ENTG vs SUOPY: How Entegris and Sumco Corporation Compare (2026)

Same yardstick, side by side (as of August 2026). Valuation lined up like this is most meaningful for two names in the same corner of the market, which these are. Figures are approximate; verify before investing.

The metrics above tell you which is the marginally better business. The bigger risk for most people is not picking the slightly worse stock, it is over-concentrating. ENTG and SUOPY share themes, so owning both, or adding either to what you already hold, can quietly push a large share of your portfolio into one bet.

This is the part a generic comparison page cannot answer, because it depends on what you own. Connect your brokerage and Walnut shows your real, combined ENTG and SUOPY exposure, flags overlap with your existing positions, and tells you if adding one would tip you past a concentration you are comfortable with, read-only by default, with your login staying at your broker. Walnut is not an investment adviser.

Entegris is a specialty supplier to the semiconductor industry, focused on materials handling, filtration, and high-purity process chemistries. The company's products are used inside semiconductor fabs to handle wafers and chemicals at extreme purity levels (parts per billion contamination matters). Specific product areas include wafer handling automation, gas filtration and purification, liquid chemical filtration and delivery, and specialty materials (advanced photoresist precursors, CMP slurries, etc.).

Full ENTG guide

SUMCO Corporation makes the monocrystalline silicon wafers that semiconductors are printed on. It pulls single crystal ingots, slices them, and polishes the surfaces to a flatness measured in fractions of a nanometer, then ships them to foundries and memory makers who turn them into logic and DRAM and NAND. Together with Shin-Etsu Handotai, SUMCO forms the top tier of a market where roughly five suppliers control about 85% of global 300mm capacity, and where the two Japanese leaders account for more than half of worldwide volume. SUMCO's estimated share is around 21% of the market. That position exists because wafer making is a multibillion-dollar capital game layered on decades of proprietary crystal-pulling know-how, and because qualification at a leading-edge customer runs for years, so incumbency compounds. Customers include TSMC, Samsung, SK Hynix, Micron, Intel and Kioxia, mostly under long-term supply agreements that fix volume and pricing over multi-year windows.

Full SUOPY guide

Both fit overlapping themes, but they are not interchangeable. The useful comparison is which set of drivers and risks you want exposure to.

• ENTG drivers: Leading-edge process node growth; Consumables and recurring revenue model.
• SUOPY drivers: AI-grade 300mm wafer demand; A capital cycle that has shifted from building to upgrading.

A faster-growing, richer-valued name usually swings harder, so it suits a longer horizon and a higher tolerance for volatility; a steadier, more cash-generative business suits a more conservative or income-minded investor. The honest test is which set of risks you could hold through a drawdown: Semiconductor capex cycles affect Entegris though less severely than equipment makers (consumables persist through utilization downturns). For SUOPY, sUMCO is a cyclical materials supplier whose results swing with a semiconductor capital cycle it does not control, and the current split market has already pushed it from ~JPY 36.9B of fiscal 2024 operating profit to an operating loss in Q1 2026.

Growth-minded investors who believe the theme has years to run tend to accept the richer multiple for more upside; value-minded investors lean toward the cheaper forward earnings and steadier profile. Pick ENTG if you believe its drivers more; SUOPY if you believe its. Many investors hold both, but since they share themes, that is a concentrated bet, not diversification. Decide deliberately and check overlap. For the full detail, see the ENTG and SUOPY guides.

ENTG. Entegris trades at a premium reflecting the high-quality recurring revenue model and the leading-edge growth story. The valuation has compressed and re-expanded with the semiconductor cycle; current multiple is supported by AI-driven fab capex.

SUOPY. Every figure SUMCO reports is in Japanese yen, so a headline like 409.6B is roughly US$2.6B, not US$409B, at an exchange rate near JPY 158 per US dollar. With operating profit compressed to near zero in FY2025 and losses in the first half of 2026, trailing earnings multiples are not meaningful right now, which is normal for a wafer maker at the bottom of its cycle and is why the market tends to look at price to book and mid-cycle earnings power instead. The interim dividend was maintained at ~JPY 10 per ordinary share (~JPY 20 per ADR before Japanese withholding and depositary fees) while the year-end dividend was left undecided.

Headline figures (approximate, early 2026): ENTG shows revenue (ttm) ~$3.5 billion, operating margin ~20% (improving as CMC integration completes), net income (ttm) ~$400 million, eps (ttm) ~$2.70; SUOPY shows revenue (fy2025, ttm basis) ~JPY 409.6B (roughly US$2.6B at ~JPY 158/US$), fy2025 operating profit ~JPY 1.3B (~0.3% margin, down from ~JPY 36.9B in FY2024), q1 2026 net sales ~JPY 101.4B, operating loss ~JPY 5.2B, net loss ~JPY 8.4B, q2 2026 guidance ~JPY 112B sales, operating loss narrowing to ~JPY 2.5B (assumes ~JPY 160/US$).

ENTG and SUOPY are related but distinct: same themes, different businesses and risks. Neither wins in the abstract; the right pick is whichever thesis you actually believe, sized so you are not over-concentrated in one theme. Walnut can show your combined ENTG and SUOPY exposure against your real portfolio. It is not an investment adviser.