SMART Global Holdings, Inc.

SMART Global Holdings, Inc.

SGH
SMART Global Holdings, Inc.US flagNASDAQ Global Select
20.85
USD
+0.09
- -
1.10BMarket Cap
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
TTM
Revenue per Share
15.54
12.9
24.11
29.22
26.39
23.39
21.74
28.22
29.08
- -
22.42
Basic EPS, GAAP
-1.12
-0.48
-0.25
2.71
1.12
-0.02
0.44
1.35
-3.78
- -
-1
Free Cash Flow per Basic Share
0.98
0.36
-0.03
1.54
3.69
1.82
3.16
2.12
2.11
- -
1.48
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
0.51
0.02
-0.21
2.56
3.6
3.42
3.84
5.11
1.7
- -
0.61
Tangible Book Value per Share
-1.57
-1.52
0.99
2.62
2.67
3.18
2.96
4.97
-1.87
- -
2.22
Basic Weighted Avg Shares
41
41
32
44
46
48
49
49
50
- -
52
Sales/Revenue/Turnover
643
534
761
1,289
1,212
1,122
1,056
1,396
1,441
1,171
1,171
Operating Margin (%)
-0.87
1.37
7.14
12.97
7.13
3.68
1.58
7.77
3.94
1.56
1.56
Depreciation Expense
50
31
33
26
29
36
35
47
72
66
66
Net Income, GAAP
-46
-20
-8
119
51
-1
21
67
-188
-52
-52
Effective Tax Rate (%)
- -
- -
467.86
13.29
22.46
112.21
- -
42.55
- -
- -
- -
Profit Margin (%)
-7.22
-3.73
-1.02
9.27
4.24
-0.1
2.02
4.77
-13.01
-4.48
-4.48
Working Capital
98
90
107
226
234
274
367
636
481
540
540
LT Debt
235
226
154
184
182
216
373
643
821
718
718
Total Equity
9
-1
82
187
273
282
319
379
229
399
399
Return on Invested Capital (%)
- -
- -
-78.78
43.48
15.09
-1.01
- -
7.02
- -
- -
- -
Return on Capital (%)
- -
- -
-55.61
54.95
19.36
-0.79
- -
10.44
- -
- -
- -
Return on Common Equity (%)
- -
-181.76
- -
- -
36.89
-0.69
12.16
30.31
-111.25
-90.49
-90.49

Capital Structure

FRC

in mil. unless spec.
Feb'24
May'24
Aug'24
ST Debt
- -
- -
- -
LT Borrowings
741
667
657
LT Finance Leases
63
62
61
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
52
53
53
Market Capitalization
1,086
1,067
1,082

Working Capital

FRC

in mil. unless spec.
Feb'24
May'24
Aug'24
Total Current Assets
885
942
868
Cash, Cash Equivalents & STI
466
468
389
Accounts Receivable, Net
170
212
252
Inventories
173
177
151
Total Current Liabilities
268
351
328
Payables & Accruals
182
231
219
ST Debt
- -
- -
- -
Deferred Revenue
37
89
64

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
13.92%
74.15%
Free Cash Flow
- -
-6.18%
-26.06%
Net Income, GAAP
- -
-461.61%
-72.02%
Sales/Revenue/Turnover
- -
0.67%
-18.77%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
470
449
463
438
1,396
2023
392
388
344
163
1,441
2024
274
285
301
311
1,171

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
0.41
0.05
0.48
0.41
1.35
2023
0.1
-0.55
-0.5
-2.77
-3.78
2024
-0.38
-0.26
0.11
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
- -
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
Mark W. Adams
Full Time Employees
3,000
Sector
Technology
Industry
Semiconductors
Address
39870 Eureka Drive Newark CA United States of America 94560
IPO Date
May 24, 2017
Website
smartm.com
Business
SMART Global Holdings, Inc. designs, manufactures and supplies specialty memory solutions, intelligent platform solutions and LED solutions for computing, networking, industrial, enterprise, hyperscale data center and edge applications worldwide. The company, founded in 1988 and headquartered in Milpitas, California, operates through its Memory Solutions division providing dynamic random access memory (DRAM) modules, embedded and removable flash memory products, flash components, supply chain services including procurement, logistics, inventory management, programming and kitting; its Intelligent Platform Solutions division through Penguin Solutions offering high-performance computing systems such as OriginAI AI factory infrastructure, ICE ClusterWare cluster management software, AI managed services, NVIDIA DGX clusters with InfiniBand networking, Open Compute Project-based solutions, Penguin Edge for edge computing, Penguin-On-Demand cloud services and Stratus fault-tolerant platforms including ztC Endurance, ztC Edge and everRun software for 99.99999% availability; and its LED Solutions providing application-optimized LEDs under the CreeLED brand for lighting, video screens and specialty applications. It maintains manufacturing sites in California and Scotland, with sales offices across Asia, Europe and North America, targeting original equipment manufacturers, hyperscalers, government, financial services, energy, education and telecommunications sectors. In July 2024, SK Telecom invested $200 million in preferred shares convertible to ordinary shares and formed a strategic alliance for AI data centers, edge servers, high-performance computing infrastructure and advanced memory products; in December 2024, the investment closed into Penguin Solutions enhancing AI go-to-market capabilities; the company also priced an upsized $175 million private offering of 2% convertible senior notes to repurchase existing notes and reduce debt.

Company News

APIChat
  • BlueScope Says $11 Billion Steel Dynamics, SGH Takeover Offer Insufficient

  • Steel Dynamics, SGH Raise BlueScope Steel Takeover Bid to $11 Billion

  • SGH, Steel Dynamics raise buyout offer for BlueScope Steel to $10.6 billion

  • BlueScope Rejects Steel Dynamics, SGH Takeover Bid

  • Australia's BlueScope hits 17-year high on $8.8 billion buyout bid from SGH, Steel Dynamics

  • SGH and Steel Dynamics confirm the submission of a NBIO to acquire BlueScope Steel Ltd

  • BlueScope Steel Gets $8.8 Billion Takeover Offer From SGH, Steel Dynamics

  • Cree LED Partners with IDC Componentes and Ilumiled to Brighten Downtown Querétaro Mexico

  • SGH Announces Fourth Quarter and Full Year Fiscal 2024 Financial Conference Call

  • SMART Global Holdings Announces Pricing of Upsized Private Offering of $175.0 Million Convertible Notes

  • Cree LED Delivers 20% Efficiency Increase for XLamp XE-G LEDs

  • Small-Cap Stocks Surge: 3 Tiny Titans Poised to Take Over in 2024

  • SGH Announces $200 Million Strategic Investment from SK Telecom to Advance End-to-End AI Infrastructure Solutions

  • Why Smart Global Stock Skyrocketed Today

  • This Tech Stock Can Set a Multiyear High with AI-Powered Growth

  • SMART Global Holdings, Inc. (SGH) Q3 2024 Earnings Call Transcript

  • SMART Global Holdings, Inc. (SGH) Surpasses Q3 Earnings and Revenue Estimates

  • This Analyst With 87% Accuracy Rate Sees Over 35% Downside In Tesla - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts

  • Top Wall Street Forecasters Revamp SMART Global Expectations Ahead Of Q3 Earnings

  • Assessing SMART Global (SGH) Stock Ahead of Its Q3 Earnings