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Amkor Technology vs KLA: Which Stock Looks Stronger in 2026?

KLA holds the cleaner structural position, with profitability as the main driver and growth adding further support. Amkor Technology still has the edge on growth, 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

Most of the separation is still concentrated in profitability. The overall score gap is 21 points in favour of KLA Corporation.

INDUSTRY COMPARISON

Both operate in: Semiconductor Equipment & Materials

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

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

Peer-Relative Score
AMKR
Amkor Technology, Inc.
36
Peer-Score
Signal qualityMedium
vs
KLAC
KLA Corporation
57
Peer-Score
Signal qualityMedium

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

The largest gaps do not all point in the same direction.

Dimension spread: AMKR vs KLAC Profitability 4 81 Stability 28 47 Valuation 51 55 Growth 68 32 AMKR KLAC
Gap Ranking
#1 Profitability +77
#2 Growth +36
#3 Stability +19
#4 Valuation +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMKR and KLAC Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMKRKLAC Relative valuation Structural strength

The price setup looks more supportive for KLA Corporation, but Amkor Technology, Inc. still has the stronger structure.

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

Relative Position vs Comparable Companies
Profitability
On profitability, KLA Corporation ranks near the top of the group; Amkor Technology, Inc. sits in the weaker half.
Growth
The same broad pattern appears on growth: Amkor Technology, Inc. ranks near the top of the group, while KLA Corporation stays in the weaker half.
Profitability — Dominant Gap
AMKR
4
KLAC
81
Gap+77in favour of KLAC

The profitability lead is mainly driven by a 32-point operating margin advantage.

What keeps the gap from being one-sided

Earnings growth also leans the other way, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

The profitability edge is decisive, even though current pricing and growth still lean somewhat toward Amkor Technology, Inc..

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how AMKR and KLAC 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.