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This Isn’t Your Mom’s Wi-Fi

This week we’re focusing our ZenMoney analysis on the broad line sector of the semi-conductor industry.  If you’re a tech geek, early adopter, or just strain your home or work bandwidth, you’ll want to hear about these guys.

 

QUICK FACTS

Ticker                                     SIMG

Industry                                  Semiconductors

Recent Price                           $6.26

Market Cap                             $497 m

Shares Outstanding                 79.5 m

Average Volume                      356,866

Dividend Yield                          N/A

Website                                  http://www.siliconimage.com

 

COMPANY DESCRIPTION

Silicon Image (SIMG) designs and markets hardware that enables high-definition (HD) content in a variety of devices.  You’ll find their semiconductors in home theaters, personal computers, mobile devices, DTVs, and Blu-ray players.

The company also brings in revenue from licensing their intellectual property.

This Sunnyvale, California Company has also been a driving force behind industry standardization of HDMI and DVI formats.

 

FINANCIALS

Silicon Image’s financials are steadily improving.

For the first quarter, revenue jumped to $49 million, up from $34.3 million a year earlier.  The company continues to improve on their net income, posting a slight loss of $0.8 million this most recent quarter… compared to a $7.2 million loss a year earlier.

When the company turns the corner on earnings and is able to stay consistently profitable, it could be a boon for the stock.

Management was kind enough to provide guidance for the Second quarter of 2011.  They’re looking for revenue of $51 to $53 million.  But, they didn’t give earnings guidance which is a bit of a disappointment.

 

KEY METRICS ANALYSIS

Trailing P/E                                         35.1x

Price / Sales                                       2.4x

Return on Assets                                4.6%

Insider ownership                                0.9%

Short Ratio                                         5.6x

Current Ratio                                      4.7x

Total Debt To Equity                            N/A

 

RECENT EVENTS

Silicon Image recently reached a purchase agreement with SiBeam Inc, another fabless semi-conductor company.  The $25.5 million purchase will be paid for with $14 million in cash and $11.5 million in stock options.

Silicon’s management had been looking to acquire good complementary technology companies.

 

MANAGEMENT TEAM

Camillo Martino – CEO

Noland Granberry – CFO

Edward Lopez – Chief Legal and Administrative Officer

 

STOCK ANALYSIS

 

 

 

 

 

 

Chart courtesy of stockcharts.com

 

A few days ago we saw a very negative indicator for this stock… the 50-day crossed below the 200-day moving average.

SIMG’s 52-week low was $3.10 and the 52-week high was $10.20.  Right now the stock is trading at $6.26.  The 50-day moving average is near $6.67 a share and the 200-day moving average is at $7.68.  The company has a market cap of $497 million and 79.5 million shares outstanding.

 

 

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All stock prices, charts, and figures updated as of July 11 2011.