Silicom (SILC)vsSynopsys Inc (SNPS)
SILC
Silicom
$38.75
+37.75%
TECHNOLOGY · Cap: $157.15M
SNPS
Synopsys Inc
$482.60
+0.29%
TECHNOLOGY · Cap: $92.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 12831% more annual revenue ($8.01B vs $61.93M). SNPS leads profitability with a 13.8% profit margin vs -18.5%. SILC appears more attractively valued with a PEG of 1.41. SNPS earns a higher WallStSmart Score of 47/100 (D+).
SILC
Hold37
out of 100
Grade: F
SNPS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.3%
Fair Value
$33.16
Current Price
$38.75
$5.59 discount
Intrinsic value data unavailable for SNPS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
16.7% revenue growth
Revenue surging 65.5% year-over-year
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
ROE of -9.4% — below average capital efficiency
Earnings declined 79.6%
Negative free cash flow — burning cash
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : SILC
The strongest argument for SILC centers on Price/Book, Revenue Growth. Revenue growth of 16.7% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bull Case : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum.
Bear Case : SILC
The primary concerns for SILC are Market Cap, Return on Equity, EPS Growth.
Bear Case : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 74.3x leaves little room for execution misses.
Key Dynamics to Monitor
SNPS carries more volatility with a beta of 1.15 — expect wider price swings.
SNPS is growing revenue faster at 65.5% — sustainability is the question.
SNPS generates stronger free cash flow (822M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNPS scores higher overall (47/100 vs 37/100) and 65.5% revenue growth. SILC offers better value entry with a 42.3% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Silicom
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.
Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
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