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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 : 8/10

vs
industry
vs
history
Cash to Debt 0.95
MLNX's Cash to Debt is ranked lower than
60% of the 861 Companies
in the Global Semiconductors industry.

( Industry Median: 1.74 vs. MLNX: 0.95 )
Ranked among companies with meaningful Cash to Debt only.
MLNX' s Cash to Debt Range Over the Past 10 Years
Min: 0.95  Med: 160.95 Max: N/A
Current: 0.95
Equity to Asset 0.64
MLNX's Equity to Asset is ranked higher than
51% of the 851 Companies
in the Global Semiconductors industry.

( Industry Median: 0.64 vs. MLNX: 0.64 )
Ranked among companies with meaningful Equity to Asset only.
MLNX' s Equity to Asset Range Over the Past 10 Years
Min: -3  Med: 0.84 Max: 0.91
Current: 0.64
-3
0.91
Interest Coverage 56.14
MLNX's Interest Coverage is ranked higher than
57% of the 567 Companies
in the Global Semiconductors industry.

( Industry Median: 31.71 vs. MLNX: 56.14 )
Ranked among companies with meaningful Interest Coverage only.
MLNX' s Interest Coverage Range Over the Past 10 Years
Min: N/A  Med: 9999.00 Max: 9999.99
Current: 56.14
N/A
9999.99
F-Score: 5
Z-Score: 3.49
M-Score: -2.11
WACC vs ROIC
6.55%
16.84%
WACC
ROIC
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 : 9/10

vs
industry
vs
history
Operating margin (%) 7.91
MLNX's Operating margin (%) is ranked higher than
63% of the 854 Companies
in the Global Semiconductors industry.

( Industry Median: 4.26 vs. MLNX: 7.91 )
Ranked among companies with meaningful Operating margin (%) only.
MLNX' s Operating margin (%) Range Over the Past 10 Years
Min: -5.33  Med: 14.91 Max: 23.76
Current: 7.91
-5.33
23.76
Net-margin (%) 10.62
MLNX's Net-margin (%) is ranked higher than
74% of the 854 Companies
in the Global Semiconductors industry.

( Industry Median: 3.64 vs. MLNX: 10.62 )
Ranked among companies with meaningful Net-margin (%) only.
MLNX' s Net-margin (%) Range Over the Past 10 Years
Min: -5.98  Med: 12.61 Max: 42.33
Current: 10.62
-5.98
42.33
ROE (%) 9.24
MLNX's ROE (%) is ranked higher than
65% of the 838 Companies
in the Global Semiconductors industry.

( Industry Median: 5.13 vs. MLNX: 9.24 )
Ranked among companies with meaningful ROE (%) only.
MLNX' s ROE (%) Range Over the Past 10 Years
Min: -3.6  Med: 5.64 Max: 63.52
Current: 9.24
-3.6
63.52
ROA (%) 7.10
MLNX's ROA (%) is ranked higher than
73% of the 864 Companies
in the Global Semiconductors industry.

( Industry Median: 2.78 vs. MLNX: 7.10 )
Ranked among companies with meaningful ROA (%) only.
MLNX' s ROA (%) Range Over the Past 10 Years
Min: -2.96  Med: 7.32 Max: 28.99
Current: 7.1
-2.96
28.99
ROC (Joel Greenblatt) (%) 49.09
MLNX's ROC (Joel Greenblatt) (%) is ranked higher than
88% of the 863 Companies
in the Global Semiconductors industry.

( Industry Median: 8.59 vs. MLNX: 49.09 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
MLNX' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -23.64  Med: 71.17 Max: 179.59
Current: 49.09
-23.64
179.59
Revenue Growth (3Y)(%) 6.50
MLNX's Revenue Growth (3Y)(%) is ranked higher than
67% of the 738 Companies
in the Global Semiconductors industry.

( Industry Median: 1.00 vs. MLNX: 6.50 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
MLNX' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -11.5  Med: 21.55 Max: 121.5
Current: 6.5
-11.5
121.5
EBITDA Growth (3Y)(%) -9.20
MLNX's EBITDA Growth (3Y)(%) is ranked lower than
70% of the 553 Companies
in the Global Semiconductors industry.

