Rambus Inc. (RMBS) has a MoatMap StockRank of 91/100 based on Quality (87/100), Value (21/100), and Momentum (68/100) factor scores. The current signal is STRONG BUY. Rambus is a high-margin IP licensing and chip interface leader perfectly positioned at the center of the HBM (High Bandwidth Memory) and advanced packaging bottleneck. As AI hyperscalers scramble for memory bandwidth, Rambus's industry-standard memory controllers and interface IP represent a high-ROIC, asset-light tollbooth on AI infrastructure buildout.
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.
| Price | $169.35 |
| Market Cap | $16.0B |
| P/E (TTM) | 80.64 |
| P/E (Forward) | 46.40 |
| Price/Book | 13.14 |
| Return on Equity | 18.0% |
| Return on Invested Capital | 20.1% |
| Debt/Equity | 1.68 |
| Gross Margin | 80.4% |
| Operating Margin | 34.3% |
| Revenue Growth | 8.1% |
| Free Cash Flow | $250M |
Rambus Inc. operates in the Semiconductors industry, part of the Technology sector (United States).