Photronics, Inc. (PLAB) vs Veeco Instruments Inc. (VECO)

Photronics, Inc. and Veeco Instruments Inc. are both Semiconductor Equipment & Materials companies. Veeco Instruments Inc. is the larger, with a market value of $2.8B against $1.8B — 1.6× the size. Photronics, Inc. trades at the lower P/E: 10.7× against 131×. Photronics, Inc. grew revenue faster over the last twelve months: 1.25% against −2.52%. Photronics, Inc. has the higher net margin (19.0% vs 3.35%) and the higher return on invested capital (11.3% vs 1.64%). Across the 22 metrics below, Photronics, Inc. leads on 19 and Veeco Instruments Inc. on 3.

Valuation

Metric PLAB VECO Semiconductor Equipment & Materials median
P/E 10.67 130.85 54.39
P/S 2.04 4.44 6.08
P/B 1.01 3.36 4.89
Price to free cash flow 16.08 35.61 60.92
EV/EBITDA 4.02 74.76 39.95
EV/Sales 1.27 4.18 6.36
Earnings yield 9.38% 0.76% 1.14%
Free cash flow yield 6.22% 2.81% 1.28%

Profitability

Metric PLAB VECO Semiconductor Equipment & Materials median
Gross margin 33.65% 37.92% 43.95%
Operating margin 22.46% 2.69% 10.32%
Net margin 19.04% 3.35% 7.45%
Free cash flow margin 12.74% 12.47% 6.77%
Return on equity 10.06% 2.60% 4.78%
Return on assets 8.82% 1.70% 3.62%
Return on invested capital 11.32% 1.64% 6.10%

Growth

Metric PLAB VECO Semiconductor Equipment & Materials median
Revenue growth (TTM) 1.25% (2.52%) 14.60%
EPS growth (last fiscal year) 9.09% (52.03%) —
Revenue growth, 5-year CAGR 6.85% 7.90% 8.85%
Net income growth, 5-year CAGR 32.17% 0.00% 0.00%

Health

Metric PLAB VECO Semiconductor Equipment & Materials median
Debt to equity 0.00 0.25 0.09
Current ratio 4.94 3.93 3.66
Net debt to EBITDA (2.06) (2.95) (0.49)

Dividend

Metric PLAB VECO Semiconductor Equipment & Materials median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric PLAB VECO Semiconductor Equipment & Materials median
Market cap 1.78b 2.81b 4.63b

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