Acm Research Inc (ACMR)vsKLA Corporation (KLAC)
ACMR
Acm Research Inc
$39.26
-11.52%
TECHNOLOGY · Cap: $3.69B
KLAC
KLA Corporation
$128.33
-13.35%
TECHNOLOGY · Cap: $205.75B
Smart Verdict
WallStSmart Research — data-driven comparison
KLA Corporation generates 1298% more annual revenue ($14.51B vs $1.04B). KLAC leads profitability with a 36.2% profit margin vs 14.5%. ACMR trades at a lower P/E of 25.0x. KLAC earns a higher WallStSmart Score of 74/100 (B).
ACMR
Strong Buy67
out of 100
Grade: B-
KLAC
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.2%
Fair Value
$116.36
Current Price
$39.26
$77.10 discount
Intrinsic value data unavailable for KLAC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 36.0% year-over-year
Earnings expanding 180.6% YoY
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 45.0%
Revenue surging 28.9% year-over-year
Earnings expanding 39.3% YoY
Areas to Watch
Moderate valuation
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 25.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 36.0% 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 36.2% and operating margin at 45.0%. Revenue growth of 28.9% demonstrates continued momentum.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : KLAC
The primary concerns for KLAC are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
ACMR carries more volatility with a beta of 2.09 — expect wider price swings.
ACMR is growing revenue faster at 36.0% — sustainability is the question.
KLAC generates stronger free cash flow (817M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KLAC scores higher overall (74/100 vs 67/100), backed by strong 36.2% margins and 28.9% revenue growth. ACMR offers better value entry with a 66.2% margin of safety. Both earn "Strong Buy" and "Strong 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.
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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