Semiconductor Equipment Stocks: Valuation Screen
20 stocks match this screen. Chip-equipment makers, test and inspection companies, parts suppliers and packagers compared with their own EV/Sales history.
Whole-business value, debt included, relative to trailing revenue.
- PLAB1.2× EV/Sales
Photronics
Within its usual range5-year percentile 61 - ONTO9.1× EV/Sales
Onto Innovation Inc
Above its usual range5-year percentile 71 - ACLS3.6× EV/Sales
Axcelis Technologies
Above its usual range5-year percentile 72 - ACMR2.9× EV/Sales
ACM Research
Above its usual range5-year percentile 72 - ICHR1.4× EV/Sales
Ichor Holdings
Above its usual range5-year percentile 77 - AMKR1.4× EV/Sales
Amkor Technology Inc
Above its usual range5-year percentile 80 - AEIS4.8× EV/Sales
Advanced Energy Industries Inc
Above its usual range5-year percentile 83 - LRCX11.4× EV/Sales
Lam Research
Above its usual range5-year percentile 84 - TER11.4× EV/Sales
Teradyne
Above its usual range5-year percentile 84 - KLIC3.9× EV/Sales
Kulicke & Soffa
Above its usual range5-year percentile 86 - KLAC15.2× EV/Sales
KLA
Above its usual range5-year percentile 86 - UCTT1.2× EV/Sales
Ultra Clean Holdings
Above its usual range5-year percentile 87 - AMAT10.2× EV/Sales
Applied Materials
Above its usual range5-year percentile 88 - ENTG7.9× EV/Sales
Entegris Inc
Above its usual range5-year percentile 89 - FORM9.4× EV/Sales
FormFactor
Above its usual range5-year percentile 89 - VECO4.0× EV/Sales
Veeco Instruments
Above its usual range5-year percentile 89 - AEHR37.3× EV/Sales
Aehr Test Systems
Above its usual range5-year percentile 89 - COHU4.4× EV/Sales
Cohu
Historically high5-year percentile 93 - 8035.T8.0× EV/Sales
Tokyo Electron
Not enough history to rank5-year percentile — - ASMLn/m EV/Sales
ASML (ADR)
Not enough history to rank5-year percentile —
| Name | Sector | Price | EV/Sales | Rev YoY | |||
|---|---|---|---|---|---|---|---|
| PLAB | Photronics | Information Technology | $29.34 | 1.2× | 61 | +9.0% | +1.2%accelerating |
| ONTO | Onto Innovation Inc | Information Technology | $214.17 | 9.1× | 71 | +53.4% | +8.1%accelerating |
| ACLS | Axcelis Technologies | Information Technology | $113.73 | 3.6× | 72 | +27.5% | -3.3%accelerating |
| ACMR | ACM Research | Information Technology | $53.02 | 2.9× | 72 | +38.8% | +27.3%accelerating |
| ICHR | Ichor Holdings | Information Technology | $43.08 | 1.4× | 77 | +30.6% | +9.1%decelerating |
| AMKR | Amkor Technology Inc | Information Technology | $39.94 | 1.4× | 80 | +35.0% | +15.7%accelerating |
| AEIS | Advanced Energy Industries Inc | Information Technology | $232.90 | 4.8× | 83 | +103.8% | +24.6%accelerating |
| LRCX | Lam Research | Information Technology | $240.85 | 11.4× | 84 | +81.4% | +33.4%accelerating |
| TER | Teradyne | Information Technology | $323.68 | 11.4× | 84 | +86.5% | +57.9%accelerating |
| KLIC | Kulicke & Soffa | Information Technology | $79.44 | 3.9× | 86 | +60.7% | +44.4%accelerating |
| KLAC | KLA | Information Technology | $153.66 | 15.2× | 86 | +69.0% | +11.7%decelerating |
| UCTT | Ultra Clean Holdings | Information Technology | $55.88 | 1.2× | 87 | +89.1% | +15.8%accelerating |
| AMAT | Applied Materials | Information Technology | $395.93 | 10.2× | 88 | +93.5% | +7.8%accelerating |
| ENTG | Entegris Inc | Information Technology | $150.10 | 7.9× | 89 | +29.1% | +3.2%accelerating |
| FORM | FormFactor | Information Technology | $110.31 | 9.4× | 89 | +138.8% | +18.0%accelerating |
| VECO | Veeco Instruments | Information Technology | $43.84 | 4.0× | 89 | +64.9% | -2.5%accelerating |
| AEHR | Aehr Test Systems | Information Technology | $64.54 | 37.3× | 89 | +261.4% | -15.2%decelerating |
| COHU | Cohu | Information Technology | $53.14 | 4.4× | 93 | +136.9% | +32.7%accelerating |
| 8035.Tintl | Tokyo Electron | Information Technology | 9,805 | 8.0× | — | — | +33.3% |
| ASML | ASML (ADR) | Information Technology | $1,663 | n/m | — | — | +55.2% |
Computed from SEC filings and weekly prices for covered stocks.
Methodology
The same companies as the Semiconductor Equipment theme. ASML and Tokyo Electron show a value without a rank because they do not file quarterly reports with the SEC. Equipment profits swing with chipmakers’ spending and some members report losses, so the screen starts with EV/Sales. Each company is ranked against its own weekly readings from the last five years and needs at least 26 of them; some histories are shorter than five years. Stocks under data review are left out. A percentile says nothing about future returns.