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ACM Research, Inc. (ACMR) vs Camtek Ltd. (CAMT)

ACM Research, Inc. and Camtek Ltd. are both Semiconductor Equipment & Materials companies. Camtek Ltd. is the larger, with a market value of $4.3B against $2.7B — 1.6× the size. ACM Research, Inc. trades at the lower P/E: 25.0× against 33.7×. ACM Research, Inc. grew revenue faster over the last twelve months: 29.1% against 12.2%. Camtek Ltd. has the higher net margin (24.6% vs 10.2%) and the higher return on invested capital (12.4% vs 7.00%). Across the 21 metrics below, ACM Research, Inc. leads on 12 and Camtek Ltd. on 9.

Valuation

Metric ACMR CAMT Semiconductor Equipment & Materials median
P/E 25.02 33.66 35.94
P/S 2.73 8.31 4.44
P/B 1.26 6.00 3.09
Price to free cash flow n/m 19.54 33.07
EV/EBITDA 11.14 33.76 23.48
EV/Sales 1.85 8.10 5.23
Earnings yield 4.00% 2.97% 2.34%
Free cash flow yield (6.46%) 5.12% 2.18%

Profitability

Metric ACMR CAMT Semiconductor Equipment & Materials median
Gross margin 43.49% 50.03% 46.86%
Operating margin 14.48% 23.15% 12.02%
Net margin 10.20% 24.56% 10.20%
Free cash flow margin (17.66%) 0.00% 6.73%
Return on equity 5.32% 20.06% 5.32%
Return on assets 3.64% 10.10% 4.10%
Return on invested capital 7.00% 12.36% 6.36%

Growth

Metric ACMR CAMT Semiconductor Equipment & Materials median
Revenue growth (TTM) 29.07% 12.18% 16.16%
EPS growth (last fiscal year) (10.46%) (57.02%) (4.56%)
Revenue growth, 5-year CAGR 41.91% 26.06% 10.11%
Net income growth, 5-year CAGR 38.03% 18.42% 0.00%

Health

Metric ACMR CAMT Semiconductor Equipment & Materials median
Debt to equity 0.14 0.65 0.09
Current ratio 3.16 5.85 3.44
Net debt to EBITDA (7.00) (1.06) (0.49)

Dividend

Metric ACMR CAMT Semiconductor Equipment & Materials median
Dividend yield — 0.00% 0.55%
Payout ratio — 0.00 0.16

Size

Metric ACMR CAMT Semiconductor Equipment & Materials median
Market cap 2.74b 4.29b 2.69b

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