SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 344.71-1.1%Jan 23 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Donald Wennerstrom who wrote (13348)2/15/2004 10:30:13 AM
From: Kirk ©  Read Replies (1) of 95761
 
Thanks Don.

what is the best company or companies in the table, if any, that are most similar to Agilent? Also, why are they leading the table in terms of the 8 percent gain during the past 4 weeks while they have the highest PEG in the table?

You show a 10% growth rate yet Agilent makes the same sort of testers that TER (15), KLIC (18%) and VECO (18%) make. Give A a 15% growth rate and its PEG would show as 1.67, still high but much better. 18% growth gives it a PEG of 1.56.

IF you look at the semiconductor side, it is much like LLTC (22%) and MXIM (25%). At 22% growth, A would have a PEG of 1.14, lower than both MXIM and LLTC.

IF you compare it to a finished product seller that ALSO makes semiconductors like MOT, then you see A's PEG of 2.46 is lower than MOT's of 2.78 with the same LT growth rate.

Look at Price/Sales and Price/Book


       P/S  P/B  PEG  LT Growth

A      2.90 6.22 2.46  10%
A@22%  2.90 6.22 1.14  22%
MOT    1.51 3.22 2.78  10
TER    1.79 3.78 1.20  15
LLTC  19.47 7.02 1.61  22
MXIM  14.25 7.74 1.36  25
INTC   6.66 5.29 1.37  15
FNSR   4.37 2.93 N/A  (still projected to lose money)

I added FNSR which is one of their competitors in Fiber Optics.

I'd think Agilent should grow faster than Intel and MOT but perhaps not as fast as MXIM or LLTC.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News