MetaCap

Allegro MicroSystems (ALGM) vs Rambus (RMBS)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Allegro MicroSystems (ALGM) has outperformed Rambus (RMBS) over the past year, gaining 34.7% versus a gain of 15.1%. Over five years, RMBS leads with a +402.2% price change compared with +18.1% for ALGM. Rambus is the larger company by market cap ($11.91 billion vs $6.74 billion), about 1.8 times the size.

On valuation, Allegro MicroSystems trades at a lower forward P/E (24.5x vs 29.5x for Rambus). Rambus converts more of its revenue into profit, with a net margin of 32.6% versus -1.7%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ALGM+34.65%RMBS+15.12%
+162%+68%-26%
Oct 7, 20251 yearOct 7, 2026
ALGM+22.25%RMBS+400.13%
+643%+285%-73%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ALGM versus RMBS key metrics
MetricALGMRMBS
Share price$36.18$109.83
Market cap$6.74B$11.91B
1-day change-2.30%-1.48%
YTD return+40.37%+21.32%
1-year return+34.65%+15.12%
5-year return+18.12%+402.16%
P/E ratio (TTM)603.0050.38
Forward P/E24.4629.51
EPS (TTM)$0.06$2.18
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$890.10M$707.63M
Revenue growth (YoY)+22.77%+27.13%
Net income (latest FY)$-14.90M$230.46M
Gross margin46.28%79.59%
Operating margin2.08%36.77%
Net margin-1.67%32.57%
52-week high$71.77$174.10
52-week low$22.41$77.89
Distance from 52-week high-49.59%-36.92%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+50.41%+28.90%
Average volume2.37M2.43M
Shares outstanding186.40M108.46M
Employees4,250791
SectorTechnologyTechnology
IndustrySemiconductorsSemiconductors

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • ALGM has outperformed RMBS by 19.5 percentage points over the past year.
  • Allegro MicroSystems trades at a higher earnings multiple (603.0x vs 50.4x trailing P/E).
  • Rambus is more profitable, keeping 32.6 cents of every revenue dollar as net income versus -1.7 cents for Allegro MicroSystems.

About Allegro MicroSystems

ALGM stock →

Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems. Its products include magnetic sensor ICs, such as position, speed, and electric current sensor ICs; and power ICs comprising motor driver ICs, such as regulator, power management ICs, and LED driver ICs, and isolated gate drivers.

Technology · Semiconductors · 4,250 employees

About Rambus

RMBS stock →

Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

Technology · Semiconductors · 791 employees

ALGM vs RMBS FAQ

Which is bigger, Allegro MicroSystems or Rambus?

Rambus (RMBS) is larger, with a market capitalization of $11.91B compared with $6.74B for Allegro MicroSystems (ALGM).

Which stock has performed better over the past year, ALGM or RMBS?

ALGM returned +34.65% over the past 12 months, compared with +15.12% for RMBS (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, ALGM or RMBS?

RMBS has the lower trailing P/E at 50.4, versus 603.0 for ALGM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Are Allegro MicroSystems and Rambus in the same industry?

Yes. Both are classified in the Semiconductors industry within the Technology sector.

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