Allegro MicroSystems 对比 Rambus
可添加、更换或移除公司，最多四家。
简而言之
- Allegro MicroSystems 规模更大:2026 财年营收 $890M，Rambus 为 $708M。
- Rambus 营收增长更快(27.1%，对方为 22.8%)。
- Rambus 每一美元销售额中留下的营业利润更多(营业利润率 36.8%，对方为 2.1%)。
- Rambus 将更多销售额转化为自由现金流(自由现金流利润率 47.1%，对方为 14.0%)。
- Rambus 的投入资本回报更高(34.3%，对方为 1.3%)。
| 最近财年 | ALGM · FY26 | RMBS · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $5.9B | $9.4B |
| 营收 | $890M | $708M |
| 自由现金流 | $125M | $333M |
| 净利润 | −$14.9M | $231M |
| 增长 | ||
| 营收增长 | 22.8% | 27.1% |
| 5年增长率 | 8.5% | 23.5% |
| 股数变化 | −1.4% | 0.2% |
| 盈利能力 | ||
| 毛利率 | 46.3% | 79.6% |
| 营业利润率 | 2.1% | 36.8% |
| 净利率 | −1.7% | 32.6% |
| 自由现金流利润率 | 14.0% | 47.1% |
| 资本回报率 | 1.3% | 34.3% |
| 股本回报率 | −1.6% | 18.6% |
| 资产负债表 | ||
| 净债务 | $119M | −$762M |
| 净债务 / EBITDA | 1.4x | — |
| 股息与回购 | $0.0M | $7.1M |
| 估值与质量 | ||
| 市盈率 | — | 40.8x |
| Piotroski F 分数 | 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
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。