Okta, Inc. (OKTA) vs Tower Semiconductor Ltd. (TSEM)

OKTA leads on 9 of 15 compared metrics.

A side-by-side comparison of Okta, Inc. and Tower Semiconductor Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 2, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — OKTA vs TSEM

growth of $100 · last 9y
OKTA +507.8%TSEM +938.8%TSEM compounded faster
05001kStart $1002019202120232025$608$1,039
OKTA TSEM

OKTA vs TSEM: by the numbers

  • TSEM is the larger company ($24.48B vs $23.49B market cap).
  • OKTA trades at the lower earnings multiple (101.78 vs 114.17 P/E).
  • TSEM converts more revenue to profit (15.13% vs 8.24% net margin).
  • OKTA grew revenue faster over the past five years (27.10% vs 4.32% CAGR).

Which is better, OKTA or TSEM?

Metric tally: OKTA 9 · TSEM 6

It depends on what you're optimizing for:

ValueOKTA(lower P/E)
GrowthOKTA(faster 5Y revenue CAGR)
QualityTSEM(higher ROIC)

Metrics side by side

Valuation

MetricOKTATSEM
P/E ratio101.78114.17
Forward P/E32.9973.45
P/S ratio8.3317.31
P/B ratio3.629.44
PEG ratio0.0911.15
EV / EBITDA94.2952.17
FCF yield3.61%1.16%

Profitability

MetricOKTATSEM
Gross margin77.44%24.77%
Operating margin5.67%13.93%
Net margin8.24%15.13%
ROE3.58%8.25%
ROIC1.88%5.73%

Growth (annualized)

MetricOKTATSEM
Revenue CAGR (5Y)27.10%4.32%
EPS CAGR (5Y)20.67%
FCF CAGR (5Y)46.51%44.05%
Total return CAGR (5Y)-10.04%51.26%

Frequently asked

Which is better, OKTA or TSEM?
It depends on your goal. value: OKTA (lower P/E); growth: OKTA (faster 5Y revenue CAGR); quality: TSEM (higher ROIC). Across all compared metrics, OKTA leads 9 to 6.
Is OKTA or TSEM cheaper?
On trailing earnings, OKTA is cheaper: OKTA trades at a 101.78 P/E and TSEM at 114.17.
Which has grown faster, OKTA or TSEM?
Over the past five years, OKTA grew revenue faster — OKTA at a 27.10% CAGR versus TSEM at 4.32%.
Is OKTA or TSEM more profitable?
TSEM runs the higher net margin — OKTA at 8.24% versus TSEM at 15.13%.
Which has been the better investment, OKTA or TSEM?
Over the past 5-year, TSEM delivered the higher annualized total return — OKTA at -10.04% versus TSEM at 34.11%. 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 July 2, 2026.