Amkor Technology Inc (AMKR)vsQnity Electronics, Inc (Q)
AMKR
Amkor Technology Inc
$41.21
-2.37%
TECHNOLOGY · Cap: $10.49B
Q
Qnity Electronics, Inc
$122.68
-0.09%
TECHNOLOGY · Cap: $24.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Amkor Technology Inc generates 43% more annual revenue ($7.46B vs $5.21B). Q leads profitability with a 11.3% profit margin vs 8.3%. AMKR appears more attractively valued with a PEG of 0.76. AMKR earns a higher WallStSmart Score of 64/100 (C+).
AMKR
Buy64
out of 100
Grade: C+
Q
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-87.2%
Fair Value
$22.55
Current Price
$41.21
$18.66 premium
Intrinsic value data unavailable for Q.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 49.0% YoY
Strong operational efficiency at 22.3%
Revenue surging 22.1% year-over-year
Areas to Watch
0.2% revenue growth
Weak financial health signals
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 34.3%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMKR
The strongest argument for AMKR centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bull Case : Q
The strongest argument for Q centers on Operating Margin, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : AMKR
The primary concerns for AMKR are Revenue Growth, Piotroski F-Score.
Bear Case : Q
The primary concerns for Q are Piotroski F-Score, P/E Ratio, EPS Growth. A P/E of 41.2x leaves little room for execution misses.
Key Dynamics to Monitor
AMKR profiles as a value stock while Q is a growth play — different risk/reward profiles.
Q is growing revenue faster at 22.1% — sustainability is the question.
Q generates stronger free cash flow (151M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMKR scores higher overall (64/100 vs 57/100). Both earn "Buy" and "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.
Amkor Technology Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Amkor Technology, Inc. provides outsourced semiconductor packaging and testing services in the United States, Japan, Europe, the Middle East, Africa, and the rest of Asia Pacific. The company is headquartered in Tempe, Arizona.
Visit Website →Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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