( Industry Median: 3.70 vs. MLNX: -9.20 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
MLNX' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: -7.65 Max: 68.2
Current: -9.2
0
68.2
EPS Growth (3Y)(%) -8.60
MLNX's EPS Growth (3Y)(%) is ranked lower than
64% of the 479 Companies
in the Global Semiconductors industry.

( Industry Median: 1.50 vs. MLNX: -8.60 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
MLNX' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: -26.70 Max: 131.8
Current: -8.6
0
131.8
» MLNX's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-07-22)


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

» Details

Guru Trades

Q1 2015

MLNX Guru Trades in Q1 2015

Jim Simons 55,183 sh (New)
Ron Baron 216,720 sh (-3.83%)
» More
Q2 2015

MLNX Guru Trades in Q2 2015

Steven Cohen 24,500 sh (New)
Jim Simons 453,583 sh (+721.96%)
Ron Baron 204,868 sh (-5.47%)
» More
Q3 2015

MLNX Guru Trades in Q3 2015

Jim Simons 817,184 sh (+80.16%)
Ron Baron 209,134 sh (+2.08%)
Steven Cohen 9,500 sh (-61.22%)
» More
Q4 2015

MLNX Guru Trades in Q4 2015

Jim Simons 935,583 sh (+14.49%)
Steven Cohen Sold Out
Ron Baron 185,989 sh (-11.07%)
» 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%)

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Guru Investment Theses on Mellanox Technologies Ltd

Baron Funds Comments on Mellanox Technologies Ltd. - Nov 03, 2015

Shares of semiconductor company Mellanox Technologies Ltd. (NASDAQ:MLNX) fell in the third quarter in the wake of its late quarter announcement that it had acquired EZChip (EZCH), creating concerns around the current level of organic growth. Initial results for the third quarter released after quarter end alleviated these concerns and sent the stock back to its pre-M&A levels. We believe the organic growth path for Mellanox remains intact, and this acquisition will be meaningfully accretive to earnings and provide substantial cost and revenue synergies that will accrue to shareholder value over time. (Gilad Shany)





From Baron Funds' Baron International Growth Fund shareholder letter for third quarter 2015.



Check out John Keeley latest stock trades

Top Ranked Articles about Mellanox Technologies Ltd

Baron Funds Comments on Mellanox Technologies Ltd. Guru stock highlight
Shares of semiconductor company Mellanox Technologies Ltd. (NASDAQ:MLNX) fell in the third quarter in the wake of its late quarter announcement that it had acquired EZChip (EZCH), creating concerns around the current level of organic growth. Initial results for the third quarter released after quarter end alleviated these concerns and sent the stock back to its pre-M&A levels. We believe the organic growth path for Mellanox remains intact, and this acquisition will be meaningfully accretive to earnings and provide substantial cost and revenue synergies that will accrue to shareholder value over time. (Gilad Shany) Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 26.93
MLNX's P/E(ttm) is ranked lower than
64% of the 589 Companies
in the Global Semiconductors industry.

( Industry Median: 19.32 vs. MLNX: 26.93 )
Ranked among companies with meaningful P/E(ttm) only.
MLNX' s P/E(ttm) Range Over the Past 10 Years
Min: 6.18  Med: 40.55 Max: 952.5
Current: 26.93
6.18
952.5
Forward P/E 10.24
MLNX's Forward P/E is ranked higher than
83% of the 118 Companies
in the Global Semiconductors industry.

( Industry Median: 14.95 vs. MLNX: 10.24 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 26.93
MLNX's PE(NRI) is ranked lower than
64% of the 587 Companies
in the Global Semiconductors industry.

( Industry Median: 19.30 vs. MLNX: 26.93 )
Ranked among companies with meaningful PE(NRI) only.
MLNX' s PE(NRI) Range Over the Past 10 Years
Min: 6.17  Med: 44.54 Max: 1047.75
Current: 26.93
6.17
1047.75
Price/Owner Earnings (ttm) 15.74
MLNX's Price/Owner Earnings (ttm) is ranked lower than
53% of the 371 Companies
in the Global Semiconductors industry.

( Industry Median: 15.93 vs. MLNX: 15.74 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
MLNX' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 7.17  Med: 22.06 Max: 51.94
Current: 15.74
7.17
51.94
P/B 2.24
MLNX's P/B is ranked lower than
67% of the 833 Companies
in the Global Semiconductors industry.

