Communication Equipment
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4 / 10Stock Comparison
SILC vs LNTH vs RMD vs NTGR
Revenue, margins, valuation, and 5-year total return — side by side.
Drug Manufacturers - Specialty & Generic
Medical - Instruments & Supplies
Communication Equipment
SILC vs LNTH vs RMD vs NTGR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Communication Equipment | Drug Manufacturers - Specialty & Generic | Medical - Instruments & Supplies | Communication Equipment |
| Market Cap | $252M | $5.92B | $30.15B | $708M |
| Revenue (TTM) | $62M | $1.55B | $5.54B | $690M |
| Net Income (TTM) | $-11M | $279M | $1.52B | $-40M |
| Gross Margin | 30.6% | 60.5% | 61.7% | 37.5% |
| Operating Margin | -19.8% | 18.8% | 34.3% | -4.4% |
| Forward P/E | — | 17.5x | 18.8x | 129.4x |
| Total Debt | $11M | $738K | $852M | $51M |
| Cash & Equiv. | $35M | $359M | $1.21B | $210M |
SILC vs LNTH vs RMD vs NTGR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Silicom Ltd. (SILC) | 100 | 131.2 | +31.2% |
| Lantheus Holdings, … (LNTH) | 100 | 662.8 | +562.8% |
| ResMed Inc. (RMD) | 100 | 128.7 | +28.7% |
| NETGEAR, Inc. (NTGR) | 100 | 100.6 | +0.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SILC vs LNTH vs RMD vs NTGR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SILC is the clearest fit if your priority is momentum.
- +185.3% vs RMD's -14.5%
LNTH is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 41.9% 10Y total return vs RMD's 293.8%
- Lower volatility, beta 0.47, Low D/E 0.1%, current ratio 2.70x
- Beta 0.47, current ratio 2.70x
- Lower P/E (17.5x vs 129.4x)
RMD carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 14 yrs, beta 0.66, yield 1.0%
- Rev growth 9.8%, EPS growth 37.4%, 3Y rev CAGR 12.9%
- 9.8% revenue growth vs LNTH's 0.5%
- 27.4% margin vs SILC's -18.5%
NTGR lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.8% revenue growth vs LNTH's 0.5% | |
| Value | Lower P/E (17.5x vs 129.4x) | |
| Quality / Margins | 27.4% margin vs SILC's -18.5% | |
| Stability / Safety | Beta 0.47 vs NTGR's 1.39, lower leverage | |
| Dividends | 1.0% yield; 14-year raise streak; the other 3 pay no meaningful dividend | |
| Momentum (1Y) | +185.3% vs RMD's -14.5% | |
| Efficiency (ROA) | 18.0% ROA vs SILC's -7.6%, ROIC 22.8% vs -10.5% |
SILC vs LNTH vs RMD vs NTGR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
SILC vs LNTH vs RMD vs NTGR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
RMD leads in 3 of 6 categories
LNTH leads 1 • SILC leads 0 • NTGR leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
RMD leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
RMD is the larger business by revenue, generating $5.5B annually — 89.4x SILC's $62M. RMD is the more profitable business, keeping 27.4% of every revenue dollar as net income compared to SILC's -18.5%. On growth, SILC holds the edge at +16.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $62M | $1.5B | $5.5B | $690M |
| EBITDAEarnings before interest/tax | -$12M | $347M | $2.1B | -$19M |
| Net IncomeAfter-tax profit | -$11M | $279M | $1.5B | -$40M |
| Free Cash FlowCash after capex | -$3M | $372M | $1.8B | -$11M |
| Gross MarginGross profit ÷ Revenue | +30.6% | +60.5% | +61.7% | +37.5% |
| Operating MarginEBIT ÷ Revenue | -19.8% | +18.8% | +34.3% | -4.4% |
| Net MarginNet income ÷ Revenue | -18.5% | +18.0% | +27.4% | -5.8% |
| FCF MarginFCF ÷ Revenue | -5.4% | +24.0% | +31.7% | -1.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +16.7% | +1.2% | +10.8% | -2.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +58.1% | +76.5% | +9.3% | -123.8% |
Valuation Metrics
Evenly matched — LNTH and NTGR each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 21.8x trailing earnings, RMD trades at a 18% valuation discount to LNTH's 26.7x P/E. On an enterprise value basis, LNTH's 14.6x EV/EBITDA is more attractive than RMD's 15.5x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $252M | $5.9B | $30.1B | $708M |
