ATLAS
Raw materials & chemical inputs·US·Billerica, MA·#2 / 5 in segment·5.6% of segment mcap
$127.70
49.1% vs S&P 12m

Provides specialty materials, filtration, advanced gases delivery, and ultra-pure handling systems for advanced semiconductor manufacturing.

Process complexity at 2nm and CoWoS multiplies the dollar content of Entegris materials per wafer — a clean leveraged play on node migration.

Products
  • Gas & liquid filtration
  • Wafer carriers
  • Specialty chemistries
Competitors (3)
  • MKS Instruments
  • Pall (Danaher)
  • EBARA

Composite score

Higher = stronger overall research case

55
Fundamental55
Technical71
Valuation36
AI relevance58
Risk-adjusted (higher = safer)57
Segment-relative fundamental percentile: 60

Synthetic 1Y price action

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

3M RS: -12.0%6M RS: 59.4%12M RS: 49.1%Vol30d: 57%DD52w: -18.4%

Financial summary

Curated, illustrative

Revenue
$3.24B
Growth (YoY)
5.0%
Gross margin
44.8%
Operating margin
17.9%
FCF
$445.06M
Capex
$292.94M
Net cash / (debt)
$-3.31B
ROIC
3.7%
Customer conc.
Medium

Valuation

Market cap
$19.45B
Enterprise value
$22.76B
P/E (TTM)
74.2x
Forward P/E
27.7x
EV / Sales
7.0x
EV / EBITDA
25.8x
P / FCF
43.7x
PEG
1.6x
Rule of 40

Risks

Severity 1 (low) to 5 (severe)

  • 3
    Customer capex timing
  • 3
    Net debt from CMC Materials deal

Score components

What drove the composite

Growth42
Profitability60
Cash generation57
Balance sheet41
Moat / AI relevance62
Capital intensity (higher = lighter)63
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)71
Momentum (3/6/12m)65
Relative strength100
Realized vol (higher = lower vol)35

Segment peers

Other companies in Raw inputs