( Industry Median: 1.55 vs. MLNX: 2.24 )
Ranked among companies with meaningful P/B only.
MLNX' s P/B Range Over the Past 10 Years
Min: 1.02  Med: 2.84 Max: 9.17
Current: 2.24
1.02
9.17
P/S 2.83
MLNX's P/S is ranked lower than
75% of the 841 Companies
in the Global Semiconductors industry.

( Industry Median: 1.44 vs. MLNX: 2.83 )
Ranked among companies with meaningful P/S only.
MLNX' s P/S Range Over the Past 10 Years
Min: 1.93  Med: 4.57 Max: 12.94
Current: 2.83
1.93
12.94
PFCF 18.92
MLNX's PFCF is ranked lower than
61% of the 389 Companies
in the Global Semiconductors industry.

( Industry Median: 16.34 vs. MLNX: 18.92 )
Ranked among companies with meaningful PFCF only.
MLNX' s PFCF Range Over the Past 10 Years
Min: 9.34  Med: 26.52 Max: 301.51
Current: 18.92
9.34
301.51
POCF 13.03
MLNX's POCF is ranked lower than
55% of the 505 Companies
in the Global Semiconductors industry.

( Industry Median: 11.69 vs. MLNX: 13.03 )
Ranked among companies with meaningful POCF only.
MLNX' s POCF Range Over the Past 10 Years
Min: 8.01  Med: 19.86 Max: 75.08
Current: 13.03
8.01
75.08
EV-to-EBIT 26.68
MLNX's EV-to-EBIT is ranked lower than
62% of the 566 Companies
in the Global Semiconductors industry.

( Industry Median: 15.25 vs. MLNX: 26.68 )
Ranked among companies with meaningful EV-to-EBIT only.
MLNX' s EV-to-EBIT Range Over the Past 10 Years
Min: -243.5  Med: 22.80 Max: 132.6
Current: 26.68
-243.5
132.6
EV-to-EBITDA 13.78
MLNX's EV-to-EBITDA is ranked lower than
60% of the 632 Companies
in the Global Semiconductors industry.

( Industry Median: 10.66 vs. MLNX: 13.78 )
Ranked among companies with meaningful EV-to-EBITDA only.
MLNX' s EV-to-EBITDA Range Over the Past 10 Years
Min: 1.8  Med: 22.75 Max: 246.2
Current: 13.78
1.8
246.2
PEG 3.62
MLNX's PEG is ranked lower than
61% of the 145 Companies
in the Global Semiconductors industry.

( Industry Median: 1.66 vs. MLNX: 3.62 )
Ranked among companies with meaningful PEG only.
MLNX' s PEG Range Over the Past 10 Years
Min: 0.77  Med: 13.57 Max: 126.45
Current: 3.62
0.77
126.45
Shiller P/E 66.41
MLNX's Shiller P/E is ranked lower than
74% of the 101 Companies
in the Global Semiconductors industry.

( Industry Median: 37.49 vs. MLNX: 66.41 )
Ranked among companies with meaningful Shiller P/E only.
MLNX' s Shiller P/E Range Over the Past 10 Years
Min: 58.59  Med: 88.12 Max: 121.84
Current: 66.41
58.59
121.84
Current Ratio 2.32
MLNX's Current Ratio is ranked higher than
81% of the 853 Companies
in the Global Semiconductors industry.

( Industry Median: 2.42 vs. MLNX: 2.32 )
Ranked among companies with meaningful Current Ratio only.
MLNX' s Current Ratio Range Over the Past 10 Years
Min: 2.32  Med: 5.02 Max: 16.48
Current: 2.32
2.32
16.48
Quick Ratio 1.96
MLNX's Quick Ratio is ranked higher than
83% of the 853 Companies
in the Global Semiconductors industry.

( Industry Median: 1.84 vs. MLNX: 1.96 )
Ranked among companies with meaningful Quick Ratio only.
MLNX' s Quick Ratio Range Over the Past 10 Years
Min: 1.96  Med: 4.64 Max: 16.03
Current: 1.96
1.96
16.03
Days Inventory 104.06
MLNX's Days Inventory is ranked lower than
67% of the 825 Companies
in the Global Semiconductors industry.

