LFUS vs SITM
Littelfuse vs SiTime — AI-powered side-by-side comparison
| Metric | LFUS | SITM |
|---|
| AI Score |
56
|
61
|
| Price |
$403.60
|
$580.69
|
| P/E Ratio |
-1057.08×
|
1160.06×
|
| ROE |
-3.0%
|
-3.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
39.3%
|
58.7%
|
| Debt / Equity |
0.27×
|
1.29×
|
| Dividend Yield |
0.7%
|
0.0%
|
| RSI (14) |
31.2
|
43.8
|
| Beta |
1.485
|
2.865
|
| Expected Upside |
+21.3%
|
+46.6%
|
AI Committee View
Current Innellis committee reasoning for LFUS versus SITM.
SITM leads by 5 points.
SITM scores 61/100 (Buy) versus LFUS at 56/100 (Buy).
LFUS Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 21.7% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- ROE of only -0.3% -- cheap may mean cheap for a reason — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 21.7% signals elevated volatility — Risk
SITM Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 83.0% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 1471.4 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 83.0% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 1471.4 is expensive by classic value standards — Value
- Price-to-book of 8.0x prices in significant intangible value — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value