Penguin Solutions vs Tower Semiconductor
Penguin Solutions and Tower Semiconductor are similar in size: $1.73bn and $1.57bn of revenue in their latest fiscal years. Penguin Solutions grew faster (26.5% against 9.1%). Tower Semiconductor kept more of each dollar of sales as profit: a net margin of 14.1% against 10.4%.
| Latest fiscal year | Penguin SolutionsPENG, 2026 | Tower SemiconductorTSEM, 2025 |
|---|---|---|
| Revenue | $1.73bn | $1.57bn |
| Revenue growth | 26.5% | 9.1% |
| Net income | $181m | $220m |
| Operating margin | — | 12.4% |
| Net margin | 10.4% | 14.1% |
| Return on equity | 39.5% | 7.9% |
| Free cash flow | −$163m | −$48.9m |
| Cash | $647m | $235m |
| Total debt | $789m | $186m |
| Debt to equity | — | 6.4% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $74.4m | — |
| Employees | 2,800 | — |
| Market value | $3.22bn | $18.35bn |
| Price vs our value range | — | Above our value range |
| Moat score | 43 (Weak) | 17 (Weak) |
| Insider trades, 12 months | 0 buys, 38 sales | 0 buys, 38 sales |