Onto Innovation Inc (ONTO)vsQnity Electronics, Inc (Q)
ONTO
Onto Innovation Inc
$281.26
+4.59%
TECHNOLOGY · Cap: $17.18B
Q
Qnity Electronics, Inc
$126.40
+2.50%
TECHNOLOGY · Cap: $26.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 365% more annual revenue ($5.21B vs $1.12B). ONTO leads profitability with a 11.8% profit margin vs 11.3%. ONTO appears more attractively valued with a PEG of 0.76. ONTO earns a higher WallStSmart Score of 66/100 (B-).
ONTO
Strong Buy66
out of 100
Grade: B-
Q
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.3% year-over-year
Earnings expanding 75.4% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Strong operational efficiency at 23.0%
Strong operational efficiency at 22.3%
Revenue surging 22.1% year-over-year
Areas to Watch
ROE of 6.9% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 34.3%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ONTO
The strongest argument for ONTO centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 35.3% demonstrates continued momentum. 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 1.30 suggests the stock is reasonably priced for its growth.
Bear Case : ONTO
The primary concerns for ONTO are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 104.9x leaves little room for execution misses.
Bear Case : Q
The primary concerns for Q are Piotroski F-Score, P/E Ratio, EPS Growth. A P/E of 44.0x leaves little room for execution misses.
Key Dynamics to Monitor
ONTO is growing revenue faster at 35.3% — 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
ONTO scores higher overall (66/100 vs 57/100) and 35.3% revenue growth. 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.
Onto Innovation Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Onto Innovation Inc. is dedicated to the design, development, manufacture and support of process control tools that perform macrodefect inspection and metrology, lithography systems, and process control analytical software worldwide. The company is headquartered in Wilmington, Massachusetts.
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.
Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?