Diodes vs Tower Semiconductor
Diodes and Tower Semiconductor are similar in size: $1.48bn and $1.57bn of revenue in their latest fiscal years. Diodes grew faster (13.0% against 9.1%). Tower Semiconductor kept more of each dollar of sales as profit: a net margin of 14.1% against 4.5%. Diodes carries less debt relative to equity (3.0% against 6.4%).
| Latest fiscal year | DiodesDIOD, 2025 | Tower SemiconductorTSEM, 2025 |
|---|---|---|
| Revenue | $1.48bn | $1.57bn |
| Revenue growth | 13.0% | 9.1% |
| Net income | $66.1m | $220m |
| Operating margin | 2.4% | 12.4% |
| Net margin | 4.5% | 14.1% |
| Return on equity | 3.6% | 7.9% |
| Free cash flow | $137m | −$48.9m |
| Cash | $367m | $235m |
| Total debt | $55.9m | $186m |
| Debt to equity | 3.0% | 6.4% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $33.8m | — |
| Employees | 7,989 | — |
| Market value | $3.86bn | $18.35bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 65 (Moderate) | 17 (Weak) |
| Insider trades, 12 months | 0 buys, 29 sales | 0 buys, 38 sales |