2.87%
69.87%
28.55%
-7.85%
10.15%
-11.33%
-61.30%
AI Spotlight on AWE
Company Description
Alphawave IP Group plc designs, develops, and sells connectivity solutions.The company offers connectivity, integrated products, and chiplet IP products.It serves the data center, artificial intelligence, 5G wireless infrastructure, data networking, autonomous vehicles, and solid-state storage end markets in North America, the Asia Pacific, Europe, and the United Kingdom.
Alphawave IP Group plc was founded 2017 and is headquartered in London, the United Kingdom.
Market Data
| Last Price | 143.2 |
| Change Percentage | 2.87% |
| Open | 140.6 |
| Previous Close | 139.2 |
| Market Cap ( Millions) | 1076 |
| Volume | 1075733 |
| Year High | 193 |
| Year Low | 70.6 |
| M A 50 | 117.4 |
| M A 200 | 126.66 |
Financial Ratios
| FCF Yield | 5.24% |
| Dividend Yield | 0.00% |
| ROE | -17.27% |
| Debt / Equity | 53.89% |
| Net Debt / EBIDTA | -467.24% |
| Price To Book | 2.94 |
| Price Earnings Ratio | -16.67 |
| Price To FCF | 19.07 |
| Price To sales | 5.91 |
| EV / EBITDA | -43.5 |
News
- Dec -27 - Central Asia Metals And 2 Other UK Penny Stocks To Consider
- Dec -20 - Alphawave Semi Scales UCIe™ to 64 Gbps Enabling >20 Tbps/mm Bandwidth Density for Die-to-Die Chiplet Connectivity
- Dec -18 - Griffin Mining And 2 Other Promising Penny Stocks On UK Exchange
- Dec -04 - Biden sanctions Chinese tech company with links to £1bn British microchip champion
- Dec -04 - Alphawave Semi Joins UALink™ Consortium to Accelerate High-Speed AI Connections
- Nov -21 - Alphawave IP Group And 2 Other Promising Penny Stocks On The UK Exchange
- Oct -21 - UK Penny Stocks To Watch In October 2024
- Sep -30 - Unveiling the Industry’s First Silicon-Proven 3nm, 24Gbps UCIe™ IP Subsystem with TSMC CoWoS® Technology
- Sep -26 - Alphawave Semi Wins Fifth Consecutive TSMC OIP Ecosystem Forum Partner of the Year Award
- Sep -26 - The Alphawave IP Group plc (LON:AWE) Half-Year Results Are Out And Analysts Have Published New Forecasts
- Sep -18 - With 55% ownership, Alphawave IP Group plc (LON:AWE) insiders have a lot at stake
- Sep -05 - BP and L&G shares favourite among Fidelity investors as tech appetite fades
- Aug -21 - Alphawave Semi CTO to Present Keynote on Connectivity for AI to Annual IEEE Hot Interconnects Symposium
- Aug -05 - Alphawave Semi Appoints Chief Accounting Officer, Sameer Ladiwala
- Jul -30 - Alphawave Semi Launches Industry’s First 3nm UCIe IP with TSMC CoWoS Packaging
- Jul -24 - Alphawave Semi: Q2 2024 Trading and Business Update
- Jun -20 - Alphawave Semi Unlocks 1.2 TBps Connectivity for High-Performance Compute and AI Infrastructure with 9.2 Gbps HBM3E Subsystem
- Jun -18 - Here's Why Alphawave IP Group plc's (LON:AWE) CEO Compensation Is The Least Of Shareholders Concerns
- Jun -13 - Alphawave Semi Tapes Out Industry-First, Multi-Protocol I/O Connectivity Chiplet for High-Performance Compute and AI Infrastructure
- Jun -12 - Alphawave Semi to Showcase Next-Generation PCIe® 7.0 IP Platform for High-Performance Connectivity and Compute at PCI-SIG® DevCon 2024
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Intellectual Property and Non-recurring Engineering
Expected Growth : 11.53 %
What the company do ?
Alphawave IP Group plc's Intellectual Property refers to proprietary technology and designs, while Non-recurring Engineering (NRE) is a one-time payment for custom IP development.
Why we expect these perspectives ?
Alphawave IP Group plc's 11.53% growth in Intellectual Property and Non-recurring Engineering is driven by increasing demand for high-speed data transfer and AI-enabled applications, coupled with the company's strong track record of innovation and IP development. Additionally, the company's strategic partnerships and licensing agreements with leading technology companies have contributed to its growth momentum.
Segment n°2 -> Intellectual Property and Non-recurring Engineering - Joint Venture
Expected Growth : 11.53 %
What the company do ?
Alphawave IP Group plc's Intellectual Property and Non-recurring Engineering - Joint Venture enables collaborative development of IP and custom silicon products, sharing costs and risks.
Why we expect these perspectives ?
