Contrasting BE Semiconductor Industries (OTCMKTS:BESIY) & Impinj (NASDAQ:PI)

Impinj (NASDAQ:PI) and BE Semiconductor Industries (OTCMKTS:BESIY) are both technology companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, analyst recommendations, valuation, earnings and risk.

Risk and Volatility

Impinj has a beta of 1.94, indicating that its share price is 94% more volatile than the S&P 500. Comparatively, BE Semiconductor Industries has a beta of 1.99, indicating that its share price is 99% more volatile than the S&P 500.

Profitability

This table compares Impinj and BE Semiconductor Industries’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Impinj	-2.45%	6.65%	2.95%
BE Semiconductor Industries	32.83%	60.45%	25.18%

Analyst Ratings

This is a breakdown of current recommendations and price targets for Impinj and BE Semiconductor Industries, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Impinj	1	3	7	0	2.55
BE Semiconductor Industries	1	3	4	1	2.56

Impinj currently has a consensus target price of $194.40, suggesting a potential upside of 8.20%. Given Impinj’s higher probable upside, analysts plainly believe Impinj is more favorable than BE Semiconductor Industries.

Valuation and Earnings

This table compares Impinj and BE Semiconductor Industries”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Impinj	$361.08 million	15.35	-$10.85 million	($0.33)	-544.42
BE Semiconductor Industries	$668.88 million	18.59	$148.94 million	$4.20	40.83

BE Semiconductor Industries has higher revenue and earnings than Impinj. Impinj is trading at a lower price-to-earnings ratio than BE Semiconductor Industries, indicating that it is currently the more affordable of the two stocks.

Summary

BE Semiconductor Industries beats Impinj on 11 of the 13 factors compared between the two stocks.

About Impinj

Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company’s platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that consists of reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enable its partners to solve enterprise business problems, such as retail self-checkout and loss prevention. The company primarily serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, value-added resellers, independent software vendors, and other solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.

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.