| Enterprise ValueMkt cap + debt − cash | $227M | $5.6B | $29.8B | $549M |
| Trailing P/EPrice ÷ TTM EPS | -22.01x | 26.69x | 21.76x | -22.71x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.52x | 18.78x | 129.45x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.25x | — |
| EV / EBITDAEnterprise value multiple | — | 14.61x | 15.51x | — |
| Price / SalesMarket cap ÷ Revenue | 4.07x | 3.84x | 5.86x | 1.02x |
| Price / BookPrice ÷ Book value/share | 2.15x | 5.72x | 5.11x | 1.50x |
| Price / FCFMarket cap ÷ FCF | — | 16.73x | 18.14x | — |
Profitability & Efficiency
RMD leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
RMD delivers a 24.4% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $-9 for SILC. LNTH carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to RMD's 0.14x. On the Piotroski fundamental quality scale (0–9), RMD scores 8/9 vs NTGR's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -9.5% | +24.3% | +24.4% | -8.0% |
| ROA (TTM)Return on assets | -7.6% | +12.4% | +18.0% | -4.9% |
| ROICReturn on invested capital | -10.5% | +30.6% | +22.8% | -8.4% |
| ROCEReturn on capital employed | -9.4% | +17.1% | +25.7% | -6.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.09x | 0.00x | 0.14x | 0.10x |
| Net DebtTotal debt minus cash | -$25M | -$358M | -$358M | -$159M |
| Cash & Equiv.Liquid assets | $35M | $359M | $1.2B | $210M |
| Total DebtShort + long-term debt | $11M | $738,000 | $852M | $51M |
| Interest CoverageEBIT ÷ Interest expense | — | 11.72x | 66.06x | — |
Total Returns (Dividends Reinvested)
Evenly matched — SILC and LNTH and NTGR each lead in 2 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LNTH five years ago would be worth $41,420 today (with dividends reinvested), compared to $6,704 for NTGR. Over the past 12 months, SILC leads with a +185.3% total return vs RMD's -14.5%. The 3-year compound annual growth rate (CAGR) favors NTGR at 23.1% vs RMD's -2.9% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +211.4% | +35.3% | -15.2% | +6.5% |
| 1-Year ReturnPast 12 months | +185.3% | +13.1% | -14.5% | -9.7% |
| 3-Year ReturnCumulative with dividends | +26.8% | -4.0% | -8.4% | +86.5% |
| 5-Year ReturnCumulative with dividends | +6.2% | +314.2% | +11.0% | -33.0% |
| 10-Year ReturnCumulative with dividends | +71.8% | +4192.5% | +293.8% | -37.7% |
| CAGR (3Y)Annualised 3-year return | +8.2% | -1.4% | -2.9% | +23.1% |
Risk & Volatility
LNTH leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
LNTH is the less volatile stock with a 0.47 beta — it tends to amplify market swings less than NTGR's 1.39 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LNTH currently trades 97.8% from its 52-week high vs NTGR's 70.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.34x | 0.47x | 0.66x | 1.39x |
| 52-Week HighHighest price in past year | $48.92 | $93.00 | $293.81 | $36.86 |
| 52-Week LowLowest price in past year | $13.34 | $47.25 | $198.64 | $19.00 |
| % of 52W HighCurrent price vs 52-week peak | +90.5% | +97.8% | +70.4% | +70.2% |
| RSI (14)Momentum oscillator 0–100 | 76.3 | 61.2 | 35.6 | 56.1 |
| Avg Volume (50D)Average daily shares traded | 77K | 886K | 1.1M | 515K |
Analyst Outlook
RMD leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: SILC as "Hold", LNTH as "Buy", RMD as "Buy", NTGR as "Hold". Consensus price targets imply 39.0% upside for NTGR (target: $36) vs 11.0% for LNTH (target: $101). RMD is the only dividend payer here at 1.02% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $101.00 | $281.29 | $36.00 |
| # AnalystsCovering analysts | 2 | 17 | 35 | 17 |
| Dividend YieldAnnual dividend ÷ price | — | — | +1.0% | — |
| Dividend StreakConsecutive years of raises | 0 | 0 | 14 | — |
| Dividend / ShareAnnual DPS | — | — | $2.11 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.7% | +5.1% | +1.0% | +7.2% |
RMD leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). LNTH leads in 1 (Risk & Volatility). 2 tied.
