Both in Semiconductor Manufacturing Equipment
Axcelis Technologies vs ACM Research
Over the past year ACLS returned +20.9% and ACMR returned +9.9%; their daily moves had a correlation of 0.59.
ACLS +20.9% ACMR +9.9%Growth of $1, one year, split-adjusted
| Metric | ACLS | ACMR |
|---|---|---|
| Price | $100.07 | $45.47 |
| Market cap | $3.09B | $3.17B |
| Today | −10.67% | −7.75% |
| 1 month | −26.8% | −45.6% |
| 6 months | −28.5% | −12.8% |
| Year to date | +24.6% | +15.3% |
| 1 year | +20.4% | +7.8% |
| Revenue growth (YoY) | +10.6% | +36.0% |
| Gross margin | 42.4% | 46.0% |
| Net margin | 10.8% | 30.4% |
| P/E (TTM) | 33.3× | 21.1× |
| Price / sales | 3.6× | 3.1× |
| Net cash | $360.6M | $733.4M |
| Dividend yield | — | — |
| Volatility (60d) | 62.8% | 70.2% |
| Short % of float | 4.8% | 6.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).