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AXTI 👀 관찰
AXT, Inc.
$72.08 +0.9%
Semiconductor Materials & Equipment · 4.56B
66.8
상승잠재력 점수

🏢 회사 소개

AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates. The company provides indium phosphide for use in data center connectivity using light/lasers, high-speed data transfer in data centers, 5G communications, fiber optic lasers and detectors, consumer devices, passive optical networks, silicon photonics, photonic integrated circuits, thermo-photovoltaics, RF amplifier and switching, infrared light-emitting diode (LEDS) motion control, lidar for robotics and autonomous vehicles, and infrared thermal imaging. It also offers semi-insulating gallium arsenide (GaAs) substrates for use in Wi-Fi and IoT devices, transistors, direct broadcast television, power amplifiers, satellite communications, and solar cells; and semi-conducting GaAs substrates that are used in LEDs, screen displays using micro-LEDs, printer head lasers and LEDs, 3-D sensing using VCSELs, data center communication using VCSELs, sensors for industrial robotics/near-infrared sensors, laser machining, cutting and drilling, optical couplers, solar cells, night vision goggles, lidar for robotics and autonomous vehicles, and other lasers. In addition, the company provides germanium substrates for use in multi-junction solar cells for satellites, optical sensors and detectors, terrestrial concentrated photo voltaic cells, infrared detectors, and carrier wafer for LED. Further, it offers 6N+ and 7N+ purified gallium, boron trioxide, gallium-magnesium alloy, pyrolytic boron nitride (pBN) crucibles, and pBN insulating parts. It sells its products through direct salesforce in the United States, China, and Europe, as well as through independent sales representatives and distributors in Japan, Taiwan, Korea, and internationally. The company was formerly known a

출처: Seeking Alpha Company Profile

📊 종합 점수 근거 — 66.8점

Quant 24.9 추정등급 20.0 리비전카운트 6.0 성장 9.2 수익성 2.3 밸류 5.8 셀사이드 3.6 촉매 5.0 소형틸트 5.0 −이미급등 15.0

🏰 경제적 해자(Moat) 신호 수익성 D

SA Profitability 지표 기반 — 높은 마진·자본수익률·지속성은 경쟁우위(해자)의 정량 근거
매출총이익률
가격 결정력·차별화
D-21.34%섹터 49.81%▼ 5Y대비 -18%
순이익률
최종 수익성
D-14.68%섹터 6.00%
자기자본이익률(ROE)
자본 효율·경쟁우위
C--6.30%섹터 7.42%
투하자본이익률(ROTC)
해자의 핵심 지표
C--2.30%섹터 4.64%
총자산이익률(ROA)
자산 효율
C--3.17%섹터 3.27%
레버드 FCF 마진
현금 창출력
D--26.33%섹터 10.66%
자산회전율
자산 활용도
D-0.25x섹터 0.63x▼ 5Y대비 -25%

⭐ Quant 등급

Quant: STRONG BUY (4.97) 월가: BUY (4.2)
Quant 등급은 예측력 높은 지표에 가중을 둔 종합 정량평가. 아래 각 Factor 근거 참고.

📰 최신 뉴스 (동향)

출처: Seeking Alpha News

🧭 최신 분석 (강세·약세·해자 논거)

출처: Seeking Alpha Analysis · 헤드라인+등급(본문은 SA에서)

Factor별 근거 (지표 · 등급 · 종목값 vs 섹터중앙값)

C-

밸류 (Valuation)

C+ → C → C-
지표등급종목섹터중앙섹터대비
P/E Non-GAAP (TTM)-NM25.95-
P/E Non-GAAP (FWD)F239.8024.48
+879%
P/E GAAP (TTM)-NM35.23-
P/E GAAP (FWD)F304.0933.12
+818%
PEG GAAP (TTM)--0.88-
PEG Non-GAAP (FWD)--1.38-
EV / Sales (TTM)F47.933.71
+1191%
EV / Sales (FWD)F32.123.39
+848%
EV / EBITDA (TTM)-NM19.90-
EV / EBITDA (FWD)F220.1914.72
+1396%
EV / EBIT (TTM)-NM27.51-
EV / EBIT (FWD)F857.3619.35
+4331%
Price / Sales (TTM)D-34.563.64
+850%
Price / Sales (FWD)F31.873.32
+861%
Price / Book (TTM)D-14.214.24
+235%
Price / Book (FWD)--4.87-
Price / Cash Flow (TTM)-NM18.87-
Price / Cash Flow (FWD)--18.88-
Dividend Yield (TTM)--1.13%-
B-

성장 (Growth)

D+ → B- → B-
지표등급종목섹터중앙섹터대비
Revenue Growth (YoY)D-0.14%11.49%-
Revenue Growth (FWD)A30.80%11.76%
+162%
EBITDA Growth (YoY)-NM14.98%-
EBITDA Growth (FWD)-NM18.14%-
EBIT Growth (YoY)-NM17.23%-
EBIT Growth (FWD)-NM20.68%-
EPS Diluted Growth (YoY)-NM17.34%-
EPS Diluted Growth (FWD)-NM17.02%-
EPS GAAP Growth (YoY)-NM13.34%-
EPS GAAP Growth (FWD)-NM17.45%-
EPS FWD Long Term Growth (3-5Y CAGR)--18.65%-
Levered FCF Growth (YoY)-NM8.25%-
Free Cash Flow Per Share Growth Rate (FWD)-NM16.80%-
Operating Cash Flow Growth (YoY)-NM15.57%-
Operating Cash Flow Growth (FWD)-NM17.01%-
ROE Growth (YoY)-NM3.35%-
ROE Growth (FWD)-NM5.57%-
Working Capital Growth (YoY)A-109.89%8.03%
+1268%
CAPEX Growth (YoY)A+263.00%13.89%
+1793%
Dividend Per Share Growth (FWD)--5.94%-
1 Year Dividend Growth Rate (TTM)--4.77%-
D

수익성 (Profitability)

C- → D+ → D
지표등급종목섹터중앙섹터대비
Gross Profit Margin (TTM)D-21.34%49.81%
-57%
EBIT Margin (TTM)D-13.85%7.54%-
EBITDA Margin (TTM)D-4.14%12.01%-
Net Income Margin (TTM)D-14.68%6.00%-
Levered FCF Margin (TTM)D--26.33%10.66%-
Return on Common Equity (TTM)C--6.30%7.42%-
Return on Total Capital (TTM)C--2.30%4.64%-
Return on Total Assets (TTM)C--3.17%3.27%-
CAPEX / Sales (TTM)A-7.15%2.34%
+206%
Asset Turnover Ratio (TTM)D-0.25x0.63x
-61%
Cash From Operations (TTM)D--21.12M150.15M-
Cash Per Share (TTM)D+0.772.36
-67%
Net Income Per Employee (TTM)C--9,138.2213.63K-
A+

모멘텀 (Momentum)

A+ → A+ → A+
지표등급종목섹터중앙섹터대비
3M Price PerformanceC17.86%23.66%
-25%
6M Price PerformanceA+389.79%6.21%
+6174%
9M Price PerformanceA+1,361.35%-2.11%-
1Y Price PerformanceA+3,420.20%12.86%
+26499%
A+

추정 (Revisions)

B+ → D+ → A+
↑5 상향 / ↓0 하향최근 90일 EPS 추정
다음 실적 7/30/2026 (Post-Market)D-29

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데이터 출처: Seeking Alpha Quant·Factor · 생성 2026-07-01