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MIDD vs. SMTC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MIDD vs. SMTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Middleby Corporation (MIDD) and Semtech Corporation (SMTC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MIDD achieves a 5.08% return, which is significantly lower than SMTC's 121.88% return. Over the past 10 years, MIDD has underperformed SMTC with an annualized return of 2.34%, while SMTC has yielded a comparatively higher 21.20% annualized return.


MIDD

1D
0.22%
1M
13.86%
YTD
5.08%
6M
30.29%
1Y
5.64%
3Y*
3.85%
5Y*
-1.81%
10Y*
2.34%

SMTC

1D
-1.88%
1M
52.66%
YTD
121.88%
6M
122.57%
1Y
329.02%
3Y*
93.38%
5Y*
19.44%
10Y*
21.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MIDD vs. SMTC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MIDD
The Middleby Corporation
5.08%9.76%-7.96%9.91%-31.95%52.62%17.71%6.61%-23.88%4.77%
SMTC
Semtech Corporation
121.88%19.14%182.29%-23.63%-67.74%23.36%36.28%15.33%34.12%8.40%

Correlation

The correlation between MIDD and SMTC is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Mar 18, 1992

0.23

The correlation between MIDD and SMTC shifts across timeframes, from 0.23 (all time) to 0.40 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

MIDD:

-$8.36

SMTC:

-$0.45

PS Ratio

MIDD:

2.14

SMTC:

13.86

Total Revenue (TTM)

MIDD:

$3.67B

SMTC:

$1.05B

Gross Profit (TTM)

MIDD:

$1.39B

SMTC:

$541.32M

EBITDA (TTM)

MIDD:

-$2.33M

SMTC:

$172.00M

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Return for Risk

MIDD vs. SMTC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MIDD
MIDD Risk / Return Rank: 4444
Overall Rank
MIDD Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
MIDD Sortino Ratio Rank: 4242
Sortino Ratio Rank
MIDD Omega Ratio Rank: 4242
Omega Ratio Rank
MIDD Calmar Ratio Rank: 4646
Calmar Ratio Rank
MIDD Martin Ratio Rank: 4646
Martin Ratio Rank

SMTC
SMTC Risk / Return Rank: 9797
Overall Rank
SMTC Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
SMTC Sortino Ratio Rank: 9696
Sortino Ratio Rank
SMTC Omega Ratio Rank: 9494
Omega Ratio Rank
SMTC Calmar Ratio Rank: 9898
Calmar Ratio Rank
SMTC Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MIDD vs. SMTC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Middleby Corporation (MIDD) and Semtech Corporation (SMTC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MIDDSMTCDifference
Sharpe ratioReturn per unit of total volatility

-5.09

Sortino ratioReturn per unit of downside risk

-4.03

Omega ratioGain probability vs. loss probability

1.07

1.56

-0.49

Calmar ratioReturn relative to maximum drawdown

0.22

12.43

-12.21

Martin ratioReturn relative to average drawdown

0.48

44.77

-44.30

MIDD vs. SMTC - Sharpe Ratio Comparison

The current MIDD Sharpe Ratio is 0.15, which is lower than the SMTC Sharpe Ratio of 5.24. The chart below compares the historical Sharpe Ratios of MIDD and SMTC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MIDDSMTCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.15

5.24

-5.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

0.31

-0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

0.40

-0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.24

+0.19

Drawdowns

MIDD vs. SMTC - Drawdown Comparison

The maximum MIDD drawdown since its inception was -77.27%, smaller than the maximum SMTC drawdown of -85.40%. Use the drawdown chart below to compare losses from any high point for MIDD and SMTC.


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Drawdown Indicators


MIDDSMTCDifference

Max Drawdown

Largest peak-to-trough decline

-77.27%

-85.40%

+8.13%

Max Drawdown (1Y)

Largest decline over 1 year

-25.63%

-26.68%

+1.05%

Max Drawdown (3Y)

Largest decline over 3 years

-35.40%

-68.45%

+33.05%

Max Drawdown (5Y)

Largest decline over 5 years

-44.38%

-85.40%

+41.02%

Max Drawdown (10Y)

Largest decline over 10 years

-69.20%

-85.40%

+16.20%

Current Drawdown

Current decline from peak

-21.75%

-1.88%

-19.87%

Average Drawdown

Average peak-to-trough decline

-24.00%

-47.92%

+23.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.83%

7.39%

+4.44%

Volatility

MIDD vs. SMTC - Volatility Comparison

The current volatility for The Middleby Corporation (MIDD) is 14.40%, while Semtech Corporation (SMTC) has a volatility of 23.61%. This indicates that MIDD experiences smaller price fluctuations and is considered to be less risky than SMTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MIDDSMTCDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.40%

23.61%

-9.21%

Volatility (6M)

Calculated over the trailing 6-month period

26.14%

47.98%

-21.84%

Volatility (1Y)

Calculated over the trailing 1-year period

38.55%

63.27%

-24.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.70%

62.67%

-28.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.77%

53.62%

-16.85%

Dividends

MIDD vs. SMTC - Dividend Comparison

Neither MIDD nor SMTC has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

MIDD vs. SMTC - Financials Comparison

This section allows you to compare key financial metrics between The Middleby Corporation and Semtech Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B20222023202420252026
839.91M
274.40M
(MIDD) Total Revenue
(SMTC) Total Revenue
Values in USD except per share items

MIDD vs. SMTC - Profitability Comparison

The chart below illustrates the profitability comparison between The Middleby Corporation and Semtech Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20222023202420252026
38.5%
50.3%
Portfolio components
MIDD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Middleby Corporation reported a gross profit of 323.19M and revenue of 839.91M. Therefore, the gross margin over that period was 38.5%.

SMTC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Semtech Corporation reported a gross profit of 138.10M and revenue of 274.40M. Therefore, the gross margin over that period was 50.3%.

MIDD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Middleby Corporation reported an operating income of 134.89M and revenue of 839.91M, resulting in an operating margin of 16.1%.

SMTC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Semtech Corporation reported an operating income of 30.80M and revenue of 274.40M, resulting in an operating margin of 11.2%.

MIDD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Middleby Corporation reported a net income of -50.07M and revenue of 839.91M, resulting in a net margin of -6.0%.

SMTC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Semtech Corporation reported a net income of -29.80M and revenue of 274.40M, resulting in a net margin of -10.9%.


Frequently Asked Questions


MIDD and SMTC have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMTC has higher volatility (23.61%) compared to MIDD (14.40%). In terms of maximum drawdown, MIDD dropped -77.27% vs SMTC's -85.40%.

SMTC currently has the higher Sharpe Ratio (5.24 vs 0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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