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Price Over Earnings Overview: Advanced Micro Devices - Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2025-12-26 17:00
In the current market session, Advanced Micro Devices Inc. (NASDAQ:AMD) share price is at $215.65, after a 0.28% spike. Moreover, over the past month, the stock decreased by 0.86%, but in the past year, went up by 76.13%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. Advanced Micro Devices P/E Ratio Analysis in Relation to Industry PeersThe P/E ratio measures the current share price to the company's EPS. It is ...
Price Over Earnings Overview: Analog Devices - Analog Devices (NASDAQ:ADI)
Benzinga· 2025-12-26 16:00
In the current session, the stock is trading at $277.85, after a 0.10% spike. Over the past month, Analog Devices Inc. (NASDAQ:ADI) stock increased by 4.33%, and in the past year, by 30.24%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.Analog Devices P/E Compared to CompetitorsThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggreg ...
Assessing Broadcom's Performance Against Competitors In Semiconductors & Semiconductor Equipment Industry - Broadcom (NASDAQ:AVGO)
Benzinga· 2025-12-26 15:01
Amidst today's fast-paced and highly competitive business environment, it is crucial for investors and industry enthusiasts to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry comparison, evaluating Broadcom (NASDAQ:AVGO) in comparison to its major competitors within the Semiconductors & Semiconductor Equipment industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for investo ...
In-Depth Analysis: Micron Technology Versus Competitors In Semiconductors & Semiconductor Equipment Industry - Micron Technology (NASDAQ:MU)
Benzinga· 2025-12-26 15:00
In today's fast-paced and highly competitive business world, it is crucial for investors and industry followers to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry comparison, evaluating Micron Technology (NASDAQ:MU) in relation to its major competitors in the Semiconductors & Semiconductor Equipment industry. By closely examining key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and highlight compa ...
Price Over Earnings Overview: Intel - Intel (NASDAQ:INTC)
Benzinga· 2025-12-25 19:00
Looking into the current session, Intel Inc. (NASDAQ:INTC) shares are trading at $36.03, after a 0.88% decrease. Over the past month, the stock fell by 10.85%, but over the past year, it actually went up by 78.13%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. How Does Intel P/E Compare to Other Companies?The P/E ratio is used by long-term shareholders to assess the company's ...
Performance Comparison: Micron Technology And Competitors In Semiconductors & Semiconductor Equipment Industry - Micron Technology (NASDAQ:MU)
Benzinga· 2025-12-25 15:01
文章核心观点 - 文章对美光科技及其在半导体与半导体设备行业的主要竞争对手进行了全面的财务比较分析,旨在为投资者提供洞察[1] - 分析表明,美光科技的市盈率、市净率和市销率均低于行业平均水平,显示其股票可能存在估值偏低的情况[3][9] - 同时,美光科技的股本回报率和收入增长率高于行业平均,显示出强劲的盈利能力和增长前景,但其息税折旧摊销前利润和毛利润低于行业平均[5][9] - 美光科技的债务权益比较低,表明其财务结构更为稳健,债务水平相对较低[8] 公司背景与业务 - 美光科技是全球最大的半导体公司之一,专注于内存和存储芯片[2] - 其主要收入来源是动态随机存取存储器,同时在与非门闪存芯片领域也有少量业务[2] - 公司采用垂直整合模式,为全球数据中心、手机、消费电子、工业及汽车应用等领域的客户提供芯片[2] 估值指标分析 - 美光科技的市盈率为26.26,比行业平均的97.0低0.27倍[3] - 美光科技的市净率为5.29,显著低于行业平均的9.48,差距为0.56倍[3] - 美光科技的市销率为7.37,是行业平均12.41的0.59倍,显示其基于销售额的估值可能偏低[3] 盈利能力与增长指标分析 - 美光科技的股本回报率为9.28%,比行业平均的5.41%高出3.87个百分点[3][5] - 美光科技的息税折旧摊销前利润为83.5亿美元,是行业平均392.9亿美元的0.21倍,表明其盈利能力可能较低或面临财务挑战[3][5] - 美光科技的毛利润为76.5亿美元,是行业平均341.5亿美元的0.22倍,暗示其在扣除生产成本后的潜在收入较低[3][5] - 美光科技的收入增长率为56.65%,显著高于32.03%的行业平均水平[3][5] 财务健康与风险状况 - 美光科技的债务权益比为0.21,与其前四大同行相比处于较低水平[8] - 较低的债务权益比表明美光科技在债务和股权之间取得了更有利的平衡,财务结构更为稳健[8]
Comparing Broadcom With Industry Competitors In Semiconductors & Semiconductor Equipment Industry - Broadcom (NASDAQ:AVGO)
Benzinga· 2025-12-25 15:01
In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Broadcom (NASDAQ:AVGO) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performa ...
