ACLS
9/9 ScoreAxcelis Technologies, Inc.
Analysis Date: February 2, 2026
Axcelis Technologies, Inc. designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and Asia. The company offers high energy, high current, and medium current implanters for various application requirements. It also provides aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services, and customer training. It sells its equipment and services to semiconductor chip manufacturers through its direct sales force. The company was founded in 1978 and is headquartered in Beverly, Massachusetts.
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 11.7%
High ROIC
Return on Invested Capital > 9%
Value: 8.9%
Cash Machine
FCF / Assets > 5%
Value: 7.9%
Fair Valuation
Earnings Yield > 3.5%
Value: 4.9%
Share Buybacks
Share Count is Dropping
Value: -3.0%
Defensible Moat
Gross Profit Margin > 40%
Value: 44.9%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Technology
Conservative Debt
Debt to Equity < 1.5
Value: 0.04x
Consistent Growth
5-Year Growth is Positive
Value: 153.4%
Analysis Summary
This looks like a company with a very wide moat, evident by that substantial profitability metric. The financials are also incredibly clean, suggesting management has been a careful steward of capital, which is like finding a well-maintained factory. With the business showing consistent growth and returning value to shareholders through buybacks, it holds promise for the long haul.
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