Renesas' second-quarter revenue and operating margin were JPY 418 billion and 24%, up 29% and 1,218 basis points year on year. Management noted limited facility damage from the recent Kumamoto earthquake.
Competition among electric vehicle manufacturers could further intensify, accelerating feature upgrades such as range, AD, and ADAS, as well as infotainment, pushing up chip content per car beyond current trends.
Renesas has made numerous acquisitions at considerable premiums. Synergies from these investments may not be realized even in the long term and end up dragging down ROICs.
|
Metric
|
6723
|
ON
|
NXPI
|
|---|---|---|---|
Price/Earnings (Normalized) | 18.17 | 30.59 | 18.27 |
Price/Book Value | 2.36 | 4.38 | 5.30 |
Price/Sales | 4.53 | 5.29 | 4.62 |
Price/Cash Flow | 12.99 | 20.49 | 16.72 |
|
Metric
|
6723
|
ON
|
NXPI
|
|---|---|---|---|
Quick Ratio | 0.99 | 2.27 | 1.10 |
Current Ratio | 1.85 | 3.46 | 2.04 |
Interest Coverage | 17.36 | 11.39 | 8.82 |
|
Metric
|
6723
|
ON
|
NXPI
|
|---|---|---|---|
Return on Assets (Normalized) | 9.26% | 8.26% | 10.90% |
Return on Equity (Normalized) | 15.95% | 13.94% | 27.67% |
Return on Invested Capital (Normalized) | 9.13% | 9.44% | 14.10% |
|
1-Day Chart
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