Quality Investor

Silicon Laboratories Inc.

Rank #155Hypergrowth

SLAB · Nasdaq · Technology

Silicon Laboratories Inc. (SLAB) — Rank #155 by gross profitability (GP/assets 0.36) · ROE -5.9% · Piotroski F-Score N/A.

As-of 2026-09-28 · CIK 0001038074 · all metrics point-in-time as of the filing date.

About

Silicon Laboratories Inc., a fabless semiconductor company, provides mixed-signal analog intensive products in the United States, China, Taiwan, and internationally.

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Its products are used in various electronic products in a range of applications for the industrial Internet of Things (IoT), including connected home and security, industrial automation and control, smart metering and agriculture, smart street lighting, renewable energy, electric vehicle supply equipment, industrial wearables and equipment, commercial building automation, consumer electronics, asset tracking, and medical instrumentation; and commercial IoT applications, including smart buildings and lighting, access controls, asset tracking, electronic shelf labels, theft protection, power tools, and enterprise access points. The company's smart home applications comprise smart home cameras, locks, gateways, residential lighting, window shades/blinds, heating, ventilation, air conditioning, switches, smoke/CO detectors, sensors, and home security panels; and connected health applications, including diabetes management, consumer health and fitness, elderly care, patient monitoring, and activity tracking, as well as provides wireless microcontrollers products. It sells its products through its direct sales force, as well as a network of independent sales representatives and distributors.

The company was founded in 1996 and is headquartered in Austin, Texas.

Industry
Semiconductors
Sector
Technology
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
January 2
Website
silabs.com

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

1,930

Industry

Semiconductors

Exchange

Nasdaq

Signal Flags

1 green
Revenue growth acceleratingGrowth rate increasing year over year

Quality Profile

Profitability

1/1 pass
GP / assets
0.36
Return on equity
-5.9%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.14
Current ratio
5.41×
Net cash
$397.24M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
10.2%

Growth

2/2 pass
Revenue growth
34.3%
Piotroski F-Score
N/A
Share dilution
1.6%

Terry Smith quality gate

Passes 1/5 Terry Smith thresholds

2 of 5 thresholds not computable from filed data.

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.36

Primary signal (Novy-Marx).

75th pctl of 21 SIC 3674 peers

Return on equity

-5.9%

Gross margin

58.2%

90th pctl of 21 SIC 3674 peers

Revenue growth (YoY)

34.3%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242026
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

-8.5%

Revenue CAGR (5Y)

9.0%

Earnings CAGR (3Y)

—

FCF CAGR (3Y)

-18.6%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.14

100th pctl of 20 SIC 3674 peers (best = lowest)

Current ratio

5.41×

80th pctl of 21 SIC 3674 peers

Quick ratio

3.84×

Net cash

$397.24M

Cash & equivalents minus total debt.

Recession resistance

Revenue through recessions

Worst single-year YoY revenue decline, 18 years of history

No recession-window coverage
2008-2009 (GFC)
N/AN/A
2020 (COVID)
N/AN/A
Worst year on record(any fiscal year, not recession-limited)
-25.3%Significant decline

Cash-flow health

Free cash flow

$61.79M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

1.95

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

10.2%

Stock-based comp intensity.

Piotroski F-Score

F-Score

N/A

Only 8/9 components determinable.

Lifecycle Phase History

20212026
Value
Hypergrowth
Decline