SuperworthRambus RMBS
- Market cap
- $9.3B
- PE
- 39.3×
- 10y median 45.4×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 12.3×
- EV/EBIT
- 31.2×
- Revenue, 12 months
- $756.3M
- +17% on a year ago
- Net margin
- 31.7%
- Free cash flow yield
- 3.2%
Rambus trades at 39.3× trailing earnings, near its ten-year median. Revenue was $756.3M over the last twelve months, up 17% on a year earlier with a 32% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $105.3M−6% | $122.2M−0% | $117.9M+4% | $132.1M+10% | $145.5M+38% | $161.1M+32% | $166.7M+41% | $172.2M+30% | $178.5M+23% | $190.2M+18% | $180.2M+8% | $207.4M+20% | |
| Cost of revenue | $24M−11% | $24.1M−28% | $23.7M−25% | $26.8M+14% | $28.1M+17% | $31.5M+31% | $32.8M+39% | $34.8M+30% | $36.6M+30% | $40.2M+28% | $36.5M+11% | $42M+21% |
| Gross profit | $81.3M−5% | $98.1M+10% | $94.2M+15% | $105.3M+9% | $117.4M+45% | $129.6M+32% | $133.8M+42% | $137.4M+31% | $141.9M+21% | $150M+16% | $143.7M+7% | $165.4M+20% |
| R&D | $37.4M−5% | $36M−10% | $37.4M−11% | $40.5M−3% | $41.3M+11% | $43.7M+21% | $42.6M+14% | $46.3M+14% | $49.5M+20% | $49.2M+13% | $50.2M+18% | $51.1M+10% |
| SG&A | $25.3M−3% | $25.7M−6% | $25.8M−17% | $24.4M−7% | $25.9M+2% | $28M+9% | $28.1M+9% | $28.1M+15% | $29.2M+13% | $30M+7% | $31.7M+13% | $38.3M+36% |
| $104.9M+520% | $35.1M+118% | $30.1M+1452% | $40.3M+245% | $54.7M−48% | $57.9M+65% | $63.1M+110% | $63M+56% | $63.3M+16% | $70.8M+22% | $61.8M−2% | $72.7M+16% | |
| Interest expense | $356K−19% | $377K−22% | $366K−4% | $371K−1% | $327K−8% | $352K−7% | $377K+3% | $382K+3% | $294K−10% | $320K−9% | $279K−26% | $302K−21% |
| Pre-tax income | $107.2M+3017% | $62.9M+281% | $34.4M+887% | $44.4M+227% | $59M−45% | $62.3M−1% | $67.6M+97% | $67.8M+53% | $69.3M+17% | $77.2M+24% | $68.6M+2% | $79.5M+17% |
| $4M+61% | $4.3M+705% | $1.5M+623% | $8.3M | $10.4M+157% | $103K−98% | $7.3M+403% | $9.9M+19% | $20.9M+102% | $13.4M+12877% | $8.8M+20% | $11.9M+20% | |
| Net income | $103.2M+10890% | $58.5M+267% | $32.9M+903% | $36.1M−79% | $48.7M−53% | $62.2M+6% | $60.3M+83% | $57.9M+61% | $48.4M−1% | $63.8M+3% | $59.9M−1% | $67.6M+17% |
| $0.93+9200% | $0.53+253% | $0.30+900% | $0.33−78% | $0.45−52% | $0.57+8% | $0.56+87% | $0.53+61% | $0.44−2% | $0.58+2% | $0.55−2% | $0.61+15% | |
| 110.8M−1% | 110M+2% | 110M−1% | 109M−2% | 108.5M−2% | 108.2M−2% | 108.6M−1% | 108.5M−1% | 109.3M+1% | 110M+2% | 109.7M+1% | 110M+1% |
Gross profit: 41 periods, Q2 FY09 to Q2 FY19: not printed by the filing, worked out from its own lines.
Net income: 11 periods, Q3 FY11 to Q1 FY14: not printed by the filing, worked out from its own lines.
EPS, diluted: 7 periods, Q4 FY09 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q4 FY09: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 5 periods, Q4 FY21 to Q4 FY25: 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 Rambus' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| RMBSRambus | $9.3B | 39.3× | 45.4× | n/m | 12.3× | +17% | 31.7% |
| AMKRAmkor Technology | $9.8B | 17.6× | 14.5× | n/m | 1.3× | +18% | 7.4% |
| FORMFormfactor | $7.7B | 67.5× | 40.5× | n/m | 8.5× | +18% | 12.8% |
| NXTNextpower | $12B | 20.4× | 18.3× | n/m | 3.3× | +17% | 16.4% |
| SMTCSemtech | $12.3B | 87.4× | 59.1× | n/m | 10.5× | +18% | 13.1% |
| SWKSSkyworks Solutions | $12.6B | 43.2× | 19.8× | n/m | 3.1× | +0% | 7.2% |
| LSCCLattice Semiconductor | $13.7B | 370× | 86.4× | n/m | 21.0× | +33% | 5.6% |
| CRUSCirrus Logic | $5.6B | 13.7× | 21.2× | n/m | 2.7× | +6% | 21.0% |
| MTSIMACOM Technology Solutions | $18B | 75.5× | 83.2× | 28.6× | 15.5× | +28% | 20.7% |
| ENTGEntegris | $20.6B | 67.6× | 42.9× | 30.0× | 6.2× | +3% | 9.2% |
| ENPHEnphase Energy | $4.2B | 31.9× | 74.6× | n/m | 3.1× | −10% | 10.1% |
| Peer median | $12.1B | 55.4× | 41.7× | 29.3× | 4.7× | +17% | 11.4% |
Investors who own it
Investors we follow who held Rambus at the end of Jun 30, 2026, from their 13F filings.
- Stanley DruckenmillerDuquesne Family Office0.5% of portfolionew
- Lee AinslieMaverick Capital0.0% of portfoliotrimmed
More on Rambus
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
Where it ranks
- #8of 75Semiconductor stocks with the highest profit margins
- #10of 31Semiconductor stocks cheapest against their own PE history
Its groups
About
- Industry
- Semiconductors
- Sector
- Technology
Valuation data, not investment advice. Prices as of .