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Stock Comparison · Industry comparison · Semiconductor Equipment & Mate

Amkor Technology vs BE Semiconductor Industries N.V.: Which Stock Looks Stronger in 2026?

BE Semiconductor Industries leads structurally, with profitability as the clearest single gap between the two profiles. Amkor Technology still leads on growth and valuation, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The comparison is mainly decided in profitability, with the rest of the profile carrying less weight. The overall score gap is 9 points in favour of BE Semiconductor Industries N.V..

INDUSTRY COMPARISON

Both operate in: Semiconductor Equipment & Materials

This comparison is based on industry proximity, not on functional trajectory similarity. AMKR and BESI.AS share the same industry classification.

For a similarity-based comparison, see how Amkor Technology and BESI.AS each position within their functional peer groups in AssetNext.

Peer-Relative Score
AMKR
Amkor Technology, Inc.
36
Peer-Score
Signal qualityMedium
vs
BESI.AS
BE Semiconductor Industries N.V.
45
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in profitability.

Dimension spread: AMKR vs BESI.AS Profitability 4 84 Stability 28 35 Valuation 51 10 Growth 68 48 AMKR BESI.AS
Gap Ranking
#1 Profitability +80
#2 Valuation +41
#3 Growth +20
#4 Stability +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMKR and BESI.AS Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMKRBESI.AS Relative valuation Structural strength

BE Semiconductor Industries N.V. occupies the cheaper side of the setup map, although Amkor Technology, Inc. still holds the stronger structural profile.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, BE Semiconductor Industries N.V. ranks near the top of the group; Amkor Technology, Inc. sits in the weaker half.
Valuation
On valuation, Amkor Technology, Inc. is positioned higher in the group, while BE Semiconductor Industries N.V. is closer to the middle.
Profitability — Dominant Gap
AMKR
4
BESI.AS
84
Gap+80in favour of BESI.AS

The profitability lead is mainly driven by a 24-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Amkor Technology, with a forward P/E that is 16.3 turns lower there.

What this means for the comparison

The page question resolves through profitability, but valuation and current pricing still keep the broader comparison from reading as fully aligned.

Explore full peer positioning in AssetNext

Break down the AMKR vs BESI.AS comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how AMKR and BESI.AS each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.