Acm Research Inc (ACMR)vsQnity Electronics, Inc (Q)
ACMR
Acm Research Inc
$45.64
-0.61%
TECHNOLOGY · Cap: $3.02B
Q
Qnity Electronics, Inc
$120.26
+1.62%
TECHNOLOGY · Cap: $24.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 427% more annual revenue ($4.75B vs $901.31M). Q leads profitability with a 14.6% profit margin vs 10.4%. ACMR trades at a lower P/E of 33.5x. Q earns a higher WallStSmart Score of 49/100 (D+).
ACMR
Hold45
out of 100
Grade: D+
Q
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-658.4%
Fair Value
$9.32
Current Price
$45.64
$36.32 premium
Margin of Safety
-410.3%
Fair Value
$22.44
Current Price
$120.26
$97.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 20.4%
Areas to Watch
Premium valuation, high expectations priced in
Earnings declined 77.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 8.0% — below average capital efficiency
Earnings declined 52.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Price/Book.
Bull Case : Q
The strongest argument for Q centers on Operating Margin.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, EPS Growth.
Bear Case : Q
The primary concerns for Q are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
ACMR is growing revenue faster at 9.4% — sustainability is the question.
Q generates stronger free cash flow (420M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
Q scores higher overall (49/100 vs 45/100). Both earn "Hold" 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.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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