Investors interested in Engineering - R and D Services stocks are likely familiar with Amentum Holdings (AMTM) and Aecom Technology (ACM). But which of these two companies is the best option for those looking for undervalued stocks?
ACM Research is positioned as a leading Chinese domestic supplier of semiconductor wafer fabrication equipment, benefiting from accelerating localization and AI-driven demand. ACMR's innovative product portfolio and expansion into new segments like electroplating, advanced packaging, and PECVD support a powerful growth cycle starting in 2026. ACMR maintains robust fundamentals, trades at a steep discount to peers and its own Shanghai subsidiary, and offers multi-bagger upside potential.
ACM's post Q3 earnings dip is an attractive buying opportunity, in my opinion, as the margin contraction driving this dip is likely a temporary headwind. ACM's flat YoY shipment growth in Q3 is likely due to the clearance of critical foreign equipment, which may have pushed its customer to defer shipments to Q1 2026. China's latest ban on foreign AI chips in state-funded data centers and SMIC's reliance on old ASML DUV machines could drive strong demand for ACM's KrF track tool.
| - Industry | - Sector | W. Troy Rudd CEO | NYSE Exchange | 00766T100 CUSIP |
| US Country | 51,000 Employees | 2 Jul 2025 Last Dividend | - Last Split | - IPO Date |
AECOM, a global provider of professional infrastructure consulting services, operates with a geographical segmentation that includes the Americas, International, and AECOM Capital. The company, which was initially known as AECOM Technology Corporation before renaming to AECOM in January 2015, was incorporated in 1980 and has its headquarters in Dallas, Texas. AECOM's services cater to both public and private sector clients, offering a broad spectrum of services from planning and consulting to design, construction, and program management. Moreover, AECOM engages in real estate projects through investment and development and extends its services to various sectors such as transportation, water, government, facilities, environmental, and energy.
AECOM provides expert planning and consulting services that encompass the initial stages of infrastructure development, aligning projects with strategic objectives and ensuring environmental and regulatory compliance.
The company offers comprehensive architectural and engineering design solutions that cater to the multifaceted requirements of infrastructure projects, ensuring functionality, sustainability, and aesthetic appeal.
AECOM's construction and program management services oversee the entire lifecycle of infrastructure projects from conception to completion, focusing on timing, cost, and quality control.
Through AECOM Capital, the company engages in the investment and development of strategic real estate projects, leveraging its expertise to optimize project outcomes and returns on investment.
This segment of AECOM includes building construction, as well as energy, infrastructure, and industrial construction services, offering tailored solutions to meet specific project needs.