtech).
Astera Labs keeps more of each dollar of sales as profit, with a net margin of 30.7% compared with 13.1% at Semtech.
Astera Labs scores higher on the StockData Score (12 against 8 for Semtech), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ALAB | SMTC |
|---|---|---|
| Size and price | ||
| Market cap | $44.9B | $11.9B |
| Share price | $258.70 | $127.38 |
| Change, 1 year | 49.0% | 83.1% |
| Change, 5 years | – | 41.2% |
| Beta (5Y) | 2.83 | 1.79 |
| Employees | 756 | 1,920 |
| StockData Score | ||
| Total score | 12 (better) | 8 |
| Valuation score | 0 | 0 |
| Growth score | 2 | 3 (better) |
| Performance score | 4 (better) | 2 |
| Health score | 6 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 128× | 84.4× (better) |
| P/S | 37.3× | 10.1× (better) |
| P/B | 26.0× | – |
| EV/EBITDA | 153× | 129× (better) |
| P/FCF | 162× | 61.6× (better) |
| FCF yield | 0.62% | 1.6% (better) |
| Fair value | $58.59 | $39.82 |
| Margin of safety | −342% | −220% (better) |
| Growth | ||
| Revenue growth (TTM) | 98.5% (better) | 17.8% |
| Revenue growth, 5Y average | – | 12.0% |
| Net income growth (TTM) | 269% | 546% (better) |
| EPS growth (TTM) | – | 421% |
| Profitability | ||
| Gross margin | 75.1% (better) | 52.1% |
| Operating margin | 22.8% (better) | 8.0% |
| Net margin | 30.7% (better) | 13.1% |
| FCF margin | 23.0% (better) | 16.4% |
| Return on equity | 25.8% | – |
| Return on invested capital | 101% | – |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Net debt / EBITDA | – | 3.06 |
| Interest coverage | – | 3.0× |
| Current ratio | 10.05 (better) | 1.70 |
| Altman Z-score | 133.04 (better) | 8.85 |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 73.6% | 100% |
| Held by insiders | 11.4% | 0.51% |
| Insider net buying, 12 months | −$779M | −$17.5M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 6.0% | 6.7% |
Go deeper
- ALAB stock overview
- ALAB income statement
- ALAB valuation and score
- SMTC stock overview
- SMTC income statement
- SMTC valuation and score
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For information only, not investment advice. Check the source filings before relying on any figure.