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.

Compare

Total return — BESIY vs SMTC

growth of $100 · dividends reinvested · last 10y
BESIY +1645.9% (+33.1%/yr)SMTC +618.2% (+21.8%/yr)BESIY compounded faster over this window
01k2kStart $10020182020202220242026$1,746$718
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

MetricBESIYSMTC
P/E ratio75.99129.68
Forward P/EN/A56.21
P/S ratio21.4815.51
P/B ratio27.9424.32
EV / EBITDA52.37102.64
FCF yield1.50%1.00%

Profitability

MetricBESIYSMTC
Gross margin62.49%52.04%
Operating margin35.78%12.71%
Net margin28.38%13.11%
ROE36.90%20.56%
ROIC24.31%10.98%

Dividends

MetricBESIYSMTC
Dividend yield0.85%N/A
Payout ratio60.78%N/A

Growth (annualized)

MetricBESIYSMTC
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.

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.