Axcelis Technologies, Inc. (ACLS) vs Itron, Inc. (ITRI)

A side-by-side comparison of Axcelis Technologies, Inc. and Itron, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 1, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnACLS vs ITRI

growth of $100 · dividends reinvested · last 10y
ACLS +884.0% (+25.7%/yr)ITRI +79.2% (+6.0%/yr)ACLS compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$984$179
ACLS ITRI

ACLS vs ITRI: by the numbers

  • ITRI is the larger company ($4.25B vs $3.54B market cap).
  • ITRI trades at the lower trailing earnings multiple (16.20 vs 38.70 P/E), one valuation lens rather than an overall verdict.
  • ITRI converts more revenue to profit (11.90% vs 10.71% net margin).
  • ACLS grew revenue faster over the past five years (11.06% vs 2.12% CAGR).

Metrics side by side

Valuation

MetricACLSITRI
P/E ratio38.7016.20
Forward P/E28.0915.10
P/S ratio4.151.90
P/B ratio3.372.70
EV / EBITDA32.4710.28
FCF yield1.83%8.77%

Profitability

MetricACLSITRI
Gross margin43.01%39.87%
Operating margin10.33%13.22%
Net margin10.71%11.90%
ROE8.71%16.95%
ROIC6.58%7.58%

Growth (annualized)

MetricACLSITRI
Revenue CAGR (5Y)11.06%2.12%
EPS CAGR (5Y)20.50%32.19%
FCF CAGR (5Y)4.66%17.83%
Total return CAGR (5Y)18.33%2.92%

Frequently asked

Which has the lower trailing P/E, ACLS or ITRI?
ITRI has the lower trailing P/E: ACLS trades at 38.70 and ITRI at 16.20. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ACLS or ITRI?
Over the past five years, ACLS grew revenue faster — ACLS at a 11.06% CAGR versus ITRI at 2.12%.
Is ACLS or ITRI more profitable?
ITRI runs the higher net margin — ACLS at 10.71% versus ITRI at 11.90%.
How have ACLS and ITRI total returns compared?
Over the past 10 years, ACLS delivered 25.68% and ITRI delivered 7.37% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 1, 2026.