Alpha and Omega Semiconductor Limited (AOSL) has a MoatMap StockRank of 44/100 based on Quality (35/100), Value (34/100), and Momentum (62/100) factor scores. The current signal is HOLD. Alpha and Omega Semiconductor, a designer and manufacturer of power semiconductors, is a second-order beneficiary of the structural shift towards resilient supply chains and energy security. Increased investment in automation, reshoring, and energy efficiency creates sustained demand for critical power components, a macro tailwind the market may be underpricing. However, semiconductor manufacturing can be capital-intensive, and its 'Q' score of 36 raises questions about meeting Terry Smith's stringent 'quality compounder' criteria without deeper diligence.
Alpha and Omega Semiconductor Limited designs, develops, and supplies a broad range of power semiconductors, including power MOSFETs, power ICs, and TVS diodes. It offers a vertically integrated approach, from wafer fabrication to packaging, providing cost efficiency and control over product quality. The company specializes in high-performance power management solutions for consumer electronics, computing, communications, and industrial applications, serving a global client base.
| Price | $41.10 |
| Market Cap | $1.3B |
| P/E (Forward) | -95.36 |
| Price/Book | 1.44 |
| Return on Equity | -12.6% |
| Return on Invested Capital | -2.9% |
| Debt/Equity | 3.64 |
| Gross Margin | 22.4% |
| Operating Margin | -8.6% |
| Revenue Growth | -0.5% |
| Free Cash Flow | $-37M |
Alpha and Omega Semiconductor Limited operates in the Semiconductors industry, part of the Technology sector (United States).