AXT (AXTI) vs KLA (KLAC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
AXT (AXTI) has outperformed KLA (KLAC) over the past year, gaining 1249.5% versus a gain of 85.1%. Over five years, AXTI leads with a +777.1% price change compared with +497.8% for KLAC. KLA is the larger company by market cap ($256.72 billion vs $4.70 billion), about 54.6 times the size.
On valuation, KLA trades at a lower forward P/E (29.3x vs 31.8x for AXT). KLA pays a dividend yielding 0.41%, while AXT does not currently pay one. KLA converts more of its revenue into profit, with a net margin of 35.6% versus -24.1%.
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 | AXTI | KLAC |
|---|---|---|
| Share price | $71.66 | $196.72 |
| Market cap | $4.70B | $256.72B |
| 1-day change | -10.19% | -0.06% |
| YTD return | +338.29% | +61.90% |
| 1-year return | +1249.53% | +85.13% |
| 5-year return | +777.11% | +497.75% |
| P/E ratio (TTM) | — | 53.75 |
| Forward P/E | 31.85 | 29.34 |
| EPS (TTM) | $0.04 | $3.66 |
| Dividend yield | 0.00% | 0.41% |
| Annual dividend | $0.00 | $0.80 |
| Revenue (latest FY) | $88.33M | $13.58B |
| Revenue growth (YoY) | -11.11% | +11.71% |
| Net income (latest FY) | $-21.26M | $4.83B |
| Gross margin | 12.73% | 61.30% |
| Operating margin | -24.88% | — |
| Net margin | -24.07% | 35.57% |
| 52-week high | $143.16 | $307.37 |
| 52-week low | $4.00 | $98.10 |
| Distance from 52-week high | -49.94% | -36.00% |
| Analyst consensus | none | buy |
| Avg. price target upside | +27.83% | +18.33% |
| Average volume | 9.83M | 10.08M |
| Shares outstanding | 65.57M | 1.31B |
| Employees | 1,541 | 17,000 |
| Sector | Technology | Technology |
| Industry | Semiconductor Equipment & Materials | Semiconductor Equipment & Materials |
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
- KLA is about 54.6 times larger than AXT by market value ($256.72B vs $4.70B).
- AXTI has outperformed KLAC by 1164.4 percentage points over the past year.
- KLA is more profitable, keeping 35.6 cents of every revenue dollar as net income versus -24.1 cents for AXT.
- KLA grew revenue faster in its latest fiscal year (+11.71% vs -11.11%).
About AXT
AXTI stock →AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates.
Technology · Semiconductor Equipment & Materials · 1,541 employees
About KLA
KLAC stock →KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection.
Technology · Semiconductor Equipment & Materials · 17,000 employees
AXTI vs KLAC FAQ
Which is bigger, AXT or KLA?
KLA (KLAC) is larger, with a market capitalization of $256.72B compared with $4.70B for AXT (AXTI).
Which stock has performed better over the past year, AXTI or KLAC?
AXTI returned +1249.53% over the past 12 months, compared with +85.13% for KLAC (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, AXT or KLA?
KLA pays a dividend yielding 0.41%, while AXT does not currently pay a regular dividend.
Are AXT and KLA in the same industry?
Yes. Both are classified in the Semiconductor Equipment & Materials industry within the Technology sector.