Axcelis Technologies Inc (ACLS)vsNVIDIA Corporation (NVDA)
ACLS
Axcelis Technologies Inc
$133.61
-0.31%
TECHNOLOGY · Cap: $4.11B
NVDA
NVIDIA Corporation
$209.25
-1.84%
TECHNOLOGY · Cap: $5.09T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 25636% more annual revenue ($215.94B vs $839.05M). NVDA leads profitability with a 55.6% profit margin vs 14.3%. NVDA appears more attractively valued with a PEG of 0.76. NVDA earns a higher WallStSmart Score of 79/100 (B+).
ACLS
Hold48
out of 100
Grade: D+
NVDA
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Mega-cap, among the largest globally
Every $100 of equity generates 102 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 65.0%
Revenue surging 73.2% year-over-year
Earnings expanding 95.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Revenue declined 5.6%
Earnings declined 28.3%
Negative free cash flow — burning cash
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 32.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACLS
PEG of 1.45 suggests the stock is reasonably priced for its growth.
Bull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
Bear Case : ACLS
The primary concerns for ACLS are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : NVDA
The primary concerns for NVDA are Piotroski F-Score, P/E Ratio, Price/Book. A P/E of 42.7x leaves little room for execution misses.
Key Dynamics to Monitor
ACLS profiles as a declining stock while NVDA is a growth play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.33 — expect wider price swings.
NVDA is growing revenue faster at 73.2% — sustainability is the question.
NVDA generates stronger free cash flow (34.9B), providing more financial flexibility.
Bottom Line
NVDA scores higher overall (79/100 vs 48/100), backed by strong 55.6% margins and 73.2% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Axcelis Technologies Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Axcelis Technologies, Inc. designs, manufactures and services the ion implantation and other processing equipment used in the manufacture of semiconductor chips in the United States, Europe and Asia. The company is headquartered in Beverly, Massachusetts.
NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
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