ACM Research, Inc. · Special Industry Machinery, NEC

ACMR

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 36% in the latest quarter vs a year ago
Profitable
Sales up 15% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 11% to their holdings in the quarter ending June 2026 (241 bought, 131 sold)
Held by George Soros (Soros Fund)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$50.94+0.8% that day

Company value: $3.7B; Share price times all shares
Price vs profit (P/E): 24.3x; You pay about $24 for each $1 of yearly profit
Price vs sales: 3.5x; Company value is 3.5 times a year of sales
Cash vs value: 26%; Cash as a share of company value
Debt vs value: 6%; Debt as a share of company value

From ACMR's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$292.9M+36% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $1.0B, up 27% from the 12 months before. Over 5 years, sales grew about 42% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ACMR. Starting points are the company's recent numbers.

Sales growth+27% a yearRecently: +27% a yearProfit margin14%Last 12 months: 14.5%P/E at the end24xToday: 24.3x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$3.4B

Profit in 5 years$480M

Price these guesses point to$152.58+200% vs $50.94 todayAbout +25% a year, before dividends

What today's price needs: with a 14% margin and a 24x P/E, sales would have to grow about 2.0% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.7.9%
PassDebt under half of equityNot relying on borrowed money.0.15x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.4%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$66.6M
MissShare count not growingNot diluting owners. Falling means buybacks.+3.0% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.44.4%

Revenue: $901.3M; +15.2% vs prior year
5-year growth: +41.9%/yr; revenue, per year
Total debt: $214.0M; 0.15x equity
Current ratio: 3.27x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.