AXTI vs SMTC
AXTI: A materials science leader producing specialty semiconductor wafers and raw materials essential for high-speed data transmission, 5G, and optoelectronic applications. SMTC: Semtech provides essential analog, mixed-signal, and IoT connectivity solutions that bridge the gap between physical infrastructure and the digital intelligence of modern AI-powered data centers and smart networks.
Side-by-side fundamentals
| Metric | AXTI | SMTC | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $60.43 | $117.82 | |
| Market cap as of 2026-08-03 | $4.0B | $11.0B | |
| Net margin as of 2026-08-03 | -14.7% | -3.0% | SMTC higher |
| Gross margin as of 2026-08-03 | +21.3% | +51.6% | SMTC higher |
| Operating margin as of 2026-08-03 | -13.8% | -0.8% | SMTC higher |
| ROE as of 2026-08-03 | -6.2% | -5.9% | SMTC higher |
| ROA as of 2026-08-03 | -3.6% | -2.3% | SMTC higher |
| Debt / equity as of 2026-08-03 | 0.28 | 0.86 | AXTI lower |
| Revenue growth (YoY) as of 2026-08-03 | -0.1% | +14.2% | SMTC higher |
| Revenue CAGR (3y) SEC XBRL | -14.5% | +11.5% | SMTC higher |
| Beta as of 2026-08-03 | 2.31 | 2.65 | |
| 1-year return as of 2026-07-31 close | +2805.3% | +130.6% | AXTI higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.