SILC
Silicom Ltd.
Communication Equipment
Market Cap$252M
5Y Perf.+31.2%
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Stock Comparison
SILC vs NTGR vs CALX vs SMCI
Revenue, margins, valuation, and 5-year total return — side by side.
NTGR
NETGEAR, Inc.
Communication Equipment
Market Cap$708M
5Y Perf.+0.6%
CALX
Calix, Inc.
Software - Application
Market Cap$2.81B
5Y Perf.+208.7%
SMCI
Super Micro Computer, Inc.
Computer Hardware
Market Cap$20.14B
5Y Perf.+1193.1%
SILC vs NTGR vs CALX vs SMCI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SILC | NTGR | CALX | SMCI |
|---|---|---|---|---|
| Industry | Communication Equipment | Communication Equipment | Software - Application | Computer Hardware |
| Market Cap | $252M | $708M | $2.81B | $20.14B |
| Revenue (TTM) | $62M | $690M | $1.06B | $33.70B |
| Net Income (TTM) | $-11M | $-40M | $34M | $1.78B |
| Gross Margin | 30.6% | 37.5% | 57.1% | 8.4% |
| Operating Margin | -19.8% | -4.4% | 3.8% | 4.5% |
| Forward P/E | — | 129.4x | 24.5x | 15.1x |
| Total Debt | $11M | $51M | $26M | $4.78B |
| Cash & Equiv. | $35M | $210M | $143M | $5.17B |
SILC vs NTGR vs CALX vs SMCI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SILC
NTGR
CALX
SMCI
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Silicom Ltd. (SILC) | 100 | 131.2 | +31.2% |
| NETGEAR, Inc. (NTGR) | 100 | 100.6 | +0.6% |
| Calix, Inc. (CALX) | 100 | 308.7 | +208.7% |
| Super Micro Compute… (SMCI) | 100 | 1293.1 | +1193.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SILC vs NTGR vs CALX vs SMCI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SMCI leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Silicom Ltd. is the stronger pick specifically for recent price momentum and sentiment. CALX also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
SILC
Silicom Ltd.
The Momentum Pick
SILC is the #2 pick in this set and the best alternative if momentum is your priority.
- +185.3% vs NTGR's -9.7%
Best for: momentum
NTGR
NETGEAR, Inc.
The Secondary Option
NTGR lags the leaders in this set but could rank higher in a more targeted comparison.
Best for: technology exposure
CALX
Calix, Inc.
The Income Pick
CALX is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.99
- Lower volatility, beta 0.99, Low D/E 3.0%, current ratio 4.24x
- Beta 0.99, current ratio 4.24x
- Beta 0.99 vs SMCI's 2.76, lower leverage
Best for: income & stability and sleep-well-at-night
SMCI
Super Micro Computer, Inc.
The Growth Play
SMCI carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 46.6%, EPS growth 0.0%, 3Y rev CAGR 61.7%
- 11.5% 10Y total return vs CALX's 5.1%
- 46.6% revenue growth vs NTGR's 2.9%
- Lower P/E (15.1x vs 24.5x)
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SMCI | 46.6% revenue growth vs NTGR's 2.9% |
| Value | SMCI | Lower P/E (15.1x vs 24.5x) |
| Quality / Margins | SMCI | 5.3% margin vs SILC's -18.5% |
| Stability / Safety | CALX | Beta 0.99 vs SMCI's 2.76, lower leverage |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | SILC | +185.3% vs NTGR's -9.7% |
| Efficiency (ROA) | SMCI | 8.9% ROA vs SILC's -7.6%, ROIC 15.9% vs -10.5% |
SILC vs NTGR vs CALX vs SMCI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
FY 2025
FY 2025
SILC vs NTGR vs CALX vs SMCI — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLSMCILAGGINGNTGR
Who Leads Where
SMCI leads in 3 of 6 categories
CALX leads 1 • SILC leads 0 • NTGR leads 0 • 2 tied
Explore the data ↓NTGRNETGEAR, Inc.
0leads
SILCSilicom Ltd.
0leads
CALXCalix, Inc.
