Semtech Corp
Research Semtech Corp (SMTC) on Bullrun: valuation model: 32.1% overvalued, market cap USD 15.70B, P/E 111.9. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerSMTC
- ExchangeNASDAQ
- CountryUnited States
- SectorTechnology
- IndustrySemiconductors
- CurrencyUSD
- Valuation signal32.1% overvalued
- Market capUSD 15.70B
- P/E111.9
- Financial periodFY2026
- RevenueUSD 1.05B
- Revenue growth15.5%
- Net income-USD 40.38M
- Free cash flowUSD 171.39M
- Gross margin51.6%
Valuation Snapshot
Bullrun's latest valuation model marks Semtech Corp as 32.1% overvalued; latest market cap is USD 15.70B; P/E is 111.9.
Peer valuation comparison
Latest P/E is 111.85x versus a Technology sector median of 28.7x (289.7% above).
Latest P/E is 111.85x versus a United States median of 23.75x (371.0% above).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2026 | USD 1.05B | -USD 40.38M | USD 171.39M | 51.6% | -0.46 | USD 195.18M | USD 491.23M | USD 549.72M |
| FY2025 | USD 909.29M | -USD 161.90M | USD 50.13M | 50.2% | -2.26 | USD 151.74M | USD 551.53M | USD 542.43M |
| FY2024 | USD 868.76M | -USD 1.09B | -USD 123.11M | 34.1% | -17.03 | USD 128.59M | USD 1.37B | -USD 307.43M |
| FY2023 | USD 756.53M | USD 61.38M | USD 98.39M | 63.3% | 0.96 | USD 235.51M | USD 1.34B | USD 755.85M |
| FY2022 | USD 740.86M | USD 125.66M | USD 176.94M | 62.2% | 1.92 | USD 279.60M | USD 171.68M | USD 737.58M |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-12 | USD 15.70B | 111.9 | n/a | n/a |
| 2025 | 2025-12-31 | USD 6.82B | 245.6 | n/a | n/a |
| 2024 | 2024-12-31 | USD 5.33B | n/a | n/a | n/a |
| 2023 | 2023-12-29 | USD 1.41B | n/a | n/a | n/a |
| 2022 | 2022-12-30 | USD 1.83B | 12.5 | n/a | n/a |
| 2021 | 2021-12-31 | USD 5.73B | 54.9 | n/a | n/a |
About Semtech Corp
Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications;
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Frequently asked questions
Is Semtech Corp overvalued or undervalued?
Bullrun's valuation model currently marks Semtech Corp as 32.1% overvalued.
What is Semtech Corp's market cap?
Semtech Corp's market capitalization is USD 15.70B.
What is Semtech Corp's P/E ratio?
Semtech Corp's price-to-earnings (P/E) ratio is 111.9.
What does Semtech Corp do?
Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity.