Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CML.L
BUYREMOVECML Microsystems plc · Technology · United Kingdom · $79M · Avg Vol: $341K/d
CML Microsystems is a micro-cap semiconductor designer. While it has decent momentum, its tiny scale ($59M market cap) and lack of exposure to advanced packaging or high-growth AI nodes make it unsuitable for our concentrated fund.
COMPANY DESCRIPTION
CML Microsystems plc designs, manufactures, and markets high-performance semiconductors for the global communications and solid-state storage markets. The company occupies a highly specialized niche, providing critical mixed-signal, RF, and microwave integrated circuits for professional wireless and telecom infrastructure. Its competitive moat is secured by proprietary intellectual property, long product lifecycles, and high barriers to entry in mission-critical communication systems.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 23M | 28M | 31M | 31M | 10.5% |
| EPS | 0.10 | 0.41 | 0.17 | -0.00 | 32.1% |
| Shares | 17M | 16M | 17M | 17M | -4.6% |
| Debt | 628,298 | 1M | 1M | 3M | 69.0% |
| Equity | 67M | 68M | 69M | 66M | -0.6% |
| Op CF | 5M | 7M | 7M | 4M | -7.6% |
| Inv CF | 3M | 3M | -15M | -5M | — |
| Fin CF | -12M | -7M | -5M | -4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of CML.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CML.L | CML Microsystems plc(you) | $79M | 76 | BUY |
| ENSI.L | EnSilica plc | $180M | 60 | HOLD |
| TPX.L | TPXimpact Holdings plc | $66M | 78 | BUY |
| TRD.L | Triad Group plc | $66M | 80 | BUY |
| OMG.L | Oxford Metrics plc | $69M | 70 | BUY |
| IGP.L | Intercede Group plc | $95M | 69 | BUY |
| SOLI.L | Solid State plc | $145M | 77 | BUY |
| CLX.L | Calnex Solutions plc | $83M | 64 | HOLD |
| RM.L | RM plc | $140M | 74 | BUY |
| SKL.L | Skillcast Group plc | $54M | 70 | BUY |
Peer medians: ROE 3.9% · P/E 29.6x · Gross margin 56.9%