Axcelis Technologies vs ACM Research
ACLS and ACMR side by side, both in special industry machinery, except metalworking. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ACLS and ACMR compare
Axcelis Technologies and ACM Research are about the same size, with market caps of $3.4B and $3.7B.
On earnings, ACM Research is cheaper: it trades at 32.6× trailing earnings, against 33.1× for Axcelis Technologies.
ACM Research grew revenue faster over the last twelve months (29.1% versus 4.3% for Axcelis Technologies).
Axcelis Technologies keeps more of each dollar of sales as profit, with a net margin of 11.7% compared with 10.2% at ACM Research.
ACM Research scores higher on the StockData Score (14 against 6 for Axcelis Technologies), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ACLS | ACMR |
|---|---|---|
| Size and price | ||
| Market cap | $3.4B | $3.7B |
| Share price | $111.17 | $52.43 |
| Change, 1 year | 27.2% | 59.1% |
| Change, 5 years | 77.7% | 63.5% |
| Beta (5Y) | 1.74 | 1.98 |
| Employees | 1,465 | 2,513 |
| StockData Score | ||
| Total score | 6 | 14 (better) |
| Valuation score | 0 | 2 (better) |
| Growth score | 0 | 3 (better) |
| Performance score | 3 | 4 (better) |
| Health score | 3 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 33.1× | 32.6× (better) |
| P/S | 3.9× | 3.2× (better) |
| P/B | 3.1× | 1.9× (better) |
| EV/EBITDA | 27.0× | 19.3× (better) |
| P/FCF | 57.3× | – |
| PEG | – | 1.00 |
| FCF yield | 1.7% (better) | −5.4% |
| Fair value | $75.82 | $46.87 |
| Margin of safety | −46.6% | −11.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 4.3% | 29.1% (better) |
| Revenue growth, 5Y average | 12.1% | 41.9% (better) |
| Net income growth (TTM) | −23.1% | −1.0% (better) |
| EPS growth (TTM) | −20.6% | −7.5% (better) |
| EPS growth, 5Y average | 21.1% | 35.5% (better) |
| Profitability | ||
| Gross margin | 42.8% | 43.5% (better) |
| Operating margin | 10.3% | 14.5% (better) |
| Net margin | 11.7% (better) | 10.2% |
| FCF margin | 6.7% (better) | −17.5% |
| Return on equity | 9.8% (better) | 7.0% |
| Return on invested capital | 14.2% | 15.0% (better) |
| Financial health | ||
| Debt / equity | – | 0.18 |
| Net debt / EBITDA | – | −3.25 |
| Interest coverage | 15.7× | 22.4× (better) |
| Current ratio | 4.43 (better) | 3.16 |
| Altman Z-score | 7.70 (better) | 3.29 |
| Piotroski F-score | 5 (better) | 2 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 101% | 69.7% |
| Held by insiders | 1.5% | 5.2% |
| Insider net buying, 12 months | −$6.4M (better) | −$50.2M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 4.4% | 4.5% |
Go deeper
- ACLS stock overview
- ACLS income statement
- ACLS valuation and score
- ACMR stock overview
- ACMR income statement
- ACMR valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.