Allegro Microsystems ALGM
- Market cap
- $5.9B
- PE
- n/m
- a sliver of earnings
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 6.2×
- EV/EBIT
- 113×
- Revenue, 12 months
- $945.9M
- +24% on a year ago
- Net margin
- 1.5%
- Free cash flow yield
- 1.5%
Allegro Microsystems trades at 6.2× sales. Allegro Microsystems' PE is not meaningful: its earnings over the last year are a sliver against its price. Revenue was $945.9M over the last twelve months, up 24% on a year earlier with a 2% net margin.
Charts
Financials
| Income statement | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $275.5M+16% | $255M+3% | $240.6M−11% | $166.9M−40% | $187.4M−32% | $177.9M−30% | $192.8M−20% | $203.4M+22% | $214.3M+14% | $229.2M+29% | $243.2M+26% | $259.2M+28% | |
| Cost of revenue | $116M+10% | $121.2M+14% | $117.3M+1% | $92.1M−23% | $101.7M−12% | $96.7M−20% | $112.9M−4% | $112.1M+22% | $115M+13% | $122.1M+26% | $128.9M+14% | $133.6M+19% |
| Gross profit | $159.5M+21% | $133.8M−6% | $123.2M−20% | $74.8M−53% | $85.7M−46% | $81.2M−39% | $79.9M−35% | $91.3M+22% | $99.3M+16% | $107.1M+32% | $114.3M+43% | $125.6M+38% |
| R&D | $43.4M+22% | $44.4M+12% | $45.8M+10% | $45.2M+5% | $43.5M+0% | $43.3M−2% | $47.6M+4% | $46.5M+3% | $50.9M+17% | $52.9M+22% | $55.5M+17% | $55.2M+19% |
| SG&A | $43.2M+18% | $52.7M+41% | $48.3M+0% | $40.2M−9% | $38.1M−12% | $37.9M−28% | $45.5M−6% | $47.5M+18% | $42.2M+11% | $44.6M+18% | $46.7M+3% | $45M−5% |
| $72.9M+22% | $36.7M−44% | $15.9M−75% | −$10.6M | $4.1M−94% | −$41K | −$13.2M | −$2.7M−74% | $6.2M+54% | $9.6M | $5.4M | $25.5M | |
| Interest expense | $758K+43% | $3.9M+529% | $5.4M+613% | $5.4M+599% | $10.4M+1266% | $7.8M+101% | $6.9M+28% | $6.4M+18% | $5.7M−45% | $4.9M−37% | $5.1M−25% | $4.4M−31% |
| Pre-tax income | $73.1M+24% | $36.4M−50% | $17.3M−75% | −$16.6M | −$43.1M | −$7.6M | −$18.4M | −$10M−40% | −$2.7M−94% | $494K | −$2.7M−85% | $17.4M |
| $7.4M−12% | $3M−61% | $24.3M+312% | $1M−86% | −$9.5M | −$803K | −$3.7M | $3.2M+205% | −$9.3M−2% | −$7.9M+880% | $13.7M | $1.5M−53% | |
| Net income | $65.6M+30% | $33.3M−48% | −$7.1M | −$17.7M | −$33.7M | −$6.9M | −$14.8M+108% | −$13.2M−25% | $6.5M | $8.3M | −$16.5M+11% | $15.9M |
| $0.34+31% | $0.17−49% | −$0.04 | −$0.09 | −$0.18 | −$0.04 | −$0.08+100% | −$0.07−22% | $0.03 | $0.04 | −$0.09+13% | $0.08 | |
| 195.1M+1% | 194.6M+0% | 193.1M−1% | 193.5M−1% | 189.2M−3% | 184M−5% | 184.2M−5% | 184.6M−5% | 186.3M−2% | 186.2M+1% | 185.3M+1% | 187.8M+2% |
Revenue: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Cost of revenue: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Gross profit: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
R&D: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
SG&A: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Operating income: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Income tax: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Net income: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
EPS, diluted: 8 periods, Q1 FY20 to Q4 FY26: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY20 and Q1 FY21: share-days: the 6-month average less the second quarter's. 4 periods, Q4 FY20 to Q4 FY23: share-days: the 12-month average less the 9-month, weighted by days. 3 periods, Q4 FY24 to Q4 FY26: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Semiconductors nearest Allegro Microsystems' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ALGMAllegro Microsystems | $5.9B | n/m | 41.5× | 6.2× | +24% | 1.5% | |
| CRUSCirrus Logic | $5.6B | 13.7× | 21.2× | 2.7× | +6% | 21.0% | |
| FORMFormfactor | $7.7B | 67.5× | 40.5× | 8.5× | +18% | 12.8% | |
| ENPHEnphase Energy | $4.2B | 31.9× | 74.6× | 3.1× | −10% | 10.1% | |
| KLICKulicke & Soffa Industries | $3.9B | 34.0× | 26.5× | 4.1× | +44% | 12.2% | |
| DIODDiodes | $3.7B | 43.8× | 30.7× | 2.3× | +18% | 5.3% | |
| RMBSRambus | $9.3B | 39.3× | 45.4× | 12.3× | +17% | 31.7% | |
| AMKRAmkor Technology | $9.8B | 17.6× | 14.5× | 1.3× | +18% | 7.4% | |
| ACMRACM Research | $3.5B | 24.0× | 26.0× | 3.4× | +27% | 14.5% | |
| ACLSAxcelis Technologies | $3.3B | 35.8× | 23.1× | 3.8× | −3% | 10.7% | |
| PENGPenguin Solutions | $3.2B | 22.0× | 69.8× | 1.9× | +26% | 10.4% | |
| Peer median | $4B | 32.9× | 28.6× | 3.3× | +18% | 11.4% |
Investors who own it
Investors we follow who held Allegro Microsystems at the end of Jun 30, 2026, from their 13F filings.
- Lee AinslieMaverick Capital0.0% of portfoliotrimmed
More on Allegro Microsystems
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Its groups
About
- Industry
- Semiconductors
- Sector
- Technology
Valuation data, not investment advice. Prices as of .