Both in Semiconductor Manufacturing Equipment
ACM Research vs Velo3D
Over the past year ACMR returned +9.6% and VELO returned +22.3%; their daily moves had a correlation of 0.37.
ACMR +9.6% VELO +22.3%Growth of $1, one year, split-adjusted
| Metric | ACMR | VELO |
|---|---|---|
| Price | $45.33 | $5.91 |
| Market cap | $3.16B | $189.8M |
| Today | +2.67% | +3.05% |
| 1 month | −40.5% | −38.3% |
| 6 months | −14.1% | −55.9% |
| Year to date | +14.9% | −57.0% |
| 1 year | +9.3% | +6.4% |
| Revenue growth (YoY) | +36.0% | — |
| Gross margin | 46.0% | 21.5% |
| Net margin | 30.4% | −55.7% |
| P/E (TTM) | 21.0× | — |
| Price / sales | 3.0× | 3.3× |
| Net cash | $733.4M | $83.0M |
| Dividend yield | — | — |
| Volatility (60d) | 68.7% | 82.9% |
| Short % of float | 6.0% | 38.5% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).