ACMR vs TEL
ACM Research, Inc. vs TE Connectivity — AI-powered side-by-side comparison
ACMR
ACM Research, Inc.
57
Watch
VS
TEL
TE Connectivity
67
Buy
| Metric | ACMR | TEL |
|---|
| AI Score |
57
|
67
|
| Price |
$79.88
|
$218.62
|
| P/E Ratio |
35.52×
|
21.25×
|
| ROE |
6.4%
|
14.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
43.8%
|
35.4%
|
| Debt / Equity |
0.17×
|
0.43×
|
| Dividend Yield |
0.0%
|
1.3%
|
| RSI (14) |
46.7
|
58.9
|
| Beta |
1.973
|
1.162
|
| Expected Upside |
—
|
+4.3%
|
AI Committee View
Current Innellis committee reasoning for ACMR versus TEL.
TEL leads by 10 points.
TEL scores 67/100 (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
TEL Committee View
60% agreement
5 analysts
Positive signals support the current rating — eps growing 111.1% yoy. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 23.2% shows genuine earnings power backing the valuation — Value
- EPS growing 111.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 5.1x prices in significant intangible value — Value