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 $6.8B against $5.4B — 1.3× the size. ACM Research, Inc. trades at the lower P/E: 34.4× against 193×. ACM Research, Inc. grew revenue faster over the last twelve months: 27.3% against 11.8%. ACM Research, Inc. has the higher net margin (14.5% vs 7.03%) and the lower return on invested capital (6.70% vs 13.0%). Across the 21 metrics below, ACM Research, Inc. leads on 15 and Camtek Ltd. on 6.

Valuation

Metric ACMR CAMT Semiconductor Equipment & Materials median
P/E 34.36 193.49 54.39
P/S 5.06 13.60 6.08
P/B 2.18 9.66 4.89
Price to free cash flow n/m 23.73 60.92
EV/EBITDA 25.86 54.51 39.95
EV/Sales 3.98 13.32 6.36
Earnings yield 2.91% 0.52% 1.14%
Free cash flow yield (2.27%) 4.21% 1.28%

Profitability

Metric ACMR CAMT Semiconductor Equipment & Materials median
Gross margin 43.84% 50.23% 43.95%
Operating margin 13.29% 23.46% 10.32%
Net margin 14.48% 7.03% 7.45%
Free cash flow margin (11.48%) 0.00% 6.77%
Return on equity 8.35% 5.31% 4.78%
Return on assets 5.52% 3.07% 3.62%
Return on invested capital 6.70% 13.01% 6.10%

Growth

Metric ACMR CAMT Semiconductor Equipment & Materials median
Revenue growth (TTM) 27.31% 11.83% 14.60%
EPS growth (last fiscal year) (10.46%) (57.02%) —
Revenue growth, 5-year CAGR 41.91% 26.06% 8.85%
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 0.69 0.09
Current ratio 3.66 7.38 3.66
Net debt to EBITDA (7.00) (1.06) (0.49)

Dividend

Metric ACMR CAMT Semiconductor Equipment & Materials median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric ACMR CAMT Semiconductor Equipment & Materials median
Market cap 5.38b 6.77b 4.63b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack