Loading…

SiTime CorporationSITMCompetitor analysis, valuation and peers

United States · USD·Information Technology›Semiconductors

Makes MEMS-based precision timing chips (oscillators/clocks) that replace traditional quartz crystals in electronics.

Momentum laggard 13
Mkt cap
$12.5B
US dollars, full cap
Free float
75%
of shares outstanding
$/day
$366M
20-day average traded
Fwd P/E
23.1×
forward earnings
ROIC−WACC
-17.9 pp
WACC 18.0%
Hurdle
n/a
no reverse DCF
Next earnings
89 days
3 Feb 2027
Close · USD$416.92
1D+17.4%
1W-6.7%
1M-35.4%
3M-23.2%
6M-30.1%
YTD+18.0%
1Y+43.9%
ATR %10.4%
Beta2.75
52w lowhigh53.8% off high

What SiTime does

Makes MEMS-based precision timing chips (oscillators/clocks) that replace traditional quartz crystals in electronics.

Designs timing chips (small devices that keep electronic circuits in step) but has them made by outside foundries, and is paid per chip, with a design win in a customer's product locking in orders for that product's life.

Products and services

  • MEMS oscillators
  • Precision clock/timing ICs

Customers

  • Data-center/networking, automotive, industrial and

Where it sits in the supply chain

  • Semiconductors
  • Timing/frequency control
  • MEMS-based timing chips

What could go right

  • MEMS timing share gains from legacy quartz
  • AI data-center/networking timing demand

What could go wrong

  • Design-win concentration in data-center/networking
  • Semiconductor cyclicality

Moat: narrow (IP / patents, process know-how). MEMS timing IP offers better reliability/programmability than quartz, but quartz incumbents remain dominant by volume.

Headquarters: Santa Clara, California, United States · Founded: 2007 · Employees: 441

Named competitors

SiTime at a glance

Size SiTime (SITM) is a United States Information Technology company (Semiconductors) with a market value of $12.5B, the 678th largest of 3,117 United States companies the cockpit tracks. Shares closed at $416.92 on 6 Nov 2026.

Performance Over six months the shares fell 30.1%, against -15.3% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 20 in its peer set.

Growth Revenue grew 83.0% over the last twelve months (peer median +30.6%); the operating margin is 0.2% (peer median 13.2%).

Valuation It trades at 23.1× forward earnings against a peer median of 26.2× (7th cheapest of 18).

Capital Return on invested capital runs 17.9 points below its cost of capital (18.0% WACC).

Credit SiTime has 1 bond outstanding ($1.35B).

Short interest Short interest is 5.1% of the free float (15 Oct 2026).

Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).

Relative performance

5010015011 May 202611 Aug 20266 Nov 2026Peer median 80SITM 67
Six months, rebased to 100: SiTime against the median of its 20 peers (local-currency closes).

SiTime financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$468M$327M$203M$144M$284M
Revenue growth—+61%+41%-49%—
Gross profit$275M$175M$104M$82.1M$183M
EBITDA$47.6M-$20.2M-$74.4M-$83.3M$28.0M
Net income$14.1M-$42.9M-$93.6M-$80.5M$23.3M
Free cash flow$84.5M$35.1M-$13.0M-$889,000$7.96M
Capital expenditure$44.2M$52.5M$36.7M$12.2M$35.6M
Total debt$1.33B$3.61M$6.23M$8.02M$10.6M

Quarterly statements and history in the cockpit →

SiTime competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%-40%-20%0%301308603893FN68849860058460101223795274TPROLSCC002156688126688120TSEM0501MTSI688396SMTC2344SITM6-month return →1-month return →
Up and to the right = strong over both horizons. SiTime is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×20×40×60×301308603893FN68849860058423795274TPROLSCC00215668812005012344SITMRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. SiTime is the large dot.

