Silicom
SILC on Nasdaq. Computer communications equipment. Market value $345m.
This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
Nothing stands out yet.
See Technology stocks that passed both tests
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $-0.95 of spare cash last year. A savings account pays about $4.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: 28 of 100. Price score: 0 of 100. Our list needs 70 on quality and 60 on price.
$61.65 a share, 362% above its 1-year low
Over the past year the price has ranged from $13.34 to $63.00.
Pays no dividend
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | $128m | $151m | $124m | $58m | $62m |
| Operating margin | |||||
| Operating margin | 10.2% | 13.2% | -23.1% | -22.8% | -19.8% |
| Debt to equity | |||||
| Debt to equity | n/a | n/a | n/a | n/a | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.01bn | 0.01bn | 0.01bn | 0.01bn | 0.01bn |
Health checks
- Free cash flow positive2 of 5 years
- Accounting checksSkipped: company is not yet profitable
- DebtUnknown
- Revenue growth, five yearsShrinking, 10.4% a year
- Buying back its own sharesYes, 15% fewer since 2021
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 28 April 2026
- Next quarterly (estimated, 10-Q)
- n/a
Who owns it
None of the long-term investors we follow own it. 51 funds in all.
Largest holders overall
- Systematic Financial Management LP$24mCut
- First Wilshire Securities Management$14mCut
- Nano CAP New Millennium Growth Fund L P$9mCut
- Portolan Capital Management$8mNew
- Hood River Capital Management$8mNew
- Jane Street Group$6mAdded
- Herald Investment Management$5mCut
- Palisades Investment Partners$4mNew
- Renaissance Technologies$4mAdded
- Connor, Clark & Lunn Investment Management$3mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- SYSTEMATIC FINANCIAL MANAGEMENT LPPassive investor9.7%+1.3 ptsSince 31 December 2025
- Eizenman AvinoamInsider or founder5.7%Since 15 April 2026
What they said
The Reporting Person's beneficial ownership increased above 5% because certain RSUs and options that he holds will vest over the next 60-days. The Reporting Person holds the securities described in Item 5 of this Schedule 13D for investment purposes and in connection with their…
Read the filing - Portolan Capital Management, LLCPassive investorat least 5.1%(filed with 1 related holder)Since 23 September 2026
- First Wilshire Securities Management, Inc.Passive investorSold down below 5%Since 30 June 2026
- Forsakringsaktiebolaget Avanza PensionPassive investorSold down below 5%Since 12 November 2025
| Holder | Stake | Since | |
|---|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT LP Passive investor | 9.7%+1.3 pts | 31 December 2025 | |
Eizenman Avinoam Insider or founder | 5.7% | 15 April 2026 | What they saidThe Reporting Person's beneficial ownership increased above 5% because certain RSUs and options that he holds will vest over the next 60-days. The Reporting Person holds the securities described in Item 5 of this Schedule 13D for investment purposes and in connection with their… Read the filing |
Portolan Capital Management, LLC Passive investor | at least 5.1% (filed with 1 related holder) | 23 September 2026 | |
First Wilshire Securities Management, Inc. Passive investor | Sold down below 5% | 30 June 2026 | |
Forsakringsaktiebolaget Avanza Pension Passive investor | Sold down below 5% | 12 November 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 8 sold $4m.
- Orbach YeshayhuDirectorSold
- Date
- 24 August 2026
- Shares
- 2,969
- Price
- $45.00
- Value
- $133,605
- Eizenman AvinoamDirectorSold
- Date
- 17 August 2026
- Shares
- 20,000
- Price
- $50.50
- Value
- $1m
- Eizenman LironPresident and CEOSold
- Date
- 12 August 2026
- Shares
- 18,072
- Price
- $48.53
- Value
- $877,034
- Gilad EranCFOSold
- Date
- 6 August 2026
- Shares
- 7,000
- Price
- $44.45
- Value
- $311,133
- Karp YuvalEVP Project ManagementSold
- Date
- 19 May 2026
- Shares
- 2,000
- Price
- $50.00
- Value
- $100,000
- Hendel DavidVP R&DSold
- Date
- 14 May 2026
- Shares
- 1,000
- Price
- $49.00
- Value
- $49,000
- Castiel DavidVP EngineeringSold
- Date
- 14 May 2026
- Shares
- 2,000
- Price
- $48.00
- Value
- $96,000
- COHEN DANIEL (DC)EVP OperationSold
- Date
- 14 May 2026
- Shares
- 15
- Price
- $52.00
- Value
- $780
- Hendel DavidVP R&DSold
- Date
- 13 May 2026
- Shares
- 1,000
- Price
- $44.37
- Value
- $44,370
- Hendel DavidVP R&DSold
- Date
- 7 May 2026
- Shares
- 500
- Price
- $45.00
- Value
- $22,500
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 24 August 2026 | Orbach Yeshayhu Director | Sold | 2,969 | $45.00 | $133,605 |
| 17 August 2026 | Eizenman Avinoam Director | Sold | 20,000 | $50.50 | $1m |
| 12 August 2026 | Eizenman Liron President and CEO | Sold | 18,072 | $48.53 | $877,034 |
| 6 August 2026 | Gilad Eran CFO | Sold | 7,000 | $44.45 | $311,133 |
| 19 May 2026 | Karp Yuval EVP Project Management | Sold | 2,000 | $50.00 | $100,000 |
| 14 May 2026 | Hendel David VP R&D | Sold | 1,000 | $49.00 | $49,000 |
| 14 May 2026 | Castiel David VP Engineering | Sold | 2,000 | $48.00 | $96,000 |
| 14 May 2026 | COHEN DANIEL (DC) EVP Operation | Sold | 15 | $52.00 | $780 |
| 13 May 2026 | Hendel David VP R&D | Sold | 1,000 | $44.37 | $44,370 |
| 7 May 2026 | Hendel David VP R&D | Sold | 500 | $45.00 | $22,500 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
- Sales have shrunk: 10.4% a year.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.