COMP <GO>

LPL vs ACMR // EV/EBITDA & P/E VALUATION

LG Display Co Ltd AMERICAN DEPOSITORY SHARES (NYSE) VS. ACM Research Inc. (Class A) (NASDAQ) • 15-METRIC TALLY: LPL 1 — ACMR 1

■ METRIC PARITY

LAST: $2.71 (-2.87%) • MKT CAP: $2.71B

valuation

—

LAST: $49.29 (-7.03%) • MKT CAP: $3.43B

valuation

18.2x

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LPL VS. ACMR) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	LPL	ACMR	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	—	44.40%	—	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	—	9.80%	—	TIE	/roic <GO>
EV/EBITDA & P/E Valuation ACTIVE	—	18.2x	—	TIE	/valuation <GO>
Free Cash Flow Yield	—	-1.94%	—	TIE	/fcf-yield <GO>
Operating Margin	—	12.10%	—	TIE	/operating-margins <GO>
Net Profit Margin	—	10.40%	—	TIE	/net-margins <GO>
Revenue Growth (YoY)	—	15.20%	—	TIE	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.00%	0.00	TIE	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	—	3.50	—	TIE	/balance-sheet <GO>
Piotroski F-Score Quality	—	5/9	—	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	—	—	—	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	36.3	27.2	+9.10	LPL	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	—	—	—	TIE	/macro-sensitivity <GO>
Forward P/E Multiple	—	30.7x	—	TIE	/forward-pe <GO>
Enterprise Scale & Market Cap	$2.71B	$3.43B	-$723.0M	ACMR	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	LPL REV	ACMR REV	LPL GROSS %	ACMR GROSS %	LPL FCF	ACMR FCF
FY 2025	—	$901.3M	—	44.4%	—	-$66.6M
FY 2024	—	$782.1M	—	50.1%	—	$70.0M
FY 2023	—	$557.7M	—	—	—	-$75.3M

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

LPL // BETA —

ACMR // BETA —