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Semiconductors: Who's Growing And Who Isn't

by
December 9, 2014 2:22 pm
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The graphs below were produced by Capital Market Labs.

While the S&P 500 is up 14 percent in the last year and the Nasdaq 100 is up 21 percent, it’s the Semiconductor industry that has been the outperformer, returning 33 percent in the same time period.

If one charts all semiconductor companies in North America above $500 million in market cap, with two-year revenue growth on the x-axis and two-year cash from operations growth on the y-axis, they can see exactly which firms are growing.

And which aren’t.

semi1.jpg

For convenience, the following color scheme is used:

  • Green: Growing revenue and cash from operations.
  • Red: Shrinking revenue and cash from operations.
  • Orange: Shrinking revenue but growing cash from operations.
  • Purple: Growing revenue but shrinking cash from operations.

The next chart displays the same population but excluded Intel Corporation (NASDAQ: INTC) and Texas Instruments Incorporated (NASDAQ: TXN), and charts two-year net income growth on the y-axis and market cap on the x-axis. Green represents the firms with positive earnings growth, while red represents the firms with negative earnings growth.

semi2.jpg

Ophir Gottlieb can be found on Twitter @ophirgottlieb.

Image credit: Jacopo Werther, Flickr


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