Semtech Corporation
TechnologyNASDAQ:SMTC · NASDAQ Global Select
+$3.83 today
Vol 1.16M · Avg 3.17M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
-7.3%
avg 34.8%
ROIC
11.7%
avg 5.7%
ROA
-2.9%
avg -5.0%
Analysis
ROIC is currently the strongest return metric at 11.7% versus its period average of 5.7%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Hong Q. Hou | President, Chief Executive Officer & Director | $1.59M | — | 61 | $69,228.00 | 0.07% |
Asaf Silberstein | Executive Vice President & Chief Operating Officer | $965,227.00 | — | 56 | $104,165.00 | 0.11% |
Jason Elliot Green | Executive Vice President & Chief Commercial Officer | $952,387.00 | — | 53 | $9,353.00 | 0.01% |
Mark Lin | Executive Vice President & Chief Financial Officer | $893,035.00 | — | 49 | $33,793.00 | 0.04% |
Madhusudhan Rayabhari | Senior Vice President and GM of Analog, Mixed-Signal & Wireless Products Group | $792,220.00 | — | 60 | $67,012.00 | 0.07% |
J. Michael Wilson | Chief Quality Officer & Chief Technology Officer | $782,241.00 | — | 70 | $1,180.00 | <0.01% |
Jeffrey Gutierrez | Senior VP, General Counsel & Secretary | — | — | — | — | — |
Imran Sherazi | Senior Vice President & GM of Signal Integrity Products Group | — | — | 54 | $0.00 | <0.01% |
Mitchell J. Haws | Senior Vice President of Investor Relations | — | — | 62 | — | — |
Ross Gray | Senior Vice President & GM of IoT Systems and Connectivity Product Group | — | — | 55 | $20,074.00 | 0.02% |
Monica Duran Van Berkel | Senior Vice President & Chief Human Resources Officer | — | — | 57 | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
46
$10.95M
Net Sentiment
$10.95M
Net selling
Most Active
Silberstein Asaf
11 transactions
1–10 of 46
Analysis
Insiders reported 0 buys worth $0.00 and 46 sells worth $10.95M over the last 12 months. That adds up to net selling of $10.95M. Silberstein Asaf was the most active insider with 11 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | -35.0% | +31.5% (13yr)4 analysts |
| Revenue | N/A | N/A | -5.4% | +12.3% (13yr)6 analysts |
| Net Income | N/A | N/A | -35.0% | +32.6% (13yr)6 analysts |
| EBIT | N/A | N/A | -23.8% | +22.2% (13yr)6 analysts |
Analysis
Recent growth has been strongest in Revenue at -5.4% over three years. Forward estimates point to Net Income at +32.6% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages SMTC?
Semtech Corporation (SMTC) lists 11 active executives. The top listed executive is Mark Lin, Executive Vice President & Chief Financial Officer.
Are SMTC insiders buying or selling?
Recent insider activity shows net selling of $26.38M.
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