ACM Research Inc vs Global Payments Inc — how do they compare? ACM Research Inc trades at $82.35 (market cap $5.57B), while Global Payments Inc trades at $86 (market cap $22.72B). The key difference: Global Payments Inc is far larger — about 4.1× ACM Research Inc's market cap, and Global Payments Inc pays a 1.16% dividend while ACM Research Inc pays none. Which is the better fit depends on your goals.
| ACMR | GPN | |
|---|---|---|
Market Cap | $5.57B | $22.72B |
Sector | Technology | Industrials |
52-Week High | $126.89 | $90.01 |
52-Week Low | $24.93 | $62.47 |
Enterprise Value | $4.48B | $40.87B |
Dividend Yield | — | 1.16% |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $82.42, up 3.79% today, with a neutral technical signal and bearish moving averages. Recent Q2 2026 earnings of $0.61 per share beat estimates, and revenue guidance was raised following strong order growth. The company shows robust profitability with a 14.48% net income margin and 10.56% ROE, though valuation ratios like a P/E of 37.7 appear elevated. Analyst sentiment is strongly bullish with an 80% buy rating and a $127.50 consensus price target.
The outlook is positive given earnings beats and raised guidance, but high valuation and cash flow challenges from negative operating cash flow pose risks. Upside potential exists if growth continues, yet investors face volatility from market conditions and execution risks in the competitive semiconductor equipment sector.
Global Payments (GPN) trades at $85.03, down 1.28% today, with a bullish technical signal from moving averages. Recent quarterly EPS beats and a consensus price target of $96.67 suggest upside potential, though negative net income margin and ROE highlight profitability challenges. Cash flow trends show strong operational performance, but rising debt-to-asset ratios warrant monitoring.
The outlook balances growth from Genius platform adoption against margin pressures and competitive fintech threats. Analysts are predominantly bullish, but investors should weigh earnings consistency against valuation risks and macroeconomic headwinds affecting payment volumes.
Trailing returns across standard periods
Latest headlines on both assets
ACM Research develops and manufactures semiconductor process equipment, specializing in wafer cleaning and electroplating solutions. Its tools are used by global chipmakers to improve productivity and yield for logic and memory chips.
Read more on ACMR →Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares.
Read more on GPN →