Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
RMBS
BUYRambus Inc. · Technology · United States · $10.4B · Avg Vol: $332M/d
COMPANY DESCRIPTION
Rambus Inc. is a premier chip and intellectual property (IP) company focused on high-performance memory interface solutions, security IP, and specialized silicon IP for the semiconductor industry. Its competitive moat is derived from a robust portfolio of foundational patents, deep expertise in high-speed memory design (e.g., DDR, HBM), and critical IP that is indispensable for advanced computing and data center architectures. Rambus holds a unique niche as an enabler of next-generation electronic systems.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 454.8M | 461.1M | 556.6M | 707.6M | 15.9% | 721.2M | 820.7M | 986.5M | 18.1% |
| EPS | 0.17 | -0.13 | 3.09 | 1.67 | 2.14 | 88.4% | 2.09 | 2.56 | 3.19 | 22.2% |
| Shares | — | 107.6M | 107.9M | 106.8M | 107.8M | +0.2% | 108.1M | — | — | — |
| Debt | — | 44.5M | 30.7M | 30.2M | 25.0M | -17.5% | 23.4M | — | — | — |
| Equity | — | 779.3M | 1.0B | 1.1B | 1.4B | 20.5% | — | — | — | — |
| Op CF | — | 230.4M | 195.8M | 230.6M | 360.0M | 16.0% | 365.8M | — | — | — |
| Inv CF | — | 152.0M | -57.4M | -56.7M | -223.1M | — | — | — | — | — |
| Fin CF | — | -362.9M | -169.6M | -168.0M | -54.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of RMBS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RMBS | Rambus Inc.(you) | $10.4B | 69 | BUY |
| SMTC.MX | Semtech Corporation | $15.2B | 69 | BUY |
| ALGM | Allegro MicroSystems, Inc. | $8.6B | 58 | HOLD |
| LSCC | Lattice Semiconductor Corporation | $17.6B | 65 | HOLD |
| SWKS | Skyworks Solutions, Inc. | $9.1B | 89 | STRONG BUY |
| POWI | Power Integrations, Inc. | $3.5B | 66 | BUY |
| GFS | GLOBALFOUNDRIES Inc. | $29.4B | 64 | HOLD |
| ON.MX | ON Semiconductor Corporation | $35.7B | 68 | BUY |
| SLAB | Silicon Laboratories Inc. | $7.2B | 49 | HOLD |
| DIOD | Diodes Incorporated | $4.0B | 81 | STRONG BUY |
Peer medians: ROE 7.5% · P/E 37.2x · Gross margin 53.1%