CGNX vs SMTC
CGNX: Cognex provides advanced AI-enabled machine vision systems that automate critical inspection, identification, and guidance tasks for global manufacturing and logistics companies. 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 | CGNX | SMTC | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $62.54 | $136.93 | |
| Market cap as of 2026-07-23 | $10.5B | $12.7B | |
| P/E as of 2026-07-23 | 73.54 | n/a | |
| PEG as of 2026-07-23 | 3.16 | n/a | |
| Net margin as of 2026-07-23 | +13.6% | -3.0% | CGNX higher |
| Gross margin as of 2026-07-23 | +68.0% | +51.6% | CGNX higher |
| Operating margin as of 2026-07-23 | +18.6% | -0.8% | CGNX higher |
| ROE as of 2026-07-23 | +7.7% | -5.9% | CGNX higher |
| ROA as of 2026-07-23 | +5.8% | -2.3% | CGNX higher |
| Debt / equity as of 2026-07-23 | 0.00 | 0.86 | CGNX lower |
| Revenue growth (YoY) as of 2026-07-23 | +13.8% | +14.2% | SMTC higher |
| Revenue CAGR (3y) SEC XBRL | -0.4% | +11.5% | SMTC higher |
| Dividend yield as of 2026-07-23 | +0.5% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-07-23 | 1.50 | 2.35 | |
| 1-year return as of 2026-07-22 close | +86.6% | +166.0% | SMTC higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.