HIMX vs DIOD

For growth investors, Diodes Incorporated (DIOD) is the stronger pick with 13.

0% revenue growth year-over-year, versus -4. 1% for Himax Technologies, Inc. (HIMX). Himax Technologies, Inc. (HIMX) offers the better valuation at 26. 8x trailing P/E (54. 8x forward), making it the more compelling value choice. Analysts rate Himax Technologies, Inc. (HIMX) a "Buy" — based on 20 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Himax Technologies, Inc.

(HIMX) is the cheapest at 26. 8x versus Diodes Incorporated at 81. 2x. On forward P/E, Diodes Incorporated is actually cheaper at 50. 0x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Diodes Incorporated (DIOD) delivered a total return of +60.

4%, compared to +20. 6% for Himax Technologies, Inc. (HIMX). Over 10 years, the gap is even starker: DIOD returned +505. 7% versus HIMX's +55. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Diodes Incorporated (DIOD) is the lower-risk stock at 2.

11β versus Himax Technologies, Inc. 's 2. 22β — meaning HIMX is approximately 5% more volatile than DIOD relative to the S&P 500. On balance sheet safety, Diodes Incorporated (DIOD) carries a lower debt/equity ratio of 5% versus 61% for Himax Technologies, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Diodes Incorporated (DIOD) is pulling ahead at 13.

0% versus -4. 1% for Himax Technologies, Inc. (HIMX). On earnings-per-share growth, the picture is similar: Himax Technologies, Inc. grew EPS 64. 3% year-over-year, compared to 50. 5% for Diodes Incorporated. Over a 3-year CAGR, DIOD leads at -9. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Himax Technologies, Inc.

(HIMX) is the more profitable company, earning 8. 8% net margin versus 4. 5% for Diodes Incorporated — meaning it keeps 8. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HIMX leads at 7. 5% versus 2. 4% for DIOD. At the gross margin level — before operating expenses — DIOD leads at 31. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Diodes Incorporated (DIOD) trades at 50.

0x forward P/E versus 54. 8x for Himax Technologies, Inc. — 4. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HIMX: -35. 1% to $8. 00.

In this comparison, HIMX (2.

4% yield) pays a dividend. DIOD does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Himax Technologies, Inc.

(HIMX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2. 4% yield). Diodes Incorporated (DIOD) carries a higher beta of 2. 11 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HIMX: +55. 5%, DIOD: +505. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

HIMX pays a dividend while DIOD does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.