COMP <GO>
ACLS vs VECO // FORWARD P/E MULTIPLE
Axcelis Technologies Inc. (NASDAQ) VS. Veeco Instruments Inc. (NASDAQ) • 15-METRIC TALLY: ACLS 10
— VECO 1
▲ FORWARD P/E MULTIPLE LEADER: ACLS
LAST: $112.02 (-1.50%) • MKT CAP: $3.46B
forward-pe
26.8x
LAST: $42.80 (-2.37%) • MKT CAP: $2.62B
forward-pe
68.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ACLS VS. VECO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ACLS | VECO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.90% | 40.00% | +4.90 | ACLS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.60% | 3.00% | +7.60 | ACLS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.7x | 54.1x | -28.40 | ACLS | /valuation <GO> |
| Free Cash Flow Yield | 3.09% | 2.04% | +1.05 | ACLS | /fcf-yield <GO> |
| Operating Margin | 14.20% | 5.40% | +8.80 | ACLS | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 5.30% | +9.00 | ACLS | /net-margins <GO> |
| Revenue Growth (YoY) | -17.60% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.43 | 4.31 | +4.12 | ACLS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | VECO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.1 | 34.8 | +0.39 | ACLS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 26.8x | 68.7x | -41.90 | ACLS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.46B | $2.62B | $843.0M | ACLS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ACLS REV | VECO REV | ACLS GROSS % | VECO GROSS % | ACLS FCF | VECO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $839.0M | $664.3M | 44.9% | 40.0% | $107.0M | $53.3M |
| FY 2024 | $1.02B | $717.3M | 44.7% | 42.4% | $128.6M | $45.7M |
| FY 2023 | $1.13B | $0 | — | — | $156.9M | $61.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ACLS // BETA —
VECO // BETA —