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Company Analysis

Rambus, Inc. RMBS

A comprehensive view of key metrics, scores, and financial health for Rambus, Inc.

Overview of Rambus Inc.

RMBS NMS
Technology Semiconductors Large Cap
Rambus Inc. (RMBS), is a Large Cap company, in the Semiconductors industry, last closed at $141.31, about 87.0% overvalued vs fair value, +128.1% 1Y return, placing in the top 25% of its sector.
Metrics Rev Growth 27.1% ROE 18.6% Gross Margin 76.0%
$141.31
-21.26%
As of April 28, 2026
Previous close • Vol 90d: 89.4%
52-Week Range
Market Cap
$15.23B
Enterprise Value
$15.09B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Excellent
Health
Good
Efficiency
Good
Valuation
Fair
Growth
Good
Profitability
Excellent
Health
Good
Efficiency
Good
Valuation
Fair
Completeness: 82%
Confidence: 81%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.rambus.com
HQ San Jose, CA
Employees 791
Fiscal year Dec 31

Next Events

Earnings Apr 27 Estimated

Fair Value Snapshot

Bear Base Bull
$17
$18
$20
Current: $141.31 -87% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$707.6M
27.1%%
Gross Profit
$537.6M
28%%
Operating Income
$260.2M
45.3%%
Net Income
$230.5M
28.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Operating Cash Flow Margin
50.9%
Excellent

OCF / Revenue - cash profitability from operations

Locked Metric
-
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Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
Analysis based on partial data. Some metrics unavailable for complete assessment.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Rambus, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
88
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
79
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 66% Coverage
Trade-Off Triangle Visualization A ternary plot showing RMBS's balance between Growth (32.5%), Profitability (37.0%), and Safety (30.5%). Growth 32% Safety 31% Profitability 37%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

77th percentile vs peers
78
Key Signals
Rev Growth YoY 27.1% 74p Revenue CAGR 3Y 15.9% 82p
Strengths
  • Revenue CAGR 3Y in top 20% of peers (15.9%, 82th percentile)
  • Interest Coverage Ratio in top 20% of peers (206.36, 94th percentile)
  • Operating Margin in top 20% of peers (36.8%, 92th percentile)
  • FCF Margin in top 20% of peers (47.1%, 97th percentile)
Risks

No significant risks identified for this axis.

Profitability

88th percentile vs peers
89
Key Signals
Strengths
Risks
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Safety

73th percentile vs peers
73
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Rambus, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$18.37
- - -
-87.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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