Acm Research Inc (ACMR)vsQnity Electronics, Inc (Q)
ACMR
Acm Research Inc
$103.17
-3.93%
TECHNOLOGY · Cap: $6.49B
Q
Qnity Electronics, Inc
$175.64
-8.19%
TECHNOLOGY · Cap: $32.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 416% more annual revenue ($4.95B vs $960.23M). Q leads profitability with a 13.1% profit margin vs 9.5%. Q trades at a lower P/E of 50.6x. Q earns a higher WallStSmart Score of 51/100 (C-).
ACMR
Hold46
out of 100
Grade: D+
Q
Buy51
out of 100
Grade: C-
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 Q.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.2% year-over-year
Conservative balance sheet, low leverage
Strong operational efficiency at 22.8%
17.6% revenue growth
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%
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 21.7%
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 : Q
The strongest argument for Q centers on Operating Margin, Revenue Growth. Revenue growth of 17.6% 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 : Q
The primary concerns for Q are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 50.6x leaves little room for execution misses.
Key Dynamics to Monitor
ACMR profiles as a hypergrowth stock while Q is a growth play — different risk/reward profiles.
ACMR is growing revenue faster at 34.2% — sustainability is the question.
Q generates stronger free cash flow (13M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
Q scores higher overall (51/100 vs 46/100) and 17.6% revenue growth. Both earn "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.
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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