Specialty Business Services
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4 / 10Stock Comparison
ACTG vs FORM vs INTC vs IDCC
Revenue, margins, valuation, and 5-year total return — side by side.
Semiconductors
Semiconductors
Software - Application
ACTG vs FORM vs INTC vs IDCC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Specialty Business Services | Semiconductors | Semiconductors | Software - Application |
| Market Cap | $454M | $11.28B | $550.40B | $7.18B |
| Revenue (TTM) | $215M | $840M | $53.76B | $829M |
| Net Income (TTM) | $-18M | $68M | $-3.17B | $366M |
| Gross Margin | 104.9% | 42.1% | 35.4% | 83.4% |
| Operating Margin | -18.7% | 12.7% | -9.4% | 49.6% |
| Forward P/E | 21.4x | 66.5x | 105.1x | 38.8x |
| Total Debt | $100M | $45M | $46.59B | $506M |
| Cash & Equiv. | $307M | $103M | $14.27B | $739M |
ACTG vs FORM vs INTC vs IDCC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Acacia Research Cor… (ACTG) | 100 | 181.7 | +81.7% |
| FormFactor, Inc. (FORM) | 100 | 574.8 | +474.8% |
| Intel Corporation (INTC) | 100 | 174.2 | +74.2% |
| InterDigital, Inc. (IDCC) | 100 | 507.1 | +407.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ACTG vs FORM vs INTC vs IDCC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ACTG carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 133.2%, EPS growth 161.1%, 3Y rev CAGR 68.9%
- Lower volatility, beta 0.76, Low D/E 17.2%, current ratio 9.18x
- Beta 0.76, current ratio 9.18x
- 133.2% revenue growth vs IDCC's -4.0%
FORM is the clearest fit if your priority is long-term compounding.
- 19.5% 10Y total return vs IDCC's 436.7%
INTC is the clearest fit if your priority is momentum.
- +439.7% vs IDCC's +32.4%
IDCC is the #2 pick in this set and the best alternative if income & stability is your priority.
- Dividend streak 4 yrs, beta 1.12, yield 0.6%
- 44.2% margin vs ACTG's -8.5%
- 0.6% yield; 4-year raise streak; the other 3 pay no meaningful dividend
- 17.7% ROA vs ACTG's -2.4%, ROIC 40.9% vs 1.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 133.2% revenue growth vs IDCC's -4.0% | |
| Value | Lower P/E (21.4x vs 38.8x) | |
| Quality / Margins | 44.2% margin vs ACTG's -8.5% | |
| Stability / Safety | Beta 0.76 vs INTC's 2.15, lower leverage | |
| Dividends | 0.6% yield; 4-year raise streak; the other 3 pay no meaningful dividend | |
| Momentum (1Y) | +439.7% vs IDCC's +32.4% | |
| Efficiency (ROA) | 17.7% ROA vs ACTG's -2.4%, ROIC 40.9% vs 1.2% |
ACTG vs FORM vs INTC vs IDCC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ACTG vs FORM vs INTC vs IDCC — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
IDCC leads in 3 of 6 categories
ACTG leads 1 • FORM leads 1 • INTC leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
IDCC leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
INTC is the larger business by revenue, generating $53.8B annually — 250.0x ACTG's $215M. IDCC is the more profitable business, keeping 44.2% of every revenue dollar as net income compared to ACTG's -8.5%. On growth, FORM holds the edge at +32.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $215M | $840M | $53.8B | $829M |
| EBITDAEarnings before interest/tax | -$8M | $152M | $4.0B | $489M |
| Net IncomeAfter-tax profit | -$18M | $68M | -$3.2B | $366M |
| Free Cash FlowCash after capex | $52M | -$5M | -$3.1B | $580M |
| Gross MarginGross profit ÷ Revenue | +104.9% | +42.1% | +35.4% | +83.4% |
| Operating MarginEBIT ÷ Revenue | -18.7% | +12.7% | -9.4% | +49.6% |
| Net MarginNet income ÷ Revenue | -8.5% | +8.1% | -5.9% | +44.2% |
| FCF MarginFCF ÷ Revenue | +24.4% | -0.6% | -5.8% | +70.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -56.4% | +32.0% | +7.2% | -2.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -164.0% | +2.2% | -2.8% | -38.0% |
Valuation Metrics
ACTG leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 21.4x trailing earnings, ACTG trades at a 90% valuation discount to FORM's 209.7x P/E. On an enterprise value basis, ACTG's 5.0x EV/EBITDA is more attractive than FORM's 100.9x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $454M | $11.3B | $550.4B | $7.2B |
