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AMKR Compute / Networking

Amkor Technology

Advanced packaging bottleneck

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Advanced packaging is one of the real choke points in modern AI supply chains, and Amkor gives you direct exposure to that layer.

Price $45.81
1D change -4.82%
Market cap $11.33B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric AMKR
Price $45.81
1D Change -4.82%
Market Cap $11.33B
Enterprise Value $11.04B
Trailing P/E 30.5
Forward P/E 20.0
Price / Sales 1.7
EV / Revenue 1.6
Revenue Growth 15.9%
Earnings Growth 61.0%
Gross Margin 14.0%
Operating Margin 9.8%
Net Margin 5.6%
ROE 8.7%
Free Cash Flow $-114.9M
FCF Margin -1.7%
Debt / Equity 0.37x
Current Ratio 2.27x
Dividend Yield 73.00%
Next Earnings Apr 27, 2026
Quarterly Revenue $1.89B
Revenue QoQ -5.0%
Quarterly Net Income $171.8M
Net Income QoQ +35.7%

AMKR thesis lens

Advanced packaging bottleneck

Why it could benefit

  • Advanced packaging is one of the real choke points in modern AI supply chains, and Amkor gives you direct exposure to that layer.
  • As AI chips become more complex, packaging quality, yield, and capacity matter more to the final system.
  • This is a good complement to TSMC because it broadens the packaging thesis beyond one foundry giant.

Moat / edge

  • Scale and experience in outsourced semiconductor packaging and test.
  • Relevance to advanced-node and heterogeneous packaging complexity.
  • A specialized role in a part of the semiconductor stack that is hard to expand quickly.

What to watch

  • Advanced packaging demand tied to AI and HPC programs.
  • Capacity expansion and utilization.
  • Customer mix and packaging-content growth per device.

Key risks

  • Packaging demand can still follow broader semiconductor cycles.
  • Returns depend on whether advanced packaging demand stays tight enough to support strong economics.