Acm Research Inc (ACMR)vsTurtle Beach Corporation (TBCH)
ACMR
Acm Research Inc
$103.17
-3.93%
TECHNOLOGY · Cap: $6.49B
TBCH
Turtle Beach Corporation
$12.51
0.00%
TECHNOLOGY · Cap: $265.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Acm Research Inc generates 222% more annual revenue ($960.23M vs $298.19M). ACMR leads profitability with a 9.5% profit margin vs 0.4%. ACMR trades at a lower P/E of 71.7x. ACMR earns a higher WallStSmart Score of 46/100 (D+).
ACMR
Hold46
out of 100
Grade: D+
TBCH
Hold43
out of 100
Grade: D
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 TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.2% year-over-year
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
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%
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
0.4% margin — thin
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 : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.
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 : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 669.5x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
ACMR profiles as a hypergrowth stock while TBCH is a value play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.29 — expect wider price swings.
ACMR is growing revenue faster at 34.2% — sustainability is the question.
TBCH generates stronger free cash flow (29M), providing more financial flexibility.
Bottom Line
ACMR scores higher overall (46/100 vs 43/100) and 34.2% revenue growth. 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.
Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
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