Acm Research Inc (ACMR)vsTeradyne Inc (TER)
ACMR
Acm Research Inc
$103.17
-3.93%
TECHNOLOGY · Cap: $6.49B
TER
Teradyne Inc
$406.86
-8.07%
TECHNOLOGY · Cap: $67.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 294% more annual revenue ($3.79B vs $960.23M). TER leads profitability with a 22.6% profit margin vs 9.5%. ACMR trades at a lower P/E of 71.7x. TER earns a higher WallStSmart Score of 75/100 (B+).
ACMR
Hold46
out of 100
Grade: D+
TER
Strong Buy75
out of 100
Grade: B+
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 TER.
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 37.6%
Revenue surging 87.0% year-over-year
Earnings expanding 314.8% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 27 in profit
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%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.7x book value
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 : TER
The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.6% and operating margin at 37.6%. Revenue growth of 87.0% 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 : TER
The primary concerns for TER are PEG Ratio, P/E Ratio, Price/Book. A P/E of 79.9x leaves little room for execution misses.
Key Dynamics to Monitor
ACMR profiles as a hypergrowth stock while TER is a growth play — different risk/reward profiles.
ACMR carries more volatility with a beta of 1.98 — expect wider price swings.
TER is growing revenue faster at 87.0% — sustainability is the question.
TER generates stronger free cash flow (200M), providing more financial flexibility.
Bottom Line
TER scores higher overall (75/100 vs 46/100), backed by strong 22.6% margins and 87.0% revenue growth. Both earn "Strong 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.
Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
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