Both in Semiconductor Manufacturing Equipment
Lam Research vs Axcelis Technologies
Over the past year LRCX returned +139.9% and ACLS returned +28.2%; their daily moves had a correlation of 0.69.
LRCX +139.9% ACLS +28.2%Growth of $1, one year, split-adjusted
| Metric | LRCX | ACLS |
|---|---|---|
| Price | $314.47 | $124.01 |
| Market cap | $393.54B | $3.83B |
| Today | −0.23% | +0.73% |
| 1 month | −1.3% | +1.3% |
| 6 months | +48.7% | +27.4% |
| Year to date | +83.7% | +54.4% |
| 1 year | +145.4% | +27.7% |
| Revenue growth (YoY) | +30.0% | +10.6% |
| Gross margin | 51.7% | 42.4% |
| Net margin | 33.9% | 10.8% |
| P/E (TTM) | 54.2× | 41.3× |
| Price / sales | 16.9× | 4.4× |
| Net cash | $1.84B | $360.6M |
| Dividend yield | 0.42% | — |
| Volatility (60d) | 68.5% | 64.4% |
| Short % of float | 2.1% | 4.7% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).