1leads
SMCISuper Micro Computer,…
3leads
6 Total Categories
CATEGORYLEADERvs CALXvs SILCMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
SMCI4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
SMCI6/8
Total Returns1Y, 3Y, 5Y total returns with dividends
SMCI4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
CALX1/1
Income & Cash Flow (Last 12 Months)
Evenly matched — CALX and SMCI each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SMCI is the larger business by revenue, generating $33.7B annually — 544.2x SILC's $62M. SMCI is the more profitable business, keeping 5.3% of every revenue dollar as net income compared to SILC's -18.5%. On growth, SMCI holds the edge at +122.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SILCSilicom Ltd. | NTGRNETGEAR, Inc. | CALXCalix, Inc. | SMCISuper Micro Compu… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $62M | $690M | $1.1B | $33.7B |
| EBITDAEarnings before interest/tax | -$12M | -$19M | $57M | $1.5B |
| Net IncomeAfter-tax profit | -$11M | -$40M | $34M | $1.8B |
| Free Cash FlowCash after capex | -$3M | -$11M | $109M | -$6.8B |
| Gross MarginGross profit ÷ Revenue | +30.6% | +37.5% | +57.1% | +8.4% |
| Operating MarginEBIT ÷ Revenue | -19.8% | -4.4% | +3.8% | +4.5% |
| Net MarginNet income ÷ Revenue | -18.5% | -5.8% | +3.2% | +5.3% |
| FCF MarginFCF ÷ Revenue | -5.4% | -1.6% | +10.3% | -20.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +16.7% | -2.0% | +27.1% | +122.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +58.1% | -123.8% | +3.3% | +3.3% |
Evenly matched — CALX and SMCI each lead in 3 of 6 comparable metrics.
Valuation Metrics
SMCI leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 20.0x trailing earnings, SMCI trades at a 88% valuation discount to CALX's 167.4x P/E. On an enterprise value basis, SMCI's 15.1x EV/EBITDA is more attractive than CALX's 69.6x.
| Metric | SILCSilicom Ltd. | NTGRNETGEAR, Inc. | CALXCalix, Inc. | SMCISuper Micro Compu… |
|---|---|---|---|---|
| Market CapShares × price | $252M | $708M | $2.8B | $20.1B |
| Enterprise ValueMkt cap + debt − cash | $227M | $549M | $2.7B | $19.7B |
| Trailing P/EPrice ÷ TTM EPS | -22.01x | -22.71x | 167.38x | 20.01x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 129.45x | 24.49x | 15.14x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 0.33x |
| EV / EBITDAEnterprise value multiple | — | — | 69.62x | 15.06x |
| Price / SalesMarket cap ÷ Revenue | 4.07x | 1.02x | 2.81x | 0.92x |
| Price / BookPrice ÷ Book value/share | 2.15x | 1.50x | 3.57x | 3.35x |
| Price / FCFMarket cap ÷ FCF | — | — | 24.34x | 13.14x |
SMCI leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
SMCI leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
SMCI delivers a 26.0% return on equity — every $100 of shareholder capital generates $26 in annual profit, vs $-9 for SILC. CALX carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to SMCI's 0.76x. On the Piotroski fundamental quality scale (0–9), CALX scores 6/9 vs NTGR's 5/9, reflecting solid financial health.
| Metric | SILCSilicom Ltd. | NTGRNETGEAR, Inc. | CALXCalix, Inc. | SMCISuper Micro Compu… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | -9.5% | -8.0% | +4.2% | +26.0% |
| ROA (TTM)Return on assets | -7.6% | -4.9% | +3.5% | +8.9% |
| ROICReturn on invested capital | -10.5% | -8.4% | +2.1% | +15.9% |
| ROCEReturn on capital employed | -9.4% | -6.0% | +2.5% | +13.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.09x | 0.10x | 0.03x | 0.76x |
| Net DebtTotal debt minus cash | -$25M | -$159M | -$118M | -$391M |
| Cash & Equiv.Liquid assets | $35M | $210M | $143M | $5.2B |
| Total DebtShort + long-term debt | $11M | $51M | $26M | $4.8B |
| Interest CoverageEBIT ÷ Interest expense | — | — | — | 10.86x |
SMCI leads this category, winning 6 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
SMCI leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SMCI five years ago would be worth $92,363 today (with dividends reinvested), compared to $6,704 for NTGR. Over the past 12 months, SILC leads with a +185.3% total return vs NTGR's -9.7%. The 3-year compound annual growth rate (CAGR) favors SMCI at 35.0% vs CALX's 0.7% — a key indicator of consistent wealth creation.
| Metric | SILCSilicom Ltd. | NTGRNETGEAR, Inc. | CALXCalix, Inc. | SMCISuper Micro Compu… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +211.4% | +6.5% | -18.8% | +8.6% |
| 1-Year ReturnPast 12 months | +185.3% | -9.7% | +3.3% | +3.5% |
| 3-Year ReturnCumulative with dividends | +26.8% | +86.5% | +2.1% | +146.1% |
| 5-Year ReturnCumulative with dividends | +6.2% | -33.0% | -9.3% | +823.6% |
| 10-Year ReturnCumulative with dividends | +71.8% | -37.7% | +513.0% | +1149.8% |
| CAGR (3Y)Annualised 3-year return | +8.2% | +23.1% | +0.7% | +35.0% |
SMCI leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — SILC and CALX each lead in 1 of 2 comparable metrics.
