Valuation hub
Semiconductor Equipment Stocks Valuation
Semiconductor equipment stocks valuation depends on wafer fab equipment demand, lithography intensity, process transitions, memory spending, advanced packaging, inspection, EDA software, and outsourced assembly cycles. TickerVal organizes this hub around intrinsic value, DCF outputs, reverse DCF implied growth, EV/EBITDA, P/FCF, and financial trends so readers can compare assumptions across the semiconductor capital equipment and design automation chain. Equipment and EDA businesses often show different revenue visibility, margin structure, and cash conversion profiles, which means a clean comparison needs both absolute models and relative multiple context. This page uses existing static pipeline data only; when a target company has not yet been exported, it remains listed in the theme configuration for internal linking and future sitemap expansion after data is available.
Theme coverage
semiconductor equipment valuation, AMAT LRCX KLAC DCF
10 stocks currently have exported local valuation data.
Valuation table
Rows use the existing static data export; symbols without complete snapshots are added after pipeline export.
| Stock | Price | Model median | Implied growth | EV/EBITDA | P/FCF | Price vs model median |
|---|---|---|---|---|---|---|
| AMATAPPLIED MATERIALS INC /DE | 389.08 USD | 105.83 USD | 16.0% | 36x | 55.2x | +268% |
| LRCXLam Research Corporation | 256.72 USD | 34.50 USD | 23.0% | - | 61.2x | +644% |
| KLACKLA Corporation | 1,726.26 USD | 1,048.41 USD | 22.7% | - | 61.6x | +64.7% |
| TERTeradyne, Inc. | 380.44 USD | 33.03 USD | 32.0% | 78x | 134.9x | +1,052% |
| ONTOOnto Innovation Inc. | 296.22 USD | 27.03 USD | 17.9% | 92.6x | 48.7x | +996% |
| ACLSAxcelis Technologies, Inc. | 163.01 USD | 55.42 USD | 15.4% | 36.9x | 48.2x | +194% |
| AEHRAehr Test Systems, Inc. | 92.84 USD | 3.39 USD | 40.0% | - | - | +2,639% |
| SNPSSynopsys, Inc. | 489.02 USD | 150.88 USD | 20.8% | - | 60.1x | +224% |
| CDNSCADENCE DESIGN SYSTEMS INC | 340.94 USD | 91.33 USD | 23.8% | 52.4x | 58.7x | +273% |
| AMKRAmkor Technology, Inc. | 76.87 USD | 15.08 USD | 19.5% | 17.3x | 95.8x | +410% |
APPLIED MATERIALS INC /DE (AMAT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 28B USD, free cash flow is 6B USD, and reverse DCF currently points to implied growth of 16.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Lam Research Corporation (LRCX) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 18B USD, free cash flow is 5B USD, and reverse DCF currently points to implied growth of 23.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
KLA Corporation (KLAC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 12B USD, free cash flow is 4B USD, and reverse DCF currently points to implied growth of 22.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Teradyne, Inc. (TER) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 450M USD, and reverse DCF currently points to implied growth of 32.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Onto Innovation Inc. (ONTO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 1B USD, free cash flow is 300M USD, and reverse DCF currently points to implied growth of 17.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Axcelis Technologies, Inc. (ACLS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 839M USD, free cash flow is 107M USD, and reverse DCF currently points to implied growth of 15.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Aehr Test Systems, Inc. (AEHR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 59M USD, free cash flow is -12M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Synopsys, Inc. (SNPS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 7B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 20.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
CADENCE DESIGN SYSTEMS INC (CDNS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 5B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 23.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Amkor Technology, Inc. (AMKR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 7B USD, free cash flow is 199M USD, and reverse DCF currently points to implied growth of 19.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
FAQ
What makes semiconductor equipment valuation different?
Equipment valuation often depends on wafer fab spending, memory cycles, advanced packaging, inspection demand, margin durability, and free cash flow through capex cycles.
How are EDA names handled in this hub?
EDA companies are included because design software is part of the semiconductor value chain, but each stock page keeps model assumptions tied to its own financial data.
Does this hub provide trading signals?
No. The hub explains valuation assumptions and source-data context without providing ratings, price targets, or buy/sell recommendations.