SiTime competitors and peer comparison

Head to head with its named competitors (SITM vs MCHP vs SLAB vs 6723.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
SiTime SITM$12.5B-30%+83%0%23.1×n/a
Microchip Technology MCHP$31.7B-41%+21%16%14.5×34.2%
Silicon Laboratories SLAB$7.39B+2%+22%-3%60.3×n/a
Renesas Electronics 6723.T$27.9B-23%+26%24%9.9×12.2%
Seiko Epson 6724.T$5.39B+27%+8%6%11.9×0.8%
TXC 3042.TW$1.28B-26%+9%17%14.4×10.7%
Nihon Dempa Kogyo 6779.T$259M-2%+8%6%12.7×n/a

How SiTime compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

SiTime against its 20 peers (data as of 6 Nov 2026)
MeasureSITMPeer medianRank in peer set
1-month return-35.4%-21.4%6th lowest of 20
6-month return-30.1%-15.3%6th lowest of 20
Distance from 52-week high-53.8%-48.2%6th lowest of 21
Revenue growth (TTM)+83.0%+30.6%4th highest of 21
Operating margin0.2%13.2%4th lowest of 21
Forward P/E23.1×26.2×7th cheapest of 18
ROIC minus cost of capital-17.9 pp+5.2 pplowest of 20
Net debt / EBITDA-12.5×-1.0×least indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
SiTime SITMUnited States$12.5B-30%+83%0%23.1×n/an/a
Shenzhen Longsys Electronics 301308.SZChina$12.3B-46%+114%40%5.1×n/an/a
Cansemi Technology 301660.SZChina$11.8Bn/a+54%-99%n/an/an/a
Rockchip Electronics 603893.SSChina$13.4B+16%+39%27%49.1×39.3%+18.7%
Fabrinet FNUnited States$11.7B-47%+43%10%15.6×n/an/a
Yuanjie Semiconductor Technology 688498.SSChina$11.2B-45%+300%64%60.1×n/an/a
JCET 600584.SSChina$14.1B+15%+4%6%40.2×n/an/a
LONGi Green Energy Technology 601012.SSChina$14.1B-25%-16%-12%n/an/an/a
Realtek Semiconductor 2379.TWTaiwan$11.0B+33%+12%11%19.9×8.4%+9.6%
ASPEED Technology 5274.TWOTaiwan$14.3B-30%+40%53%41.1×41.3%+24.3%
Technoprobe TPRO.MIItaly$14.9B+5%+22%30%38.4×36.4%+14.6%
Lattice Semiconductor LSCCUnited States$14.9B-17%+63%13%26.2×n/an/a
TongFu Microelectronics 002156.SZChina$10.5B-15%+21%7%28.7×n/an/a
National Silicon Industry 688126.SSChina$10.2B0%+33%-41%n/an/an/a
Hwatsing Technology 688120.SSChina$15.4B+42%+36%18%63.8×41.8%+64.4%
Tower Semiconductor TSEMUnited States$15.6B-35%+22%19%21.6×25.9%+4.4%
Omnivision Integrated Circuits 0501.HKHong Kong$15.7B-16%+7%13%23.2×n/an/a
MACOM Technology Solutions MTSIUnited States$16.1B-41%+28%18%23.2×49.4%+12.8%
China Resources Microelectronics 688396.SSChina$9.72B-14%+17%10%46.9×25.7%+9.7%
Semtech SMTCUnited States$9.63B-15%+18%12%19.1×51.8%+12.0%
Winbond Electronic 2344.TWTaiwan$16.4B+22%+154%43%2.8×0.6%+8.1%

SiTime bonds and credit

SiTime has 1 bond outstanding with $1.35B face value.

Every bond, yield and spread in the cockpit →

Questions

Who are SiTime's main competitors?
Named competitors: Microchip Technology (MCHP), Rakon (private or unlisted), Silicon Laboratories (SLAB), Renesas Electronics (6723.T), Seiko Epson (6724.T), TXC Corporation (3042.TW). The cockpit's measured peer set (industry) also includes Shenzhen Longsys Electronics (301308.SZ), Cansemi Technology (301660.SZ), Rockchip Electronics (603893.SS), Fabrinet (FN), Yuanjie Semiconductor Technology (688498.SS), JCET (600584.SS).
Is SiTime expensive compared with its peers?
On forward p/e it trades at 23.1× against a peer median of 26.2×, 7th cheapest of 18 in its peer set.
How has SiTime stock performed?
Over six months to 6 Nov 2026 the shares returned -30.1% against -15.3% for the median peer; over one year +43.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.