KLA Corporation (KLAC)vsNational Grid PLC ADR (NGG)
KLAC
KLA Corporation
$1,929.20
+0.74%
TECHNOLOGY · Cap: $267.16B
NGG
National Grid PLC ADR
$81.86
-0.33%
UTILITIES · Cap: $80.25B
Smart Verdict
WallStSmart Research — data-driven comparison
National Grid PLC ADR generates 35% more annual revenue ($17.69B vs $13.10B). KLAC leads profitability with a 35.7% profit margin vs 18.3%. NGG appears more attractively valued with a PEG of 1.00. KLAC earns a higher WallStSmart Score of 66/100 (B-).
KLAC
Strong Buy66
out of 100
Grade: B-
NGG
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 80 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.2%
Strong operational efficiency at 32.6%
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 43.2x book value
Trading at 8.2x book value
2.0% revenue growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : KLAC
The strongest argument for KLAC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.7% and operating margin at 41.2%. Revenue growth of 11.5% demonstrates continued momentum.
Bull Case : NGG
The strongest argument for NGG centers on Operating Margin, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 32.6%. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : KLAC
The primary concerns for KLAC are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 57.9x leaves little room for execution misses.
Bear Case : NGG
The primary concerns for NGG are Price/Book, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
KLAC profiles as a mature stock while NGG is a value play — different risk/reward profiles.
KLAC carries more volatility with a beta of 1.50 — expect wider price swings.
KLAC is growing revenue faster at 11.5% — sustainability is the question.
KLAC generates stronger free cash flow (622M), providing more financial flexibility.
Bottom Line
KLAC scores higher overall (66/100 vs 62/100), backed by strong 35.7% margins and 11.5% 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.
KLA Corporation
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
KLA Corporation is a capital equipment company based in Milpitas, California. It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries. The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.
Visit Website →National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?