ACLS vs AMAT
ACLS: Axcelis Technologies is a leading provider of innovative ion implantation solutions essential for the manufacturing of complex semiconductor devices. AMAT: Applied Materials is a leading provider of materials engineering solutions and manufacturing equipment essential for the production of advanced semiconductor chips and electronic devices.
Side-by-side fundamentals
| Metric | ACLS | AMAT | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $133.48 | $509.57 | |
| Market cap | $4.1B | $404.4B | |
| P/E as of 2026-10-08 | 41.57 | 43.95 | ACLS lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | n/a | 8.47 | |
| Net margin FY2025, SEC XBRL | +14.3% | +24.7% | AMAT higher |
| Gross margin FY2025, SEC XBRL | +44.9% | +48.7% | AMAT higher |
| Operating margin FY2025, SEC XBRL | +14.2% | +29.2% | AMAT higher |
| ROE FY2025, SEC XBRL | +11.6% | +34.3% | AMAT higher |
| ROA FY2025, SEC XBRL | +8.8% | +19.3% | AMAT higher |
| Debt / equity as of 2026-09-03 | 0.04 | 0.27 | ACLS lower |
| Revenue growth (YoY) as of 2026-09-03 | -11.8% | +7.8% | AMAT higher |
| Revenue CAGR (3y) SEC XBRL | -3.0% | +3.2% | AMAT higher |
| Dividend yield as of 2026-09-03 | n/a | +0.5% | |
| Dividend streak (yrs) SEC XBRL | 0 | 12 | AMAT higher |
| Beta as of 2026-09-03 | 1.84 | 1.85 | |
| 1-year return as of 2026-10-08 close | +58.0% | +134.3% | AMAT higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.