LFUS vs SMTC
Littelfuse vs Semtech — AI-powered side-by-side comparison
| Metric | LFUS | SMTC |
|---|
| AI Score |
56
|
53
|
| Price |
$411.84
|
$124.13
|
| P/E Ratio |
-1057.08×
|
-333.04×
|
| ROE |
-3.0%
|
-7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
39.3%
|
51.5%
|
| Debt / Equity |
0.27×
|
0.86×
|
| Dividend Yield |
0.7%
|
0.0%
|
| RSI (14) |
31.2
|
42.3
|
| Beta |
1.485
|
2.345
|
| Expected Upside |
+21.3%
|
+42.8%
|
AI Committee View
Current Innellis committee reasoning for LFUS versus SMTC.
LFUS leads by 3 points.
LFUS scores 56/100 (Buy) versus SMTC at 53/100 (Watch).
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
SMTC Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Value Analyst remains cautious — price-to-book of 13.7x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- News sentiment is positive (+0.20 across 27 articles, 14d) — News
Bear Case
- Price-to-book of 13.7x prices in significant intangible value — Value
- ROE of only -5.9% -- cheap may mean cheap for a reason — Value
- MACD histogram negative -- bearish momentum — Technical