← BackSILICOM LTD. · Computer Communications EquipmentSILC
Moderate riskNext report: Not enough history
The short versionA company still losing money with shrinking sales. Institutions are adding.
Going well
- Buying back shares: share count down 16% in 3 years
- No debt reported
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 42% to their holdings in the quarter ending June 2026 (31 bought, 15 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$39.82+3.7% that day
- Company value
- $300M
- Share price times all shares
- Price vs profit (P/E)
- 24.1x
- You pay about $24 for each $1 of yearly profit
- Price vs sales
- 2.7x
- Company value is 2.7 times a year of sales
- Cash vs value
- 5%
- Cash as a share of company value
From SILC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 7 quarters, from SEC filings
Sales, Jun '19$25.4M+48% vs a year earlier
Jun '13Tap a barJun '19
Last 12 months: $109.3M. Over 5 years, sales shrank about 10% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.-9.4%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-18.5%
- MissProfitable every yearSteady profits, not one good year.7 of 10 years
- MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$3.3M
- PassShare count not growingNot diluting owners. Falling means buybacks.-16.0% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.30.6%
- Revenue
- $61.9M
- +6.6% vs prior year
- 5-year growth
- -10.4%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 4.15x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2019- Revenue
- $25.4M
- -8.0% YoY
- EPS
- $0.30
- vs $0.32
- Op. margin
- 8.9%
- -0.4 pts
- Gross margin
- 34.1%
- +1.9 pts
- Share count
- +0.1%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.9
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+42.3%Institutions added 42.3% to their holdings. 31 bought, 15 sold.
Shares held by institutions2.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-5.4%Cash runwayAt last year's cash burn
195 monthsDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
6MWhy moderate risk- Losing money
- 1 offering filing in 6 months (may sell new shares)
Next reportNot enough history
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.