Semiconductors
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ACLS vs MKSI
Revenue, margins, valuation, and 5-year total return — side by side.
Hardware, Equipment & Parts
ACLS vs MKSI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Semiconductors | Hardware, Equipment & Parts |
| Market Cap | $5.54B | $19.78B |
| Revenue (TTM) | $839M | $3.93B |
| Net Income (TTM) | $120M | $295M |
| Gross Margin | 44.9% | 45.2% |
| Operating Margin | 14.2% | 13.7% |
| Forward P/E | 46.9x | 29.7x |
| Total Debt | $42M | $4.69B |
| Cash & Equiv. | $145M | $675M |
ACLS vs MKSI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Axcelis Technologie… (ACLS) | 100 | 636.9 | +536.9% |
| MKS Inc. (MKSI) | 100 | 278.1 | +178.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ACLS vs MKSI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ACLS is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 0 yrs, beta 2.00
- 16.1% 10Y total return vs MKSI's 7.4%
- Lower volatility, beta 2.00, Low D/E 4.1%, current ratio 4.77x
MKSI carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 9.6%, EPS growth 55.5%, 3Y rev CAGR 3.5%
- 9.6% revenue growth vs ACLS's -17.6%
- Lower P/E (29.7x vs 46.9x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.6% revenue growth vs ACLS's -17.6% | |
| Value | Lower P/E (29.7x vs 46.9x) | |
| Quality / Margins | 14.3% margin vs MKSI's 7.5% | |
| Stability / Safety | Beta 2.00 vs MKSI's 2.64, lower leverage | |
| Dividends | 0.3% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +305.5% vs ACLS's +212.7% | |
| Efficiency (ROA) | 8.8% ROA vs MKSI's 3.4%, ROIC 9.6% vs 6.5% |
ACLS vs MKSI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ACLS vs MKSI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — ACLS and MKSI each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
MKSI is the larger business by revenue, generating $3.9B annually — 4.7x ACLS's $839M. ACLS is the more profitable business, keeping 14.3% of every revenue dollar as net income compared to MKSI's 7.5%. On growth, MKSI holds the edge at +10.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $839M | $3.9B |
| EBITDAEarnings before interest/tax | $137M | $883M |
| Net IncomeAfter-tax profit | $120M | $295M |
| Free Cash FlowCash after capex | $107M | $496M |
| Gross MarginGross profit ÷ Revenue | +44.9% | +45.2% |
| Operating MarginEBIT ÷ Revenue | +14.2% | +13.7% |
| Net MarginNet income ÷ Revenue | +14.3% | +7.5% |
| FCF MarginFCF ÷ Revenue | +12.8% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -5.6% | +10.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -28.6% | +18.8% |
Valuation Metrics
MKSI leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 45.0x trailing earnings, ACLS trades at a 33% valuation discount to MKSI's 67.2x P/E. On an enterprise value basis, MKSI's 26.2x EV/EBITDA is more attractive than ACLS's 39.7x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.5B | $19.8B |
| Enterprise ValueMkt cap + debt − cash | $5.4B | $23.8B |
| Trailing P/EPrice ÷ TTM EPS | 45.00x | 67.22x |
| Forward P/EPrice ÷ next-FY EPS est. | 46.87x | 29.65x |
| PEG RatioP/E ÷ EPS growth rate | 2.13x | — |
| EV / EBITDAEnterprise value multiple | 39.71x | 26.18x |
| Price / SalesMarket cap ÷ Revenue | 6.60x | 5.03x |
| Price / BookPrice ÷ Book value/share | 5.23x | 7.31x |
| Price / FCFMarket cap ÷ FCF | 51.77x | 39.79x |
Profitability & Efficiency
ACLS leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
ACLS delivers a 11.6% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $12 for MKSI. ACLS carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to MKSI's 1.73x. On the Piotroski fundamental quality scale (0–9), MKSI scores 6/9 vs ACLS's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +11.6% | +11.5% |
| ROA (TTM)Return on assets | +8.8% | +3.4% |
| ROICReturn on invested capital | +9.6% | +6.5% |
| ROCEReturn on capital employed | +10.4% | +7.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.04x | 1.73x |
| Net DebtTotal debt minus cash | -$103M | $4.0B |
| Cash & Equiv.Liquid assets | $145M | $675M |
| Total DebtShort + long-term debt | $42M | $4.7B |
| Interest CoverageEBIT ÷ Interest expense | 33.79x | 2.48x |
Total Returns (Dividends Reinvested)
Evenly matched — ACLS and MKSI each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ACLS five years ago would be worth $42,463 today (with dividends reinvested), compared to $16,608 for MKSI. Over the past 12 months, MKSI leads with a +305.5% total return vs ACLS's +212.7%. The 3-year compound annual growth rate (CAGR) favors MKSI at 52.9% vs ACLS's 12.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +98.6% | +74.6% |
