Added to YB: 2025-05-15
Pitch date: 2025-05-14
KLAC [neutral]
KLA Corporation
+121.03%
current return
Author Info
No bio for this author
Company Info
KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards.
Market Cap
$231.2B
Pitch Price
$78.93
Price Target
N/A
Dividend
0.52%
EV/EBITDA
38.01
P/E
48.36
EV/Sales
17.12
Sector
Semiconductors and Semiconductor Equipment
Category
growth
JRo's Notes: KLA Corporation Q1:2025 Earnings
KLAC (earnings update): Q3 FY25 rev +30% YoY, EPS +60%, FCF $990M (32% margin). 104% ROE, 29% ROIC. Strong balance sheet (0.6x net debt/TTM FCF). Returns 85% FCF to shareholders via growing dividend (15% CAGR since 2006) & buybacks. Trading at 23x P/E vs 17x 10-yr avg. Dominant in process control (56% share) with high exposure to AI/leading-edge chips. Advanced packaging revenue growing $500M to $850M in 2025.