SILC vs LNTH vs RMD vs NTGR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SILC or LNTH or RMD or NTGR a better buy right now?
For growth investors, ResMed Inc.
(RMD) is the stronger pick with 9. 8% revenue growth year-over-year, versus 0. 5% for Lantheus Holdings, Inc. (LNTH). ResMed Inc. (RMD) offers the better valuation at 21. 8x trailing P/E (18. 8x forward), making it the more compelling value choice. Analysts rate Lantheus Holdings, Inc. (LNTH) a "Buy" — based on 17 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 — SILC or LNTH or RMD or NTGR?
On trailing P/E, ResMed Inc.
(RMD) is the cheapest at 21. 8x versus Lantheus Holdings, Inc. at 26. 7x. On forward P/E, Lantheus Holdings, Inc. is actually cheaper at 17. 5x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — SILC or LNTH or RMD or NTGR?
Over the past 5 years, Lantheus Holdings, Inc.
(LNTH) delivered a total return of +314. 2%, compared to -33. 0% for NETGEAR, Inc. (NTGR). Over 10 years, the gap is even starker: LNTH returned +41. 9% versus NTGR's -37. 7%. 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 — SILC or LNTH or RMD or NTGR?
By beta (market sensitivity over 5 years), Lantheus Holdings, Inc.
(LNTH) is the lower-risk stock at 0. 47β versus NETGEAR, Inc. 's 1. 39β — meaning NTGR is approximately 196% more volatile than LNTH relative to the S&P 500. On balance sheet safety, Lantheus Holdings, Inc. (LNTH) carries a lower debt/equity ratio of 0% versus 14% for ResMed Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SILC or LNTH or RMD or NTGR?
By revenue growth (latest reported year), ResMed Inc.
(RMD) is pulling ahead at 9. 8% versus 0. 5% for Lantheus Holdings, Inc. (LNTH). On earnings-per-share growth, the picture is similar: ResMed Inc. grew EPS 37. 4% year-over-year, compared to -371. 4% for NETGEAR, Inc.. Over a 3-year CAGR, LNTH leads at 18. 1% 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 — SILC or LNTH or RMD or NTGR?
ResMed Inc.
(RMD) is the more profitable company, earning 27. 2% net margin versus -18. 5% for Silicom Ltd. — meaning it keeps 27. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RMD leads at 32. 7% versus -19. 8% for SILC. At the gross margin level — before operating expenses — LNTH leads at 61. 1%, 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 SILC or LNTH or RMD or NTGR more undervalued right now?
On forward earnings alone, Lantheus Holdings, Inc.
(LNTH) trades at 17. 5x forward P/E versus 129. 4x for NETGEAR, Inc. — 111. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NTGR: 39. 0% to $36. 00.
08Which pays a better dividend — SILC or LNTH or RMD or NTGR?
In this comparison, RMD (1.
0% yield) pays a dividend. SILC, LNTH, NTGR do not pay a meaningful dividend and should not be held primarily for income.
09Is SILC or LNTH or RMD or NTGR better for a retirement portfolio?
For long-horizon retirement investors, ResMed Inc.
(RMD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 66), 1. 0% yield, +293. 8% 10Y return). Both have compounded well over 10 years (RMD: +293. 8%, NTGR: -37. 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.
10What are the main differences between SILC and LNTH and RMD and NTGR?
These companies operate in different sectors (SILC (Technology) and LNTH (Healthcare) and RMD (Healthcare) and NTGR (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
RMD pays a dividend while SILC, LNTH, NTGR do 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.
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