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RMBS vs SITM
Revenue, margins, valuation, and 5-year total return — side by side.
Semiconductors
RMBS vs SITM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Semiconductors | Semiconductors |
| Market Cap | $13.69B | $21.05B |
| Revenue (TTM) | $721M | $380M |
| Net Income (TTM) | $230M | $-24M |
| Gross Margin | 77.0% | 55.7% |
| Operating Margin | 35.9% | -12.7% |
| Forward P/E | 43.8x | 106.1x |
| Total Debt | $44M | $5M |
| Cash & Equiv. | $183M | $17M |
RMBS vs SITM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Rambus Inc. (RMBS) | 100 | 831.7 | +731.7% |
| SiTime Corporation (SITM) | 100 | 2794.6 | +2694.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: RMBS vs SITM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
RMBS has the current edge in this matchup, primarily because of its strength in value and quality.
- Lower P/E (43.8x vs 106.1x)
- 31.9% margin vs SITM's -6.4%
- 15.5% ROA vs SITM's -1.9%, ROIC 17.1% vs -4.9%
SITM is the clearest fit if your priority is income & stability and growth exposure.
- beta 2.56
- Rev growth 61.2%, EPS growth 57.5%, 3Y rev CAGR 4.8%
- 60.3% 10Y total return vs RMBS's 10.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 61.2% revenue growth vs RMBS's 27.1% | |
| Value | Lower P/E (43.8x vs 106.1x) | |
| Quality / Margins | 31.9% margin vs SITM's -6.4% | |
| Stability / Safety | Beta 2.56 vs RMBS's 3.00, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +379.7% vs RMBS's +148.9% | |
| Efficiency (ROA) | 15.5% ROA vs SITM's -1.9%, ROIC 17.1% vs -4.9% |
RMBS vs SITM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
RMBS vs SITM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
RMBS leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
RMBS is the larger business by revenue, generating $721M annually — 1.9x SITM's $380M. RMBS is the more profitable business, keeping 31.9% of every revenue dollar as net income compared to SITM's -6.4%. On growth, SITM holds the edge at +88.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $721M | $380M |
| EBITDAEarnings before interest/tax | $288M | -$24M |
| Net IncomeAfter-tax profit | $230M | -$24M |
| Free Cash FlowCash after capex | $335M | $54M |
| Gross MarginGross profit ÷ Revenue | +77.0% | +55.7% |
| Operating MarginEBIT ÷ Revenue | +35.9% | -12.7% |
| Net MarginNet income ÷ Revenue | +31.9% | -6.4% |
| FCF MarginFCF ÷ Revenue | +46.5% | +14.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.1% | +88.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -1.8% | +80.2% |
Valuation Metrics
RMBS leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $13.7B | $21.0B |
| Enterprise ValueMkt cap + debt − cash | $13.6B | $21.0B |
| Trailing P/EPrice ÷ TTM EPS | 60.00x | -463.55x |
| Forward P/EPrice ÷ next-FY EPS est. | 43.78x | 106.11x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 46.57x | — |
| Price / SalesMarket cap ÷ Revenue | 19.35x | 64.43x |
| Price / BookPrice ÷ Book value/share | 10.18x | 17.22x |
| Price / FCFMarket cap ÷ FCF | 41.10x | 599.17x |
Profitability & Efficiency
RMBS leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
RMBS delivers a 17.4% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $-2 for SITM. SITM carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to RMBS's 0.03x. On the Piotroski fundamental quality scale (0–9), SITM scores 7/9 vs RMBS's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +17.4% | -2.1% |
| ROA (TTM)Return on assets | +15.5% | -1.9% |
| ROICReturn on invested capital | +17.1% | -4.9% |
| ROCEReturn on capital employed | +19.5% | -6.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.03x | 0.00x |
| Net DebtTotal debt minus cash | -$139M | -$12M |
| Cash & Equiv.Liquid assets | $183M | $17M |
| Total DebtShort + long-term debt | $44M | $5M |
| Interest CoverageEBIT ÷ Interest expense | 217.32x | — |
Total Returns (Dividends Reinvested)
SITM leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SITM five years ago would be worth $87,974 today (with dividends reinvested), compared to $65,393 for RMBS. Over the past 12 months, SITM leads with a +379.7% total return vs RMBS's +148.9%. The 3-year compound annual growth rate (CAGR) favors SITM at 110.7% vs RMBS's 37.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +27.5% | +115.5% |
| 1-Year ReturnPast 12 months | +148.9% | +379.7% |
