Acm Research Inc (ACMR)vsVuzix Corp Cmn Stk (VUZI)
ACMR
Acm Research Inc
$72.77
+6.22%
TECHNOLOGY · Cap: $5.18B
VUZI
Vuzix Corp Cmn Stk
$3.04
+10.55%
TECHNOLOGY · Cap: $232.14M
Smart Verdict
WallStSmart Research — data-driven comparison
Acm Research Inc generates 17463% more annual revenue ($1.04B vs $5.91M). ACMR leads profitability with a 14.5% profit margin vs 0.0%. ACMR earns a higher WallStSmart Score of 62/100 (C+).
ACMR
Buy62
out of 100
Grade: C+
VUZI
Avoid16
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.9%
Fair Value
$118.24
Current Price
$72.77
$45.47 discount
Margin of Safety
+36.7%
Fair Value
$3.90
Current Price
$3.04
$0.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.0% year-over-year
Earnings expanding 180.6% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Trading at 10.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : VUZI
The strongest argument for VUZI centers on Debt/Equity.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : VUZI
The primary concerns for VUZI are Price/Book, EPS Growth, Market Cap.
Key Dynamics to Monitor
ACMR profiles as a growth stock while VUZI is a value play — different risk/reward profiles.
ACMR carries more volatility with a beta of 1.95 — expect wider price swings.
ACMR is growing revenue faster at 36.0% — sustainability is the question.
VUZI generates stronger free cash flow (-7M), providing more financial flexibility.
Bottom Line
ACMR scores higher overall (62/100 vs 16/100) and 36.0% revenue growth. VUZI offers better value entry with a 36.7% margin of safety. Both earn "Buy" and "Avoid" 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.
Vuzix Corp Cmn Stk
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Vuzix Corporation designs, manufactures, markets and sells augmented reality (AR) computing and display devices for consumer and business markets in North America, Asia-Pacific, Europe, and internationally. The company is headquartered in West Henrietta, New York.
Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?