Amkor Technology vs GlobalFoundries
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KIRA’s take AI analyst
I put Amkor Technology and GlobalFoundries side by side, using each one’s latest annual report. Here is what stands out:
- GlobalFoundries is the larger business, with $6.8B of revenue in fiscal 2025 against $6.7B for Amkor Technology.
- Amkor Technology grew revenue faster (6.2%, against 0.6%).
- GlobalFoundries kept more of each dollar of sales as operating profit (11.7% operating margin, against 7.0%).
- GlobalFoundries turned more of its sales into free cash flow (14.9% FCF margin, against 2.9%).
- Amkor Technology earned a higher return on the capital invested in it (10.4%, against 7.1%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Amkor Technology
AMKR
5/11
Revenue growthReturn on capitalReturn on equityNet debt / EBITDAShare count change
GlobalFoundries
GFS
6/11
5-year growthGross marginOperating marginNet marginFCF marginPiotroski F-score
Side by side
Best in the row
| Latest fiscal year | AMKR FY25 | GFS FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.2B | $25.1B |
| Revenue | $6.7B | $6.8B |
| Free cash flow | $191M | $1.0B |
| Net income | $374M | $885M |
| Growth | ||
| Revenue growth | 6.2% | 0.6% |
| 5-year growth | 5.8% | 7.0% |
| Share count change | 0.3% | 0.9% |
| Profitability | ||
| Gross margin | 14.0% | 24.9% |
| Operating margin | 7.0% | 11.7% |
| Net margin | 5.6% | 13.0% |
| FCF margin | 2.9% | 14.9% |
| Return on capital | 10.4% | 7.1% |
| Return on equity | 8.7% | 7.8% |
| Balance sheet | ||
| Net debt | −$560M | −$658M |
| Net debt / EBITDA | −0.5x | −0.3x |
| Dividends and buybacks | $81.9M | $0.0M |
| Valuation & quality | ||
| P/E | 21.0x | — |
| Piotroski F-score | 6 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.