Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PI
STRONG SELLImpinj, Inc. · Technology · United States · $3.9B · Avg Vol: $45M/d
COMPANY DESCRIPTION
Impinj, Inc. is a leading provider of RAIN RFID solutions, developing and selling chips, readers, and software to enable item-level intelligence for businesses globally. The company holds a strong market leadership position in the RAIN RFID space, benefiting from extensive intellectual property and a comprehensive platform that integrates hardware and software. Its technology is crucial for inventory management, supply chain optimization, and asset tracking across various industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 257.8M | 307.5M | 366.1M | 361.1M | 11.9% | 361.0M | 373.4M | 461.5M | 13.1% |
| EPS | -0.95 | -1.62 | 1.46 | -0.37 | — | -0.89 | — | — | — |
| Shares | 26.1M | 27.2M | 28.5M | 30.2M | +15.8% | 30.5M | — | — | — |
| Debt | 294.4M | 294.6M | 292.8M | 304.2M | 1.1% | 265.1M | — | — | — |
| Equity | 15.6M | 34.1M | 149.9M | 209.2M | 137.6% | — | — | — | — |
| Op CF | 0.6M | -49.4M | 128.3M | 58.7M | 350.9% | 73.9M | — | — | — |
| Inv CF | -102.8M | 115.8M | -192.6M | -48.0M | — | — | — | — | — |
| Fin CF | -2.1M | 8.7M | 15.7M | -8.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of PI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PI | Impinj, Inc.(you) | $3.9B | 17 | STRONG SELL |
| NVTS | Navitas Semiconductor Corporation | $2.7B | 17 | STRONG SELL |
| MXL | MaxLinear, Inc. | $6.5B | 33 | SELL |
| LASR | nLIGHT, Inc. | $3.9B | 48 | HOLD |
| WOLF | Wolfspeed, Inc. | $1.2B | 26 | SELL |
| SYNA | Synaptics Incorporated | $4.4B | 48 | HOLD |
| VSH | Vishay Intertechnology, Inc. | $5.9B | 43 | HOLD |
| AIP | Arteris, Inc. | $1.4B | 31 | SELL |
| AMBQ | Ambiq Micro, Inc. | $1.7B | 38 | HOLD |
| AOSL | Alpha and Omega Semiconductor Limited | $923M | 27 | SELL |
Peer medians: ROE 7.6% · P/E 37.2x · Gross margin 53.2%