Rambus (RMBS) Competitors

$59.23
+1.11 (+1.91%)
(As of 04/26/2024 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).

Rambus vs.

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

76.1% of MACOM Technology Solutions shares are held by institutional investors. Comparatively, 88.5% of Rambus shares are held by institutional investors. 22.8% of MACOM Technology Solutions shares are held by company insiders. Comparatively, 1.0% of Rambus shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Rambus had 2 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 5 mentions for Rambus and 3 mentions for MACOM Technology Solutions. Rambus' average media sentiment score of 1.41 beat MACOM Technology Solutions' score of 0.45 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

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

MACOM Technology Solutions currently has a consensus target price of $99.67, indicating a potential downside of 2.01%. Rambus has a consensus target price of $77.75, indicating a potential upside of 31.27%. Given MACOM Technology Solutions' stronger consensus rating and higher possible upside, analysts plainly believe Rambus is more favorable than MACOM Technology Solutions.

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

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

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions11.93% 14.85% 8.68%
Rambus 72.41%17.70%14.46%

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

Rambus has lower revenue, but higher earnings 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
MACOM Technology Solutions$648.41M11.30$91.58M$1.0497.80
Rambus$461.12M13.95$333.90M$3.0019.74

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

Summary

Rambus beats MACOM Technology Solutions on 10 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$6.43B$44.07B$20.51B$7.64B
Dividend YieldN/A2.09%2.80%3.94%
P/E Ratio19.7422.76225.3714.96
Price / Sales13.9516.44513.8685.79
Price / Cash30.0021.8028.6935.33
Price / Book6.135.966.774.26
Net Income$333.90M$896.60M$627.07M$214.06M
7 Day Performance8.32%7.97%3.02%1.88%
1 Month Performance-4.17%-6.47%-3.14%-5.70%
1 Year Performance33.58%4.80%16.21%6.72%

Rambus Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MTSI
MACOM Technology Solutions
2.5393 of 5 stars
$99.85
+2.4%
$98.56
-1.3%
+76.2%$7.20B$648.41M96.011,500Upcoming Earnings
News Coverage
Positive News
CRUS
Cirrus Logic
2.8346 of 5 stars
$85.81
-1.3%
$96.43
+12.4%
+4.4%$4.63B$1.90B27.241,702Short Interest ↑
Analyst Revision
SLAB
Silicon Laboratories
1.0818 of 5 stars
$124.73
+0.3%
$143.29
+14.9%
-10.2%$3.98B$782.26M-110.381,846Earnings Report
Analyst Downgrade
News Coverage
POWI
Power Integrations
4.3981 of 5 stars
$66.84
-0.5%
$86.17
+28.9%
-8.1%$3.80B$444.54M68.91819Positive News
DIOD
Diodes
1.2707 of 5 stars
$68.38
+0.7%
$72.40
+5.9%
-8.6%$3.14B$1.66B13.938,635Short Interest ↑
LSCC
Lattice Semiconductor
3.5238 of 5 stars
$75.07
+0.9%
$87.00
+15.9%
-6.9%$10.33B$737.15M40.581,156Upcoming Earnings
SMTC
Semtech
3.4731 of 5 stars
$32.94
+1.7%
$39.35
+19.5%
+80.4%$2.13B$868.76M-1.941,917
AMBA
Ambarella
1.6822 of 5 stars
$44.49
-2.4%
$71.75
+61.3%
-29.3%$1.82B$226.47M-10.49937Analyst Upgrade
MXL
MaxLinear
2.1021 of 5 stars
$21.42
-1.0%
$26.09
+21.8%
-14.9%$1.75B$693.26M-24.071,328Earnings Report
Analyst Report
News Coverage
CSIQ
Canadian Solar
4.3364 of 5 stars
$15.27
-2.7%
$31.78
+108.1%
-59.8%$985.07M$7.61B3.9418,423Gap Up

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This page (NASDAQ:RMBS) was last updated on 4/28/2024 by MarketBeat.com Staff

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