Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. It operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, …
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Semtech Corporation ranks #38 of 66
scored companies in Semiconductors by moat score — the top 58%.
The widest moat in the group is NVE Corporation (NVEC)
at 86/100.
Moat scores for companies ranked near SMTC in Semiconductors
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 48
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 73
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 19
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 34
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 51
· 15% of the moat score
Scale matters only when it converts into economics.
Semtech Corporation (SMTC) scores 42 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #38 of 66 scored companies in Semiconductors, the top 58%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 65 companies in Semiconductors. Its strongest defense is Customer Stickiness (73/100) and its weakest is Capital Efficiency (19/100).
How does Semtech Corporation compare with other Semiconductors companies?
Semtech Corporation ranks #38 of 66 scored companies in Semiconductors by moat score. The widest moat in Semiconductors is NVE Corporation (NVEC) at 86/100. The companies ranked closest are Everspin Technologies, Inc. (MRAM) at 42 just above it and Vishay Intertechnology, Inc. (VSH) at 41 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 65 companies in Semiconductors. The defenses are then weighted to produce the overall score out of 100.
Why is Semtech Corporation scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Semtech Corporation?
The Corporate Default template measures 6 defenses, and SMTC scores: Pricing Power (34), Cost Advantage (48), Customer Stickiness (73), Capital Efficiency (19), Resilience (34), Scale & Market Position (51). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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