Semtech (SMTC) Competitors

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

Does the media favor SMTC or MKSI?

In the previous week, Semtech had 4 more articles in the media than MKS. MarketBeat recorded 14 mentions for Semtech and 10 mentions for MKS. MKS's average media sentiment score of 1.23 beat Semtech's score of 1.14 indicating that MKS is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Semtech	8 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
MKS	7 Very Positive mention(s)	0 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Is SMTC or MKSI more profitable?

MKS has a net margin of 7.11% compared to Semtech's net margin of -12.52%. MKS's return on equity of 20.65% beat Semtech's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Semtech	-12.52%	19.66%	2.92%
MKS	7.11%	20.65%	5.68%

Do institutionals and insiders believe in SMTC or MKSI?

99.8% of MKS shares are owned by institutional investors. 0.5% of Semtech shares are owned by company insiders. Comparatively, 0.6% of MKS shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Which has more volatility & risk, SMTC or MKSI?

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

Do analysts rate SMTC or MKSI?

Semtech currently has a consensus target price of $59.58, indicating a potential upside of 16.62%. MKS has a consensus target price of $119.80, indicating a potential upside of 13.82%. Given Semtech's stronger consensus rating and higher possible upside, research analysts plainly believe Semtech is more favorable than MKS.

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

Which has higher earnings & valuation, SMTC or MKSI?

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Semtech	$954.24M	4.64	-$161.90M	-$2.06	-24.80
MKS	$3.59B	1.97	$190M	$3.94	26.71

Summary

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