Obermatt

Rambus

NSQ:RMBS · US7509171069
Semiconductors & Semiconductor EquipmentMedium

360

76
EV / EBIT41
Price / Owner Earnings37
Owner Earnings Yield66
Dividend Yield1
Price/Sales20
EV / Gross Profit40
Price/Book46
Return on Capital82
Cash Return on Capital82
Return on Equity74
EBIT Margin96
Gross Profitability81
Cash Conversion55
Accruals27
Owner Earnings Margin94
Sales growth46
Profit Growth64
Long-Term EPS Growth45
Owner Earnings Growth39
Reinvestment82
Price momentum63
Debt load87
Refinancing25
Debt Payback100
Liquidity98
Analyst ratings73
Opinion Changes50
Price Target Upside49
Market mood63
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Rambus generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded1990
Employees788
Websiterambus.com
ISINUS7509171069
Last UpdateApr 2, 2026
Themes
Artificial IntelligenceData Center TechnologyEncryptionDetectors, Sensors and MemsData ProtectionArchitectureLightingSemiconductor

Description

Rambus Inc. (Rambus) is a global semiconductor company providing industry-leading chips and silicon IP for data-intensive computing systems, focusing on data center and artificial intelligence (‘AI’) infrastructure. Rambus is at the forefront of ena…

Analysis

Quality compounder

Rambus Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is expensive. The owner-earnings multiple stands at 64.2×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 22% a year, against analyst forecasts of 19%. The price, in other words, assumes less than the experts do.

Growth is tepid; the safety picture is sturdy. The company scores 14/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
91
2023202420252026

All-time high

91

Jun 2026

All-time low

76

Jan 2024

Average rank

85

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
20
11
13
57
Price/Earnings
39
56
40
69
Price/Book
46
22
12
61
Dividend Yield
1
1
1
1
Value (overall)
25
19
14
63

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →