Semtech Corp Dossier
Valuation
How Intrinsic Value compares with model outputs
Intrinsic Value $54.37median of 3 methodsbased on filings through 26 Apr 2026
Market Price $186.59Price as of 1 Oct 2026
Valuation methods vs. Market Price
$0$200$400$600$800$1K
DCF
$569.56
DNI
Loss-making, earnings methods not applicable
abstainedP/S
$54.37◇ $41.82
P/E
Negative earnings base
abstainedP/B
$43.77◇ $16.95
PEG
Insufficient data for this method
abstained$0$200$400$600$800$1K
Market Price ($186.59) Intrinsic Value ($54.37) peer-implied value
Company vs. peer median Members
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Assumptions
| Parameter | Value |
|---|---|
| Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 48.9% (near-term consensus, capped) · years 2–5: 62.9%/yr (balance of the path). | 60.0% per year |
Years 6–10: glide to demonstrated growthPer-year ratesYr 654.3%Yr 745.7%Yr 837.2%Yr 928.6%Yr 1020.0% | 62.9% → 20.0% |
Years 11–20: glide to long-run ratePer-year ratesYr 1118.3%Yr 1216.6%Yr 1314.9%Yr 1413.2%Yr 1511.5%Yr 169.8%Yr 178.1%Yr 186.4%Yr 194.7%Yr 203.0% | 20.0% → 3.0% |
| Beyond year 20: terminal growthPerpetual long-run rate | 3.0% |
| Discount rate (cost of equity) | 13.5% |
| Volatility vs market (adjusted beta) | 1.90 |
Valuation Detail Members
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Assumptions Sandbox Members
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Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.