SiTime vs Silicon Labs
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KIRAβs take AI analyst
I put SiTime and Silicon Labs side by side, using each oneβs latest annual report. Here is what stands out:
- Silicon Labs is the larger business, with $785M of revenue in fiscal 2025 against $327M for SiTime, about 2.4 times as much.
- SiTime grew revenue faster (61.2%, against 34.3%).
- Silicon Labs kept more of each dollar of sales as operating profit (β9.0% operating margin, against β20.5%).
- SiTime turned more of its sales into free cash flow (10.8% FCF margin, against 8.4%).
- Silicon Labs earned a higher return on the capital invested in it (β7.0%, against β16.8%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
SiTime
SITM
5/10
Revenue growth5-year growthFCF marginReturn on equityPiotroski F-score
Silicon Labs
SLAB
5/10
Gross marginOperating marginNet marginReturn on capitalShare count change
Side by side
Best in the row
| Latest fiscal year | SITM FY25 | SLAB FY25 |
|---|---|---|
| Size | ||
| Market cap | $12.7B | $7.3B |
| Revenue | $327M | $785M |
| Free cash flow | $35.1M | $65.8M |
| Net income | β$42.9M | β$64.9M |
| Growth | ||
| Revenue growth | 61.2% | 34.3% |
| 5-year growth | 23.0% | 9.0% |
| Share count change | 8.0% | 1.7% |
| Profitability | ||
| Gross margin | 53.6% | 58.2% |
| Operating margin | β20.5% | β9.0% |
| Net margin | β13.1% | β8.3% |
| FCF margin | 10.8% | 8.4% |
| Return on capital | β16.8% | β7.0% |
| Return on equity | β4.6% | β6.0% |
| Balance sheet | ||
| Net debt | β$808M | β$291M |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $0.0M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.