Diodes vs Penguin Solutions
Penguin Solutions is the larger business, with $1.73bn of revenue in fiscal 2026 against $1.48bn for Diodes (1.2 times as much). Penguin Solutions grew faster (26.5% against 13.0%). Penguin Solutions kept more of each dollar of sales as profit: a net margin of 10.4% against 4.5%.
| Latest fiscal year | DiodesDIOD, 2025 | Penguin SolutionsPENG, 2026 |
|---|---|---|
| Revenue | $1.48bn | $1.73bn |
| Revenue growth | 13.0% | 26.5% |
| Net income | $66.1m | $181m |
| Operating margin | 2.4% | — |
| Net margin | 4.5% | 10.4% |
| Return on equity | 3.6% | 39.5% |
| Free cash flow | $137m | −$163m |
| Cash | $367m | $647m |
| Total debt | $55.9m | $789m |
| Debt to equity | 3.0% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $33.8m | $74.4m |
| Employees | 7,989 | 2,800 |
| Market value | $3.86bn | $3.22bn |
| Price vs our value range | Above our value range | — |
| Moat score | 65 (Moderate) | 43 (Weak) |
| Insider trades, 12 months | 0 buys, 29 sales | 0 buys, 38 sales |