ACLS vs LRCX: stock comparison and AI forecast
Axcelis Technologies Inc (ACLS) and Lam Research Corp (LRCX) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
ACLS Axcelis Technologies Inc
- Market Cap
- $2.78B
- P/E Ratio
- 21.2x
- Size
- mid-cap
- AI Forecast
LRCX Lam Research Corp
- Market Cap
- $231.35B
- P/E Ratio
- 27.6x
- Size
- mega-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Key facts
- LRCX is 83.2 times larger than ACLS by market capitalization ($231.35B against $2.78B).
- ACLS trades at 21.2 times trailing earnings, LRCX at 27.6 times.
- LRCX turns 33.2% of its revenue into net income, against 11.8% for ACLS.
- LRCX carries 0.89 times debt per unit of equity, against 0.33 times for ACLS.
- LRCX yields 0.56% in dividends; ACLS pays none.
- Both companies share the SEC industry classification Special Industry Machinery, NEC.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | ACLS | LRCX |
|---|---|---|
| Market Cap | $2.78B | $231.35B |
| P/E Ratio | 21.18x | 27.60x |
| P/B Ratio | 2.50x | 16.63x |
| Dividend Yield | – | 0.56% |
| EPS | $4.25 | $6.71 |
| Book Value/Share | $36.05 | $11.13 |
| Revenue/Share | $28.83 | $20.92 |
| FCF/Share | $1.94 | $5.23 |
Profitability & Margins
| Metric | ACLS | LRCX |
|---|---|---|
| ROE | 9.4% | 65.7% |
| ROA | 7.1% | 34.7% |
| ROIC | 7.5% | 50.7% |
| Gross Margin | 42.8% | 28.1% |
| Operating Margin | 10.3% | 35.1% |
| Net Margin | 11.8% | 33.2% |
| EBT Margin | 12.6% | 35.3% |
| Tax Rate | 6.6% | 13.0% |
Financial Health
| Metric | ACLS | LRCX |
|---|---|---|
| Current Ratio | 4.43x | 2.48x |
| Quick Ratio | 2.91x | 1.86x |
| D/E Ratio | 0.33x | 0.89x |
| Financial Leverage | 1.33x | 1.89x |
| Interest Coverage | 7.9x | 16.1x |
| Working Capital | $852M | $10.81B |
Cash Flow
| Metric | ACLS | LRCX |
|---|---|---|
| Operating Cash Flow | $70M | $7.58B |
| Free Cash Flow | $60M | $6.54B |
| Capital Spending | -$10M | -$1.04B |
| OCF Growth YoY | -49.0% | 18.7% |
| FCF Growth YoY | -51.7% | 5.2% |
| FCF/Sales | 6.7% | 25.0% |
| CapEx/Sales | 1.1% | 4.0% |
Operational Efficiency
| Metric | ACLS | LRCX |
|---|---|---|
| Asset Turnover | 0.60x | 0.99x |
| Receivables Turnover | 5.8x | 4.6x |
| Inventory Turnover | 1.4x | 4.1x |
| Fixed Assets Turnover | 15.0x | 8.5x |
| Days Sales Outstanding | 63 days | 79 days |
| Days Inventory | 270 days | 88 days |
| Payables Period | 56 days | 31 days |
| Cash Conversion Cycle | 277 days | 136 days |
Income Statement
| Metric | ACLS | LRCX |
|---|---|---|
| Total Revenue | $890M | $26.13B |
| Operating Income | $92M | $9.65B |
| Net Income | $105M | $9.13B |
| R&D Expense | $118M | $2.47B |
| SG&A Expense | $214M | $1.22B |
| Cost of Goods Sold | $509M | $18.80B |
Dividend & Shareholder Information
| Metric | ACLS | LRCX |
|---|---|---|
| Dividends Per Share | – | $1.04 |
| Payout Ratio | – | 15.5% |
| Shares Outstanding | 31M | 1249M |
| Net Income Growth | -23.1% | 47.0% |
| EPS Growth | 26.9% | 48.1% |
ACLS vs LRCX: stock comparison and AI forecast
Which is bigger, ACLS or LRCX?
LRCX is 83.2 times larger than ACLS by market capitalization ($231.35B against $2.78B).
Which is cheaper on earnings, ACLS or LRCX?
ACLS trades at 21.2 times trailing earnings, LRCX at 27.6 times.
Which one does Intratio's AI model rank higher, ACLS or LRCX?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.