Both in Semiconductor Manufacturing Equipment
Lam Research vs ACM Research
Over the past year LRCX returned +139.9% and ACMR returned +96.6%; their daily moves had a correlation of 0.71.
LRCX +139.9% ACMR +96.6%Growth of $1, one year, split-adjusted
| Metric | LRCX | ACMR |
|---|---|---|
| Price | $314.47 | $75.95 |
| Market cap | $393.54B | $5.29B |
| Today | −0.23% | −1.75% |
| 1 month | −1.3% | −5.6% |
| 6 months | +48.7% | +89.5% |
| Year to date | +83.7% | +92.5% |
| 1 year | +145.4% | +100.1% |
| Revenue growth (YoY) | +30.0% | +36.0% |
| Gross margin | 51.7% | 46.0% |
| Net margin | 33.9% | 30.4% |
| P/E (TTM) | 54.2× | 35.2× |
| Price / sales | 16.9× | 5.1× |
| Net cash | $1.84B | $733.4M |
| Dividend yield | 0.42% | — |
| Volatility (60d) | 68.5% | 87.1% |
| Short % of float | 2.1% | 7.1% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).