ACLS vs ADI
Axcelis Technologies, Inc. vs Analog Devices — AI-powered side-by-side comparison
ACLS
Axcelis Technologies, Inc.
53
Watch
VS
ADI
Analog Devices
68
Buy
| Metric | ACLS | ADI |
|---|
| AI Score |
53
|
68
|
| Price |
$135.31
|
$385.26
|
| P/E Ratio |
45.12×
|
57.00×
|
| ROE |
11.6%
|
6.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
43.0%
|
64.5%
|
| Debt / Equity |
0.04×
|
0.26×
|
| Dividend Yield |
0.0%
|
1.1%
|
| RSI (14) |
50.7
|
56.9
|
| Beta |
1.88
|
1.212
|
| Expected Upside |
—
|
+16.0%
|
AI Committee View
Current Innellis committee reasoning for ACLS versus ADI.
ADI leads by 15 points.
ADI scores 68/100 (Buy) versus ACLS at 53/100 (Watch).
ACLS Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -11.8% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.04) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 40.5 is expensive by classic value standards — Value
- Revenue declining -11.8% YoY -- this is not a growth story right now — Growth
- EPS declining -41.1% YoY despite any revenue growth — Growth
ADI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 56.8 is expensive by classic value standards — Value