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Our mission is to innovate, design, and deliver semiconductor-based connectivity solutions that are purpose-built to unleash the full potential of cloud and AI infrastructure. Building on years of experience with a singular focus on addressing connectivity challenges in data-centric systems, we have developed and deployed our leading Intelligent Connectivity Platform built from the gro…
$342.85
$6.32 (-1.81%)
Price from 5 days ago
20.34% operating margin is above average. ROIC at 11.60%.
Revenue up 115.1% YoY with margins expanding 49.6pp.
At 232x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
231.7x earnings, 181.2x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.00B
▲ +115.1% YoY
Net Income (TTM)
$268M
▲ +362.7% YoY
Op. Margin
22.36%
▲ +49.6pp YoY
ROIC
16.42%
▲ +30.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$343M
▲ +175.1% YoY
Op. Cash Flow (TTM)
$383M
▲ +133.6% YoY
Net Debt
-$1.14B
Net Cash Position
Cash & Equiv.
$1.18B
3Y CAGR: +120.2%
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