KLA Corporation (KLAC)vsNational Grid PLC ADR (NGG)
KLAC
KLA Corporation
$1,750.35
-3.63%
TECHNOLOGY · Cap: $238.64B
NGG
National Grid PLC ADR
$89.54
+4.14%
UTILITIES · Cap: $85.52B
Smart Verdict
WallStSmart Research — data-driven comparison
National Grid PLC ADR generates 37% more annual revenue ($17.48B vs $12.74B). KLAC leads profitability with a 35.8% profit margin vs 16.4%. NGG appears more attractively valued with a PEG of 1.09. KLAC earns a higher WallStSmart Score of 68/100 (B-).
KLAC
Strong Buy68
out of 100
Grade: B-
NGG
Buy50
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 101 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Earnings expanding 40.9% YoY
Large-cap with strong market position
Strong operational efficiency at 24.1%
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 42.0x book value
Trading at 9.0x book value
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Revenue declined 11.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : KLAC
The strongest argument for KLAC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.8% and operating margin at 41.3%.
Bull Case : NGG
The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : KLAC
The primary concerns for KLAC are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 51.5x leaves little room for execution misses.
Bear Case : NGG
The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
KLAC profiles as a mature stock while NGG is a declining play — different risk/reward profiles.
KLAC carries more volatility with a beta of 1.44 — expect wider price swings.
KLAC is growing revenue faster at 7.2% — sustainability is the question.
KLAC generates stronger free cash flow (622M), providing more financial flexibility.
Bottom Line
KLAC scores higher overall (68/100 vs 50/100), backed by strong 35.8% margins. Both earn "Strong 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.
KLA Corporation
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
KLA Corporation is a capital equipment company based in Milpitas, California. It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries. The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.
Visit Website →National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
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