Risk & Volatility
CALX is the less volatile stock with a 0.99 beta — it tends to amplify market swings less than SMCI's 2.76 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SILC currently trades 90.5% from its 52-week high vs SMCI's 53.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SILCSilicom Ltd. | NTGRNETGEAR, Inc. | CALXCalix, Inc. | SMCISuper Micro Compu… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.34x | 1.39x | 0.99x | 2.76x |
| 52-Week HighHighest price in past year | $48.92 | $36.86 | $71.22 | $62.36 |
| 52-Week LowLowest price in past year | $13.34 | $19.00 | $40.75 | $19.49 |
| % of 52W HighCurrent price vs 52-week peak | +90.5% | +70.2% | +61.1% | +53.9% |
| RSI (14)Momentum oscillator 0–100 | 76.3 | 56.1 | 43.3 | 69.9 |
| Avg Volume (50D)Average daily shares traded | 77K | 515K | 918K | 38.1M |
Evenly matched — SILC and CALX each lead in 1 of 2 comparable metrics.
Analyst Outlook
CALX leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: SILC as "Hold", NTGR as "Hold", CALX as "Buy", SMCI as "Hold". Consensus price targets imply 40.2% upside for CALX (target: $61) vs 37.7% for SMCI (target: $46).
| Metric | SILCSilicom Ltd. | NTGRNETGEAR, Inc. | CALXCalix, Inc. | SMCISuper Micro Compu… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | — | $36.00 | $61.00 | $46.29 |
| # AnalystsCovering analysts | 2 | 17 | 21 | 22 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | 0 | — | 1 | — |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.7% | +7.2% | +3.3% | +1.0% |
CALX leads this category, winning 1 of 1 comparable metric.
Key Takeaway
SMCI leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). CALX leads in 1 (Analyst Outlook). 2 tied.
Best OverallSuper Micro Computer, Inc. (SMCI)Leads 3 of 6 categories
Loading custom metrics...
SILC vs NTGR vs CALX vs SMCI: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SILC or NTGR or CALX or SMCI a better buy right now?
For growth investors, Super Micro Computer, Inc.
(SMCI) is the stronger pick with 46. 6% revenue growth year-over-year, versus 2. 9% for NETGEAR, Inc. (NTGR). Super Micro Computer, Inc. (SMCI) offers the better valuation at 20. 0x trailing P/E (15. 1x forward), making it the more compelling value choice. Analysts rate Calix, Inc. (CALX) a "Buy" — based on 21 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 NTGR or CALX or SMCI?
On trailing P/E, Super Micro Computer, Inc.
(SMCI) is the cheapest at 20. 0x versus Calix, Inc. at 167. 4x. On forward P/E, Super Micro Computer, Inc. is actually cheaper at 15. 1x.
03Which is the better long-term investment — SILC or NTGR or CALX or SMCI?
Over the past 5 years, Super Micro Computer, Inc.
(SMCI) delivered a total return of +823. 6%, compared to -33. 0% for NETGEAR, Inc. (NTGR). Over 10 years, the gap is even starker: SMCI returned +1150% 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 NTGR or CALX or SMCI?
By beta (market sensitivity over 5 years), Calix, Inc.
(CALX) is the lower-risk stock at 0. 99β versus Super Micro Computer, Inc. 's 2. 76β — meaning SMCI is approximately 177% more volatile than CALX relative to the S&P 500. On balance sheet safety, Calix, Inc. (CALX) carries a lower debt/equity ratio of 3% versus 76% for Super Micro Computer, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SILC or NTGR or CALX or SMCI?
By revenue growth (latest reported year), Super Micro Computer, Inc.
(SMCI) is pulling ahead at 46. 6% versus 2. 9% for NETGEAR, Inc. (NTGR). On earnings-per-share growth, the picture is similar: Calix, Inc. grew EPS 157. 8% year-over-year, compared to -371. 4% for NETGEAR, Inc.. Over a 3-year CAGR, SMCI leads at 61. 7% 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 NTGR or CALX or SMCI?
Super Micro Computer, Inc.
(SMCI) is the more profitable company, earning 4. 8% net margin versus -18. 5% for Silicom Ltd. — meaning it keeps 4. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SMCI leads at 5. 7% versus -19. 8% for SILC. At the gross margin level — before operating expenses — CALX leads at 56. 8%, 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 NTGR or CALX or SMCI more undervalued right now?
On forward earnings alone, Super Micro Computer, Inc.
(SMCI) trades at 15. 1x forward P/E versus 129. 4x for NETGEAR, Inc. — 114. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CALX: 40. 2% to $61. 00.
08Which pays a better dividend — SILC or NTGR or CALX or SMCI?
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 SILC or NTGR or CALX or SMCI better for a retirement portfolio?
For long-horizon retirement investors, Calix, Inc.
(CALX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 99), +513. 0% 10Y return). Both have compounded well over 10 years (CALX: +513. 0%, 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 NTGR and CALX and SMCI?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SILC is a small-cap quality compounder stock; NTGR is a small-cap quality compounder stock; CALX is a small-cap high-growth stock; SMCI is a mid-cap high-growth stock. 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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