Allegro MicroSystems vs Rambus
Allegro MicroSystems reported revenue of $890 million in fiscal 2026, 1.3 times Rambus' $708 million in fiscal 2025. Allegro MicroSystems' revenue grew 22.8% in its latest year, and Rambus' grew 27.1%. Allegro MicroSystems had an operating margin of 2.1%, against 36.8% at Rambus. Free cash flow was $125 million at Allegro MicroSystems and $333 million at Rambus. Their fiscal years end in different months (March 27 and December 31), so the periods don't line up exactly.
Side by side
| Allegro MicroSystems | Rambus | |
|---|---|---|
| Latest fiscal year | FY2026, Mar 27, 2026 | FY2025, Dec 31, 2025 |
| Revenue | $890M | $708M |
| Revenue growth | 22.8% | 27.1% |
| Revenue growth a year, last 5 years | 8.5% | 23.5% |
| Gross margin | 46.3% | 79.6% |
| Operating margin | 2.1% | 36.8% |
| Net margin | −1.7% | 32.6% |
| Free cash flow | $125M | $333M |
| Free cash flow margin | 14.0% | 47.1% |
| Return on capital | 1.3% | 34.3% |
| Net debt to EBITDA | 1.4x | — |
| Dividends and buybacks | $0M | $7M |
| Change in diluted share count | −1.4% | 0.2% |
| Last close | $32.32 | $90.32 |
| P/E at the last close | — | 37.2× |
| Insider trades, last 12 months | sold $5.2 million | sold $20.5 million |
| Piotroski F-score | 7 of 9 | 5 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Allegro MicroSystemsRambus
Operating margin
Percent of revenue
Allegro MicroSystemsRambus
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Allegro MicroSystemsRambus
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Allegro MicroSystems and Rambus pages.