2 'Hidden Gem' Semiconductor Plays In 3 Charts
The graphs below were produced by Capital Market Labs.
Let's take a closer look at the Semiconductor Industry, one of the outperformers in the equity market with the SPDR S&P Semiconductor (ETF) (NYSEARCA: XSD) up 33 percent in the last year.
The first visual worth analyzing has one-year net income growth on the y-axis and one-year revenue growth on the x-axis. It sports a population that includes all US semiconductor firms with market caps above $500 million.
Another way to peek deeper into this industry is to examine order backlogs.
The next visual displays earnings from continuing operations margin percentage on the x-axis and order backlog value (in millions) on the y-axis.
For a final visual, let's combine the work above into one final chart.
Above, the x-axis plots one-year revenue growth and the y-axis displays order backlog value. Only firms with growing revenue and net income (over the last year) are included.
There are a few hidden gems, or outliers:
- Freescale Semiconductor Ltd (NYSE: FSL) is up 120 percent in the last two years and 55 percent in the last year.
- Microchip Technology Inc. (NASDAQ: MCHP) is up 39 percent in the last two years and 6 percent in the last year.
The SPDR S&P Semiconductor ETF is up 72 percent in the last two years and 33 percent in the last year.
Ophir Gottlieb can be found on Twitter @ophirgottlieb.
Image credit: Public Domain
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