Exploring The Competitive Space: Broadcom Versus Industry Peers In Semiconductors & Semiconductor Equipment - Broadcom (NASDAQ:AVGO)
Benzinga· 2025-12-24 15:01
文章核心观点 - 文章对博通与其在半导体及半导体设备行业的主要竞争对手进行了全面的财务指标和行业地位比较 旨在为投资者提供洞察 [1] - 分析显示 博通的估值指标呈现复杂图景 市盈率低于行业平均但市净率和市销率显著高于行业平均 同时其股本回报率高于行业平均但息税折旧摊销前利润、毛利及收入增长低于行业平均 [3][5][9] - 博通的债务权益比率处于中等水平 表明其财务结构平衡 债务水平合理 [8] 公司背景与业务 - 博通是全球最大的半导体公司之一 业务已扩展至基础设施软件领域 [2] - 其半导体产品主要服务于计算、有线连接和无线连接领域 并在用于训练和运行大型语言模型的定制AI芯片领域占据重要地位 公司主要为无晶圆厂设计模式 但也保留部分内部制造能力 [2] - 在软件领域 博通向大型企业、金融机构和政府销售虚拟化、基础设施和安全软件 其业务是通过合并多家前公司整合而成 包括芯片领域的原博通和安华高科技 以及软件领域的VMware、博科、CA科技和赛门铁克 [2] 关键财务指标与同业比较 - **市盈率**:博通市盈率为73.23倍 比行业平均94.77倍低0.77倍 显示其可能以合理价格具备增长潜力 [3] - **市净率**:博通市净率为20.37倍 是行业平均8.76倍的2.33倍 表明其基于账面价值可能被高估 [3] - **市销率**:博通市销率为26.54倍 是行业平均11.49倍的2.31倍 表明基于销售表现可能被高估 [5] - **股本回报率**:博通股本回报率为11.02% 比行业平均5.33%高出5.69个百分点 显示公司能有效利用股权创造利润 [5] - **息税折旧摊销前利润**:博通息税折旧摊销前利润为98.6亿美元 是行业平均392.2亿美元的0.25倍 低于行业平均 可能暗示盈利能力或财务面临挑战 [5] - **毛利**:博通毛利为122.5亿美元 是行业平均339.3亿美元的0.36倍 低于行业平均 可能意味着扣除生产成本后的收入较低 [5] - **收入增长**:博通收入增长率为28.18% 显著低于行业平均增长率33.38% 表明其在提升销售额方面可能存在困难 [5] 财务杠杆与风险状况 - **债务权益比率**:博通的债务权益比为0.8 与排名前四的同业相比处于中等水平 [8] - 这表明公司保持了平衡的财务结构 债务水平合理 对股权融资的依赖程度适当 [8] 同业比较数据摘要 - **英伟达**:市盈率46.83倍 市净率38.68倍 市销率24.85倍 股本回报率29.14% 息税折旧摊销前利润387.5亿美元 毛利418.5亿美元 收入增长62.49% [3] - **台积电**:市盈率30.92倍 市净率9.73倍 市销率13.38倍 股本回报率9.44% 息税折旧摊销前利润6911.1亿美元 毛利5885.4亿美元 收入增长30.31% [3] - **超微半导体**:市盈率112.51倍 市净率5.76倍 市销率10.95倍 股本回报率2.06% 息税折旧摊销前利润21.1亿美元 毛利47.8亿美元 收入增长35.59% [3] - **美光科技**:市盈率26.26倍 市净率5.29倍 市销率7.37倍 股本回报率9.28% 息税折旧摊销前利润83.5亿美元 毛利76.5亿美元 收入增长56.65% [3] - **行业平均**:市盈率94.77倍 市净率8.76倍 市销率11.49倍 股本回报率5.33% 息税折旧摊销前利润392.2亿美元 毛利339.3亿美元 收入增长33.38% [3]
Investigating Micron Technology's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors - Micron Technology (NASDAQ:MU)
Benzinga· 2025-12-24 15:00
Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will delve into an extensive industry comparison, evaluating Micron Technology (NASDAQ:MU) in comparison to its major competitors within the Semiconductors & Semiconductor Equipment industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for ...
Price Over Earnings Overview: Skyworks Solutions - Skyworks Solutions (NASDAQ:SWKS)
Benzinga· 2025-12-23 21:00
股价表现 - 当前市场交易中 Skyworks Solutions Inc 股价为 65.11 美元 较前一日下跌 0.20% [1] - 过去一个月内 公司股价上涨 1.50% 但过去一年内 股价下跌了 28.71% [1] - 短期表现良好但长期表现存疑 促使长期投资者关注其市盈率 [1] 市盈率分析 - 市盈率用于衡量当前股价与每股收益的关系 是长期投资者分析公司当前表现对比历史收益、行业或标普500等指数整体市场数据的重要工具 [5] - 较高的市盈率可能表明投资者预期公司未来表现更好 股票可能被高估 或投资者因预期未来几个季度表现更好而愿意支付更高股价 这也使投资者对未来股息增长保持乐观 [5] - Skyworks Solutions 的市盈率低于半导体及半导体设备行业 82.78 的整体市盈率 [6] - 较低的市盈率可能意味着股票表现逊于同行 也可能表明股票被低估 [6] 投资评估框架 - 市盈率是评估公司市场表现的有价值工具 但需谨慎使用 [9] - 低市盈率可能表明估值偏低 也可能暗示增长前景疲弱或财务不稳定 [9] - 市盈率仅是投资者决策时应考虑的众多指标之一 需与其他财务比率、行业趋势和定性因素结合评估 [10] - 通过综合分析公司财务健康状况 投资者可以做出更明智的决策 [10]