Astera Labs Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Astera Labs Inc (ALAB) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Astera Labs Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,201M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+30.7% annualized vs trailing 12 months).
- Scale: Astera Labs Inc ranks #13 of 117 companies by market capitalization in the Semiconductors industry, holding 0.5% of industry market cap.
- Peer revenue share: Astera Labs Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ALAB Sales vs. its Competitors, Q2 2026
Astera Labs Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs 104.5% for Astera Labs Inc. Astera Labs Inc's share of combined industry revenue moved from 0.04% to 0.07%, a gain of 0.03 percentage points.
Astera Labs Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Astera Labs Inc | Yes | Yes | Yes | - |
| High-Confidence Competitors (5) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 16.70 % (1 of 6) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ALAB Stock Performance relative to its Competitors
ALAB Stock Performance relative to High-Confidence Competitors
ALAB Stock Performance relative to Similar-Size Competitors
ALAB Stock Performance relative to Similar Growth & Profitability Competitors
Astera Labs Inc's Comment on Competition and Industry Peers
Astera Labs Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Broadcom, Inc. | Named by the company | 85% |
| Parade Technologies, Ltd. | Named by the company | 85% |
| Microchip Technology Inc. | Named by the company | 85% |
| Credo Technology Group Holding Ltd. | Named by the company | 85% |
| Rambus, Inc. | Named by the company | 85% |
| Montage Technology | Named by the company | 85% |
| Marvell Technology, Inc. | Named by the company | 85% |
| Broadcom, Inc. | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Astera Labs Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.