Acm Research Inc (ACMR)vsKLA Corporation (KLAC)
ACMR
Acm Research Inc
$103.17
-3.93%
TECHNOLOGY · Cap: $6.49B
KLAC
KLA Corporation
$269.16
+3.70%
TECHNOLOGY · Cap: $334.96B
Smart Verdict
WallStSmart Research — data-driven comparison
KLA Corporation generates 1264% more annual revenue ($13.10B vs $960.23M). KLAC leads profitability with a 35.7% profit margin vs 9.5%. ACMR trades at a lower P/E of 71.7x. KLAC earns a higher WallStSmart Score of 66/100 (B-).
ACMR
Hold46
out of 100
Grade: D+
KLAC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.6%
Fair Value
$112.82
Current Price
$103.17
$9.65 discount
Intrinsic value data unavailable for KLAC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.2% year-over-year
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 80 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.2%
Areas to Watch
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 18.7%
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 60.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Revenue Growth, Debt/Equity. Revenue growth of 34.2% demonstrates continued momentum.
Bull Case : KLAC
The strongest argument for KLAC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.7% and operating margin at 41.2%. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : ACMR
The primary concerns for ACMR are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 71.7x leaves little room for execution misses.
Bear Case : KLAC
The primary concerns for KLAC are Debt/Equity, PEG Ratio, P/E Ratio. A P/E of 72.4x leaves little room for execution misses.
Key Dynamics to Monitor
ACMR profiles as a hypergrowth stock while KLAC is a mature play — different risk/reward profiles.
ACMR carries more volatility with a beta of 1.98 — expect wider price swings.
ACMR is growing revenue faster at 34.2% — sustainability is the question.
KLAC generates stronger free cash flow (622M), providing more financial flexibility.
Bottom Line
KLAC scores higher overall (66/100 vs 46/100), backed by strong 35.7% margins and 11.5% 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.
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.
KLA Corporation
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
KLA Corporation is a capital equipment company based in Milpitas, California. It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries. The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.
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