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Technology Stocks : Semi Equipment Analysis
SOXX 306.55+0.4%Oct 31 5:00 PM EST
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To: Return to Sender who wrote (95314)10/30/2025 12:03:04 PM
From: Elroy1 Recommendation

Recommended By
Return to Sender

   of 95335
 
I was comparing ALGM and SIMO today.

ALGN just did $215m with 50% gross margins, 14% operating margins, and guided next quarter to be flattish.

Tonight when SIMO reports they will probably do $240m with 50% gross and 16% operating margins, guide next quarter to be up somewhat

ALGM has $120m cash and $230m long term debt.
SIMO has $250m cash and no debt.

So....they look fairly similar, with SIMO's model looking a bit better than ALGM

ALGM market cap = $5.6 billion.

SIMO market cap = $3.4 billion

It's just not fair.....
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