Added to YB: 2025-05-15
Pitch date: 2025-05-14
KLAC [neutral]
KLA Corporation
+54.41%
current return
Author Info
No bio for this author
Company Info
KLA Corporation, together with its subsidiaries, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.
Market Cap
$161.0B
Pitch Price
$792.30
Price Target
N/A
Dividend
0.62%
EV/EBITDA
28.59
P/E
38.49
EV/Sales
12.96
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.