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Valuation
Trading at 1.4× sales vs its 2.1× historical median P/S.
Fair value ≈ $4.03 · price $2.77 today
Undervalued · 31% below
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Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$GUER
32M market cap
25M TTM revenue
66% gross margins
Q4 2025:
6.7M revenue, 54% yoy increase
Positive operating cash flow.
Profitability.
2026 guidance: Full year profitability.
AMPG:
Same TTM revenue, worse margins, burning cash, nowhere near profitability.
10x bigger market cap vs GUER.
This is what being early looks like.
BULLISH to say the least.
$GUER Take look at who is on the board of directors:
William J. Pratt (age 79) has served as a member of the Board since 2014. In 1991, Mr. Pratt co-founded
RFMD. He retired in 2008 as RFMD’s Chief Technology Officer. Mr. Pratt served as chairman of the board of
directors of RFMD from 1991 until 2002
RFMD eventually merged with Triquint semiconductor to become Qorvo($QRVO).
Ryan Pratt is William's son and before you go shouting nepotism, lets look at his background:
Ryan Pratt (age 44) is the founder of the Company and has served as its Chief Executive Officer and a
member of the Board since 2014. Prior to founding the Company, Mr. Pratt served as Director of Engineering at
Skyworks Center from June 2008 to February 2013. Prior to that, Mr. Pratt served in
various roles at RF Micro Devices, Inc. (“RFMD”), a global company providing wireless communication
products, now named Qorvo, Inc.
So clearly he's no slouch himself.
$GUER I've been picking up bits and pieces of this company as volume allows. I think these guys have pretty good potential. Earnings reported today, sales up 48% and improved gross margins,burned thru $900,000 cash. Reported an accounting profit but were just slightly losing money operations wise. Hasn't put out financials yet. I think its worth taking a small position to get your feet wet.
