Rambus
RMBS · Semiconductors
$85.65
0.1%SiTime
SITM · Semiconductors
$460.22
0.5%The short version
- Rambus is the larger business, with $708M of revenue in fiscal 2025 against $327M for SiTime, about 2.2 times as much.
- SiTime grew revenue faster (61.2%, against 27.1%).
- Rambus kept more of each dollar of sales as operating profit (36.8% operating margin, against −20.5% operating margin).
- Rambus turned more of its sales into free cash flow (47.1% FCF margin, against 10.8% FCF margin).
- Rambus earned a higher return on the capital invested in it (34.3%, against −16.8%).
| Latest fiscal year | RMBS · FY25 | SITM · FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.4B | $12.7B |
| Revenue | $708M | $327M |
| Free cash flow | $333M | $35.1M |
| Net income | $231M | −$42.9M |
| Growth | ||
| Revenue growth | 27.1% | 61.2% |
| 5-year growth | 23.5% | 23.0% |
| Share count change | 0.2% | 8.0% |
| Profitability | ||
| Gross margin | 79.6% | 53.6% |
| Operating margin | 36.8% | −20.5% |
| Net margin | 32.6% | −13.1% |
| FCF margin | 47.1% | 10.8% |
| Return on capital | 34.3% | −16.8% |
| Return on equity | 18.6% | −4.6% |
| Balance sheet | ||
| Net debt | −$762M | −$808M |
| Net debt / EBITDA | — | — |
| Dividends and buybacks | $7.1M | $0.0M |
| Valuation & quality | ||
| P/E | 40.8x | — |
| Piotroski F-score | 5 | 6 |
FY16
RMBS $337M
SITM —
FY17
RMBS $393M
SITM —
FY18
RMBS $231M
SITM $85.2M
FY19
RMBS $228M
SITM $84.1M
FY20
RMBS $246M
SITM $116M
FY21
RMBS $328M
SITM $219M
FY22
RMBS $455M
SITM $284M
FY23
RMBS $461M
SITM $144M
FY24
RMBS $557M
SITM $203M
FY25
RMBS $708M
SITM $327M
RMBS
SITM
FY16
RMBS 10.0%
SITM —
FY17
RMBS 13.8%
SITM —
FY18
RMBS −37.6%
SITM −9.1%
FY19
RMBS −44.0%
SITM −5.8%
FY20
RMBS −17.9%
SITM −7.4%
FY21
RMBS 7.4%
SITM 15.0%
FY22
RMBS 16.9%
SITM 5.7%
FY23
RMBS 33.3%
SITM −74.5%
FY24
RMBS 32.9%
SITM −56.9%
FY25
RMBS 36.8%
SITM −20.5%
RMBS
SITM
FY16
RMBS $87.1M
SITM —
FY17
RMBS $108M
SITM —
FY18
RMBS $75.5M
SITM −$3.4M
FY19
RMBS $122M
SITM $6.0M
FY20
RMBS $156M
SITM $10.5M
FY21
RMBS $195M
SITM $28.2M
FY22
RMBS $213M
SITM $8.0M
FY23
RMBS $173M
SITM −$0.9M
FY24
RMBS $200M
SITM −$13.0M
FY25
RMBS $333M
SITM $35.1M
RMBS
SITM
FY16
RMBS 3.2%
SITM —
FY17
RMBS 5.3%
SITM —
FY18
RMBS −9.0%
SITM —
FY19
RMBS −7.7%
SITM −8.7%
FY20
RMBS −4.4%
SITM −17.9%
FY21
RMBS 4.1%
SITM 59.9%
FY22
RMBS 14.4%
SITM 14.8%
FY23
RMBS 28.5%
SITM −52.2%
FY24
RMBS 26.3%
SITM −39.5%
FY25
RMBS 34.3%
SITM −16.8%
RMBS
SITM
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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.