Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 241.46
MLNX's Cash to Debt is ranked higher than
85% of the 1123 Companies
in the Global Semiconductors industry.

( Industry Median: 1.92 vs. MLNX: 241.46 )
MLNX' s 10-Year Cash to Debt Range
Min: 21.41   Max: No Debt
Current: 241.46

Equity to Asset 0.81
MLNX's Equity to Asset is ranked higher than
85% of the 1098 Companies
in the Global Semiconductors industry.

( Industry Median: 0.62 vs. MLNX: 0.81 )
MLNX' s 10-Year Equity to Asset Range
Min: -3   Max: 0.89
Current: 0.81

-3
0.89
F-Score: 6
Z-Score: 9.45
M-Score: -3.15
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) -1.52
MLNX's Operating margin (%) is ranked higher than
52% of the 1109 Companies
in the Global Semiconductors industry.

( Industry Median: 5.05 vs. MLNX: -1.52 )
MLNX' s 10-Year Operating margin (%) Range
Min: -1275.65   Max: 23.76
Current: -1.52

-1275.65
23.76
Net-margin (%) -5.15
MLNX's Net-margin (%) is ranked higher than
51% of the 1109 Companies
in the Global Semiconductors industry.

( Industry Median: 4.37 vs. MLNX: -5.15 )
MLNX' s 10-Year Net-margin (%) Range
Min: -1232.57   Max: 42.33
Current: -5.15

-1232.57
42.33
ROE (%) -3.50
MLNX's ROE (%) is ranked higher than
53% of the 1108 Companies
in the Global Semiconductors industry.

( Industry Median: 5.32 vs. MLNX: -3.50 )
MLNX' s 10-Year ROE (%) Range
Min: -3.6   Max: 63.52
Current: -3.5

-3.6
63.52
ROA (%) -2.88
MLNX's ROA (%) is ranked higher than
52% of the 1126 Companies
in the Global Semiconductors industry.

( Industry Median: 3.04 vs. MLNX: -2.88 )
MLNX' s 10-Year ROA (%) Range
Min: -70.81   Max: 28.99
Current: -2.88

-70.81
28.99
ROC (Joel Greenblatt) (%) -7.23
MLNX's ROC (Joel Greenblatt) (%) is ranked higher than
50% of the 1121 Companies
in the Global Semiconductors industry.

( Industry Median: 8.22 vs. MLNX: -7.23 )
MLNX' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -607.68   Max: 179.59
Current: -7.23

-607.68
179.59
Revenue Growth (3Y)(%) 15.40
MLNX's Revenue Growth (3Y)(%) is ranked higher than
91% of the 803 Companies
in the Global Semiconductors industry.

( Industry Median: -1.80 vs. MLNX: 15.40 )
MLNX' s 10-Year Revenue Growth (3Y)(%) Range
Min: -11.5   Max: 122.1
Current: 15.4

-11.5
122.1
EBITDA Growth (3Y)(%) -5.90
MLNX's EBITDA Growth (3Y)(%) is ranked higher than
72% of the 581 Companies
in the Global Semiconductors industry.

( Industry Median: -5.20 vs. MLNX: -5.90 )
MLNX' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 68.4
Current: -5.9

0
68.4
» MLNX's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2014

MLNX Guru Trades in Q1 2014

Stanley Druckenmiller Sold Out
Paul Tudor Jones Sold Out
Ron Baron 191,209 sh (-3.85%)
Steven Cohen 14,486 sh (-35.90%)
» More
Q2 2014

MLNX Guru Trades in Q2 2014

Ron Baron 200,040 sh (+4.62%)
» More
Q3 2014

MLNX Guru Trades in Q3 2014

Stanley Druckenmiller 389,300 sh (New)
Ron Baron 210,388 sh (+5.17%)
Pioneer Investments 84,446 sh (unchged)
» More
Q4 2014

MLNX Guru Trades in Q4 2014

Ron Baron 225,358 sh (+7.12%)
Stanley Druckenmiller Sold Out
Pioneer Investments Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with MLNX

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)



No Guru Trades Found!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Mellanox Technologies Ltd

Baron Funds Comments on Mellanox Technologies Ltd. - Nov 22, 2013

As mentioned above, Mellanox Technologies Ltd. (MLNX) addresses a key bottleneck in modern computing architectures – the connections among computing servers and between servers and storage and networking equipment. Mellanox interconnect solutions increase data center efficiency by providing the highest throughput and lowest latency, delivering data faster to applications and unlocking system performance capability.

From Ron Baron’s Baron Funds third quarter 2013 letter.


Check out Ron Baron latest stock trades

Baron Funds Comments on Mellanox Technologies Ltd. - Nov 21, 2013

Mellanox Technologies Ltd. (MLNX) is the leading provider of high-speed, low- latency interconnection systems for computing, storage and communications applications. We reinitiated a position in the stock due to its attractive valuation and growth opportunities over the next several years. During the third quarter, its share price declined as expectations for deployments by large Internet customers were pushed out into 2014. We believe Mellanox has a significant technological lead over its competition in addressing a key pain point in modern data center-centric computing – interconnection between the hardware building blocks that make up today's computing systems. (Gilad Shany)

From Ron Baron’s Baron Funds third quarter 2013 report.


Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
Forward P/E 20.20
MLNX's Forward P/E is ranked higher than
81% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 0.00 vs. MLNX: 20.20 )
N/A
P/B 3.10
MLNX's P/B is ranked higher than
51% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 2.08 vs. MLNX: 3.10 )
MLNX' s 10-Year P/B Range
Min: 1.02   Max: 9.17
Current: 3.1

1.02
9.17
P/S 4.30
MLNX's P/S is ranked lower than
63% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 1.95 vs. MLNX: 4.30 )
MLNX' s 10-Year P/S Range
Min: 1.96   Max: 13.18
Current: 4.3

1.96
13.18
PFCF 41.50
MLNX's PFCF is ranked higher than
70% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 80.67 vs. MLNX: 41.50 )
MLNX' s 10-Year PFCF Range
Min: 9.34   Max: 322.38
Current: 41.5

9.34
322.38
POCF 27.55
MLNX's POCF is ranked higher than
65% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 24.14 vs. MLNX: 27.55 )
MLNX' s 10-Year POCF Range
Min: 8.07   Max: 40.28
Current: 27.55

8.07
40.28
EV-to-EBIT -259.63
MLNX's EV-to-EBIT is ranked higher than
53% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 41.69 vs. MLNX: -259.63 )
MLNX' s 10-Year EV-to-EBIT Range
Min: -254.3   Max: 132.6
Current: -259.63

-254.3
132.6
Shiller P/E 106.50
MLNX's Shiller P/E is ranked higher than
82% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 0.00 vs. MLNX: 106.50 )
MLNX' s 10-Year Shiller P/E Range
Min: 37.2   Max: 181.57
Current: 106.5

37.2
181.57
Current Ratio 4.39
MLNX's Current Ratio is ranked higher than
85% of the 1119 Companies
in the Global Semiconductors industry.

( Industry Median: 2.54 vs. MLNX: 4.39 )
MLNX' s 10-Year Current Ratio Range
Min: 2.83   Max: 12.17
Current: 4.39

2.83
12.17
Quick Ratio 4.01
MLNX's Quick Ratio is ranked higher than
87% of the 1119 Companies
in the Global Semiconductors industry.

( Industry Median: 1.87 vs. MLNX: 4.01 )
MLNX' s 10-Year Quick Ratio Range
Min: 2.49   Max: 11.68
Current: 4.01

2.49
11.68
Days Inventory 96.39
MLNX's Days Inventory is ranked higher than
61% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 89.54 vs. MLNX: 96.39 )
MLNX' s 10-Year Days Inventory Range
Min: 35.35   Max: 109.37
Current: 96.39

35.35
109.37
Days Sales Outstanding 51.11
MLNX's Days Sales Outstanding is ranked higher than
79% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 68.70 vs. MLNX: 51.11 )
MLNX' s 10-Year Days Sales Outstanding Range
Min: 41.44   Max: 85.62
Current: 51.11

41.44
85.62

Valuation & Return

vs
industry
vs
history
Price/Net Cash 9.20
MLNX's Price/Net Cash is ranked higher than
89% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 0.00 vs. MLNX: 9.20 )
MLNX' s 10-Year Price/Net Cash Range
Min: 1.65   Max: 9.43
Current: 9.2

1.65
9.43
Price/Net Current Asset Value 7.00
MLNX's Price/Net Current Asset Value is ranked higher than
81% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 0.00 vs. MLNX: 7.00 )
MLNX' s 10-Year Price/Net Current Asset Value Range
Min: 1.3   Max: 6.35
Current: 7

1.3
6.35
Price/Tangible Book 4.50
MLNX's Price/Tangible Book is ranked lower than
53% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 2.60 vs. MLNX: 4.50 )
MLNX' s 10-Year Price/Tangible Book Range
Min: 1.16   Max: 9.16
Current: 4.5

1.16
9.16
Price/DCF (Projected) 1.60
MLNX's Price/DCF (Projected) is ranked higher than
88% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 0.00 vs. MLNX: 1.60 )
MLNX' s 10-Year Price/DCF (Projected) Range
Min: 1.4   Max: 2.32
Current: 1.6

1.4
2.32
Price/Median PS Value 0.90
MLNX's Price/Median PS Value is ranked higher than
82% of the 1178 Companies
in the Global Semiconductors industry.

( Industry Median: 1.20 vs. MLNX: 0.90 )
MLNX' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 1.37
Current: 0.9

0.5
1.37
Earnings Yield (Greenblatt) -0.40
MLNX's Earnings Yield (Greenblatt) is ranked higher than
52% of the 1111 Companies
in the Global Semiconductors industry.

( Industry Median: 2.90 vs. MLNX: -0.40 )
MLNX' s 10-Year Earnings Yield (Greenblatt) Range
Min: -0.4   Max: 46.8
Current: -0.4

-0.4
46.8
Forward Rate of Return (Yacktman) -12.27
MLNX's Forward Rate of Return (Yacktman) is ranked higher than
61% of the 420 Companies
in the Global Semiconductors industry.

