EntegrisD-Wave

Entegris vs D-Wave

This page compares Entegris and D-Wave, examining business models, financial performance, and market context in a clear, accessible way. It presents neutral information to help readers understand each...

Which Baskets Do They Appear In?

Semiconductor Shift: Beyond ASML's China Decline

Semiconductor Shift: Beyond ASML's China Decline

ASML's warning of a substantial decline in its sales to China, despite strong overall earnings, signals a shift in the global semiconductor landscape. This development could create opportunities for other equipment manufacturers poised to gain market share amid evolving trade dynamics.

Published: October 15, 2025

Explore Basket
The U.S. Semiconductor Surge

The U.S. Semiconductor Surge

Texas Instruments is opening a new U.S. factory to produce iPhone chips for Apple, a move that strengthens the domestic supply chain. This creates a ripple effect, boosting demand for American companies that supply manufacturing equipment and advanced materials to the semiconductor industry.

Published: August 23, 2025

Explore Basket
Semiconductor Surge: Capitalizing on Strategic Chip Investments

Semiconductor Surge: Capitalizing on Strategic Chip Investments

SoftBank's $2 billion investment in Intel provides a major boost to the U.S. semiconductor giant as it restructures its operations. This strategic deal highlights a broader opportunity in companies that support domestic chip manufacturing and the advanced technology supply chain.

Published: August 19, 2025

Explore Basket
The Great American Chip Reshoring

The Great American Chip Reshoring

President Trump's proposal to impose tariffs of up to 300% on imported semiconductors aims to force a shift in global manufacturing. This creates a potential investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to gain from the drive to onshore production.

Published: August 16, 2025

Explore Basket
Chip Market Realignment: Beyond Intel's Retreat

Chip Market Realignment: Beyond Intel's Retreat

Intel is undergoing a massive restructuring, cutting its workforce and halting the construction of new chip factories. This strategic retreat opens the door for competitors and equipment suppliers to gain market share and fill the void left by a key industry player.

Published: July 26, 2025

Explore Basket
AI Supply Chain Resilience Amid Executive Profit-Taking

AI Supply Chain Resilience Amid Executive Profit-Taking

Discover a carefully selected group of stocks powering the AI revolution. Our professional analysts have identified companies across the entire AI supply chain that continue to show strength, even as top executives cash in on their success.

Published: July 21, 2025

Explore Basket
Digital World's Skeleton

Digital World's Skeleton

Behind every smartphone, AI system, and data center lies a foundation of essential materials. This collection features companies producing the critical components that make our digital world possible. Carefully selected by our analysts, these stocks represent the building blocks of modern technology.

Published: June 17, 2025

Explore Basket

Investment Analysis

Entegris

Pros

  • Entegris reported strong Q3 2025 results with net sales of $807 million and non-GAAP EPS exceeding expectations at $0.72.
  • The company has a solid gross margin of nearly 45% and a positive net profit margin of around 9%, indicating operational efficiency.
  • Long-term price forecasts show significant potential upside, with projections suggesting major growth through 2050.

Considerations

  • Recent Q3 2025 results showed flat revenue growth and margin pressure, which triggered a stock selloff and investor concern.
  • Entegris' valuation is considered premium relative to growth prospects, leading to some analyst caution on overvaluation risk.
  • The company carries a relatively high debt-to-equity ratio near 99%, increasing financial leverage risk.
D-Wave

D-Wave

QBTS

Pros

  • D-Wave is a unique leader in commercial quantum computing, offering both annealing and gate-model systems.
  • Revenue doubled year-over-year in Q3 2025 and the company reported an exceptionally strong $836 million cash balance.
  • The company achieved 80% sequential bookings growth, indicating accelerating demand for its quantum computing solutions.

Considerations

  • D-Wave remains unprofitable with a large negative earnings per share and a very high price-to-book ratio around 15.
  • High beta of over 2 suggests significant stock price volatility and sensitivity to market fluctuations.
  • Quantum computing is an emerging and highly competitive space with execution risks and uncertain near-term commercial returns.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

EntegrisTD SYNNEX

Entegris vs TD SYNNEX

Entegris vs TD SYNNEX

EntegrisBilibili

Entegris vs Bilibili

Entegris vs Bilibili: a stock comparison

EntegrisZebra Technologies

Entegris vs Zebra Technologies

Entegris vs Zebra Technologies

Frequently asked questions