Win Semiconductors’ September quarter gross margin surged 915 basis points sequentially to 37.4% as product mix shifted from low-margin cellular to high-margin satellite sales. December quarter revenue and gross margin guidance is low-single-digit sequential growth and high-30s, respectively.
Win Semi’s pivot to nonsmartphone products enjoys more loyal customer relationships in AI and satellite markets.
Chinese entrants may leapfrog Win Semi using alternatives to GaAs, such as silicon carbide and gallium nitride.
|
Metric
|
3105
|
6981
|
SWKS
|
|---|---|---|---|
Price/Earnings (Normalized) | 123.04 | 49.37 | 15.40 |
Price/Book Value | 5.13 | 4.16 | 2.23 |
Price/Sales | 11.79 | 5.71 | 3.19 |
Price/Cash Flow | 46.33 | 22.78 | 14.09 |
|
Metric
|
3105
|
6981
|
SWKS
|
|---|---|---|---|
Quick Ratio | 0.77 | 3.30 | 1.31 |
Current Ratio | 1.62 | 5.47 | 3.10 |
Interest Coverage | 6.80 | — | 13.21 |
|
Metric
|
3105
|
6981
|
SWKS
|
|---|---|---|---|
Return on Assets (Normalized) | 1.78% | 9.88% | 6.40% |
Return on Equity (Normalized) | 2.68% | 11.58% | 8.67% |
Return on Invested Capital (Normalized) | 2.66% | 10.31% | 7.62% |
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1-Day Chart
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