Aspen Aerogels Inc vs Microchip Technology Inc. — how do they compare? Aspen Aerogels Inc trades at $6.16 (market cap $509.55M), while Microchip Technology Inc. trades at $80.36 (market cap $43.99B). The key difference: Microchip Technology Inc. is far larger — about 86.3× Aspen Aerogels Inc's market cap, and Microchip Technology Inc. pays a 2.25% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | MCHP | |
|---|---|---|
Market Cap | $509.55M | $43.99B |
Sector | Technology | Technology |
52-Week High | $8.82 | $102.97 |
52-Week Low | $2.57 | $49.02 |
Enterprise Value | $482.96M | $49.12B |
Dividend Yield | — | 2.25% |
Signals from Pluang's Aura AI — not financial advice
Aspen Aerogels (ASPN) trades at $6.13, down 2.54% today, with a bullish technical signal from moving averages despite mixed oscillators. The company shows improving revenue trends with Q2 2026 results beating expectations and strong Q3 guidance of $65-80 million revenue. However, profitability remains challenged with negative net income margins of -62.45% and consecutive quarterly EPS misses. Analyst sentiment is overwhelmingly positive with 82.61% buy ratings.
The outlook balances strong revenue growth potential in thermal barrier markets against persistent profitability challenges. Investment opportunity lies in the expanding EV thermal barrier business and European market growth, while risks include sustained negative cash flow and competitive pressures in evolving battery technologies.
Microchip Technology (MCHP) trades at $80.45, down 1.15% on the day, with a bullish technical signal and strong analyst consensus. Recent earnings beats, including Q1 2026 EPS of $0.57 versus $0.505 expected (Zacks Investment Research, 2026-08-07), highlight robust demand recovery and data center growth. The company maintains solid profitability with a 60.19% gross margin but faces high valuation multiples like a P/E of 119.15.
The outlook is positive driven by AI and data center expansion, with a consensus price target of $104.00 (MarketBeat, 2026-08-07). Risks include elevated debt levels and sensitivity to semiconductor cycles. Upside potential exists if execution continues to exceed expectations amid broadening demand.
Trailing returns across standard periods
Latest headlines on both assets
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Read more on MCHP →