KLAC will do slightly better
Here's a breakdown of the revenue sources and income statement for $KLA-Tencor(KLAC)$ .
In conclusion, it's very profitable and pretty diversified across geographies and products/services.
What are your thoughts?
Image
KLAC based on the FCF Yield and forward PE looks attractive. The switch doesn’t downgrade the portfolio so well done.
KLAC has much more predictable cash flow and growth ahead of it. So should be a smoother ride.
I’m not a value investor. I think $ASML Holding NV(ASML)$ will continue to do extremely well. I just think KLAC will do slightly better, hence the switch.
https://x.com/long_equity/status/1806680109715247448
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
