ACM Research (ACMR) vs Impinj (PI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
ACM Research (ACMR) has outperformed Impinj (PI) over the past year, gaining 79.9% versus a loss of 1.0%. Over five years, PI leads with a +263.3% price change compared with +107.3% for ACMR. Impinj is the larger company by market cap ($5.84 billion vs $5.07 billion), about 1.2 times the size, while ACM Research is growing revenue faster (+15.2% vs -1.4%).
On valuation, ACM Research trades at a lower forward P/E (25.2x vs 68.1x for Impinj). ACM Research converts more of its revenue into profit, with a net margin of 10.4% versus -3.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ACMR | PI |
|---|---|---|
| Share price | $72.77 | $191.04 |
| Market cap | $5.07B | $5.84B |
| 1-day change | -3.42% | +3.74% |
| YTD return | +84.46% | +9.79% |
| 1-year return | +79.86% | -1.00% |
| 5-year return | +107.28% | +263.26% |
| P/E ratio (TTM) | 34.33 | — |
| Forward P/E | 25.16 | 68.15 |
| EPS (TTM) | $2.12 | $-0.91 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $901.31M | $361.07M |
| Revenue growth (YoY) | +15.24% | -1.37% |
| Net income (latest FY) | $94.08M | $-10.85M |
| Gross margin | 44.39% | 52.53% |
| Operating margin | 12.14% | -0.20% |
| Net margin | 10.44% | -3.00% |
| 52-week high | $127.19 | $247.06 |
| 52-week low | $28.46 | $87.36 |
| Distance from 52-week high | -42.79% | -22.68% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +58.49% | -5.31% |
| Average volume | 1.06M | 409.02K |
| Shares outstanding | 64.66M | 30.55M |
| Employees | 2,513 | 457 |
| Sector | Technology | Technology |
| Industry | Industrial Machinery/Components | Industrial Machinery/Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ACMR has outperformed PI by 80.9 percentage points over the past year.
- ACM Research is more profitable, keeping 10.4 cents of every revenue dollar as net income versus -3.0 cents for Impinj.
- ACM Research grew revenue faster in its latest fiscal year (+15.24% vs -1.37%).
About ACM Research
ACMR stock →ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally. It also develops, manufactures, and sells a range of packaging tools to wafer assembly and packaging customers.
Technology · Industrial Machinery/Components · 2,513 employees
About Impinj
PI stock →Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Technology · Industrial Machinery/Components · 457 employees
ACMR vs PI FAQ
Which is bigger, ACM Research or Impinj?
Impinj (PI) is larger, with a market capitalization of $5.84B compared with $5.07B for ACM Research (ACMR).
Which stock has performed better over the past year, ACMR or PI?
ACMR returned +79.86% over the past 12 months, compared with -1.00% for PI (price return, excluding dividends). Past performance does not predict future results.
Are ACM Research and Impinj in the same industry?
Yes. Both are classified in the Industrial Machinery/Components industry within the Technology sector.