Acm Research Inc (ACMR)vsQnity Electronics, Inc (Q)
ACMR
Acm Research Inc
$72.77
+6.22%
TECHNOLOGY · Cap: $5.18B
Q
Qnity Electronics, Inc
$121.97
+1.47%
TECHNOLOGY · Cap: $26.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 402% more annual revenue ($5.21B vs $1.04B). ACMR leads profitability with a 14.5% profit margin vs 11.3%. ACMR trades at a lower P/E of 35.1x. ACMR earns a higher WallStSmart Score of 62/100 (C+).
ACMR
Buy62
out of 100
Grade: C+
Q
Buy57
out of 100
Grade: C
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 Q.
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
Strong operational efficiency at 22.3%
Revenue surging 22.1% 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
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 34.3%
Distress zone — elevated risk
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 : Q
The strongest argument for Q centers on Operating Margin, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.30 suggests the stock is reasonably priced for its growth.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : Q
The primary concerns for Q are Piotroski F-Score, P/E Ratio, EPS Growth. A P/E of 44.0x leaves little room for execution misses.
Key Dynamics to Monitor
ACMR is growing revenue faster at 36.0% — sustainability is the question.
Q generates stronger free cash flow (151M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACMR scores higher overall (62/100 vs 57/100) and 36.0% revenue growth. Both earn "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.
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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