undamentalytics Newsletter

Axcelis Technologies vs ACM Research

Axcelis Technologies and ACM Research are similar in size: $839m and $901m of revenue in their latest fiscal years. ACM Research grew faster (15.2% against -17.6%). Axcelis Technologies kept more of each dollar of sales as profit: a net margin of 14.3% against 10.4%.

Latest fiscal yearAxcelis TechnologiesACLS, 2025ACM ResearchACMR, 2025
Revenue $839m $901m
Revenue growth -17.6% 15.2%
Net income $120m $94.1m
Operating margin 14.2% —
Net margin 14.3% 10.4%
Return on equity 11.7% 7.9%
Free cash flow $107m −$66.6m
Cash $145m $757m
Total debt $0 $288m
Debt to equity 0.0% —
Dividend per share — —
Dividend yield — —
Share buybacks $121m $7.0m
Employees 1,465 —
Market value $3.01bn $3.24bn
Price vs our value range Above our value range —
Moat score 82 (Strong) 45 (Weak)
Insider trades, 12 months 0 buys, 23 sales 0 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.