Head to Head Analysis: SemiLEDS (NASDAQ:LEDS) and ASMPT (OTCMKTS:ASMVF)

ASMPT (OTCMKTS:ASMVF) and SemiLEDS (NASDAQ:LEDS) are both technology companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, profitability, earnings and valuation.

Analyst Recommendations

This is a breakdown of recent ratings and price targets for ASMPT and SemiLEDS, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ASMPT	0	0	0	0	0.00
SemiLEDS	1	0	0	0	1.00

Profitability

This table compares ASMPT and SemiLEDS’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
ASMPT	N/A	N/A	N/A
SemiLEDS	-3.92%	-43.09%	-6.39%

Insider and Institutional Ownership

25.1% of ASMPT shares are held by institutional investors. Comparatively, 76.3% of SemiLEDS shares are held by institutional investors. 58.5% of SemiLEDS shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares ASMPT and SemiLEDS”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ASMPT	N/A	N/A	N/A	$2.23	8.57
SemiLEDS	$43.01 million	0.38	-$1.13 million	($0.13)	-15.15

ASMPT has higher earnings, but lower revenue than SemiLEDS. SemiLEDS is trading at a lower price-to-earnings ratio than ASMPT, indicating that it is currently the more affordable of the two stocks.

Summary

ASMPT beats SemiLEDS on 5 of the 9 factors compared between the two stocks.

About ASMPT

ASMPT Limited, an investment holding company, engages in the research, design, development, manufacture, and marketing of machine and tools used in the semiconductor and electronics assembly industries. It operates in two segments, Semiconductor Solutions and Surface Mount Technology Solutions. The Semiconductor Solutions segment offers wire and die bonders, encapsulation solutions, test handlers, clip bonders, CIS equipment, TCB and flip chip bonders, mold under fill, panel molding, silver sintering, and laser grooving and dicing. This segment also provides metrology, automated optical inspection, singulation, trim and form, inspection, and test and packing solutions. The Surface Mount Technology Solutions segment offers assembly line solutions; DEK printing systems; SIPLACE placement systems; and ASM smart factory tools and services. It also offers agency, logistics, marketing, and property investment services; develops, produces, markets, and sells execution systems software solutions; and trades in semiconductor and surface mount technology equipment. The company operates in Singapore, China, Germany, Austria, Hungary, Romania, France, the Czech Republic, Poland, the Netherland, the United States, Mexico, Canada, Malaysia, Taiwan, Korea, Thailand, Japan, India, Vietnam, the Philippines, and internationally. ASMPT Limited was formerly known as ASM Pacific Technology Limited and changed its name to ASMPT Limited in June 2022. The company was incorporated in 1975 and is headquartered in Singapore.

About SemiLEDS

SemiLEDs Corporation develops, manufactures, and sells light emitting diode (LED) chips, LED components, and LED modules and systems in the United States, Taiwan, the Netherlands, Germany, Japan, and internationally. The company also sells enhanced vertical, LED product series in blue, white, green, and UV; LED chips to packagers or distributors; and lighting products primarily to original design manufacturers of lighting products and the end-users of lighting devices, as well as packs and sells its LED chips. Its products are used for general lighting applications, including commercial, industrial, and residential lighting; and specialty industrial applications, such as ultraviolet or UV, curing of polymers, LED light therapy in medical/cosmetic applications, counterfeit detection, germicidal and viricidal devices LED lighting for horticulture applications, architectural lighting, and entertainment lighting. The company was incorporated in 2005 and is based in Chu-Nan, Taiwan.