Rambus (RMBS) Competitors

$59.23
+1.11 (+1.91%)
(As of 05:13 PM ET)

RMBS vs. MTSI, CRUS, SLAB, POWI, DIOD, LSCC, SMTC, AMBA, MXL, and CSIQ

Should you be buying Rambus stock or one of its competitors? The main competitors of Rambus include MACOM Technology Solutions (MTSI), Cirrus Logic (CRUS), Silicon Laboratories (SLAB), Power Integrations (POWI), Diodes (DIOD), Lattice Semiconductor (LSCC), Semtech (SMTC), Ambarella (AMBA), MaxLinear (MXL), and Canadian Solar (CSIQ). These companies are all part of the "semiconductors & related devices" industry.

Rambus vs.

Rambus (NASDAQ:RMBS) and MACOM Technology Solutions (NASDAQ:MTSI) are both mid-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, media sentiment, institutional ownership, dividends, community ranking, profitability and risk.

Rambus has higher earnings, but lower revenue than MACOM Technology Solutions. Rambus is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Rambus$461.12M13.99$333.90M$3.0019.80
MACOM Technology Solutions$648.41M11.48$91.58M$1.0499.31

Rambus has a beta of 1.16, indicating that its share price is 16% more volatile than the S&P 500. Comparatively, MACOM Technology Solutions has a beta of 1.64, indicating that its share price is 64% more volatile than the S&P 500.

88.5% of Rambus shares are owned by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are owned by institutional investors. 1.0% of Rambus shares are owned by company insiders. Comparatively, 22.8% of MACOM Technology Solutions shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Rambus has a net margin of 72.41% compared to MACOM Technology Solutions' net margin of 11.93%. Rambus' return on equity of 17.70% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Rambus72.41% 17.70% 14.46%
MACOM Technology Solutions 11.93%14.85%8.68%

MACOM Technology Solutions received 213 more outperform votes than Rambus when rated by MarketBeat users. Likewise, 72.03% of users gave MACOM Technology Solutions an outperform vote while only 61.43% of users gave Rambus an outperform vote.

CompanyUnderperformOutperform
RambusOutperform Votes
387
61.43%
Underperform Votes
243
38.57%
MACOM Technology SolutionsOutperform Votes
600
72.03%
Underperform Votes
233
27.97%

In the previous week, MACOM Technology Solutions had 1 more articles in the media than Rambus. MarketBeat recorded 5 mentions for MACOM Technology Solutions and 4 mentions for Rambus. MACOM Technology Solutions' average media sentiment score of 0.80 beat Rambus' score of 0.68 indicating that MACOM Technology Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Rambus
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
2 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Rambus currently has a consensus price target of $77.75, suggesting a potential upside of 31.58%. MACOM Technology Solutions has a consensus price target of $99.67, suggesting a potential downside of 3.50%. Given Rambus' stronger consensus rating and higher possible upside, equities analysts clearly believe Rambus is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Rambus
0 Sell rating(s)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
3.00
MACOM Technology Solutions
0 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.89

Summary

Rambus and MACOM Technology Solutions tied by winning 9 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding RMBS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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RMBS vs. The Competition

MetricRambusSemiconductors & related devices IndustryComputer SectorNASDAQ Exchange
Market Cap$6.45B$43.32B$17.84B$7.63B
Dividend YieldN/A2.19%2.74%3.93%
P/E Ratio19.8022.90232.8616.45
Price / Sales13.9915.74524.4981.82
Price / Cash28.6320.5627.7535.09
Price / Book6.155.696.614.39
Net Income$333.90M$897.50M$564.94M$213.88M
7 Day Performance8.63%7.21%2.64%1.82%
1 Month Performance-4.33%-5.21%-2.09%-3.77%
1 Year Performance29.27%5.60%17.04%9.28%

Rambus Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MTSI
MACOM Technology Solutions
2.5959 of 5 stars
$99.85
+2.4%
$98.56
-1.3%
+68.7%$7.20B$648.41M96.011,500Upcoming Earnings
CRUS
Cirrus Logic
2.6475 of 5 stars
$85.81
-1.3%
$96.43
+12.4%
+3.9%$4.63B$1.90B27.241,702Short Interest ↑
Analyst Revision
SLAB
Silicon Laboratories
1.0704 of 5 stars
$124.73
+0.3%
$143.29
+14.9%
-23.8%$3.98B$782.26M-110.381,846Earnings Report
Analyst Downgrade
News Coverage
POWI
Power Integrations
4.4171 of 5 stars
$66.84
-0.5%
$86.17
+28.9%
-9.0%$3.80B$444.54M68.91819Positive News
DIOD
Diodes
1.4294 of 5 stars
$68.38
+0.7%
$72.40
+5.9%
-10.6%$3.14B$1.66B13.938,635Short Interest ↑
LSCC
Lattice Semiconductor
3.5359 of 5 stars
$75.07
+0.9%
$87.00
+15.9%
-13.2%$10.33B$737.15M40.581,156Upcoming Earnings
Positive News
SMTC
Semtech
3.5779 of 5 stars
$32.94
+1.7%
$39.35
+19.5%
+68.4%$2.13B$868.76M-1.941,917
AMBA
Ambarella
1.2822 of 5 stars
$44.49
-2.4%
$71.75
+61.3%
-34.3%$1.82B$226.47M-10.49937
MXL
MaxLinear
2.0438 of 5 stars
$21.42
-1.0%
$26.09
+21.8%
-29.3%$1.75B$693.26M-24.071,328Earnings Report
Analyst Report
News Coverage
CSIQ
Canadian Solar
4.3402 of 5 stars
$15.27
-2.7%
$31.78
+108.1%
-62.9%$985.07M$7.61B3.9418,423Gap Up

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This page (NASDAQ:RMBS) was last updated on 4/26/2024 by MarketBeat.com Staff

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