Allegro MicroSystems
ALGM · Semiconductors
$31.48
0.7%Rambus
RMBS · Semiconductors
$85.65
0.1%The short version
- Allegro MicroSystems is the larger business, with $890M of revenue in fiscal 2026 against $708M for Rambus.
- Rambus grew revenue faster (27.1%, against 22.8%).
- Rambus kept more of each dollar of sales as operating profit (36.8% operating margin, against 2.1% operating margin).
- Rambus turned more of its sales into free cash flow (47.1% FCF margin, against 14.0% FCF margin).
- Rambus earned a higher return on the capital invested in it (34.3%, against 1.3%).
| Latest fiscal year | ALGM · FY26 | RMBS · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.9B | $9.4B |
| Revenue | $890M | $708M |
| Free cash flow | $125M | $333M |
| Net income | −$14.9M | $231M |
| Growth | ||
| Revenue growth | 22.8% | 27.1% |
| 5-year growth | 8.5% | 23.5% |
| Share count change | −1.4% | 0.2% |
| Profitability | ||
| Gross margin | 46.3% | 79.6% |
| Operating margin | 2.1% | 36.8% |
| Net margin | −1.7% | 32.6% |
| FCF margin | 14.0% | 47.1% |
| Return on capital | 1.3% | 34.3% |
| Return on equity | −1.6% | 18.6% |
| Balance sheet | ||
| Net debt | $119M | −$762M |
| Net debt / EBITDA | 1.4x | — |
| Dividends and buybacks | $0.0M | $7.1M |
| Valuation & quality | ||
| P/E | — | 40.8x |
| Piotroski F-score | 7 | 5 |
FY17
ALGM —
RMBS $393M
FY18
ALGM —
RMBS $231M
FY19
ALGM —
RMBS $228M
FY20
ALGM $650M
RMBS $246M
FY21
ALGM $591M
RMBS $328M
FY22
ALGM $769M
RMBS $455M
FY23
ALGM $974M
RMBS $461M
FY24
ALGM $1.0B
RMBS $557M
FY25
ALGM $725M
RMBS $708M
FY26
ALGM $890M
RMBS —
ALGM
RMBS
FY17
ALGM —
RMBS 13.8%
FY18
ALGM —
RMBS −37.6%
FY19
ALGM —
RMBS −44.0%
FY20
ALGM 8.1%
RMBS −17.9%
FY21
ALGM 2.1%
RMBS 7.4%
FY22
ALGM 17.8%
RMBS 16.9%
FY23
ALGM 20.9%
RMBS 33.3%
FY24
ALGM 18.7%
RMBS 32.9%
FY25
ALGM −2.7%
RMBS 36.8%
FY26
ALGM 2.1%
RMBS —
ALGM
RMBS
FY17
ALGM —
RMBS $108M
FY18
ALGM —
RMBS $75.5M
FY19
ALGM —
RMBS $122M
FY20
ALGM $35.8M
RMBS $156M
FY21
ALGM $79.9M
RMBS $195M
FY22
ALGM $86.2M
RMBS $213M
FY23
ALGM $113M
RMBS $173M
FY24
ALGM $56.9M
RMBS $200M
FY25
ALGM $22.0M
RMBS $333M
FY26
ALGM $125M
RMBS —
ALGM
RMBS
FY17
ALGM —
RMBS 5.3%
FY18
ALGM —
RMBS −9.0%
FY19
ALGM —
RMBS −7.7%
FY20
ALGM —
RMBS −4.4%
FY21
ALGM 2.2%
RMBS 4.1%
FY22
ALGM 26.0%
RMBS 14.4%
FY23
ALGM 32.3%
RMBS 28.5%
FY24
ALGM 17.0%
RMBS 26.3%
FY25
ALGM −1.3%
RMBS 34.3%
FY26
ALGM 1.3%
RMBS —
ALGM
RMBS
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.