Alpha and Omega Semiconductor Limited

Alpha and Omega Semiconductor Limited

AOSLยทNASDAQ

$52.72

+20%
TechnologySemiconductors

Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally. It offers power discrete products, including metal-oxide-semiconductor field-effect transistors (MOSFET), SRFETs, XSFET, electrostatic discharge, protected MOSFETs, high and mid-voltage MOSFETs, and insulated gate bipolar transistors for use in smart phone chargers, battery packs, notebooks, desktop and servers, data centers, base stations, graphics card, game boxes, TVs, AC adapters, power supplies, motor control, power tools, e-vehicles, white goods and industrial motor drives, UPS systems, solar inverters, and industrial welding. The company also provides power ICs that deliver power, as well as control and regulate the power management variables, such as the flow of current and level of voltage. Its power ICs are used in flat panel displays, TVs, Notebooks, graphic cards, servers, DVD/Blu-Ray players, set-top boxes, and networking equipment. In addition, the company offers aMOS5 MOSFET for quick charger, adapter, PC power, server, industrial power, telecom, and datacenter applications; and Transient Voltage Suppressors for laptops, televisions, and other electronic devices. Further, it provides EZBuck regulators; SOA MOSFET for hot swap applications; RigidCSP for battery management; and Type-C power delivery protection switches. The company was incorporated in 2000 and is headquartered in Sunnyvale, California.

At a Glance

Live Snapshot
Market Cap$1.58B
EPS-3.3000
P/E Ratio-15.98
Earnings Date08/05/2026
Alpha and Omega Semiconductor Limited

Alpha and Omega Semiconductor Limited Fair Value Envelope

AOSL ยท NASDAQ

Our analysis suggests that AOSL has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $52.72, this represents a potential HIDDEN relative to our calculated worth for Alpha and Omega Semiconductor Limited.

Intrinsic Value
Current Price: $52.72

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$4.1B
+ Cash & Equivalents$153.1M
Firm Value$4.3B
- Debt$50.9M
Equity Value$4.2B
/ Shares Outstanding30,061,448B
DCF Value$141
UNDERVALUED BY 168%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$39.7M
$53.3M
$71.3M
$95.6M
$128.1M
$171.6M
$229.9M
$308.0M
$412.7M
$552.9M
Maintenance CapEx
-$10.0M
-$13.3M
-$17.9M
-$24.0M
-$32.1M
-$43.0M
-$57.6M
-$77.2M
-$103.4M
-$138.6M
Owner Earnings
$29.8M
$39.9M
$53.5M
$71.6M
$96.0M
$128.6M
$172.3M
$230.8M
$309.2M
$414.3M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$27.6M
$34.2M
$42.4M
$52.7M
$65.3M
$81.0M
$100.5M
$124.7M
$154.7M
$191.9M
Terminal Value represents 78.9% of Enterprise Value