| Enterprise ValueMkt cap + debt − cash | $248M | $11.2B | $582.7B | $6.9B |
| Trailing P/EPrice ÷ TTM EPS | 21.39x | 209.68x | -1861.12x | 23.62x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 66.48x | 105.10x | 38.81x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 0.45x |
| EV / EBITDAEnterprise value multiple | 4.98x | 100.94x | 49.88x | 12.91x |
| Price / SalesMarket cap ÷ Revenue | 1.59x | 14.37x | 10.41x | 8.61x |
| Price / BookPrice ÷ Book value/share | 0.78x | 10.94x | 4.21x | 8.73x |
| Price / FCFMarket cap ÷ FCF | 7.75x | 960.69x | — | 13.58x |
Profitability & Efficiency
IDCC leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
IDCC delivers a 33.4% return on equity — every $100 of shareholder capital generates $33 in annual profit, vs $-3 for ACTG. FORM carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to IDCC's 0.46x. On the Piotroski fundamental quality scale (0–9), ACTG scores 9/9 vs FORM's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -3.2% | +6.7% | -2.7% | +33.4% |
| ROA (TTM)Return on assets | -2.4% | +5.6% | -1.6% | +17.7% |
| ROICReturn on invested capital | +1.2% | +5.4% | -0.0% | +40.9% |
| ROCEReturn on capital employed | +0.9% | +6.1% | -0.0% | +38.1% |
| Piotroski ScoreFundamental quality 0–9 | 9 | 4 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.17x | 0.04x | 0.37x | 0.46x |
| Net DebtTotal debt minus cash | -$206M | -$58M | $32.3B | -$233M |
| Cash & Equiv.Liquid assets | $307M | $103M | $14.3B | $739M |
| Total DebtShort + long-term debt | $100M | $45M | $46.6B | $506M |
| Interest CoverageEBIT ÷ Interest expense | -5.51x | 252.69x | 3.71x | 11.48x |
Total Returns (Dividends Reinvested)
FORM leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IDCC five years ago would be worth $40,308 today (with dividends reinvested), compared to $7,908 for ACTG. Over the past 12 months, INTC leads with a +439.7% total return vs IDCC's +32.4%. The 3-year compound annual growth rate (CAGR) favors FORM at 72.9% vs ACTG's 6.2% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +25.8% | +144.4% | +178.4% | -14.1% |
| 1-Year ReturnPast 12 months | +53.3% | +387.8% | +439.7% | +32.4% |
| 3-Year ReturnCumulative with dividends | +19.7% | +417.3% | +258.3% | +251.7% |
| 5-Year ReturnCumulative with dividends | -20.9% | +273.9% | +95.8% | +303.1% |
| 10-Year ReturnCumulative with dividends | +2.5% | +1952.2% | +299.2% | +436.7% |
| CAGR (3Y)Annualised 3-year return | +6.2% | +72.9% | +53.0% | +52.1% |
Risk & Volatility
Evenly matched — ACTG and INTC each lead in 1 of 2 comparable metrics.
Risk & Volatility
ACTG is the less volatile stock with a 0.76 beta — it tends to amplify market swings less than INTC's 2.15 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. INTC currently trades 95.7% from its 52-week high vs IDCC's 67.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.76x | 2.02x | 2.15x | 1.12x |
| 52-Week HighHighest price in past year | $5.27 | $159.09 | $114.51 | $412.60 |
| 52-Week LowLowest price in past year | $3.03 | $26.08 | $18.97 | $205.78 |
| % of 52W HighCurrent price vs 52-week peak | +89.3% | +90.9% | +95.7% | +67.6% |
| RSI (14)Momentum oscillator 0–100 | 57.4 | 66.5 | 85.9 | 30.8 |
| Avg Volume (50D)Average daily shares traded | 343K | 1.6M | 110.6M | 393K |
Analyst Outlook
IDCC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: ACTG as "Buy", FORM as "Hold", INTC as "Hold", IDCC as "Buy". Consensus price targets imply 52.5% upside for IDCC (target: $425) vs -29.6% for INTC (target: $77). IDCC is the only dividend payer here at 0.63% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | — | $123.38 | $77.18 | $425.00 |
| # AnalystsCovering analysts | 7 | 19 | 84 | 16 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | +0.6% |
| Dividend StreakConsecutive years of raises | 0 | — | 0 | 4 |
| Dividend / ShareAnnual DPS | — | — | — | $1.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.2% | 0.0% | +1.4% |
IDCC leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ACTG leads in 1 (Valuation Metrics). 1 tied.
