ATLAS
$171.17
254.4% vs S&P 12m

Leading SoC and memory test equipment supplier; HBM and AI accelerator test volume has become a major incremental driver.

AI accelerators and HBM stacks need orders of magnitude more test time per die. Advantest's installed base is the binding constraint on system-level test throughput.

Products
  • V93000 SoC tester
  • T5503 memory tester
  • Handlers
Competitors (1)

Composite score

Higher = stronger overall research case

75
Fundamental82
Technical78
Valuation76
AI relevance80
Risk-adjusted (higher = safer)49
Segment-relative fundamental percentile: 100

Synthetic 1Y price action

Deterministic price series; 50d (yellow) and 200d (orange) MAs shown

3M RS: -9.7%6M RS: 17.7%12M RS: 254.4%Vol30d: 70%DD52w: -15.1%

Financial summary

Curated, illustrative

Revenue
$7.22B
Growth (YoY)
41.2%
Gross margin
64.3%
Operating margin
46.7%
FCF
$1.54B
Capex
$603.27M
Net cash / (debt)
$2.05B
ROIC
30.8%
Customer conc.
Medium

Valuation

Market cap
$124.16B
Enterprise value
$122.12B
P/E (TTM)
52.2x
Forward P/E
112.5x
EV / Sales
16.9x
EV / EBITDA
36.4x
P / FCF
80.5x
PEG
2.0x
Rule of 40

Risks

Severity 1 (low) to 5 (severe)

  • 4
    Customer order timing volatility
  • 3
    Premium valuation

Score components

What drove the composite

Growth95
Profitability97
Cash generation76
Balance sheet86
Moat / AI relevance88
Capital intensity (higher = lighter)64
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)95
Momentum (3/6/12m)65
Relative strength100
Realized vol (higher = lower vol)27