BE Semiconductor Industries N.V. (BESIY) vs Semtech Corporation (SMTC)
A side-by-side comparison of BE Semiconductor Industries N.V. and Semtech Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.
BESIY
BE Semiconductor Industries N.V.
$231.00TechnologyDelayed quote: Oct 2, 2026, 3:39 PM EDT
SMTC
Semtech Corporation
$195.48TechnologyDelayed quote: Oct 2, 2026, 3:55 PM EDT
Total return — BESIY vs SMTC
growth of $100 · dividends reinvested · last 10yBESIY +1645.9% (+33.1%/yr)SMTC +618.2% (+21.8%/yr)BESIY compounded faster over this window
BESIY SMTC
BESIY vs SMTC: by the numbers
- •BESIY is the larger company ($18.29B vs $18.21B market cap).
- •BESIY trades at the lower trailing earnings multiple (75.99 vs 129.68 P/E), one valuation lens rather than an overall verdict.
- •BESIY converts more revenue to profit (28.38% vs 13.11% net margin).
- •SMTC grew revenue faster over the past five years (12.54% vs 4.09% CAGR).
- •BESIY pays a dividend (0.85% yield), while SMTC is a former payer with no current dividend run rate.
Metrics side by side
Valuation
| Metric | BESIY | SMTC |
|---|---|---|
| P/E ratio | 75.99 | 129.68 |
| Forward P/E | N/A | 56.21 |
| P/S ratio | 21.48 | 15.51 |
| P/B ratio | 27.94 | 24.32 |
| EV / EBITDA | 52.37 | 102.64 |
| FCF yield | 1.50% | 1.00% |
Profitability
| Metric | BESIY | SMTC |
|---|---|---|
| Gross margin | 62.49% | 52.04% |
| Operating margin | 35.78% | 12.71% |
| Net margin | 28.38% | 13.11% |
| ROE | 36.90% | 20.56% |
| ROIC | 24.31% | 10.98% |
Dividends
| Metric | BESIY | SMTC |
|---|---|---|
| Dividend yield | 0.85% | N/A |
| Payout ratio | 60.78% | N/A |
Growth (annualized)
| Metric | BESIY | SMTC |
|---|---|---|
| Revenue CAGR (5Y) | 4.09% | 12.54% |
| EPS CAGR (5Y) | -3.31% | N/A |
| FCF CAGR (5Y) | 7.06% | 13.26% |
| Total return CAGR (5Y) | 24.27% | 18.84% |
Frequently asked
- Which has the lower trailing P/E, BESIY or SMTC?
- BESIY has the lower trailing P/E: BESIY trades at 75.99 and SMTC at 129.68. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, BESIY or SMTC?
- Over the past five years, SMTC grew revenue faster — BESIY at a 4.09% CAGR versus SMTC at 12.54%.
- Does BESIY or SMTC pay a bigger dividend?
- BESIY pays a dividend (0.85% yield), while SMTC is a former payer with no current dividend run rate.
- Is BESIY or SMTC more profitable?
- BESIY runs the higher net margin — BESIY at 28.38% versus SMTC at 13.11%.
- How have BESIY and SMTC total returns compared?
- Over the past 10 years, BESIY delivered 33.64% and SMTC delivered 21.00% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
BE Semiconductor Industries P/E ratioSemtech P/E ratioBE Semiconductor Industries dividend yieldBE Semiconductor Industries ROESemtech ROEBE Semiconductor Industries operating marginSemtech operating marginBE Semiconductor Industries revenue growthSemtech revenue growthBE Semiconductor Industries free cash flowSemtech free cash flow
BE Semiconductor Industries & Semtech appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.