( Industry Median: 5.72 vs. MLNX: -12.27 )
MLNX' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -12.2   Max: 41.2
Current: -12.27

-12.2
41.2

Business Description

Industry: Semiconductors » Semiconductors
Compare:INTC, TSM, BRCM, ARMH, ADI » details
Traded in other countries:ZZE.Germany,
Mellanox Technologies, Ltd., was incorporated under the laws of Israel in March 1999. It is a semiconductor company that designs, manufactures and sells high-performance interconnect products and solutions based on the InfiniBand and Ethernet standards. Its products facilitate data transmission between servers, storage systems, communications infrastructure equipment and other embedded systems. It measures its business based on one reportable segment: the development, manufacturing, marketing and sales of interconnect products. The products it offers include integrated circuits (ICs), adapter cards, switch systems cables, modules, software, services and accessories as an integral part of a total end-to-end networking solution focused on computing, storage and communication applications used in multiple markets, including high-performance computing, (HPC), Web 2.0, storage, financial services, enterprise data center, (EDC) and cloud. InfiniBand products include adapter ICs and cards; ConnectX and Connect-IB product family and switch ICs, InfiniScale, SwitchX, and SwitchX-2 product family and systems, gateway ICs; BridgeX product family and gateway systems, long-haul systems; MetroX, software, cables and modules. SwitchX and SwitchX-2 family of silicon and systems supports both Ethernet and InfiniBand, and includes gateways to Fibre Channel. Its OEM customers include HP, Dell, Intel, Oracle, SGI, Mercury among others. It sells its products through multiple channels, including direct sales force, network of domestic and international sales representatives and independent distributors. The Company competes with QLogic Corporation, Emulex, Intel and Broadcom Corporation, Juniper among others.
» More Articles for MLNX

Headlines

Articles On GuruFocus.com
noga Feb 28 2015 
One Small-Cap Tech Stock that you Should Buy Jul 24 2014 
This Small-Cap Tech Stock is Worth The Risk Jun 25 2014 
Morning Coffee: Widely Held International Guru Stocks Near 52-Week Lows May 16 2014 
Baron Funds Comments on Mellanox Technologies Ltd. Nov 22 2013 
Baron Funds Comments on Mellanox Technologies Ltd. Nov 21 2013 
52-Week Lows Warranting Further Research Aug 20 2013 
Weekly Guru Bargains Highlights: HMSY, MLNX, AAPL, MMP, LQDT Feb 12 2013 
Baron Funds Comments on Mellanox Technologies Aug 23 2012 
Mellanox Technologie Oct 08 2011 

More From Other Websites
Forget Micron (MU), Buy these Semiconductor Stocks Instead - Stocks in the News Mar 23 2015
Mellanox Introduces Next Generation 100Gb/s Silicon Photonics Transceivers Mar 23 2015
Mellanox Announces Commercial Deployments of LinkX™ 100Gb/s Cables in 100Gb/s Networks Mar 23 2015
Oppenheimer Sees Bullish Indicators In These 6 Tech Charts Mar 18 2015
Mellanox Announces Multi-Host Technology, Enabling Next Generation Compute and Storage Rack Design... Mar 10 2015
Mellanox Announces Multi-Host Technology, Enabling Next Generation Compute and Storage Rack Design... Mar 10 2015
Can Mellanox Technologies (MLNX) Stock Continue to Grow Earnings? - Tale of the Tape Mar 10 2015
OpenOptics MSA Founders Mellanox and RANOVUS Propose Wavelength Division Multiplexing Specifications... Mar 09 2015
OpenOptics MSA Founders Mellanox and RANOVUS Propose Wavelength Division Multiplexing Specifications... Mar 09 2015
Mellanox Records Zero Frame Loss in Performance Test of 40Gb/s Ethernet Switches by The Tolly Group Mar 03 2015
Mellanox and Synopsys Demonstrate Industry’s First PCIe 4.0 Interoperability Mar 03 2015
Mellanox Records Zero Frame Loss in Performance Test of 40Gb/s Ethernet Switches by The Tolly Group Mar 03 2015
3D Systems Expands Services with New Distributor Tie-Up - Analyst Blog Mar 02 2015
Mellanox Boosts DPDK Performance for NFV and Cloud Mar 02 2015
Mellanox Boosts DPDK Performance for NFV and Cloud Mar 02 2015
Mellanox and Synopsys Demonstrate Industry’s First PCIe 4.0 Interoperability Mar 02 2015
MELLANOX TECHNOLOGIES, LTD. Files SEC form 10-K, Annual Report Mar 02 2015
Mellanox ConnectX-4 100Gb/s Interconnect Adapter Delivers Record Performance Results Feb 25 2015
Mellanox ConnectX-4 100Gb/s Interconnect Adapter Delivers Record Performance Results Feb 25 2015
Is Mellanox Technologies (MLNX) a Great Growth Stock? - Tale of the Tape Feb 06 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK