Acm Research Inc (ACMR)vsASML Holding NV ADR (ASML)
ACMR
Acm Research Inc
$72.77
+6.22%
TECHNOLOGY · Cap: $5.18B
ASML
ASML Holding NV ADR
$1,679.92
+3.08%
TECHNOLOGY · Cap: $645.26B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 3304% more annual revenue ($35.33B vs $1.04B). ASML leads profitability with a 30.1% profit margin vs 14.5%. ACMR trades at a lower P/E of 35.1x. ASML earns a higher WallStSmart Score of 68/100 (B-).
ACMR
Buy62
out of 100
Grade: C+
ASML
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.9%
Fair Value
$118.24
Current Price
$72.77
$45.47 discount
Intrinsic value data unavailable for ASML.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.0% year-over-year
Earnings expanding 180.6% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 49 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 37.1%
Conservative balance sheet, low leverage
Revenue surging 21.3% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 1435.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : ASML
The strongest argument for ASML centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 37.1%. Revenue growth of 21.3% demonstrates continued momentum.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : ASML
The primary concerns for ASML are PEG Ratio, P/E Ratio, Price/Book. A P/E of 57.8x leaves little room for execution misses.
Key Dynamics to Monitor
ACMR carries more volatility with a beta of 1.95 — expect wider price swings.
ACMR is growing revenue faster at 36.0% — sustainability is the question.
ASML generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ASML scores higher overall (68/100 vs 62/100), backed by strong 30.1% margins and 21.3% revenue growth. ACMR offers better value entry with a 45.9% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acm Research Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ACM Research, Inc. develops, manufactures and sells single wafer wet cleaning equipment to improve the manufacturing process and performance of embedded chips globally. The company is headquartered in Fremont, California.
ASML Holding NV ADR
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ASML Holding NV develops, produces, markets, sells and services advanced semiconductor equipment systems consisting of lithography, metrology and inspection related systems for memory and logic chip manufacturers. The company is headquartered in Veldhoven, the Netherlands.
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