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DIOD

💻 Technology

Diodes Incorporated

Conservative #665Aggressive #728Low RiskHigh 80
$70.80+2.18%
Day High$71.61
Day Low$68.62
Volume0.4M
Mkt Cap$3.3B
52W Low $3352W High $82
Market Cap
$3.2B
P/E Ratio
47.8
Sector avg: 87.8
Rev Growth
13.0%
Sector avg: 14.8%
Earnings Growth
50.2%
Profit Margin
4.5%
Sector avg: -110.0%
Debt/Equity
0.05

Why This Score

DIOD scores 46.5 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.05) provides financial flexibility and downside protection.
  • High conviction (80/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Elevated valuation at 47.8x earnings — requires sustained growth to justify the premium.
  • Above-average volatility (12.6%) may not suit conservative risk tolerance.

Moderate penalties (-4.7 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score46.5
Fundamental Score53.7
ML Score21.0

Score by Horizon

3 Month
68.3
6 Month
76.3
Primary
1 Year
80.3

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Quality Flags
High accrual ratio (-211.6%) — earnings quality concern

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
64
Positive
Analyst (6.4%)
64
Favorable
Tradability (post-hoc)
73
Grade B
Base
45.1
SHAP
+2.2
Factors
+0.9
Conviction
+0.9
Divergence
-2.6
Final
46.5
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)49.0
Technical (Momentum, Weinstein, Volatility)84.0
External (Sentiment, Analyst, Macro)82.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+2.1% to +6.7%
Medium-term
+4.0% to +11.1%
Long-term
+6.0% to +15.6%

ML Model Core Features100 trained inputs → ML Score: 21

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score63.5/100
Target Upside+9.1%
Coverage13 analysts
Market Sentiment
Sentiment Score64.0/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.4%
6M Momentum+0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+13.4%
Momentum ConsistencyModerate (0.70)
Relative Strength vs Sector+40.3%
Trend Strength (ADX Proxy)Strong (3.5)
Momentum Quality+0.373
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
6%
Low risk
Sector RevGr Rank
P57
Revenue growth vs Technology peers
Sector PE Rank
P25
Valuation vs Technology peers
Sector FCF Rank
P52
Free cash flow vs Technology peers
Growth Deviation
+0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 70 relative to sector peers70/100
Machine learning model ranks this stock at the 80th percentileP80
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.0pt (features align with model priorities)
Blend: 91% fund (70.0) + 9% ML (80.1) + SHAP(+3.0) = 73.9
Factor quality: +1.3pt (multi-factor composite)
Risk assessment: low. Annualized volatility 12.6%. Max drawdown 15% (-2.8 pts)Low
Market cap adjustment: +0.5 points ($3.2B market cap)+0.5 pts
Conviction bonus: +1.2pt (conviction=80)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (-211.6%) — earnings quality concern; R&D-adjusted ROIC: 1.2% (original: 1.4%). Semiconductors has ~18% R&D intensity. Capitalizing R&D over 5 years increases invested capital by ~45%.Flag

Sector Peer Comparison(Technology — Rank #152 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
DIOD46.547.813.0%4.5%$3.2B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%

Market Sentimentvia FMP

Analyst Consensus
Buy13 analysts
Buy: 7Hold: 6
Price Target
$74consensus
Low $74Median $74High $74
+4.5% to consensus target

Company Overviewvia FMP

Diodes Incorporated designs, manufactures, and supplies application-specific standard products in the discrete, logic, analog, and mixed-signal semiconductor markets worldwide. It focuses on low pin count semiconductor devices with one or more active or passive components. The company offers discrete semiconductor products, such as MOSFET, TVS, and performance Schottky rectifiers; GPP bridges and retifiers, and performance Schottky diodes; Zener and performance Zener diodes, including tight tolerance and low operating current type; standard, fast, super-fast, and ultra-fast recovery rectifiers; bridge rectifiers; switching diodes; small signal bipolar and prebiased transistors; thyristor surge protection devices; and transient voltage suppressors. It also provides analog products, such as power management devices comprising AC-DC and DC-DC converters, USB power switches, and low dropout and linear voltage regulators; linear devices, such as operational amplifiers and comparators, current monitors, voltage references, and reset generators; LED lighting drivers; audio amplifiers; and sensor products, including hall-effect sensors and motor drivers. The company offers mixed-signal products, such as high speed mux/demux products, digital switches, interfaces, redrivers, universal level shifters/voltage translator, clock ICs, and packet switches; standard logic products comprising low-voltage complementary metal–oxide–semiconductor (CMOS) and high-speed CMOS devices; ultra-low power CMOS logic products and analog switches; multichip products and co-packaged discrete, analog, and mixed-signal silicon in miniature packages; silicon and silicon epitaxial wafers; and crystals and oscillators. It sells its products to the consumer electronics, computing, communications, industrial, and automotive markets through direct sales, marketing personnel, independent sales representatives, and distributors. The company was incorporated in 1959 and is headquartered in Plano, Texas.

CEO
Gary Yu
Employees
7,829
Beta
1.65
Industry
Semiconductors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
66.6
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-13.4%
High: $81.71
From 52W Low
+115%
Low: $32.93
Moving Averages
10-Day
$70.00
Above
20-Day
$65.10
Above
50-Day
$58.00
Above
200-Day
$53.10
Above
60-Day Support
$45.35
60-Day Resistance
$81.71
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 92/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+33.3%
200 SMA Slope (60d)
+7.72%
Rising
Volume Ratio
1.7x
10d avg vs 50d avg
Days in Stage
57
Confidence: 90%
Breakout Volume Confirmed

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$392M$392M$366M$332M
Gross Profit$122M$120M$115M$105M
Operating Income$13M$12M$9M$1M
Net Income$10M$14M$46M$-4M
EPS (Diluted)$0.22$0.31$0.99$-0.10
Gross Margin31.1%30.7%31.5%31.5%
Operating Margin3.4%3.0%2.6%0.4%
Net Margin2.6%3.6%12.6%-1.3%

Why This Stock

TechnologyRevenue growth 13.0%Valuation below sector median (P/E 47.8)

Tradability FilterGrade B — 73/100Score impact: -10.9pt

Volume
70
395K avg/day
Dollar Vol
85
$27M/day
Float
60
0K shares
Mkt Cap
63
$3.2B
Range
100
148% spread
Composite Liquidity Score73/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$68.01$113.9850.5%Wide
2022$58.52$113.3963.8%Wide
2023$60.00$97.4547.6%Wide
2024$52.71$86.7448.8%Wide
2025$32.93$67.1268.3%Wide
3-Year Range
99%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
148.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.