ACMR vs ADI
ACM Research, Inc. vs Analog Devices — AI-powered side-by-side comparison
ACMR
ACM Research, Inc.
57
Watch
VS
ADI
Analog Devices
68
Buy
| Metric | ACMR | ADI |
|---|
| AI Score |
57
|
68
|
| Price |
$79.88
|
$385.26
|
| P/E Ratio |
35.52×
|
57.00×
|
| ROE |
6.4%
|
6.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
43.8%
|
64.5%
|
| Debt / Equity |
0.17×
|
0.26×
|
| Dividend Yield |
0.0%
|
1.1%
|
| RSI (14) |
46.7
|
56.9
|
| Beta |
1.973
|
1.212
|
| Expected Upside |
—
|
+16.0%
|
AI Committee View
Current Innellis committee reasoning for ACMR versus ADI.
ADI leads by 11 points.
ADI scores 68/100 (Buy) versus ACMR at 57/100 (Watch).
ACMR Committee View
83% agreement
6 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.20) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 62.4 is expensive by classic value standards — Value
- EPS declining -16.6% YoY despite any revenue growth — Growth
- Bollinger bandwidth of 32.4% signals elevated volatility — Risk
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