-6.35%
-9.23%
27.57%
5.83%
1.72%
-63.01%
-68.11%
AI Spotlight on VLN
Company Description
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 simultaneous delivery of ultra-high-definition digital video and audio, Ethernet, USB, control signals, and power through a single long-reach cable.
The company offers audio-video solutions for the enterprise, education, digital signage, medical and residential, and industrial markets; and automotive solutions, which provide chipsets that support advanced driver-assistance systems, automated driving systems, infotainment, telecommunications, and basic connectivity.It serves customers through distributors and representatives in Israel, China, Hong Kong, the United States, Mexico, Japan, and internationally.The company was incorporated in 2006 and is headquartered in Hod Hasharon, Israel.
Market Data
| Last Price | 2.36 |
| Change Percentage | -6.35% |
| Open | 2.51 |
| Previous Close | 2.52 |
| Market Cap ( Millions) | 251 |
| Volume | 231375 |
| Year High | 3.5 |
| Year Low | 1.67 |
| M A 50 | 2.4 |
| M A 200 | 2.4 |
Financial Ratios
| FCF Yield | -1.54% |
| Dividend Yield | 0.00% |
| ROE | -17.00% |
| Debt / Equity | 2.45% |
| Net Debt / EBIDTA | 100.59% |
| Price To Book | 1.7 |
| Price Earnings Ratio | -9.46 |
| Price To FCF | -64.98 |
| Price To sales | 3.97 |
| EV / EBITDA | -6.92 |
News
- Jan -15 - FDA Publishes Proposed New Tobacco Product Standard for Nicotine Yield, Citing VLN from 22nd Century as the Only Combustible Cigarette That Complies with the New Standard
- Jan -14 - Washington Post Story Featuring 22nd Century VLN Products Highlights Proposed FDA Reduced Nicotine Content Policy Could Initially Benefit An Estimated 13 Million Smokers
- Jan -13 - 22nd Century Stands Ready to Support the Adoption of FDA Proposed Tobacco Product Standard to Mandate Reduced Nicotine Content in Cigarettes with its VLN Cigarettes
- Jan -08 - Stonegate Capital Partners Initiates Coverage on Valens Semiconductor Ltd.
- Jan -07 - Valens Semiconductor to Participate in Upcoming Investor Conferences
- Dec -26 - Valens Semiconductor Releases its Environmental, Social and Governance (ESG) 2023 Report
- Dec -09 - Valens Semiconductor Appoints Gili Friedman as Senior Vice President, Head of Cross Industry Business
- Nov -26 - Valens Adopts a Share Repurchase Program of up to $10 Million
- Nov -21 - Valens Semiconductor to Participate in the UBS Global Technology and AI Conference
- Nov -12 - Valens Semiconductor Outlines Long-Term Growth and Value Creation Strategy at 2024 Investor Day
- Nov -12 - Valens Semiconductor to Host Investor Day on November 12, 2024
- Nov -11 - Valens Semiconductor to Display a High-Performance Connectivity Solution for Next-Generation Single-Use Endoscopes at Medica 2024
- Nov -06 - Valens Semiconductor Ltd. (VLN) Q3 2024 Earnings Call Transcript
- Nov -06 - Valens Semiconductor Reports Third Quarter 2024 Results
- Oct -10 - Valens Semiconductor to Announce Third Quarter 2024 Financial Results on November 6, 2024
- Oct -07 - Valens Semiconductor Unveils Breakthrough USB3 & Power Industrial Grade Extender, providing an immediate enhancement to USB3 cameras that are widespread in the Machine Vision Market
- Oct -01 - Valens Semiconductor's VA7000 and VS6320 Chipsets Power New Innovations in the Industrial Machine Vision Market
- Sep -17 - Valens Semiconductor Announces Three Automotive Design Wins from Leading European OEMs for its VA7000 MIPI A-PHY Chipsets
- Sep -11 - 22nd Century Updates Strategic Growth Initiatives for VLN
- Aug -08 - Valens Semiconductor to Participate in Upcoming Investor Conferences
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Audio-Video
Expected Growth : 16.8 %
What the company do ?
