Semtech Corporation Common Stock vs White Mountains Insurance Group Ltd. Common Stock — how do they compare? Semtech Corporation Common Stock trades at $154.31 (market cap $16.12B), while White Mountains Insurance Group Ltd. Common Stock trades at $2,096.01 (market cap $5.00B). The key difference: Semtech Corporation Common Stock is far larger — about 3.2× White Mountains Insurance Group Ltd. Common Stock's market cap, and White Mountains Insurance Group Ltd. Common Stock pays a 0.05% dividend while Semtech Corporation Common Stock pays none. Which is the better fit depends on your goals.
| SMTC | WTM | |
|---|---|---|
Market Cap | $16.12B | $5.00B |
Volume | 3,682,647 | 16,109 |
Sector | Technology | Financials |
52-Week High | $197.20 | $2.32K |
52-Week Low | $62.57 | $1.85K |
Typical Hold Time | 2 Days | — |
Enterprise Value | $16.41B | $5.83B |
Dividend Yield | — | 0.05% |
Signals from Pluang's Aura AI — not financial advice
SMTC trades at $172.78, up 2.67% today, with a bullish technical setup near its pivot point of $173. The stock has gained 154% year-to-date, driven by strong AI data center demand and recent earnings beats. Revenue is projected to grow from $909 million in 2025 to $1.2 billion in 2026, with net income turning positive. Analysts maintain a strong buy consensus with an average price target of $216.38.
Outlook is positive given robust AI-driven growth and expanding partnerships, but high valuation multiples and recent insider selling pose risks. The stock's momentum hinges on continued execution in data center markets and the upcoming Q3 2026 earnings report.
White Mountains Insurance Group (WTM) trades at $2,093.13, up 0.31% with neutral technical signals. The stock shows strong fundamentals with a P/E of 4.8 and ROE of 21.9%, though recent earnings were mixed with Q2 2026 beating estimates while Q1 missed. Book value per share reached $2,258 as of June 2026, up 4% quarterly. Recent product launches and board additions signal strategic growth initiatives.
WTM presents value investment appeal with attractive valuation multiples and solid profitability, but faces execution risks from volatile quarterly earnings and negative cash flow trends. Analyst consensus remains neutral with 100% hold ratings, suggesting cautious optimism pending clearer earnings consistency and cash flow improvement.
Trailing returns across standard periods
Latest headlines on both assets
Semtech develops analog and mixed-signal semiconductors and connectivity products. Its technologies are used in communications, data centers, industrial systems, and IoT devices.
Read more on SMTC →White Mountains Insurance Group Ltd. is a Bermuda-based holding company that owns and builds insurance and financial services businesses. Its operating segments include Ark, a specialty insurance and reinsurance underwriter; HG Global, which reinsures municipal bond insurer Build America Mutual; and Kudu Investment Management, which provides capital to boutique asset managers.
Read more on WTM →