The only thing as incredible as Dallas Semiconductor's growth over
the past few years is the stock's frozen price range. While companies
like Cypress Semiconductor and National Semiconductor have all
over-reacted to the volatility of the market, Dallas Semiconductor's
stock price has remained strong and stable. The products DS makes
are fairly insensitive to chip pricing pressure.
DS has reported over 16 straight quarter's of revenue increases. Due
to its product mix and market strategy, the company has remained
resistent to the downward spiral of semiconductor stocks. This
stability has made people notice, and if semiconductor stocks are
going to make a come-back, DS should be leading the pack. The
key to the company's strength and future stock price growth is its
balance sheet.
Dallas Semiconductor Compared to the Industry:
Price to Book Ratio:
DS: 2.20
Industry: 4.16
Current Ratio:
DS: 4.92
Industry: 2.36
Total Debt to Equity:
DS: 0%
Industry: 18%
One thing to note is that institutional ownership has increased to 85%
over the past year.
Anyone have any thoughts or news? |
