Is Rambus Stock Outperforming Its Rivals?
Rambus stock has dramatically outperformed its peers over the past year. But how does this memory interface specialist, crucial for high-speed memory and interconnects in AI and data centers, truly measure up against rivals scaling in these markets? A closer look reveals stellar profitability and strong revenue growth, yet its high valuation suggests limited upside, even with robust demand for its high-performance memory and interconnect solutions.
- RMBS’s 36.5% operating margin, highest among peers, stems from its high-margin IP licensing for data center and AI solutions.
- RMBS’s 31.0% revenue growth, outpacing many peers, is fueled by DDR5 memory interface chip demand for AI and data centers.
- RMBS gained 99.7% in a year, outperforming peers, and trades at PE 59.2, reflecting strong AI data center and memory IP growth expectations.
Here’s how Rambus stacks up across size, valuation, and profitability versus key peers.
| RMBS | AMAT | TXN | ADI | MTSI | DIOD | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 13.6 | 258.6 | 176.7 | 149.7 | 16.8 | 2.7 |
| Revenue ($ Bil) | 0.7 | 28.4 | 17.3 | 11.0 | 1.0 | 1.4 |
| PE Ratio | 59.2 | 36.9 | 35.0 | 66.0 | -310.8 | 42.7 |
| LTM Revenue Growth | 31.0% | 4.4% | 9.9% | 16.9% | 32.6% | 10.4% |
| LTM Operating Margin | 36.5% | 29.9% | 34.8% | 27.2% | 13.4% | 2.3% |
| LTM FCF Margin | 43.1% | 20.1% | 12.0% | 38.8% | 15.8% | 13.1% |
| 12M Market Return | 99.7% | 70.3% | 2.8% | 40.0% | 52.1% | -6.5% |
For more details on Rambus, read Buy or Sell RMBS Stock. Below we compare RMBS’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| RMBS | 31.0% | – | 20.7% | 1.4% | 38.5% |
| AMAT | 4.4% | 4.4% | 2.5% | 2.8% | |
| TXN | 9.9% | – | -10.7% | -12.5% | 9.2% |
| ADI | 16.9% | 16.9% | -23.4% | 2.4% | |
| MTSI | 32.6% | 32.6% | 12.5% | -4.0% | |
| DIOD | 10.4% | – | -21.1% | -16.9% | 10.8% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| RMBS | 36.5% | – | 32.2% | 19.8% | 17.6% |
| AMAT | 29.9% | 29.9% | 28.9% | 28.9% | |
| TXN | 34.8% | – | 34.1% | 41.8% | 51.9% |
| ADI | 27.2% | 27.2% | 22.0% | 32.4% | |
| MTSI | 13.4% | 13.4% | 10.1% | 16.6% | |
| DIOD | 2.3% | – | 3.9% | 15.1% | 20.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| RMBS | 59.2 | – | 54.9 | 17.1 | -522.1 |
| AMAT | 36.9 | 29.5 | 18.7 | 19.9 | |
| TXN | 35.0 | – | 33.0 | 26.2 | 17.8 |
| ADI | 66.0 | 59.1 | 64.5 | 30.1 | |
| MTSI | -310.8 | -233.8 | 121.6 | 71.9 | |
| DIOD | 42.7 | – | 51.8 | 12.4 | 11.0 |
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