Stock 688082 ACM RESEARCH (SHANGHAI), INC.
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Financials ACM Research (Shanghai), Inc.

Equities

688082

CNE100004ZD8

Semiconductor Equipment & Testing

End-of-day quote Shanghai S.E.
Other stock markets
 06:00:00 2024-04-25 pm EDT 		5-day change 1st Jan Change
84.4 CNY +3.63% Intraday chart for ACM Research (Shanghai), Inc. +8.51% -19.16%
Apr. 26 ACM Research, Inc. Reports Earnings Results for the First Quarter Ended March 31, 2024 CI
Feb. 29 China Stocks Advance Over Market Scrutiny Plans; ACM Research, Huachangda Intelligent Equipment Up Over 12% MT

Valuation

Fiscal Period: December 2021 2022 2023 2024 2025 2026
Capitalization 1 55,409 34,641 45,492 36,774 - -
Enterprise Value (EV) 1 55,409 33,625 44,540 36,197 32,721 32,137
P/E ratio 191 x 52.2 x 50.9 x 33 x 27.2 x 19.5 x
Yield - 0.47% 0.6% 0.96% 1.05% 1.56%
Capitalization / Revenue 34.2 x 12.1 x 11.7 x 6.78 x 5.89 x 4.48 x
EV / Revenue 34.2 x 11.7 x 11.5 x 6.67 x 5.24 x 3.92 x
EV / EBITDA 195 x 44.5 x 43.4 x 28.9 x 19.2 x 14.7 x
EV / FCF -222,720,661 x -35,236,781 x -53,975,957 x - - -
FCF Yield -0% -0% -0% - - -
Price to Book 11.5 x 6.27 x 7.04 x 4.95 x 4.11 x 3.13 x
Nbr of stocks (in thousands) 433,557 433,557 435,707 435,707 - -
Reference price 2 127.8 79.90 104.4 84.40 84.40 84.40
Announcement Date 2/28/22 2/24/23 2/28/24 - - -
1CNY in Million2CNY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2020 2021 2022 2023 2024 2025 2026
Net sales 1 - 1,621 2,873 3,888 5,426 6,244 8,204
EBITDA 1 - 284.7 755.5 1,026 1,253 1,701 2,188
EBIT 1 - 268 716.8 963.9 1,158 1,507 2,057
Operating Margin - 16.53% 24.95% 24.79% 21.34% 24.14% 25.07%
Earnings before Tax (EBT) 1 - 268.7 716.7 963.8 1,204 1,527 2,118
Net income 1 196.8 266.2 668.5 910.5 1,111 1,386 1,919
Net margin - 16.43% 23.27% 23.42% 20.47% 22.2% 23.39%
EPS 2 0.5000 0.6700 1.530 2.050 2.554 3.100 4.320
Free Cash Flow - -248.8 -954.3 -825.2 - - -
FCF margin - -15.35% -33.21% -21.22% - - -
FCF Conversion (EBITDA) - - - - - - -
FCF Conversion (Net income) - - - - - - -
Dividend per Share 2 - - 0.3720 0.6270 0.8105 0.8829 1.320
Announcement Date 6/10/21 2/28/22 2/24/23 2/28/24 - - -
1CNY in Million2CNY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2022 S2 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2023 S2 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 353.7 741.8 882.6 894.9 1,778 615.8 994 1,140 1,139 2,279 921.4 1,370 1,589 1,599 1,312 1,458
EBITDA 1 - - - - - - - - - - - 310.6 356.6 475.5 325 357.1
EBIT 1 - 237.2 223.6 257.9 481.6 155.9 334.2 249.2 224.6 473.8 70.56 287.8 333.8 452.7 288.7 320.8
Operating Margin - 31.97% 25.34% 28.82% 27.09% 25.32% 33.62% 21.86% 19.73% 20.79% 7.66% 21.01% 21.01% 28.32% 22% 22%
Earnings before Tax (EBT) 1 - 237.2 223.6 257.6 481.2 155.2 334 249.4 225.3 474.6 70.58 311.5 361.3 502.5 303.1 336.7
Net income 1 4.311 232.3 204.3 227.6 431.9 130.9 308.5 233.2 237.9 471.1 80.18 294.3 341.3 461.2 286.3 318.1
Net margin 1.22% 31.31% 23.14% 25.44% 24.3% 21.26% 31.04% 20.45% 20.89% 20.67% 8.7% 21.49% 21.49% 28.85% 21.82% 21.82%
EPS 2 - - - 0.5200 0.9900 0.3000 0.7100 0.5100 0.5300 1.040 0.1800 0.6753 0.7834 1.059 0.5974 0.6637
Dividend per Share 2 - - - - - - - - 0.6270 - - - - 0.8105 - -
Announcement Date 4/27/22 8/7/22 10/27/22 2/24/23 2/24/23 4/26/23 8/4/23 10/27/23 2/28/24 2/28/24 4/27/24 - - - - -
1CNY in Million2CNY
Estimates

Balance Sheet Analysis

Fiscal Period: December 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - -
Net Cash position 1 - - 1,016 952 577 4,053 4,637
Leverage (Debt/EBITDA) - - - - - - -
Free Cash Flow - -249 -954 -825 - - -
ROE (net income / shareholders' equity) - 6.64% 13% 15.2% 14.4% 16.3% 17%
ROA (Net income/ Total Assets) - 4.76% 9.21% 10.2% 9.45% 10.5% -
Assets 1 - 5,592 7,256 8,965 12,455 13,199 -
Book Value Per Share 2 - 11.10 12.70 14.80 16.90 20.50 26.90
Cash Flow per Share 2 - -0.4800 -0.6200 -0.9800 0.2500 2.220 1.900
Capex 1 - 59.6 686 398 553 335 358
Capex / Sales - 3.68% 23.86% 10.24% 10.1% 5.36% 4.36%
Announcement Date 6/10/21 2/28/22 2/24/23 2/28/24 - - -
1CNY in Million2CNY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for ACM Research (Shanghai), Inc.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
5
Last Close Price
84.4 CNY
Average target price
123 CNY
Spread / Average Target
+45.75%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Semiconductor Machinery Manufacturing

1st Jan change Capi.
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Semiconductor Machinery Manufacturing
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