Axcelis Technologies, Inc. (ACLS) vs Ambarella, Inc. (AMBA)
- Axcelis Technologies, Inc. ACLS 99.34 +10.38%
- Ambarella, Inc. AMBA 58.00 +5.13%
Axcelis Technologies, Inc. and Ambarella, Inc. are both Semiconductor Equipment & Materials companies. Axcelis Technologies, Inc. is the larger, with a market value of $2.8B against $2.4B — 1.1× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; Axcelis Technologies, Inc. trades at 26.6×. Ambarella, Inc. grew revenue faster over the last twelve months: 20.0% against 4.35%. Axcelis Technologies, Inc. has the higher net margin (11.8% vs −13.5%) and the higher return on invested capital (8.43% vs −11.2%). Across the 19 metrics below, Axcelis Technologies, Inc. leads on 15 and Ambarella, Inc. on 4.
Valuation
Profitability
| Metric | ACLS | AMBA | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 42.81% | 58.52% | 46.86% |
| Operating margin | 10.31% | (14.90%) | 12.02% |
| Net margin | 11.75% | (13.48%) | 10.16% |
| Free cash flow margin | 6.73% | 2.33% | 6.73% |
| Return on equity | 9.80% | (9.41%) | 5.31% |
| Return on assets | 7.39% | (7.58%) | 4.10% |
| Return on invested capital | 8.43% | (11.19%) | 6.36% |
Growth
Health
Dividend
Size
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