Amtech Systems Inc (ASYS)vsQnity Electronics, Inc (Q)
ASYS
Amtech Systems Inc
$18.49
-15.61%
TECHNOLOGY · Cap: $368.39M
Q
Qnity Electronics, Inc
$142.05
+6.95%
TECHNOLOGY · Cap: $32.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 6180% more annual revenue ($4.95B vs $78.84M). Q leads profitability with a 13.1% profit margin vs 3.1%. ASYS appears more attractively valued with a PEG of 0.37. Q earns a higher WallStSmart Score of 51/100 (C-).
ASYS
Hold44
out of 100
Grade: D
Q
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-54.2%
Fair Value
$7.45
Current Price
$18.49
$11.04 premium
Intrinsic value data unavailable for Q.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 31.4% year-over-year
Strong operational efficiency at 22.8%
17.6% revenue growth
Areas to Watch
Smaller company, higher risk/reward
ROE of 3.5% — below average capital efficiency
3.1% margin — thin
Weak financial health signals
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 : ASYS
The strongest argument for ASYS centers on PEG Ratio, Revenue Growth. Revenue growth of 31.4% demonstrates continued momentum. PEG of 0.37 suggests the stock is reasonably priced for its growth.
Bull Case : Q
The strongest argument for Q centers on Operating Margin, Revenue Growth. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : ASYS
The primary concerns for ASYS are Market Cap, Return on Equity, Profit Margin. A P/E of 117.1x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : Q
The primary concerns for Q are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 50.2x leaves little room for execution misses.
Key Dynamics to Monitor
ASYS profiles as a hypergrowth stock while Q is a growth play — different risk/reward profiles.
ASYS is growing revenue faster at 31.4% — 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 44/100) 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.
Amtech Systems Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Amtech Systems, Inc. manufactures and sells capital equipment and related consumables for use in the manufacture of silicon carbide (SiC), silicon power devices, analog and discrete devices, electronic assemblies, and light-emitting diodes (LEDs) to world level. The company is headquartered in Tempe, Arizona.
Visit Website →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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