SiTime (SITM) vs Semtech (SMTC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Semtech (SMTC) has outperformed SiTime (SITM) over the past year, gaining 165.8% versus a gain of 106.2%. Over five years, SITM leads with a +190.0% price change compared with +143.3% for SMTC. SiTime is the larger company by market cap ($18.14 billion vs $17.42 billion), about 1.0 times the size.
On valuation, Semtech trades at a lower forward P/E (31.9x vs 40.6x for SiTime). Semtech converts more of its revenue into profit, with a net margin of -3.8% versus -13.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | SITM | SMTC |
|---|---|---|
| Share price | $605.52 | $186.70 |
| Market cap | $18.14B | $17.42B |
| 1-day change | -6.13% | -0.42% |
| YTD return | +82.64% | +154.43% |
| 1-year return | +106.23% | +165.79% |
| 5-year return | +189.97% | +143.30% |
| P/E ratio (TTM) | — | 123.64 |
| Forward P/E | 40.58 | 31.88 |
| EPS (TTM) | $0.56 | $1.51 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $326.66M | $1.05B |
| Revenue growth (YoY) | +61.16% | +15.47% |
| Net income (latest FY) | $-42.90M | $-40.38M |
| Gross margin | 53.57% | 51.63% |
| Operating margin | -20.50% | 3.10% |
| Net margin | -13.13% | -3.85% |
| 52-week high | $901.81 | $201.99 |
| 52-week low | $243.68 | $60.28 |
| Distance from 52-week high | -32.86% | -7.57% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | +40.29% | +13.80% |
| Average volume | 435.61K | 2.94M |
| Shares outstanding | 29.96M | 93.33M |
| Employees | 441 | 1,920 |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
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
- SMTC has outperformed SITM by 59.6 percentage points over the past year.
- Semtech is more profitable, keeping -3.8 cents of every revenue dollar as net income versus -13.1 cents for SiTime.
- SiTime grew revenue faster in its latest fiscal year (+61.16% vs +15.47%).
About SiTime
SITM stock →SiTime Corporation engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally. It offers various types of oscillators, as well as clock integrated circuits, resonators, and synchronization software for use in artificial intelligence systems, data center, communications, enterprise, automotive, industrial, aerospace, defense, mobile, Internet of Things, and consumer markets.
Technology · Semiconductors · 441 employees
About Semtech
SMTC stock →Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity.
Technology · Semiconductors · 1,920 employees
SITM vs SMTC FAQ
Which is bigger, SiTime or Semtech?
SiTime (SITM) is larger, with a market capitalization of $18.14B compared with $17.42B for Semtech (SMTC).
Which stock has performed better over the past year, SITM or SMTC?
SMTC returned +165.79% over the past 12 months, compared with +106.23% for SITM (price return, excluding dividends). Past performance does not predict future results.
Are SiTime and Semtech in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.