Acm Research Inc (ACMR)vsLam Research Corp (LRCX)
ACMR
Acm Research Inc
$39.26
-11.52%
TECHNOLOGY · Cap: $3.69B
LRCX
Lam Research Corp
$184.87
-16.36%
TECHNOLOGY · Cap: $299.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Lam Research Corp generates 2418% more annual revenue ($26.13B vs $1.04B). LRCX leads profitability with a 32.3% profit margin vs 14.5%. ACMR trades at a lower P/E of 25.0x. LRCX earns a higher WallStSmart Score of 78/100 (B+).
ACMR
Strong Buy67
out of 100
Grade: B-
LRCX
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.2%
Fair Value
$116.36
Current Price
$39.26
$77.10 discount
Margin of Safety
+39.2%
Fair Value
$393.39
Current Price
$184.87
$208.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 36.0% year-over-year
Earnings expanding 180.6% YoY
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 61 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 40.0%
Revenue surging 54.4% year-over-year
Earnings expanding 76.6% YoY
Areas to Watch
Moderate valuation
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 16.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : LRCX
The strongest argument for LRCX centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.3% and operating margin at 40.0%. Revenue growth of 54.4% demonstrates continued momentum.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : LRCX
The primary concerns for LRCX are P/E Ratio, Price/Book.
Key Dynamics to Monitor
ACMR carries more volatility with a beta of 2.09 — expect wider price swings.
LRCX is growing revenue faster at 54.4% — sustainability is the question.
LRCX generates stronger free cash flow (3.2B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LRCX scores higher overall (78/100 vs 67/100), backed by strong 32.3% margins and 54.4% revenue growth. ACMR offers better value entry with a 66.2% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acm Research Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ACM Research, Inc. develops, manufactures and sells single wafer wet cleaning equipment to improve the manufacturing process and performance of embedded chips globally. The company is headquartered in Fremont, California.
Lam Research Corp
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices (transistors, capacitors) and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP), and for related manufacturing markets such as for microelectromechanical systems (MEMS). The company is headquartered in Fremont, California, in the Silicon Valley.
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