RMBSRAMBUS INC
Semiconductors & Related Devices
- Revenue
- $708M
- 27% YoY
- Operating margin
- 36.8%
- 12% YoY
- EBITDA
- $272M
- 41% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear156% of net incomeCash flow under 80% of net income
- Dilutive SBCClear8% of revenueOver 10% of revenue
- Payouts exceed cash flowClear2% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear18% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $328M | $455M | $461M | $557M | $708M | 27% |
| Operating income | $24M | $77M | $154M | $183M | $260M | 42% |
| Net income | $18M | −$14M | $334M | $180M | $230M | 28% |
| Operating cash flow | $209M | $230M | $196M | $231M | $360M | 56% |
| Capex | $14M | $17M | $23M | $31M | $27M | 13% |
| Stock-based comp | $27M | $36M | $45M | $45M | $54M | 21% |
| Buybacks | $100M | $100M | $101M | $113M | $7M | 94% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 2
- Net
- −$1M
Pay vs performance
No pay-versus-performance disclosure yet.