SIMO
Silicon Motion Technology CorporationTechnology · $7.9B market cap
Verdict
Share price
$280.50
close of Oct 3, 2026
Fair value
$160.54
Sticker Price
Payback Price
$64.21
buy price
SIMO is Overpriced: at $280.50 it trades 75% above its fair value of $160.54. Its buy price (Payback Price) is $64.21, 77% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold SIMO. In Q2 2026, 2 trimmed. Who we track
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$41.9M
125,737 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$616K
1,847 shares
Moves in Q2 2026
Trimmed: Lee Ainslie, First Eagle Investment Management
Insider activity
Since Jun 2, 2026: no open-market purchases and 5 sales worth $1.6M. Why purchases matter
Sales
About Silicon Motion Technology Corporation
Silicon Motion Technology Corporation (SIMO) is a prominent company specializing in the design, development, and distribution of NAND flash controllers, which are essential components for a wide array of solid-state storage devices. Their product range supports diverse applications, including controllers for computing-grade Solid-State Drives (SSDs) found in personal computers and other client devices. They also…
Semiconductors
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works