Axcelis Technologies Inc (ACLS)vsTeradyne Inc (TER)
ACLS
Axcelis Technologies Inc
$113.43
+0.11%
TECHNOLOGY · Cap: $3.50B
TER
Teradyne Inc
$379.72
+2.57%
TECHNOLOGY · Cap: $59.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 415% more annual revenue ($4.46B vs $866.07M). TER leads profitability with a 25.8% profit margin vs 10.7%. TER appears more attractively valued with a PEG of 0.68. TER earns a higher WallStSmart Score of 79/100 (B+).
ACLS
Hold48
out of 100
Grade: D+
TER
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 33 in profit
Strong operational efficiency at 33.2%
Revenue surging 103.9% year-over-year
Earnings expanding 385.8% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 23.5%
Trading at 18.9x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ACLS
The strongest argument for ACLS centers on Debt/Equity, Altman Z-Score. Revenue growth of 10.6% demonstrates continued momentum. PEG of 1.45 suggests the stock is reasonably priced for its growth.
Bull Case : TER
The strongest argument for TER centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 25.8% and operating margin at 33.2%. Revenue growth of 103.9% demonstrates continued momentum.
Bear Case : ACLS
The primary concerns for ACLS are P/E Ratio, Piotroski F-Score, EPS Growth.
Bear Case : TER
The primary concerns for TER are Price/Book, P/E Ratio. A P/E of 50.8x leaves little room for execution misses.
Key Dynamics to Monitor
ACLS profiles as a value stock while TER is a growth play — different risk/reward profiles.
ACLS carries more volatility with a beta of 1.86 — expect wider price swings.
TER is growing revenue faster at 103.9% — sustainability is the question.
TER generates stronger free cash flow (378M), providing more financial flexibility.
Bottom Line
TER scores higher overall (79/100 vs 48/100), backed by strong 25.8% margins and 103.9% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Axcelis Technologies Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Axcelis Technologies, Inc. designs, manufactures and services the ion implantation and other processing equipment used in the manufacture of semiconductor chips in the United States, Europe and Asia. The company is headquartered in Beverly, Massachusetts.
Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
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