ACMR vs MKSI Stock Comparison

ACM Research and Mks Prices as of Oct 23, 2026 Peers: Industry group
ACMR ACM Research, Inc.
$50.55 -37.3% 1M +25.6% 1Y
Market cap
$3.46B
P/E
23.0x
Revenue (TTM)
$1.04B
Div. yield
–
Semiconductor Equipment Technology
5 wins
MKSI Mks Inc
$196.55 -25.2% 1M +39.7% 1Y
Market cap
$13.68B
P/E
31.1x
Revenue (TTM)
$4.35B
Div. yield
0.00%
Semiconductor Equipment Technology
6 wins

Head to Head

11 decided of 12

Mks leads on 6 of the 12 questions below (Mks 6, ACM Research 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionACMRMKSILeader
Larger companyMarket capitalisation $3.46B $13.68B MKSI
Cheaper on earningsLower P/E, profitable companies only 23.0x 31.1x ACMR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 22.2x 14.6x MKSI
Faster revenue growthRevenue growth, trailing twelve months +27.3% +16.3% ACMR
More profitableNet margin, trailing twelve months 14.5% 10.1% ACMR
Better return on capitalReturn on invested capital 4.7% 8.9% MKSI
Less leveragedLower net debt / EBITDA -4.6x 3.2x ACMR
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +25.6% +39.7% MKSI
Better 5-year returnAnnualised price return, 5 years +7.4%/yr +6.3%/yr ACMR
Less volatileAnnualised volatility, 1 year 87.9% 61.6% MKSI
Higher overall scoreMean of the five percentile scores vs peers 47/100 55/100 MKSI

Percentile Scorecard

ACMRMKSI

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisACMRMKSI
Valuation 68 #31 of 95 77 #23 of 95
Growth 62 #36 of 93 73 #26 of 93
Profitability 39 #56 of 91 63 #34 of 91
Financial Health 58 #43 of 102 1 #101 of 102
Shareholder Returns 7 #71 of 76 63 #29 of 76
Overall 47 55
  • ACMR ranked among 104 companies in Semiconductors
  • MKSI ranked among 104 companies in Semiconductors

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodACMRMKSISPY
1 month -37.3%-25.2% -1.0%
3 months -40.0%-40.3% +2.9%
6 months -9.9%-30.0% +6.4%
Year to date +28.1%+23.0% +11.4%
1 year +25.6%+39.7% +13.1%
3 years +169.6%+170.3% +79.4%
3 years, per year +39.2%+39.3% +21.5%
5 years +42.7%+35.8% +67.7%
5 years, per year +7.4%+6.3% +10.9%
10 years —+305.7% +255.2%
10 years, per year —+15.0% +13.5%

Risk

MeasureACMRMKSISPY
Volatility, 1Y 87.9%61.6% 12.7%
Downside volatility, 1Y 92.2%66.0% 12.7%
Beta vs S&P 500, 1Y 3.592.79 1.00
Return / volatility, 1Y 0.290.65 1.03
Max drawdown, 5Y -83.9%-67.5% -25.4%
From 52-week high -60.2%-55.8% -2.5%
52-week high $126.89$444.80 $779.14
52-week low $29.67$137.20 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleACMRMKSI
P/E now vs peer median 22.8xmedian 41.5x 30.2xmedian 41.5x
P/S now vs peer median 3.1xmedian 6.9x 3.1xmedian 6.9x
EV/EBITDA now vs peer median 15.9xmedian 27.3x 15.9xmedian 27.3x
P/FCF now vs peer median -27.5xmedian 35.6x 29.2xmedian 35.6x
P/B now vs peer median 1.4xmedian 4.2x 4.4xmedian 4.2x
PEG now vs peer median 0.84median 2.31 0.98median 2.31

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsACMRMKSI
Revenue $1.04B $4.35B
Gross profit $454.91M $2.04B
Operating income $137.88M $681.00M
Net income $209.10M $439.00M
Free cash flow -$118.74M $455.00M
R&D $162.47M $310.00M
EPS (diluted) $2.09 $6.05
Cash & equivalents $969.23M $611.00M
Total debt $340.91M $3.94B
Shares (diluted) 71.84M 72.70M
Enterprise value -$411.95M $11.12B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricACMRMKSI
P/E 22.8x 30.2x
P/FCF -27.5x 29.2x
P/Operating cash flow -495.1x 20.9x
P/S 3.1x 3.1x
P/B 1.4x 4.4x
P/Tangible book 1.4x 13.7x
EV/EBITDA 15.9x 15.9x
EV/EBIT 18.4x 24.4x
EV/Revenue 2.4x 3.8x
EV/FCF -21.3x 36.5x
EV/Operating cash flow -384.0x 26.2x
PEG (3Y EPS CAGR) 0.84 0.98

Growth

14 metrics
MetricACMRMKSI
Revenue growth (1Y) 27.3% 16.3%
Revenue CAGR (3Y) 31.1% 4.2%
Gross profit growth (1Y) 13.0% 15.4%
Gross profit CAGR (3Y) 25.8% 6.7%
Operating income growth (1Y) -5.3% 33.5%
Operating income CAGR (3Y) 16.3% 35.4%
Net income growth (1Y) 50.4% 64.4%
Net income CAGR (3Y) 35.6% 31.0%
EPS growth (1Y) 25.8% 52.8%
EPS CAGR (3Y) 27.1% 30.7%
Operating cash flow growth (1Y) -110.8% -1.6%
Operating cash flow CAGR (3Y) 30.9% 20.7%
Free cash flow growth (1Y) -717.8% -13.3%
Free cash flow CAGR (3Y) 2.3% 22.9%

Profitability

14 metrics
MetricACMRMKSI
Gross margin 43.8% 47.0%
EBITDA margin 15.4% 24.0%
Operating margin 13.3% 15.7%
Pretax margin 22.7% 11.2%
Net margin 14.5% 10.1%
FCF margin -11.4% 10.5%
Operating cash flow margin -0.6% 14.6%
Return on equity 9.3% 15.2%
Return on assets 6.5% 5.0%
Return on invested capital 4.7% 8.9%
Return on capital employed 5.6% 10.6%
Asset turnover 0.3x 0.5x
Cash conversion (OCF / net income) 0.0x 1.4x
Stock comp / revenue 2.5% 1.3%

Financial Health

11 metrics
MetricACMRMKSI
Debt / assets 10.0% 44.1%
Debt / equity 0.1x 1.3x
Net debt / EBITDA -4.6x 3.2x
Debt / FCF -2.9x 8.7x
Liabilities / assets 29.2% 66.6%
Equity / assets 70.8% 33.4%
Interest coverage 18.1x 3.7x
Current ratio 3.7x 1.1x
Quick ratio 2.1x 0.6x
Cash ratio 1.4x 0.3x
Altman Z-score 3.34 2.27

Shareholder Returns

7 metrics
MetricACMRMKSI
Dividend yield – 0.5%
Net buyback yield -24.9% –
Shareholder yield -24.9% 0.5%
Payout ratio (earnings) – 14.4%
Payout ratio (FCF) – 13.8%
Dividend growth (1Y) – 6.8%
Dividend CAGR (3Y) – 3.4%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusACMRMKSI
Forward P/E 22.2xFY2026 14.6xFY2026
EPS, next fiscal year $2.28FY2026 $13.48FY2026
EPS growth, next FY +41.6%FY2026 +71.1%FY2026
EPS growth, the year after +44.3% +34.3%
Revenue, next fiscal year $1.15BFY2026 $5.43BFY2026
Revenue growth, next FY +27.1%FY2026 +38.1%FY2026
Revenue growth, the year after +38.4% +7.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersACMRMKSI
Held by institutions 75.0% 100.0%
Institutions holding 375 775
Change in shares held, QoQ +9.2% +2.8%
Institutions buying 246 455
Institutions selling 90 252
Buyers to sellers 2.73 1.81

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ACMRMKSI
ACMR 1.00 0.70
MKSI 0.70 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ACMR and MKSI?

Mks (MKSI) is the largest by market capitalisation: ACM Research (ACMR) $3.46B, Mks (MKSI) $13.68B.

Which stock is cheaper, ACMR and MKSI?

ACM Research (ACMR) trades on the lowest price-to-earnings ratio (ACM Research (ACMR) 23.0x, Mks (MKSI) 31.1x). On next year's consensus earnings, Mks (MKSI) is cheapest (ACM Research (ACMR) 22.2x, Mks (MKSI) 14.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

ACM Research (ACMR) grew revenue fastest over the trailing twelve months: ACM Research (ACMR) +27.3%, Mks (MKSI) +16.3%.

Which company is more profitable?

ACM Research (ACMR) has the highest net margin (ACM Research (ACMR) 14.5%, Mks (MKSI) 10.1%). On return on invested capital, Mks (MKSI) leads (ACM Research (ACMR) 4.7%, Mks (MKSI) 8.9%).

Which stock has performed better?

Over the past year Mks (MKSI) returned the most: ACM Research (ACMR) +25.6%, Mks (MKSI) +39.7%. Over five years, ACM Research (ACMR) compounded fastest (ACM Research (ACMR) +7.4%/yr, Mks (MKSI) +6.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: ACM Research (ACMR) 0.00%, Mks (MKSI) 0.00%. ACM Research (ACMR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Mks (MKSI) has been the steadiest (ACM Research (ACMR) 87.9%, Mks (MKSI) 61.6%). Volatility measures how widely the price swings, not the risk of the business.

Do ACMR and MKSI move together?

Their daily returns over the past year have a correlation of 0.70, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, ACMR and MKSI?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Mks (MKSI) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.