| 1-Year ReturnPast 12 months | +212.7% | +305.5% |
| 3-Year ReturnCumulative with dividends | +42.5% | +257.5% |
| 5-Year ReturnCumulative with dividends | +324.6% | +66.1% |
| 10-Year ReturnCumulative with dividends | +1610.0% | +737.5% |
| CAGR (3Y)Annualised 3-year return | +12.5% | +52.9% |
Risk & Volatility
ACLS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
ACLS is the less volatile stock with a 2.00 beta — it tends to amplify market swings less than MKSI's 2.64 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.00x | 2.64x |
| 52-Week HighHighest price in past year | $171.60 | $298.00 |
| 52-Week LowLowest price in past year | $52.55 | $71.49 |
| % of 52W HighCurrent price vs 52-week peak | +99.7% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 71.7 | 62.7 |
| Avg Volume (50D)Average daily shares traded | 717K | 1.2M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates ACLS as "Buy" and MKSI as "Buy". Consensus price targets imply -7.1% upside for MKSI (target: $273) vs -25.1% for ACLS (target: $128). MKSI is the only dividend payer here at 0.30% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $128.00 | $272.86 |
| # AnalystsCovering analysts | 12 | 29 |
| Dividend YieldAnnual dividend ÷ price | — | +0.3% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | — | $0.87 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.2% | +0.2% |
ACLS leads in 2 of 6 categories (Profitability & Efficiency, Risk & Volatility). MKSI leads in 1 (Valuation Metrics). 2 tied.
ACLS vs MKSI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ACLS or MKSI a better buy right now?
For growth investors, MKS Inc.
(MKSI) is the stronger pick with 9. 6% revenue growth year-over-year, versus -17. 6% for Axcelis Technologies, Inc. (ACLS). Axcelis Technologies, Inc. (ACLS) offers the better valuation at 45. 0x trailing P/E (46. 9x forward), making it the more compelling value choice. Analysts rate Axcelis Technologies, Inc. (ACLS) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ACLS or MKSI?
On trailing P/E, Axcelis Technologies, Inc.
(ACLS) is the cheapest at 45. 0x versus MKS Inc. at 67. 2x. On forward P/E, MKS Inc. is actually cheaper at 29. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ACLS or MKSI?
Over the past 5 years, Axcelis Technologies, Inc.
(ACLS) delivered a total return of +324. 6%, compared to +66. 1% for MKS Inc. (MKSI). Over 10 years, the gap is even starker: ACLS returned +1610% versus MKSI's +737. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ACLS or MKSI?
By beta (market sensitivity over 5 years), Axcelis Technologies, Inc.
(ACLS) is the lower-risk stock at 2. 00β versus MKS Inc. 's 2. 64β — meaning MKSI is approximately 32% more volatile than ACLS relative to the S&P 500. On balance sheet safety, Axcelis Technologies, Inc. (ACLS) carries a lower debt/equity ratio of 4% versus 173% for MKS Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ACLS or MKSI?
By revenue growth (latest reported year), MKS Inc.
(MKSI) is pulling ahead at 9. 6% versus -17. 6% for Axcelis Technologies, Inc. (ACLS). On earnings-per-share growth, the picture is similar: MKS Inc. grew EPS 55. 5% year-over-year, compared to -38. 2% for Axcelis Technologies, Inc.. Over a 3-year CAGR, MKSI leads at 3. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ACLS or MKSI?
Axcelis Technologies, Inc.
(ACLS) is the more profitable company, earning 14. 3% net margin versus 7. 5% for MKS Inc. — meaning it keeps 14. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MKSI leads at 14. 4% versus 14. 2% for ACLS. At the gross margin level — before operating expenses — ACLS leads at 44. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ACLS or MKSI more undervalued right now?
On forward earnings alone, MKS Inc.
(MKSI) trades at 29. 7x forward P/E versus 46. 9x for Axcelis Technologies, Inc. — 17. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MKSI: -7. 1% to $272. 86.
08Which pays a better dividend — ACLS or MKSI?
In this comparison, MKSI (0.
3% yield) pays a dividend. ACLS does not pay a meaningful dividend and should not be held primarily for income.
09Is ACLS or MKSI better for a retirement portfolio?
For long-horizon retirement investors, Axcelis Technologies, Inc.
(ACLS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1610% 10Y return). MKS Inc. (MKSI) carries a higher beta of 2. 64 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ACLS: +1610%, MKSI: +737. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ACLS and MKSI?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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