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ENTG
ACCE-researched

Entegris Inc. Common Stock (ENTG) fair value

Technology · Semiconductor Equipment & Materials · NASDAQ · United States
$134.52+4.84%
Market cap $20.5BNext earnings 2026-10-29Updated Oct 23, 2026
Add earnings to calendarGoogle
Our verdict
Trades 82% above our fair value
Price
$134.52
Model fair valueConfidence: good
$73.93
Model range
$50.64 to $102
Fair value $73.93
Price $135
2 models fit Entegris Inc. Common Stock and they disagree: 0 of 2 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
ACCE opinionEntegris Inc. Common Stock (ENTG)
Fair value (2 models)
$73.93
ACCE price target
$135
Rating
Overvalued
Horizon
12 months
Fair value published on 23 Oct 2026, 10:03 CEST; previously $80.27 since 18 Oct 2026, 17:04 CEST.
ACCE price target published on 25 Sept 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 17:04 CEST.
Price used: $135 at the close on 23 Oct 2026, 22:00 CEST.
Models: P/E comparison and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
82.0% above
-45.0% to fair value
ACCE score
54
out of 100
Analysts
80% buy
15 covering
P/E
67.3x
forward 26.4x
1-year return
+48.2%
Dividend yield
0.31%

Entegris Inc. Common Stock in four questions

Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Entegris makes specialty materials and filtration products that semiconductor fabs consume in every wafer process: high-purity chemicals and gases, wafer carriers, and filters that keep contamination out of advanced-node lines. The moat is qualification, since chipmakers spend long periods validating a supplier before swapping it out, which gives Entegris sticky, recurring consumable revenue. Revenue is growing 11.5% and gross margin sits at 45.6%, with operating margin at 19.3%, which is healthy for a materials business. The stock trades at 80x trailing earnings but 31.8x forward, so the market is pricing in a meaningful earnings recovery from a cyclical trough. Whether that recovery arrives on schedule, with ROE still only 7.7%, is the question to answer before going further.

AI-assisted·How I use AIWritten Oct 13, 2026
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
  • high
    Earnings growth unsustainable
    YoY earnings +75.1% contrasts sharply with 5-year revenue CAGR of -0.9%, signaling one-time margin expansion rather than durable operational leverage.
  • moderate
    Insider selling without buying
    Last 10 disclosures show $2.81M in sales and $0 in buys, a bearish signal on near-term conviction at current valuation.
  • moderate
    Value score collapse
    V score of 22/100 reflects stretched multiples; ACCE model sees limited margin of safety at $165.79 entry price.

AI research notes

AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Recent earnings beat consensus by 12.0% and revenue grew 11.5% year over year, signaling strong execution.
  • Analyst consensus rates 77% of coverage Buy or Strong Buy, with mean target 5.9% above current price.
  • Free cash flow of 478M supports the balance sheet and provides capital for shareholder returns or debt reduction.
Why it could disappoint
  • Consensus fair value is 49.5% below the current share price, implying significant downside risk to valuation.
  • Trailing P/E of 82.9x and forward P/E of 33.0x are stretched relative to sector median of 29.3x.
  • Five year revenue growth averaged minus 0.9% annually, and current 11.5% growth may not be sustainable.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Oct 29, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where ENTG's valuation models land
Price
$134.52
Model fair value
$73.93
Model range
$50.64 to $102
Fair value $73.93
Price $135
The price is above the whole model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish80% buy · 15 covering analysts
● Strong buy 10● Buy 2● Hold 2● Sell 0● Strong sell 1
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
8 buys · 1 sell
Since Apr 15, 2026, 1 member
Average delay
18 days
From trade to public filing
Full trade list on ProDo politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
-3.0%
1 month
-10.9%
3 months
+4.2%
6 months
-13.8%
YTD
+59.7%
1 year
+48.2%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
23 Oct 2026, 10:03 CESTFair value$73.93$80.27$128
18 Oct 2026, 17:04 CESTFair value$80.27$83.67$139
18 Oct 2026, 17:04 CESTRatingOvervaluedfirst publication$139
10 Oct 2026, 00:00 CESTFair value$83.67$59.37$162
6 Oct 2026, 00:00 CESTFair value$59.37$60.94$166
4 Oct 2026, 00:00 CESTFair value$60.94$59.23$166
30 Sept 2026, 00:00 CESTFair value$59.23$60.03$151
25 Sept 2026, 00:00 CESTACCE price target$135first publication$151
25 Sept 2026, 00:00 CESTFair value$60.03$58.80$151
18 Sept 2026, 00:00 CESTFair value$58.80$56.91$130

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth76Value27Quality62Momentum52Total54
Valuation
Trailing P/E
67.3x
Forward P/E
26.4x
PEG
0.98
P/B
5.55x
EV / Revenue
7.9x
Book value/sh
$27.22
Enterprise value
$26.3B
Profitability
ROE
7.7%
FCF yield
1.76%
ROIC
2.5%
Health and risk
Debt / equity
0.98
Dividend yield
0.31%
Beta
1.40

Price

+47.0% · 1Y

Ask anything about ENTG

Answered from Entegris Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 0% of peers
low 24.2x67.3xhigh 67.3x
ROEbetter than 17% of peers
low 7%8%high 45%
Div yieldbetter than 17% of peers
low 0.2%0.3%high 4.8%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
ENTG Entegris Inc. Common Stock$134.52$7482% above67.3x7.7%6254
6920.T Lasertec Corporation¥37250.00--43.2x33.9%9545
Q Qnity Electronics Inc. Common Stock$108.78$8726% above38.9x6.7%6746
8035.T Tokyo Electron¥9450.00--34.9x30.9%9567
7735.T SCREEN Holdings Co., Ltd.¥11770.00--24.2x18.9%7654
BESI.AS BE Semiconductor Industries€157.25--55.4x44.9%9162
6146.T Disco Corporation¥51230.00--34.8x27.9%10060

Sector report card

Where ENTG ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Oct 14, 2026
    Entegris Declares Quarterly Cash Dividend
  • Business Wire•Oct 1, 2026
    Entegris to Report Results for Third Quarter of 2026 on Thursday, October 29, 2026
  • GlobeNewswire•Sep 28, 2026
    Creep Resistance Materials Market - Global Strategic Business Report 2026: Capitalize on the $5.5B Surge to $21.8B by 2030 as Tariffs Reshape Sourcing and Acerinox, Aperam, Saint-Gobain, Entegris and Imerys Battle to Dominate High-Temperature Systems
3 more press releases · full archive on Investor+.INVESTOR
40 filings
October 2026
Oct 14
8-KCurrent reportPeriod 2026-10-14
View on SEC →
August 2026
Aug 19
Form 4Insider transactionPeriod 2026-08-18
View on SEC →
Aug 17
Form 4Insider transactionPeriod 2026-08-14
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR