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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)

頭對頭審查:森特(納斯達克:SMTC)和第一太陽能(NASDAQ: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.

納斯達克(SMTC-GET Rating)和第一太陽能(納斯達克:FSLR-GET Rating)都是計算機和科技公司,但哪隻股票更好?我們將根據兩家公司的收益、風險、分析師建議、盈利能力、機構所有權、股息和估值等方面的實力進行比較。

Risk & Volatility

風險與波動性

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的貝塔係數為1.66,這意味着其股價的波動性比標準普爾500指數高66%。相比之下,First Solar的貝塔係數為1.3,這意味着其股價的波動性比標準普爾500指數高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.

該表格比較了Semtech和First Solar的營收、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
總收入 價格/銷售額比 淨收入 每股收益 市盈率
半導體技術公司 7.4086億美元 2.85 1.2566億美元 $2.29 14.42
第一個太陽能 29.2億美元 6.48 4.6869億美元 $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的營收和收益都高於Semtech。Semtech的市盈率低於First Solar,這表明它目前是兩隻股票中更負擔得起的一隻。

Profitability

盈利能力

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

此表比較了Semtech和First Solar的淨利潤率、股本回報率和資產回報率。

Net Margins Return on Equity Return on Assets
Semtech 18.88% 21.15% 13.19%
First Solar 3.75% 1.61% 1.27%
淨利潤率 股本回報率 資產回報率
半導體技術公司 18.88% 21.15% 13.19%
第一個太陽能 3.75% 1.61% 1.27%

Institutional and Insider Ownership

機構和內部人持股

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.

半導體96.3%的股份由機構投資者持有。相比之下,第一太陽能81.0%的股份由機構投資者持有。Semtech 1.1%的股份由公司內部人士持有。相比之下,第一太陽能0.5%的股份由公司內部人士持有。強大的機構持股表明,捐贈基金、對衝基金和大型基金管理公司相信,一家公司的長期表現將好於大盤。

Analyst Ratings

分析師評級

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

這是由MarketBeat.com提供的Semtech和First Solar最近的評級和目標價細目。

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
銷售評級 保持評級 購買評級 強勁的買入評級 評級分數
半導體技術公司 0 7 3 0 2.30
第一個太陽能 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目前的共識目標價為49.08美元,表明潛在上行空間為48.60%。First Solar的普遍目標價為177.63美元,顯示潛在上漲0.01%。鑑於Semtech的上行可能性更高,股票研究分析師顯然認為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.

在比較兩隻股票的14個因素中,半導體有8個勝過第一太陽能。

About Semtech

關於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.致力於為高端消費、企業計算、通信和工業設備製造和供應模擬和混合信號半導體產品。該公司經營以下業務部門:保護、信號完整性以及無線和傳感。它提供信號完整性、保護、無線和傳感以及電源和高可靠性產品。該公司成立於1960年,總部設在加利福尼亞州卡馬裏洛。

About First Solar

關於第一太陽能

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(獲取評級)

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.致力於光伏太陽能系統和太陽能組件的設計、製造、營銷和分銷。它通過模塊和系統細分市場運作。模塊部門涉及碲化鎘太陽能組件的設計、製造和銷售,該組件將陽光轉化為電能。系統部門提供光伏太陽能系統的開發、建設、運營和維護。該公司由邁克爾·J·埃亨於1999年創立,總部設在亞利桑那州坦佩。

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