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ACMR vs NVDA

ACMR
ACM Research, Inc.
BEARISH
Price
$46.38
Market Cap
$3.05B
Sector
Technology
AI Confidence
87%
NVDA
NVIDIA Corporation
NEUTRAL
Price
$174.40
Market Cap
$4.24T
Sector
Technology
AI Confidence
40%

Valuation

P/E Ratio
ACMR
33.85
NVDA
35.59
Forward P/E
ACMR
20.34
NVDA
15.69
P/B Ratio
ACMR
2.08
NVDA
26.95
P/S Ratio
ACMR
3.38
NVDA
19.63
EV/EBITDA
ACMR
21.1
NVDA
31.43

Profitability

Gross Margin
ACMR
44.39%
NVDA
71.07%
Operating Margin
ACMR
9.42%
NVDA
65.02%
Profit Margin
ACMR
10.44%
NVDA
55.6%
ROE
ACMR
8.05%
NVDA
101.48%
ROA
ACMR
2.89%
NVDA
51.19%

Growth

Revenue Growth
ACMR
9.4%
NVDA
73.2%
Earnings Growth
ACMR
-77.7%
NVDA
95.6%

Financial Health

Debt/Equity
ACMR
0.15
NVDA
0.07
Current Ratio
ACMR
3.27
NVDA
3.9
Quick Ratio
ACMR
2.3
NVDA
3.14

Dividends

Dividend Yield
ACMR
--
NVDA
0.02%
Payout Ratio
ACMR
0.0%
NVDA
0.82%

AI Verdict

ACMR BEARISH

ACMR's Piotroski F-Score of 2/9 indicates severe financial distress, with weak operational and profitability health. The Altman Z-Score is unavailable, but the company's negative earnings growth (-77.7% YoY) and declining EPS trend signal deteriorating fundamentals. Despite a strong gross margin (44.39%) and low debt/equity (0.15), the sharp drop in earnings and poor recent earnings surprises (average -20.81% over last 4 quarters) undermine confidence. The stock trades at a premium to its Graham Number ($26.23) and intrinsic value ($9.59), suggesting overvaluation relative to conservative metrics. Insider selling of $16.59M in the last 6 months further reinforces bearish sentiment.

Strengths
Strong gross margin of 44.39% indicates pricing power and efficient production
Low debt/equity ratio of 0.15 reflects conservative capital structure and financial stability
High current and quick ratios (3.27 and 2.30) suggest strong short-term liquidity
Risks
Piotroski F-Score of 2/9 signals extreme financial weakness and poor operational efficiency
Earnings have collapsed by 77.7% YoY and 74.1% Q/Q, indicating severe profitability deterioration
Recent insider selling of $16.59M in 6 months reflects negative sentiment from insiders
NVDA NEUTRAL

NVDA shows bullish fundamentals based on deterministic rules. Financial strength is strong (F-Score 7/9). Key strengths include strong valuation and growth metrics. Price trades at a 20.7% premium to fair value estimate ($144.55), limiting near-term upside from a valuation perspective.

Strengths
Strong profitability (55.6% margin)
Strong financial trend (Piotroski F-Score: 7/9)
Strong revenue growth of 73.2%
Risks
High valuation with P/E of 35.6
Premium vs Graham Number ($26.71)
Price trades at a 20.7% premium to fair value estimate ($144.55), limiting near-term upside from a valuation perspective.

Compare Another Pair

ACMR vs NVDA: Head-to-Head Comparison

This page compares ACM Research, Inc. (ACMR) and NVIDIA Corporation (NVDA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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