BE Semiconductor Industries (OTCMKTS:BESIY – Get Free Report) and PDF Solutions (NASDAQ:PDFS – Get Free Report) are both technology companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, dividends, earnings, valuation, profitability and analyst recommendations.
Risk & Volatility
BE Semiconductor Industries has a beta of 1.99, indicating that its stock price is 99% more volatile than the S&P 500. Comparatively, PDF Solutions has a beta of 1.66, indicating that its stock price is 66% more volatile than the S&P 500.
Analyst Recommendations
This is a breakdown of recent recommendations and price targets for BE Semiconductor Industries and PDF Solutions, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| BE Semiconductor Industries | 1 | 3 | 4 | 1 | 2.56 |
| PDF Solutions | 0 | 3 | 6 | 0 | 2.67 |
Valuation & Earnings
This table compares BE Semiconductor Industries and PDF Solutions”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| BE Semiconductor Industries | $668.88 million | 21.25 | $148.94 million | $3.05 | 64.27 |
| PDF Solutions | $219.02 million | 9.59 | -$640,000.00 | $0.25 | 210.38 |
BE Semiconductor Industries has higher revenue and earnings than PDF Solutions. BE Semiconductor Industries is trading at a lower price-to-earnings ratio than PDF Solutions, indicating that it is currently the more affordable of the two stocks.
Insider & Institutional Ownership
79.5% of PDF Solutions shares are held by institutional investors. 1.6% of BE Semiconductor Industries shares are held by insiders. Comparatively, 11.1% of PDF Solutions shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
Profitability
This table compares BE Semiconductor Industries and PDF Solutions’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| BE Semiconductor Industries | 28.42% | 46.44% | 18.48% |
| PDF Solutions | 4.27% | 7.21% | 4.83% |
Summary
BE Semiconductor Industries beats PDF Solutions on 9 of the 15 factors compared between the two stocks.
About BE Semiconductor Industries
BE Semiconductor Industries N.V. engages in the development, manufacture, marketing, sale, and service of semiconductor assembly equipment for the semiconductor and electronics industries in China, the United States, Malaysia, Ireland, Korea, Taiwan, Thailand, Other Asia Pacific and Europe, and internationally. It operates through three segments: Die Attach, Packaging, and Plating. The company's principal products include die attach equipment, such as single chip, multi-chip, multi module, flip chip, thermal compression bonding, fan out wafer level packaging, hybrid and embedded bridge die bonding, and die sorting systems; and packaging equipment, including conventional, ultra-thin, and wafer level molding, as well as trim and form, and singulation systems. It also provides plating equipment, such as tin, copper, and precious metal and solar plating systems, as well as related process chemicals; and tooling, conversion kits, spare parts, and other services. The company's principal brand names include Datacon, Esec, Fico, and Meco. It offers its products primarily to multinational chip manufacturers, assembly subcontractors, and electronics and industrial companies. BE Semiconductor Industries N.V. was incorporated in 1995 and is headquartered in Duiven, the Netherlands.
About PDF Solutions
PDF Solutions, Inc. provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, China, Japan, and internationally. The company offers Exensio software products, such as Manufacturing Analytics that store collected data in a common environment with a consistent view for enabling product engineers to identify and analyze production yield, performance, reliability, and other issues; Process Control that provides failure detection and classification capabilities for monitoring, alarming, and controlling manufacturing tool sets; Test Operations that offer data collection and analysis capabilities; and Assembly Operations that provide device manufacturers with the capability to link assembly and packaging data, including fabrication and characterization data over the product life cycle. It also provides Design-For-Inspection (DFI) systems, such as DFI On-Chip Instruments; eProbe Non-Contact E-Beam Tool; and Characterization Vehicle (CV) system, which includes CV Test Chips and pdFasTest Electrical Testers, as well as Exensio characterization software, designed to analyze the measurements collected using the eProbe tool. In addition, the company offers Cimetrix software products that enables equipment manufacturers to provide industry standard interfaces on their products; and software-as-a-service, software related services, and characterization services. It sells its technologies and services through direct sales force, service teams, and strategic alliances to integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, out-sourced semiconductor assembly and test, and system houses. PDF Solutions, Inc. was founded in 1991 and is headquartered in Santa Clara, California.
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