Amkor Technology Inc (AMKR)vsTeradyne Inc (TER)
AMKR
Amkor Technology Inc
$75.20
+3.21%
TECHNOLOGY · Cap: $20.52B
TER
Teradyne Inc
$406.86
+7.24%
TECHNOLOGY · Cap: $64.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Amkor Technology Inc generates 87% more annual revenue ($7.07B vs $3.79B). TER leads profitability with a 22.6% profit margin vs 6.2%. AMKR appears more attractively valued with a PEG of 0.76. TER earns a higher WallStSmart Score of 75/100 (B+).
AMKR
Buy64
out of 100
Grade: C+
TER
Strong Buy75
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 285.6% YoY
Growing faster than its price suggests
Revenue surging 27.5% year-over-year
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
6.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AMKR
The strongest argument for AMKR centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 27.5% demonstrates continued momentum. PEG of 0.76 suggests the stock is reasonably priced for its growth.
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 : AMKR
The primary concerns for AMKR are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 47.6x 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 75.7x leaves little room for execution misses.
Key Dynamics to Monitor
AMKR carries more volatility with a beta of 2.26 — 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.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TER scores higher overall (75/100 vs 64/100), backed by strong 22.6% margins and 87.0% revenue growth. Both earn "Strong 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.
Amkor Technology Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Amkor Technology, Inc. provides outsourced semiconductor packaging and testing services in the United States, Japan, Europe, the Middle East, Africa, and the rest of Asia Pacific. The company is headquartered in Tempe, Arizona.
Visit Website →Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?