Compare Stocks: PLAB vs. AXTI vs. AMKR vs. ACMR

Market Snapshot

Current market context for the selected companies.

PLAB

$30.20

Market Cap $1.78B

Sector Technology

Industry Semiconductor Equipment & Materials

Data through 2026-08-26

AXTI

$65.16

Market Cap $4.27B

Sector Technology

Industry Semiconductor Materials

Data through 2026-08-26

AMKR

$48.44

Market Cap $12.03B

Sector Technology

Industry Semiconductor Equipment & Materials

Data through 2026-08-26

ACMR

$79.06

Market Cap $5.51B

Sector Technology

Industry Semiconductor Equipment & Materials

Data through 2026-08-26

Performance

Absolute returns and relative performance versus SPY.

Metric	PLAB	AXTI	AMKR	ACMR
1 Month	+3.6%	+52.4%	+6.0%	+9.8%
1 Month vs SPY	+0.3%	+49.1%	+2.7%	+6.5%
3 Months	-43.6%	-46.9%	-32.9%	-10.8%
3 Months vs SPY	-45.6%	-48.9%	-34.9%	-12.8%
6 Months	-30.7%	+59.0%	-4.9%	+15.5%
6 Months vs SPY	-41.1%	+48.6%	-15.3%	+5.0%
1 Year	+36.8%	+2194.4%	+100.6%	+174.5%
1 Year vs SPY	+17.7%	+2175.2%	+81.4%	+155.4%
2 Years	+23.2%	+2194.4%	+45.9%	+296.5%
2 Years vs SPY	-13.3%	+2157.8%	+9.4%	+260.0%

Growth & Profitability

Operating growth, margins and capital efficiency.

Metric	PLAB	AXTI	AMKR	ACMR
Revenue Growth	-0.5%	164.8%	25.6%	36.0%
Earnings Growth	270.5%	—	218.2%	180.6%
Gross Margin	33.8%	32.2%	15.5%	43.8%
Operating Margin	20.1%	21.9%	10.5%	17.0%
Net Margin	18.5%	3.2%	7.4%	14.5%
Return on Equity	13.2%	1.0%	12.5%	11.6%
Return on Assets	6.8%	0.3%	4.6%	3.2%

Valuation

Common valuation multiples shown side by side.

Metric	PLAB	AXTI	AMKR	ACMR
P / E	10.8	2,248.3	21.8	37.6
Forward P / E	14.9	29.3	17.2	27.3
P / S	2.0	35.2	1.6	5.4
P / B	1.4	4.9	2.6	3.0
EV / Sales	1.8	32.5	1.6	4.7
EV / EBIT	8.9	148.5	15.7	27.5
P / FCF	44.3	-99.6	-31.9	-29.8
FCF Yield	2.3%	-1.0%	-3.1%	-3.4%

Cash Flow & Balance Sheet

Cash generation and leverage context.

Metric	PLAB	AXTI	AMKR	ACMR
Free Cash Flow	$39.00M	-$44.42M	-$378.79M	-$186.61M
Operating Cash Flow	$282.16M	-$5.76M	$1.19B	-$6.60M
Debt / Equity	0.2%	10.7%	57.1%	14.5%

Earnings Outlook

Upcoming earnings expectations when available.

Metric	PLAB	AXTI	AMKR	ACMR
Next Earnings	—	2026-10-29	2026-10-26	2026-11-04
EPS Estimate	—	0.31	0.78	0.48
Revenue Estimate	—	66M	2.04B	308.55M
EPS Growth	—	+1126.7%	+52.4%	+33.3%
Revenue Growth	—	+136.1%	+2.9%	+14.6%
Analyst Coverage	—	5	8	3