( Industry Median: 80.01 vs. MLNX: 104.06 )
Ranked among companies with meaningful Days Inventory only.
MLNX' s Days Inventory Range Over the Past 10 Years
Min: 72.76  Med: 97.04 Max: 109.37
Current: 104.06
72.76
109.37
Days Sales Outstanding 54.17
MLNX's Days Sales Outstanding is ranked higher than
59% of the 777 Companies
in the Global Semiconductors industry.

( Industry Median: 61.36 vs. MLNX: 54.17 )
Ranked among companies with meaningful Days Sales Outstanding only.
MLNX' s Days Sales Outstanding Range Over the Past 10 Years
Min: 41.44  Med: 64.59 Max: 79.3
Current: 54.17
41.44
79.3
Days Payable 79.53
MLNX's Days Payable is ranked higher than
77% of the 780 Companies
in the Global Semiconductors industry.

( Industry Median: 48.17 vs. MLNX: 79.53 )
Ranked among companies with meaningful Days Payable only.
MLNX' s Days Payable Range Over the Past 10 Years
Min: 58.74  Med: 104.73 Max: 128.89
Current: 79.53
58.74
128.89

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 18.60
MLNX's Price/Tangible Book is ranked lower than
98% of the 811 Companies
in the Global Semiconductors industry.

( Industry Median: 1.71 vs. MLNX: 18.60 )
Ranked among companies with meaningful Price/Tangible Book only.
MLNX' s Price/Tangible Book Range Over the Past 10 Years
Min: 1.17  Med: 4.03 Max: 9.17
Current: 18.6
1.17
9.17
Price/Projected FCF 1.13
MLNX's Price/Projected FCF is ranked higher than
52% of the 463 Companies
in the Global Semiconductors industry.

( Industry Median: 1.30 vs. MLNX: 1.13 )
Ranked among companies with meaningful Price/Projected FCF only.
MLNX' s Price/Projected FCF Range Over the Past 10 Years
Min: 1.06  Med: 1.84 Max: 3.85
Current: 1.13
1.06
3.85
Price/Median PS Value 0.62
MLNX's Price/Median PS Value is ranked higher than
82% of the 788 Companies
in the Global Semiconductors industry.

( Industry Median: 1.00 vs. MLNX: 0.62 )
Ranked among companies with meaningful Price/Median PS Value only.
MLNX' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.53  Med: 1.03 Max: 2.1
Current: 0.62
0.53
2.1
Price/Graham Number 4.72
MLNX's Price/Graham Number is ranked lower than
65% of the 571 Companies
in the Global Semiconductors industry.

( Industry Median: 1.27 vs. MLNX: 4.72 )
Ranked among companies with meaningful Price/Graham Number only.
MLNX' s Price/Graham Number Range Over the Past 10 Years
Min: 0.77  Med: 2.55 Max: 13.19
Current: 4.72
0.77
13.19
Earnings Yield (Greenblatt) (%) 3.70
MLNX's Earnings Yield (Greenblatt) (%) is ranked higher than
59% of the 846 Companies
in the Global Semiconductors industry.

( Industry Median: 3.20 vs. MLNX: 3.70 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
MLNX' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 0.8  Med: 3.80 Max: 46.8
Current: 3.7
0.8
46.8
Forward Rate of Return (Yacktman) (%) 8.41
MLNX's Forward Rate of Return (Yacktman) (%) is ranked higher than
50% of the 348 Companies
in the Global Semiconductors industry.

( Industry Median: 5.20 vs. MLNX: 8.41 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
MLNX' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -8.7  Med: 4.00 Max: 37.9
Current: 8.41
-8.7
37.9

More Statistics

Revenue(Mil) $708
EPS $ 1.56
Beta0.63
Short Percentage of Float5.75%
52-Week Range $32.24 - 55.80
Shares Outstanding(Mil)47.65

Analyst Estimate

Dec16 Dec17 Dec18
Revenue(Mil) 869 987 1,122
EPS($) 3.65 4.26 5.06
EPS without NRI($) 3.65 4.26 5.06

Business Description

Industry: Semiconductors » Semiconductors
Compare:NAS:MPWR, ROCO:5347, NAS:CREE, NAS:PMCS, NAS:CRUS, NAS:FCS » 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 NAS:MLNX

Headlines

Articles On GuruFocus.com
Baron Funds Comments on Mellanox Technologies Ltd. Nov 03 2015 
Hedge Fund Menta Capital's Top Stocks Include Teva Pharmaceutical, NICE Systems Sep 09 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 

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