ACLSAxcelis Technologies, Inc.
Is the price fair?
A demanding price: priced for +25% a year vs −5% a year delivered, at the top of its own P/E range, and rich vs its sector.
Priced for ~25% a year FCF growth. The price already bakes in strong, sustained growth.
Expensive vs its own history: P/E 45.2 vs a 21.2 median over 41 quarters (+113% vs median).
Sector median 30.5× across 203 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What ACLS's price assumes
Axcelis Technologies, Inc. trades at 45.2× earnings against 53.4× for the median Semiconductor Equipment & Materials name, cheaper than its own group.
Trailing P/E · Semiconductor Equipment & Materials median 53.4 · cheaper than the typical name in its group
- Price / sales
- 6.62
Price / sales · today's price, fiscal year to Dec 31, 2025
- Free cash flow yield
- 1.2%
Free cash flow yield · Semiconductor Equipment & Materials median 1.2%
- Growth the price implies
- +25%
Growth the price implies · The price pays for +25% free cash flow growth a year for a decade; the business has delivered −35% a year over the last three.
Details›
- Price / booktoday's price, fiscal year to Dec 31, 2025
- 5.37
- EV / EBITtoday's price, fiscal year to Dec 31, 2025
- 43.4
- EV / salestoday's price, fiscal year to Dec 31, 2025
- 6.17
- Technology median P/E459 names
- 37.7
- Semiconductor Equipment & Materials median P/E24 names
- 53.4
- Free cash flow, trailing twelve months
- $66M
- Market capitalisation
- $5.55B
- 3-year revenue growth
- −5.4%
- 3-year free cash flow growth
- −35%
| Method | Per share |
|---|---|
| What its own history would imply | not meaningful, 45.2× today against a 21.2× median |
| 52-week range | $74.12 – $191.60 |
| Today | $134.59 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Semiconductor Equipment & Materials
Ranks #2 of 18 by RyuScore