ACLSAxcelis Technologies, Inc.

$134.59+41% 1Y

Is the price fair?

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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.

3 to watch
What the price assumes~+25% a yearderived · Jun 30, 2026

Priced for ~25% a year FCF growth. The price already bakes in strong, sustained growth.

Vs its own P/E rangedearer than 93% of its own historyderived

Expensive vs its own history: P/E 45.2 vs a 21.2 median over 41 quarters (+113% vs median).

Vs sector (EV/EBIT)43.4×derived · Dec 31, 2025

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.

P/E (valuation)behind 84% of the market
FCF yieldbottom 8% of the market

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.

45.2

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%
ACLS has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot 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.