Alphawave IP Group plc's 11.53% growth in Intellectual Property and Non-recurring Engineering - Joint Venture is driven by increasing demand for custom silicon solutions, expansion into new markets, and strategic partnerships. The company's unique IP portfolio and expertise in high-speed connectivity and AI-enabled technologies also contribute to its growth.
Segment n°3 -> Silicon and Royalties
Expected Growth : 10.43 %
What the company do ?
Silicon refers to the semiconductor intellectual property (IP) developed by Alphawave IP Group plc, while Royalties are the fees paid to the company for the licensed use of its IP in various products.
Why we expect these perspectives ?
Silicon and Royalties from Alphawave IP Group plc's 10.43% growth driven by increasing demand for high-speed data transfer, growing adoption of 5G and AI technologies, and strategic partnerships with leading semiconductor companies, resulting in higher royalty income and silicon sales.
Segment n°4 -> Intellectual Property and Non-recurring Engineering - Reseller
Expected Growth : 11.53 %
What the company do ?
Alphawave IP Group plc's Intellectual Property and Non-recurring Engineering (NRE) - Reseller segment licenses its proprietary IP to customers, who integrate it into their products, and also provides NRE services to customize IP for specific customer needs.
Why we expect these perspectives ?
Alphawave IP Group plc's 11.53% growth in Intellectual Property and Non-recurring Engineering - Reseller is driven by increasing demand for high-speed data transfer and AI-enabled applications, coupled with the company's strong partnerships with leading semiconductor companies and its ability to provide customized IP solutions.
Alphawave Ip Group Plc Products
| Product Range | What is it ? |
|---|---|
| RISC-V CPU Cores | Alphawave IP Group plc offers a range of RISC-V CPU cores, including high-performance and low-power options, designed for various applications such as artificial intelligence, machine learning, and edge computing. |
| Ethernet IP Cores | Alphawave IP Group plc provides a range of Ethernet IP cores, including 1G, 10G, 25G, 50G, and 100G, designed for high-speed data transmission and low latency applications. |
| PCIe IP Cores | Alphawave IP Group plc offers PCIe IP cores, including PCIe 3.0, 4.0, and 5.0, designed for high-speed peripheral connectivity and low latency applications. |
| Die-to-Die (D2D) IP Cores | Alphawave IP Group plc provides D2D IP cores, enabling high-speed, low-power, and low-latency communication between multiple dies in a single package. |
| Chiplet IP Cores | Alphawave IP Group plc offers chiplet IP cores, enabling the integration of multiple chiplets into a single package, reducing power consumption and increasing performance. |
Alphawave IP Group plc's Porter Forces
Threat Of Substitutes
Alphawave IP Group plc's products are highly specialized and customized, making it difficult for customers to find substitutes. However, the company's reliance on a few key customers increases the threat of substitutes.
Bargaining Power Of Customers
Alphawave IP Group plc's customers are large technology companies with significant bargaining power. They can negotiate prices and terms, and the company's reliance on a few key customers increases their bargaining power.
Bargaining Power Of Suppliers
Alphawave IP Group plc has a diverse supplier base, and the company's specialized products reduce the bargaining power of suppliers.
Threat Of New Entrants
The semiconductor industry has high barriers to entry, including significant capital expenditures and technical expertise. This reduces the threat of new entrants.
Intensity Of Rivalry
The semiconductor industry is highly competitive, but Alphawave IP Group plc's specialized products and strong relationships with key customers reduce the intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 33.60% |
| Debt Cost | 5.98% |
| Equity Weight | 66.40% |
| Equity Cost | 8.57% |
| WACC | 7.70% |
| Leverage | 50.60% |
Alphawave IP Group plc : Quality Control
Alphawave IP Group plc passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| OXIG.L | Oxford Instruments plc, through its subsidiaries, researches, develops, manufactures, rents, sells, and services tools and systems in the United Kingdom, China, Japan, the United States, Germany, rest of Europe, rest … |
| LAES | SEALSQ Corp develops and sells semiconductor chips for private and public sectors. The company offers semiconductors and smart card reader chips; identity provisioning services; and managed PKI for IoT solutions. … |
| VLN | Valens Semiconductor Ltd. engages in the provision of semiconductor products that enables high-speed video and data transmission for the audio-video and automotive industries. It offers HDBaseT technology, which enables the … |
| NVTS | Navitas Semiconductor Corporation designs, develops, and sells gallium nitride (GaN) power integrated circuits in China, the United States, Taiwan, Korea, and internationally. The company was incorporated in 2013 and is … |
| IOT.MI | Seco S.p.A. develops embedded micro-computers, integrated systems, and IoT solutions. The company offers modules, single board computers, boxed solutions, HMI solutions, carrier boards, starter kits, and accessories, as well as … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Oxford Instruments
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Alphawave IP
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Navitas Semi
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4
Seco
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5
Valens Semi
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1-Year Total Return ->
6
