Alpha & Omega Semiconductor (MEX:AOSLN) Tariff Resilience Score: 4/10 (As of Jun. 30, 2026)


MEX:AOSLN Alpha & Omega Semiconductor Ltd MEX:AOSLN
62 GF Score
Price MXN810.00
GF Value MXN479.80
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Alpha & Omega Semiconductor Tariff Resilience Score?

Alpha & Omega Semiconductor MEX:AOSLN 62 Tariff Resilience Score is 4 as of Jun. 30, 2026. GuruFocus rates MEX:AOSLN with a GF Score™ of 62/100 and a GF Value™ of MXN479.80 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 998 Semiconductors companies, Alpha & Omega Semiconductor ranks better than 87.78% on this metric.

Alpha & Omega Semiconductor has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

Alpha & Omega Semiconductor has Relies heavily on Asian manufacturing and exports to the U.S. Highly vulnerable to tariffs, but mitigates through alternative suppliers and strategic partnerships.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Alpha & Omega Semiconductor might have Average Resilient.

Alpha & Omega Semiconductor  (MEX:AOSLN) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Alpha & Omega Semiconductor Tariff Resilience Score Related Terms

MEX:AOSLN vs CEVA, POET, SKYT: Tariff Resilience Score Comparison

For the Semiconductors subindustry, Alpha & Omega Semiconductor's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Alpha & Omega Semiconductor Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Alpha & Omega Semiconductor's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Alpha & Omega Semiconductor's Tariff Resilience Score falls into.


MEX:AOSLN
62GF Score
Alpha & Omega Semiconductor Ltd MEX:AOSLN
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 4 mean?
Alpha & Omega Semiconductor (MEX:AOSLN) has a Tariff Resilience Score of 4 as of Jun. 30, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Alpha & Omega Semiconductor ranks #122 out of 998 companies in the Semiconductors industry, placing it in the top 12.2%.
Is Alpha & Omega Semiconductor's Tariff Resilience Score too high?
Alpha & Omega Semiconductor's current Tariff Resilience Score is 4. Based on the distribution chart, Alpha & Omega Semiconductor ranks #122 out of 998 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Alpha & Omega Semiconductor has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alpha & Omega Semiconductor's Tariff Resilience Score compare to CEVA and POET?
According to the Semiconductors industry distribution chart, Alpha & Omega Semiconductor ranks #122 out of 998 companies for Tariff Resilience Score. This places Alpha & Omega Semiconductor in the top 12% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Alpha & Omega Semiconductor's current Tariff Resilience Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alpha & Omega Semiconductor stock overvalued right now?
Based on GuruFocus' analysis, Alpha & Omega Semiconductor (MEX:AOSLN) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN479.80, compared to a current price of MXN810.00 — trading 68.8% above its estimated fair value. The current Tariff Resilience Score is 4. Alpha & Omega Semiconductor's overall GF Score™ is 62/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Alpha & Omega Semiconductor (MEX:AOSLN), the current Tariff Resilience Score is 4 as of Jun. 30, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Alpha & Omega Semiconductor (MEX:AOSLN) Overvalued in 2026?

Based on GuruFocus' analysis, Alpha & Omega Semiconductor stock appears to be overvalued. The current stock price of MXN810.00 is trading 68.8% above its estimated GF Value™ of MXN479.80. GuruFocus considers Alpha & Omega Semiconductor to be Significantly Overvalued.

Key valuation signals for MEX:AOSLN:

  • Tariff Resilience Score: 4
  • GF Value™: MXN479.80 vs. price of MXN810.00 (68.8% above fair value)
  • GF Score™: 62/100 with 7 warning signs

No single metric tells the full story. See the MEX:AOSLN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Alpha & Omega Semiconductor Business Description

Other Exchanges AOSL:USAAOY:Germany
Address 2 Church Street, Clarendon House, Hamilton, BMU, HM 11
Alpha & Omega Semiconductor Ltd designs, develops and supplies a portfolio of power semiconductors targeting various applications, including personal computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. It generates revenue mainly from the sale of power semiconductors, consisting of power discretes and power ICs with a presence in Hong Kong, China, South Korea, the United States and other countries. It operates in one operating segment: the design, development and supply of power semiconductor products for computing, consumer electronics, communication and industrial applications.
62GF Score

Get the complete analysis for MEX:AOSLN

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN810.00
Price
MXN479.80
GF Value