IMMR vs ACTG

For growth investors, Immersion Corporation (IMMR) is the stronger pick with 35.

4% revenue growth year-over-year, versus 133. 2% for Acacia Research Corporation (ACTG). Immersion Corporation (IMMR) offers the better valuation at 1. 6x trailing P/E (15. 6x forward), making it the more compelling value choice. Analysts rate Immersion Corporation (IMMR) a "Buy" — based on 15 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.

On trailing P/E, Immersion Corporation (IMMR) is the cheapest at 1.

6x versus Acacia Research Corporation at 23. 0x.

Over the past 5 years, Immersion Corporation (IMMR) delivered a total return of -9.

5%, compared to -14. 1% for Acacia Research Corporation (ACTG). Over 10 years, the gap is even starker: IMMR returned +9. 7% versus ACTG's +9. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Acacia Research Corporation (ACTG) is the lower-risk stock at 0.

76β versus Immersion Corporation's 1. 52β — meaning IMMR is approximately 101% more volatile than ACTG relative to the S&P 500. On balance sheet safety, Acacia Research Corporation (ACTG) carries a lower debt/equity ratio of 17% versus 57% for Immersion Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Immersion Corporation (IMMR) is pulling ahead at 35.

4% versus 133. 2% for Acacia Research Corporation (ACTG). On earnings-per-share growth, the picture is similar: Immersion Corporation grew EPS 295. 2% year-over-year, compared to 161. 1% for Acacia Research Corporation. Over a 3-year CAGR, IMMR leads at 227. 7% 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.

Acacia Research Corporation (ACTG) is the more profitable company, earning 7.

6% net margin versus 7. 3% for Immersion Corporation — meaning it keeps 7. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IMMR leads at 10. 7% versus 2. 2% for ACTG. At the gross margin level — before operating expenses — ACTG leads at 82. 5%, 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.

In this comparison, IMMR (5.

9% yield) pays a dividend. ACTG does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Acacia Research Corporation (ACTG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

76)). Immersion Corporation (IMMR) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ACTG: +9. 5%, IMMR: +9. 7%), 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.

These companies operate in different sectors (IMMR (Technology) and ACTG (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

IMMR pays a dividend while ACTG does not, making them suitable for different income and tax situations. 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.