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Semtech (SMTC) Competitors

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$50.14 -0.96 (-1.88%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$49.30 -0.84 (-1.68%)
As of 08/1/2025 07:50 PM Eastern
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SMTC vs. MKSI, MTSI, ANET, SWKS, LSCC, RMBS, CRUS, SLAB, AMBA, and POWI

Should you be buying Semtech stock or one of its competitors? The main competitors of Semtech include MKS (MKSI), MACOM Technology Solutions (MTSI), Arista Networks (ANET), Skyworks Solutions (SWKS), Lattice Semiconductor (LSCC), Rambus (RMBS), Cirrus Logic (CRUS), Silicon Laboratories (SLAB), Ambarella (AMBA), and Power Integrations (POWI). These companies are all part of the "computer and technology" sector.

Semtech vs. Its Competitors

MKS (NASDAQ:MKSI) and Semtech (NASDAQ:SMTC) are both mid-cap computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their risk, media sentiment, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.

MKS has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than MKS, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MKS$3.65B1.71$190M$3.3527.69
Semtech$909.30M4.78-$161.90M-$2.06-24.34

In the previous week, MKS had 8 more articles in the media than Semtech. MarketBeat recorded 16 mentions for MKS and 8 mentions for Semtech. Semtech's average media sentiment score of 1.25 beat MKS's score of 0.63 indicating that Semtech is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MKS
4 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Semtech
7 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

99.8% of MKS shares are held by institutional investors. 0.6% of MKS shares are held by insiders. Comparatively, 0.6% of Semtech shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

MKS has a beta of 1.86, indicating that its share price is 86% more volatile than the S&P 500. Comparatively, Semtech has a beta of 1.94, indicating that its share price is 94% more volatile than the S&P 500.

MKS presently has a consensus target price of $120.00, indicating a potential upside of 29.38%. Semtech has a consensus target price of $59.58, indicating a potential upside of 18.83%. Given MKS's higher possible upside, equities research analysts clearly believe MKS is more favorable than Semtech.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MKS
1 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.70
Semtech
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.85

MKS has a net margin of 6.21% compared to Semtech's net margin of -12.52%. MKS's return on equity of 20.67% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
MKS6.21% 20.67% 5.49%
Semtech -12.52%19.66%2.92%

Summary

MKS beats Semtech on 10 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMTC 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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SMTC vs. The Competition

MetricSemtechSEMI IndustryComputer SectorNASDAQ Exchange
Market Cap$4.43B$27.88B$29.20B$9.51B
Dividend YieldN/A1.79%3.08%4.09%
P/E Ratio-24.3436.3448.0923.80
Price / Sales4.787.251,544.9766.58
Price / Cash53.0434.1638.0757.96
Price / Book6.995.137.415.55
Net Income-$161.90M$692.87M$782.10M$259.03M
7 Day Performance-5.52%-4.92%-3.65%-4.59%
1 Month Performance14.06%-4.98%-0.11%4.46%
1 Year Performance64.45%6.89%52,642.35%18.03%

Semtech Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMTC
Semtech
3.2354 of 5 stars
$50.14
-1.9%
$59.58
+18.8%
+62.7%$4.43B$909.30M-24.341,838Positive News
Gap Down
MKSI
MKS
4.966 of 5 stars
$102.33
+2.8%
$120.00
+17.3%
-19.2%$6.90B$3.59B30.5510,200News Coverage
Positive News
Upcoming Earnings
Analyst Revision
MTSI
MACOM Technology Solutions
3.5298 of 5 stars
$139.58
+1.4%
$139.90
+0.2%
+36.8%$10.38B$729.58M-114.411,700Positive News
Upcoming Earnings
Gap Down
ANET
Arista Networks
4.5249 of 5 stars
$117.53
+2.8%
$111.40
-5.2%
+39.0%$147.61B$7.44B49.754,412Trending News
Upcoming Earnings
Analyst Forecast
Insider Trade
Gap Down
SWKS
Skyworks Solutions
4.2118 of 5 stars
$71.32
-0.3%
$78.18
+9.6%
-37.3%$10.71B$4.18B27.9710,100News Coverage
Positive News
Upcoming Earnings
LSCC
Lattice Semiconductor
3.9809 of 5 stars
$53.73
-0.1%
$63.15
+17.5%
+1.1%$7.39B$509.40M145.221,110News Coverage
Positive News
Upcoming Earnings
Gap Down
RMBS
Rambus
2.676 of 5 stars
$64.24
+2.2%
$75.00
+16.7%
+61.3%$6.90B$556.62M33.46760Analyst Forecast
Gap Down
CRUS
Cirrus Logic
4.5221 of 5 stars
$104.08
+2.9%
$128.33
+23.3%
-15.7%$5.34B$1.90B17.321,660News Coverage
Positive News
Upcoming Earnings
SLAB
Silicon Laboratories
2.196 of 5 stars
$136.21
+1.3%
$139.00
+2.0%
+15.2%$4.44B$584.39M-26.661,889Positive News
Upcoming Earnings
Gap Down
AMBA
Ambarella
4.018 of 5 stars
$69.99
+4.0%
$83.64
+19.5%
+33.3%$2.97B$284.86M-28.11900Positive News
POWI
Power Integrations
4.7086 of 5 stars
$52.48
+0.9%
$73.33
+39.7%
-30.3%$2.95B$418.97M80.74830Positive News
Upcoming Earnings

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This page (NASDAQ:SMTC) was last updated on 8/2/2025 by MarketBeat.com Staff
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