| 3-Year ReturnCumulative with dividends | +161.1% | +836.0% |
| 5-Year ReturnCumulative with dividends | +553.9% | +779.7% |
| 10-Year ReturnCumulative with dividends | +1011.5% | +6033.2% |
| CAGR (3Y)Annualised 3-year return | +37.7% | +110.7% |
Risk & Volatility
SITM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SITM is the less volatile stock with a 2.56 beta — it tends to amplify market swings less than RMBS's 3.00 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SITM currently trades 94.4% from its 52-week high vs RMBS's 78.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 3.07x | 2.48x |
| 52-Week HighHighest price in past year | $161.80 | $845.00 |
| 52-Week LowLowest price in past year | $49.61 | $158.63 |
| % of 52W HighCurrent price vs 52-week peak | +78.2% | +94.4% |
| RSI (14)Momentum oscillator 0–100 | 58.3 | 76.9 |
| Avg Volume (50D)Average daily shares traded | 2.2M | 427K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates RMBS as "Buy" and SITM as "Buy". Consensus price targets imply 7.2% upside for RMBS (target: $136) vs -22.3% for SITM (target: $619).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $135.67 | $619.29 |
| # AnalystsCovering analysts | 14 | 9 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
RMBS leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). SITM leads in 2 (Total Returns, Risk & Volatility).
RMBS vs SITM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is RMBS or SITM a better buy right now?
For growth investors, SiTime Corporation (SITM) is the stronger pick with 61.
2% revenue growth year-over-year, versus 27. 1% for Rambus Inc. (RMBS). Rambus Inc. (RMBS) offers the better valuation at 60. 0x trailing P/E (43. 8x forward), making it the more compelling value choice. Analysts rate Rambus Inc. (RMBS) a "Buy" — based on 14 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.
02Which has the better valuation — RMBS or SITM?
On forward P/E, Rambus Inc.
is actually cheaper at 43. 8x.
03Which is the better long-term investment — RMBS or SITM?
Over the past 5 years, SiTime Corporation (SITM) delivered a total return of +779.
7%, compared to +553. 9% for Rambus Inc. (RMBS). Over 10 years, the gap is even starker: SITM returned +63. 1% versus RMBS's +1035%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — RMBS or SITM?
By beta (market sensitivity over 5 years), SiTime Corporation (SITM) is the lower-risk stock at 2.
48β versus Rambus Inc. 's 3. 07β — meaning RMBS is approximately 24% more volatile than SITM relative to the S&P 500. On balance sheet safety, SiTime Corporation (SITM) carries a lower debt/equity ratio of 0% versus 3% for Rambus Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — RMBS or SITM?
By revenue growth (latest reported year), SiTime Corporation (SITM) is pulling ahead at 61.
2% versus 27. 1% for Rambus Inc. (RMBS). On earnings-per-share growth, the picture is similar: SiTime Corporation grew EPS 57. 5% year-over-year, compared to 27. 9% for Rambus Inc.. Over a 3-year CAGR, RMBS leads at 15. 9% 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.
06Which has better profit margins — RMBS or SITM?
Rambus Inc.
(RMBS) is the more profitable company, earning 32. 6% net margin versus -13. 1% for SiTime Corporation — meaning it keeps 32. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RMBS leads at 36. 8% versus -18. 5% for SITM. At the gross margin level — before operating expenses — RMBS leads at 76. 0%, 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.
07Is RMBS or SITM more undervalued right now?
On forward earnings alone, Rambus Inc.
(RMBS) trades at 43. 8x forward P/E versus 106. 1x for SiTime Corporation — 62. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RMBS: 7. 2% to $135. 67.
08Which pays a better dividend — RMBS or SITM?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is RMBS or SITM better for a retirement portfolio?
For long-horizon retirement investors, Rambus Inc.
(RMBS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1035% 10Y return). SiTime Corporation (SITM) carries a higher beta of 2. 48 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (RMBS: +1035%, SITM: +63. 1%), 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.
10What are the main differences between RMBS and SITM?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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.
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