Axcelis Technologies, Inc. (ACLS) vs Ambarella, Inc. (AMBA)
Axcelis Technologies, Inc. and Ambarella, Inc. are both Semiconductor Equipment & Materials companies. Axcelis Technologies, Inc. is the larger, with a market value of $3.6B against $3.1B — 1.1× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; Axcelis Technologies, Inc. trades at 41.0×. Ambarella, Inc. grew revenue faster over the last twelve months: 20.0% against −3.35%. Axcelis Technologies, Inc. has the higher net margin (10.7% vs −13.5%) and the higher return on invested capital (7.94% 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 | 43.01% | 58.52% | 43.95% |
| Operating margin | 10.32% | (14.90%) | 10.32% |
| Net margin | 10.71% | (13.48%) | 7.45% |
| Free cash flow margin | 7.57% | 2.33% | 6.77% |
| Return on equity | 8.89% | (9.41%) | 4.78% |
| Return on assets | 6.85% | (7.58%) | 3.62% |
| Return on invested capital | 7.94% | (11.19%) | 6.10% |
Growth
Health
Dividend
Size
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