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Head-To-Head Review: Semtech (NASDAQ:SMTC) and First Solar (NASDAQ:FSLR)

Head-To-Head Review: Semtech (NASDAQ:SMTC) and First Solar (NASDAQ:FSLR)

正面交锋评论:Semtech(纳斯达克股票代码:SMTC)和First Solar(纳斯达克股票代码:FSLR)
Defense World ·  2023/02/01 01:41

Semtech (NASDAQ:SMTC – Get Rating) and First Solar (NASDAQ:FSLR – Get Rating) are both computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their earnings, risk, analyst recommendations, profitability, institutional ownership, dividends and valuation.

纳斯达克(SMTC-GET Rating)和第一太阳能(纳斯达克:FSLR-GET Rating)都是计算机和科技公司,但哪只股票更好?我们将根据两家公司的收益、风险、分析师建议、盈利能力、机构所有权、股息和估值等方面的实力进行比较。

Risk & Volatility

风险与波动性

Semtech has a beta of 1.66, meaning that its share price is 66% more volatile than the S&P 500. Comparatively, First Solar has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500.

Semtech的贝塔系数为1.66,这意味着其股价的波动性比标准普尔500指数高66%。相比之下,First Solar的贝塔系数为1.3,这意味着其股价的波动性比标准普尔500指数高30%。

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Valuation and Earnings

估值和收益

This table compares Semtech and First Solar's revenue, earnings per share (EPS) and valuation.

该表格比较了Semtech和First Solar的营收、每股收益(EPS)和估值。

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Semtech $740.86 million 2.85 $125.66 million $2.29 14.42
First Solar $2.92 billion 6.48 $468.69 million $0.88 201.82
总收入 价格/销售额比 净收入 每股收益 市盈率
半导体技术公司 7.4086亿美元 2.85 1.2566亿美元 $2.29 14.42
第一个太阳能 29.2亿美元 6.48 4.6869亿美元 $0.88 201.82
First Solar has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than First Solar, indicating that it is currently the more affordable of the two stocks.
First Solar的营收和收益都高于Semtech。Semtech的市盈率低于First Solar,这表明它目前是两只股票中更负担得起的一只。

Profitability

盈利能力

This table compares Semtech and First Solar's net margins, return on equity and return on assets.

此表比较了Semtech和First Solar的净利润率、股本回报率和资产回报率。

Net Margins Return on Equity Return on Assets
Semtech 18.88% 21.15% 13.19%
First Solar 3.75% 1.61% 1.27%
净利润率 股本回报率 资产回报率
半导体技术公司 18.88% 21.15% 13.19%
第一个太阳能 3.75% 1.61% 1.27%

Institutional and Insider Ownership

机构和内部人持股

96.3% of Semtech shares are held by institutional investors. Comparatively, 81.0% of First Solar shares are held by institutional investors. 1.1% of Semtech shares are held by company insiders. Comparatively, 0.5% of First Solar shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

半导体96.3%的股份由机构投资者持有。相比之下,第一太阳能81.0%的股份由机构投资者持有。Semtech 1.1%的股份由公司内部人士持有。相比之下,第一太阳能0.5%的股份由公司内部人士持有。强大的机构持股表明,捐赠基金、对冲基金和大型基金管理公司相信,一家公司的长期表现将好于大盘。

Analyst Ratings

分析师评级

This is a breakdown of recent ratings and price targets for Semtech and First Solar, as provided by MarketBeat.com.

这是由MarketBeat.com提供的Semtech和First Solar最近的评级和目标价细目。

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech 0 7 3 0 2.30
First Solar 0 6 14 0 2.70
销售评级 保持评级 购买评级 强劲的买入评级 评级分数
半导体技术公司 0 7 3 0 2.30
第一个太阳能 0 6 14 0 2.70

Semtech presently has a consensus target price of $49.08, indicating a potential upside of 48.60%. First Solar has a consensus target price of $177.63, indicating a potential upside of 0.01%. Given Semtech's higher probable upside, equities research analysts plainly believe Semtech is more favorable than First Solar.

Semtech目前的共识目标价为49.08美元,表明潜在上行空间为48.60%。First Solar的普遍目标价为177.63美元,显示潜在上涨0.01%。鉴于Semtech的上行可能性更高,股票研究分析师显然认为Semtech比First Solar更有利。

Summary

摘要

Semtech beats First Solar on 8 of the 14 factors compared between the two stocks.

在比较两只股票的14个因素中,半导体有8个胜过第一太阳能。

About Semtech

关于Semtech

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Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. The firm operates through the following business segments: Protection, Signal Integrity, and Wireless & Sensing. It offers signal integrity, protection, wireless and sensing, and power and high-reliability products. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.致力于为高端消费、企业计算、通信和工业设备制造和供应模拟和混合信号半导体产品。该公司经营以下业务部门:保护、信号完整性以及无线和传感。它提供信号完整性、保护、无线和传感以及电源和高可靠性产品。该公司成立于1960年,总部设在加利福尼亚州卡马里洛。

About First Solar

关于第一太阳能

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First Solar, Inc. engages in designing, manufacturing, marketing, and the distribution of photovoltaic solar power systems and solar modules. It operates through the Modules and Systems segments. The Modules segment involves the design, manufacture, and sale of cadmium telluride solar modules, which convert sunlight into electricity. The Systems segment offers development, construction, operation, and maintenance of photovoltaic solar power systems. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar,Inc.致力于光伏太阳能系统和太阳能组件的设计、制造、营销和分销。它通过模块和系统细分市场运作。模块部门涉及碲化镉太阳能组件的设计、制造和销售,该组件将阳光转化为电能。系统部门提供光伏太阳能系统的开发、建设、运营和维护。该公司由迈克尔·J·埃亨于1999年创立,总部设在亚利桑那州坦佩。

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