Rambus (RMBS) Competitors

$57.97
+0.03 (+0.05%)
(As of 05/17/2024 ET)

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

Should you be buying Rambus stock or one of its competitors? The main competitors of Rambus include Cirrus Logic (CRUS), MACOM Technology Solutions (MTSI), Silicon Laboratories (SLAB), Power Integrations (POWI), Diodes (DIOD), Semtech (SMTC), Lattice Semiconductor (LSCC), 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 Cirrus Logic (NASDAQ:CRUS) 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 dividends, media sentiment, risk, institutional ownership, earnings, analyst recommendations, profitability, community ranking and valuation.

In the previous week, Cirrus Logic had 11 more articles in the media than Rambus. MarketBeat recorded 21 mentions for Cirrus Logic and 10 mentions for Rambus. Rambus' average media sentiment score of 0.79 beat Cirrus Logic's score of 0.26 indicating that Rambus is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Rambus
5 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cirrus Logic
7 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

Rambus currently has a consensus price target of $80.00, indicating a potential upside of 38.00%. Cirrus Logic has a consensus price target of $107.86, indicating a potential downside of 1.97%. Given Rambus' stronger consensus rating and higher possible upside, equities research analysts clearly believe Rambus is more favorable than Cirrus Logic.

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
Cirrus Logic
0 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.86

Cirrus Logic received 367 more outperform votes than Rambus when rated by MarketBeat users. Likewise, 71.56% of users gave Cirrus Logic an outperform vote while only 61.49% of users gave Rambus an outperform vote.

CompanyUnderperformOutperform
RambusOutperform Votes
388
61.49%
Underperform Votes
243
38.51%
Cirrus LogicOutperform Votes
755
71.56%
Underperform Votes
300
28.44%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Rambus$461.12M13.55$333.90M$3.2717.73
Cirrus Logic$1.79B3.31$274.57M$4.9322.32

Rambus has a net margin of 78.14% compared to Cirrus Logic's net margin of 15.35%. Rambus' return on equity of 16.99% beat Cirrus Logic's return on equity.

Company Net Margins Return on Equity Return on Assets
Rambus78.14% 16.99% 13.98%
Cirrus Logic 15.35%16.49%13.37%

Rambus has a beta of 1.18, indicating that its stock price is 18% more volatile than the S&P 500. Comparatively, Cirrus Logic has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500.

88.5% of Rambus shares are owned by institutional investors. Comparatively, 88.0% of Cirrus Logic shares are owned by institutional investors. 1.0% of Rambus shares are owned by insiders. Comparatively, 0.9% of Cirrus Logic shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Rambus beats Cirrus Logic on 11 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$6.25B$46.94B$21.59B$7.99B
Dividend YieldN/A2.07%2.72%3.91%
P/E Ratio17.7318.22206.5714.25
Price / Sales13.5515.37553.6380.89
Price / Cash29.3624.7029.7531.98
Price / Book6.306.516.754.64
Net Income$333.90M$921.55M$638.55M$217.28M
7 Day Performance2.24%3.77%2.08%2.90%
1 Month Performance6.02%11.80%6.55%6.66%
1 Year Performance-2.52%16.04%25.25%9.89%

Rambus Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CRUS
Cirrus Logic
4.334 of 5 stars
$91.13
+1.2%
$96.43
+5.8%
+38.7%$4.91B$1.90B28.931,702Analyst Downgrade
News Coverage
Gap Down
MTSI
MACOM Technology Solutions
4.0755 of 5 stars
$103.00
-0.5%
$108.33
+5.2%
+69.0%$7.43B$648.41M117.051,500Positive News
SLAB
Silicon Laboratories
0.6822 of 5 stars
$126.12
+1.1%
$135.00
+7.0%
-7.0%$4.03B$782.26M-38.101,846Positive News
POWI
Power Integrations
4.5885 of 5 stars
$70.17
+0.7%
$87.40
+24.6%
-9.8%$3.99B$444.54M72.34819Insider Selling
News Coverage
DIOD
Diodes
1.7297 of 5 stars
$76.51
+3.3%
$72.40
-5.4%
-21.9%$3.53B$1.66B15.588,635Short Interest ↑
SMTC
Semtech
2.4518 of 5 stars
$39.81
+0.3%
$39.85
+0.1%
+86.1%$2.57B$868.76M-2.341,917Analyst Forecast
News Coverage
Positive News
LSCC
Lattice Semiconductor
3.8319 of 5 stars
$71.80
+0.9%
$83.36
+16.1%
-13.8%$9.88B$737.15M46.031,156Analyst Forecast
AMBA
Ambarella
1.7887 of 5 stars
$47.35
-1.0%
$71.08
+50.1%
-32.0%$1.94B$226.47M-11.17915Short Interest ↑
News Coverage
MXL
MaxLinear
1.7228 of 5 stars
$20.37
+1.2%
$26.09
+28.1%
-29.1%$1.69B$693.26M-10.781,328Gap Up
CSIQ
Canadian Solar
4.1457 of 5 stars
$17.56
+1.2%
$31.78
+81.0%
-60.8%$1.16B$7.61B4.5322,234Short Interest ↑

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This page (NASDAQ:RMBS) was last updated on 5/19/2024 by MarketBeat.com Staff

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