Audio-Video from Valens Semiconductor Ltd. is a high-speed, low-latency audio-video transmission technology for in-vehicle infotainment and autonomous driving applications.
Why we expect these perspectives ?
The 16.8% growth in Audio-Video from Valens Semiconductor Ltd. is driven by increasing demand for high-speed connectivity in automotive and consumer electronics, adoption of advanced audio-video technologies such as HDMI and DisplayPort, and growing need for high-bandwidth data transmission in emerging applications like augmented and virtual reality.
Segment n°2 -> Automotive
Expected Growth : 8.5 %
What the company do ?
Valens Semiconductor Ltd.'s Automotive segment provides high-speed, high-reliability semiconductor products for the automotive industry, enabling advanced in-vehicle connectivity and autonomous driving capabilities.
Why we expect these perspectives ?
Valens Semiconductor's 8.5% growth in Automotive is driven by increasing demand for advanced driver-assistance systems (ADAS), electrification, and autonomous vehicles. Growing need for high-speed connectivity, sensor fusion, and power management in vehicles fuels demand for Valens' semiconductor solutions, particularly in areas like camera and radar systems, battery management, and infotainment systems.
Valens Semiconductor Ltd. Products
| Product Range | What is it ? |
|---|---|
| HMI Solutions | Valens Semiconductor Ltd. offers a range of Human-Machine Interface (HMI) solutions that enable seamless communication between humans and machines. These solutions are designed to provide intuitive and efficient interaction between users and devices. |
| Audio Codecs | Valens Semiconductor Ltd. provides high-quality audio codecs that enable efficient compression and decompression of audio signals. These codecs are designed to provide crystal-clear audio quality with minimal latency. |
| MIPI Solutions | Valens Semiconductor Ltd. offers a range of MIPI (Mobile Industry Processor Interface) solutions that enable high-speed data transfer between devices. These solutions are designed to provide low-power, high-bandwidth connectivity. |
| DisplayPort Solutions | Valens Semiconductor Ltd. provides high-speed DisplayPort solutions that enable fast and reliable data transfer between devices. These solutions are designed to provide high-resolution video and audio transmission. |
| USB-C Solutions | Valens Semiconductor Ltd. offers a range of USB-C solutions that enable fast and versatile connectivity between devices. These solutions are designed to provide high-speed data transfer, power delivery, and display connectivity. |
| Automotive Solutions | Valens Semiconductor Ltd. provides a range of automotive solutions that enable high-speed data transfer, audio and video transmission, and power delivery in vehicles. |
Valens Semiconductor Ltd.'s Porter Forces
Threat Of Substitutes
Valens Semiconductor Ltd. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the evolving nature of the semiconductor industry.
Bargaining Power Of Customers
Valens Semiconductor Ltd. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are highly customized, making it difficult for customers to switch to alternative suppliers.
Bargaining Power Of Suppliers
Valens Semiconductor Ltd. relies on a few key suppliers for critical components, which gives these suppliers some bargaining power. However, the company's strong relationships with its suppliers and its ability to negotiate favorable terms mitigate this risk.
Threat Of New Entrants
The semiconductor industry has high barriers to entry, including significant capital expenditures and technological expertise. This makes it difficult for new entrants to compete with established players like Valens Semiconductor Ltd.
Intensity Of Rivalry
The semiconductor industry is highly competitive, with many established players competing for market share. Valens Semiconductor Ltd. must continually innovate and improve its products to maintain its competitive edge.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 1.18% |
| Debt Cost | 3.95% |
| Equity Weight | 98.82% |
| Equity Cost | 5.43% |
| WACC | 5.41% |
| Leverage | 1.19% |
Valens Semiconductor Ltd. : Quality Control
Valens Semiconductor Ltd. passed 5 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. … |
| AWE.L | 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, … |
| 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
A-Score
1-Year Total Return ->
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Alphawave IP
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1-Year Total Return ->
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Navitas Semi
A-Score
1-Year Total Return ->
4
Seco
A-Score
1-Year Total Return ->
5
Valens Semi
A-Score
1-Year Total Return ->
6
