Which has grown faster, SMTC or U?

Over the past five years, U grew revenue faster — SMTC at a 12.54% CAGR versus U at 16.89%.

Is SMTC or U more profitable?

SMTC runs the higher net margin — SMTC at 13.11% versus U at -28.93%.

How have SMTC and U total returns compared?

Over the past 5 years, SMTC delivered 18.84% and U delivered -19.15% annualized total return. Past performance doesn't predict future results.

Semtech Corporation (SMTC) vs Unity Software Inc. (U)

A side-by-side comparison of Semtech Corporation and Unity Software Inc. 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.

SMTC

Semtech Corporation

$18.15B

$194.88TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT

Unity Software Inc.

$19.04B

$43.61TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT

Total return — SMTC vs U

growth of $100 · dividends reinvested · last 6y

SMTC +232.2% (+22.2%/yr)U -36.2% (-7.2%/yr)SMTC compounded faster over this window

Log scale — wide-divergence pair

SMTC U

SMTC vs U: by the numbers

•U is the larger company ($19.04B vs $18.15B market cap).
•SMTC is profitable (13.11% net margin) while U runs a net loss (-28.93%).
•U grew revenue faster over the past five years (16.89% vs 12.54% CAGR).

Metrics side by side

Valuation

Metric	SMTC	U
P/E ratio	129.28	N/A
Forward P/E	56.04	N/A
P/S ratio	15.46	9.39
P/B ratio	24.24	6.27
EV / EBITDA	102.33	N/A
FCF yield	1.00%	2.83%

Profitability

Metric	SMTC	U
Gross margin	52.04%	74.17%
Operating margin	12.71%	-30.37%
Net margin	13.11%	-28.93%
ROE	20.56%	-19.34%
ROIC	10.98%	-10.91%

Growth (annualized)

Metric	SMTC	U
Revenue CAGR (5Y)	12.54%	16.89%
FCF CAGR (5Y)	13.26%	N/A
Total return CAGR (5Y)	18.84%	-19.15%

Frequently asked

Which has grown faster, SMTC or U?: Over the past five years, U grew revenue faster — SMTC at a 12.54% CAGR versus U at 16.89%.
Is SMTC or U more profitable?: SMTC runs the higher net margin — SMTC at 13.11% versus U at -28.93%.
How have SMTC and U total returns compared?: Over the past 5 years, SMTC delivered 18.84% and U delivered -19.15% annualized total return. Past performance doesn't predict future results.

Go deeper

Full SMTC analysis Full U analysis Interactive comparison tool

Dig into the metrics

Semtech P/E ratio Semtech ROE Unity Software ROE Semtech operating margin Unity Software operating margin Semtech revenue growth Unity Software revenue growth Semtech free cash flow Unity Software free cash flow

Semtech & Unity Software appear in these rankings

Fastest Revenue Growth Stocks Highest 10-Year Total Return Stocks

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.