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Semtech

NSQ:SMTC · US8168501018
Semiconductors & Semiconductor EquipmentMedium

360

27
EV / EBIT30
Price / Owner Earnings100
Owner Earnings Yield1
Dividend Yield1
Price/Sales41
EV / Gross Profit38
Price/Book11
Return on Capital56
Cash Return on Capital24
Return on Equity10
EBIT Margin32
Gross Profitability87
Accruals81
Owner Earnings Margin26
Sales growth64
Profit Growth60
Long-Term EPS Growth9
Owner Earnings Growth7
Reinvestment100
Price momentum89
Debt load11
Refinancing45
Debt Payback1
Liquidity41
Analyst ratings85
Opinion Changes36
Price Target Upside81
Market mood65
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Semtech clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded1960
Employees1,319
Websitesemtech.com
ISINUS8168501018
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)
Themes
Network SecurityNetwork Backbone5GOptical InfrastructureRFID (Radio Frequency Identification)Detectors, Sensors and MemsData Center TechnologySensorsSmart CitiesSoftware DevelopmentConsumer ElectronicsHardwareManufacturingScience and Engineering

Description

Semtech Corporation provides high-performance semiconductors powering data center networking, Internet of Things (‘IoT’) connectivity and cellular infrastructure solutions. The company designs, develops, manufactures and markets a diverse portfolio…

Analysis

Middle-of-the-road

Semtech Corporation is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

Valuation data is not available for this company.

The trajectory is moderate and the balance sheet is stretched. The company scores 10/20 on our value-creation score: creating some value. Analysts lean positive.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
55
2023202420252026

All-time high

69

Jan 2023

All-time low

14

Jan 2024

Average rank

50

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
41
52
75
39
Price/Earnings
35
61
25
44
Price/Book
11
28
38
42
Dividend Yield
1
1
1
1
Value (overall)
17
33
39
29

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →