Tower Semiconductor (TSEM) versus Rogers (ROG) Critical Contrast
Tower Semiconductor (NASDAQ: TSEM) and Rogers (NYSE:ROG) are both mid-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, dividends, analyst recommendations, risk, institutional ownership, profitability and earnings.
Institutional and Insider Ownership
44.0% of Tower Semiconductor shares are held by institutional investors. Comparatively, 93.2% of Rogers shares are held by institutional investors. 1.0% of Tower Semiconductor shares are held by insiders. Comparatively, 1.5% of Rogers shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
This is a breakdown of recent ratings for Tower Semiconductor and Rogers, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Tower Semiconductor currently has a consensus target price of $43.75, indicating a potential upside of 28.19%. Rogers has a consensus target price of $161.67, indicating a potential upside of 1.29%. Given Tower Semiconductor’s stronger consensus rating and higher possible upside, equities research analysts clearly believe Tower Semiconductor is more favorable than Rogers.
This table compares Tower Semiconductor and Rogers’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Volatility and Risk
Tower Semiconductor has a beta of 0.97, meaning that its stock price is 3% less volatile than the S&P 500. Comparatively, Rogers has a beta of 1.16, meaning that its stock price is 16% more volatile than the S&P 500.
Earnings and Valuation
This table compares Tower Semiconductor and Rogers’ gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Tower Semiconductor||$1.25 billion||2.68||$203.92 million||$1.82||18.75|
|Rogers||$656.31 million||4.44||$48.28 million||$4.62||34.55|
Tower Semiconductor has higher revenue and earnings than Rogers. Tower Semiconductor is trading at a lower price-to-earnings ratio than Rogers, indicating that it is currently the more affordable of the two stocks.
Tower Semiconductor beats Rogers on 8 of the 15 factors compared between the two stocks.
About Tower Semiconductor
Tower Semiconductor Ltd. operates as an independent semiconductor foundry focused primarily on specialty process technologies. The Company focuses on producing integrated circuits (ICs) based on the design specifications of its customers. The Company manufactures semiconductors for its customers primarily based on third-party designs. It offers process manufacture geometries of 0.35, 0.50, 0.55, 0.60, 0.80-micron and above on 150 millimeter wafers, 0.35, 0.18. 0.16, 0.13 and 0.11-micron on 200 millimeter wafers, and 65 nanometer and 45 nanometer on 300 millimeter wafers. It also provides design support and technical services. The Company’s ICs are incorporated into a range of products in markets, including consumer electronics, personal computers, communications, automotive, industrial and medical device products. The Company has manufacturing facilities in the United States, Israel and Japan.
Rogers Corporation manufactures and sells engineered materials and components for mission critical applications. The Company’s segments are Advanced Connectivity Solutions (ACS), Elastomeric Material Solutions (EMS), Power Electronics Solutions (PES) and Other. The ACS segment manufactures and sells circuit materials and solutions for applications in wireless communications infrastructure, automotive, connected devices, consumer electronics and aerospace/defense. The EMS segment manufactures and sells elastomeric material solutions for critical cushioning, sealing, impact protection and vibration management applications, including general industrial, portable electronics, consumer goods, automotive, construction and printing applications. The PES segment manufactures and sells ceramic substrate materials for power module applications, laminated bus bars for power inverter and interconnect applications, and micro-channel coolers. Its other business consists of elastomeric components.
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