NasdaqGS:AOSL

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Alpha and Omega Semiconductor

Executive Summary

Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications. More Details


Snowflake Analysis

Solid track record with adequate balance sheet.


Similar Companies

Share Price & News

How has Alpha and Omega Semiconductor's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: AOSL is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 8% a week.

Volatility Over Time: AOSL's weekly volatility (8%) has been stable over the past year.


Market Performance


7 Day Return

5.8%

AOSL

0.1%

US Semiconductor

-0.5%

US Market


1 Year Return

86.7%

AOSL

43.7%

US Semiconductor

18.3%

US Market

Return vs Industry: AOSL exceeded the US Semiconductor industry which returned 46.2% over the past year.

Return vs Market: AOSL exceeded the US Market which returned 19.1% over the past year.


Shareholder returns

AOSLIndustryMarket
7 Day5.8%0.1%-0.5%
30 Day29.8%5.4%3.6%
90 Day62.7%11.4%5.6%
1 Year86.7%86.7%46.4%43.7%21.0%18.3%
3 Year20.6%20.6%79.3%69.9%45.2%35.6%
5 Year128.8%128.8%249.4%216.2%89.8%68.8%

Long-Term Price Volatility Vs. Market

How volatile is Alpha and Omega Semiconductor's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Alpha and Omega Semiconductor undervalued compared to its fair value and its price relative to the market?

274.95x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: Insufficient data to calculate AOSL's fair value to establish if it is undervalued.

Significantly Below Fair Value: Insufficient data to calculate AOSL's fair value to establish if it is undervalued.


Price To Earnings Ratio

PE vs Industry: AOSL is poor value based on its PE Ratio (275x) compared to the US Semiconductor industry average (36.1x).

PE vs Market: AOSL is poor value based on its PE Ratio (275x) compared to the US market (19.2x).


Price to Earnings Growth Ratio

PEG Ratio: AOSL is poor value based on its PEG Ratio (3.7x)


Price to Book Ratio

PB vs Industry: AOSL is good value based on its PB Ratio (1.8x) compared to the US Semiconductor industry average (3.4x).


Next Steps

Future Growth

How is Alpha and Omega Semiconductor forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?

74.9%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: AOSL's forecast earnings growth (74.9% per year) is above the savings rate (2.2%).

Earnings vs Market: AOSL's earnings (74.9% per year) are forecast to grow faster than the US market (21.9% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: AOSL's revenue (8.7% per year) is forecast to grow slower than the US market (10.2% per year).

High Growth Revenue: AOSL's revenue (8.7% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if AOSL's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Alpha and Omega Semiconductor performed over the past 5 years?

6.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: AOSL has high quality earnings.

Growing Profit Margin: AOSL's current net profit margins (0.4%) are higher than last year (0.1%).


Past Earnings Growth Analysis

Earnings Trend: AOSL has become profitable over the past 5 years, growing earnings by 6.2% per year.

Accelerating Growth: AOSL's earnings growth over the past year (328.2%) exceeds its 5-year average (6.2% per year).

Earnings vs Industry: AOSL earnings growth over the past year (328.2%) exceeded the Semiconductor industry 22.8%.


Return on Equity

High ROE: AOSL's Return on Equity (-1.7%) is considered low.


Next Steps

Financial Health

How is Alpha and Omega Semiconductor's financial position?


Financial Position Analysis

Short Term Liabilities: AOSL's short term assets ($331.5M) exceed its short term liabilities ($198.3M).

Long Term Liabilities: AOSL's short term assets ($331.5M) exceed its long term liabilities ($164.3M).


Debt to Equity History and Analysis

Debt Level: AOSL's debt to equity ratio (29.5%) is considered satisfactory.

Reducing Debt: AOSL's debt to equity ratio has increased from 0% to 29.5% over the past 5 years.

Debt Coverage: AOSL's debt is well covered by operating cash flow (55.3%).

Interest Coverage: Insufficient data to determine if AOSL's interest payments on its debt are well covered by EBIT.


Balance Sheet


Next Steps

Dividend

What is Alpha and Omega Semiconductor current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate AOSL's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate AOSL's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if AOSL's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if AOSL's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of AOSL's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

5.0yrs

Average management tenure


CEO

Mike Fushing Chang (75 yo)

20.17yrs

Tenure

US$1,500,351

Compensation

Dr. Mike Fushing Chang, Ph.D. is the Founder of Alpha and Omega Semiconductor Limited. Dr. Chang has been the Chairman and Chief Executive Officer at Alpha and Omega Semiconductor Limited since September 2...


CEO Compensation Analysis

Compensation vs Market: Mike Fushing's total compensation ($USD1.50M) is about average for companies of similar size in the US market ($USD1.82M).

Compensation vs Earnings: Mike Fushing's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Mike Fushing Chang
Co-Founder20.17yrsUS$1.50m16.79%
$ 92.5m
Yueh-Se Ho
Co-Founder14.67yrsUS$601.29k1.09%
$ 6.0m
Yifan Liang
CFO & Corporate Secretary7yrsUS$600.10k0.31%
$ 1.7m
Bing Xue
Senior Vice President of Global Sales3yrsUS$468.26k0.049%
$ 268.5k
Stephen Chang
Executive Vice President of Product Line Management1.08yrsUS$464.13k0.86%
$ 4.7m
Wenjun Li
Senior Vice President of Worldwide Manufacturingno datano datano data

5.0yrs

Average Tenure

56yo

Average Age

Experienced Management: AOSL's management team is seasoned and experienced (5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Mike Fushing Chang
Co-Founder20.17yrsUS$1.50m16.79%
$ 92.5m
Yueh-Se Ho
Co-Founder14.67yrsUS$601.29k1.09%
$ 6.0m
Michael Salameh
Lead Independent Director5.5yrsUS$187.36k0.22%
$ 1.2m
King Owyang
Independent Director7.58yrsUS$155.36k0.14%
$ 769.5k
Lucas S. Chang
Independent Director4yrsUS$182.86k0.094%
$ 518.3k
Michael Pfeiffer
Independent Director6.83yrsUS$157.86k0.14%
$ 769.5k
Claudia Chen
Independent Director1yrUS$142.38k0.022%
$ 123.5k

6.8yrs

Average Tenure

68yo

Average Age

Experienced Board: AOSL's board of directors are considered experienced (6.8 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.8%.


Top Shareholders

Company Information

Alpha and Omega Semiconductor Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Alpha and Omega Semiconductor Limited
  • Ticker: AOSL
  • Exchange: NasdaqGS
  • Founded: 2000
  • Industry: Semiconductors
  • Sector: Semiconductors
  • Market Cap: US$551.038m
  • Shares outstanding: 25.49m
  • Website: https://www.aosmd.com

Number of Employees


Location

  • Alpha and Omega Semiconductor Limited
  • 475 Oakmead Parkway
  • Sunnyvale
  • California
  • 94085
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
AOSLNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDApr 2010
AOYDB (Deutsche Boerse AG)YesCommon StockDEEURApr 2010

Biography

Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications. The company offers power ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/11/22 23:45
End of Day Share Price2020/11/20 00:00
Earnings2020/09/30
Annual Earnings2020/06/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.