Both in Semiconductor Manufacturing Equipment
ACM Research vs Axcelis Technologies
Over the past year ACMR returned +96.6% and ACLS returned +28.2%; their daily moves had a correlation of 0.56.
ACMR +96.6% ACLS +28.2%Growth of $1, one year, split-adjusted
| Metric | ACMR | ACLS |
|---|---|---|
| Price | $75.95 | $124.01 |
| Market cap | $5.29B | $3.83B |
| Today | −1.75% | +0.73% |
| 1 month | −5.6% | +1.3% |
| 6 months | +89.5% | +27.4% |
| Year to date | +92.5% | +54.4% |
| 1 year | +100.1% | +27.7% |
| Revenue growth (YoY) | +36.0% | +10.6% |
| Gross margin | 46.0% | 42.4% |
| Net margin | 30.4% | 10.8% |
| P/E (TTM) | 35.2× | 41.3× |
| Price / sales | 5.1× | 4.4× |
| Net cash | $733.4M | $360.6M |
| Dividend yield | — | — |
| Volatility (60d) | 87.1% | 64.4% |
| Short % of float | 7.1% | 4.7% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).