Develop and manufacture single-wafer wet cleaning equipment for semiconductor manufacturing. Offer advanced cleaning technologies for flat and patterned wafer surfaces. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
This is an established company with proven profits.
Average growth of 36% a year over the last 4 years. Every year shown ended in profit.
Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit indicators sit around the sector average.
The cash pile is strong; debt and other items pull the grade toward the middle.
The price isn’t cheap next to earnings — that’s why this grade sits in the middle.
Clearly below the class average.
The stock has been running stronger than the market lately.
Growth: Sales growth trails the sector average.
The stock trades 43% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 36% a year on average.
There is $1.2B in the vault; even if every debt were paid off, $865.1M would remain.
The company’s market value is 49 times its annual profit. Even a small disappointment could hit the price hard.
The growth engine is running at low revs right now. Report-card grade: 49/100.
On our five-subject report card, ACMR sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: ACMR does earn real profits — but on our report card it still sits behind its class. The real debate isn’t the quality of the business — it’s what that quality should cost.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Analysts’ average target sits above today’s price, yet the valuation grade (53/100) says the stock isn’t cheap.