ACTG vs FORM vs INTC vs IDCC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ACTG or FORM or INTC or IDCC a better buy right now?
For growth investors, Acacia Research Corporation (ACTG) is the stronger pick with 133.
2% revenue growth year-over-year, versus -4. 0% for InterDigital, Inc. (IDCC). Acacia Research Corporation (ACTG) offers the better valuation at 21. 4x trailing P/E, making it the more compelling value choice. Analysts rate Acacia Research Corporation (ACTG) a "Buy" — based on 7 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 — ACTG or FORM or INTC or IDCC?
On trailing P/E, Acacia Research Corporation (ACTG) is the cheapest at 21.
4x versus FormFactor, Inc. at 209. 7x. On forward P/E, InterDigital, Inc. is actually cheaper at 38. 8x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ACTG or FORM or INTC or IDCC?
Over the past 5 years, InterDigital, Inc.
(IDCC) delivered a total return of +303. 1%, compared to -20. 9% for Acacia Research Corporation (ACTG). Over 10 years, the gap is even starker: FORM returned +1952% versus ACTG's +2. 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 — ACTG or FORM or INTC or IDCC?
By beta (market sensitivity over 5 years), Acacia Research Corporation (ACTG) is the lower-risk stock at 0.
76β versus Intel Corporation's 2. 15β — meaning INTC is approximately 184% more volatile than ACTG relative to the S&P 500. On balance sheet safety, FormFactor, Inc. (FORM) carries a lower debt/equity ratio of 4% versus 46% for InterDigital, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ACTG or FORM or INTC or IDCC?
By revenue growth (latest reported year), Acacia Research Corporation (ACTG) is pulling ahead at 133.
2% versus -4. 0% for InterDigital, Inc. (IDCC). On earnings-per-share growth, the picture is similar: Acacia Research Corporation grew EPS 161. 1% year-over-year, compared to -22. 5% for FormFactor, Inc.. Over a 3-year CAGR, ACTG leads at 68. 9% 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 — ACTG or FORM or INTC or IDCC?
InterDigital, Inc.
(IDCC) is the more profitable company, earning 48. 8% net margin versus -0. 5% for Intel Corporation — meaning it keeps 48. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDCC leads at 55. 3% versus -0. 0% for INTC. 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.
07Is ACTG or FORM or INTC or IDCC more undervalued right now?
On forward earnings alone, InterDigital, Inc.
(IDCC) trades at 38. 8x forward P/E versus 105. 1x for Intel Corporation — 66. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IDCC: 52. 5% to $425. 00.
08Which pays a better dividend — ACTG or FORM or INTC or IDCC?
In this comparison, IDCC (0.
6% yield) pays a dividend. ACTG, FORM, INTC do not pay a meaningful dividend and should not be held primarily for income.
09Is ACTG or FORM or INTC or IDCC better for a retirement portfolio?
For long-horizon retirement investors, InterDigital, Inc.
(IDCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 0. 6% yield, +436. 7% 10Y return). Intel Corporation (INTC) carries a higher beta of 2. 15 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IDCC: +436. 7%, INTC: +299. 2%), 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 ACTG and FORM and INTC and IDCC?
These companies operate in different sectors (ACTG (Industrials) and FORM (Technology) and INTC (Technology) and IDCC (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: ACTG is a small-cap high-growth stock; FORM is a mid-cap quality compounder stock; INTC is a large-cap quality compounder stock; IDCC is a small-cap quality compounder stock. IDCC pays a dividend while ACTG, FORM, INTC do 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.
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