Q · Qnity Electronics Inc

NYSE Semiconductors Large Cap Clavix C-
120.60+2.13  (+1.80%)

Price

Snapshot

50 fields · last close
Market Cap$24.78B
P/E50.91
Float209.2M
Beta1.62
Volatility40.5%
ExchangeNYSE
SectorSemiconductors
Cap tierLarge cap
Macro sensitivityHigh
Clavix score53
Price120.60
Change+1.80%
Prev Close118.47
Open117.65
Day Low114.39
Day High119.12
Avg Vol2
Avg $ Vol$237.2M
52W High177.28
52W Low70.50
52W Pos46.9%
From High−31.97%
From Low+71.06%
Max DD 1Y−34.25%
Spread0.10%
LiquidityNormal
SMA 20−7.13%
SMA 50−11.67%
SMA 200−0.68%
RSI (14)36.6
Vol 30D51.9%
Vol 90D59.4%
1Y Range70–177
Daily bars210
Perf Week−6.24%
Perf Month−12.66%
Perf Quarter−23.47%
Perf Half Y+2.20%
Perf Year
Perf YTD+41.92%
Prev Day+1.80%
ClavixC-
Debt / Eq0.57
Curr Ratio1.95
Int Cover54.4×
FCF Margin17.1%
Rev Growth+17.6%
ProfitProfitable
LeverageLow
Sector rank10 / 52

What Q does

Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally.

The company operates in two segments, Semiconductor Technologies and Interconnect Solutions. Its Semiconductor Technologies segment offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans.

The Interconnect Solutions segment provides copper pillar plating, copper redistribution layer, solder bump plating, under bump metallization, photoresists, packaging dielectrics, gap fillers, phase change, specialty thermal interface materials, thermally conductive insulators, copper playing solutions, dry film photoresists, and laminates and polyimide films.

The company was formerly known as Novus SpinCo 1, Inc. and changed its name to Qnity Electronics, Inc. in April 2025.

The company was incorporated in 2024 and is headquartered in Wilmington, Delaware.

Clavix risk grade

regraded every trading day
C-53/100

Q grades C-, 53 of 100. Steadiest on News Sentiment (66), most exposed on Macro Resilience (28, weak). 3 of the 4 weighted dimensions sit above the Semiconductors median. Ranks 10 of 52 in Semiconductors by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

QSemiconductors median
Betavs the overall market · lower is steadier1.621.88
Volatilityannualized40.5%47.0%
Max drawdown, past yearworst peak-to-trough fall−34.2%
Typical daily movemedian absolute daily change2.70%
Days beyond ±3%of the last 209 sessions8440%

How its days are spread

Daily returns over the last 209 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

Q
118.47

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

Q

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

QSemiconductors median
Beta to the markethow much it swings with the S&P 500 · lower is safer1.621.88
Macro sensitivityrate, dollar and credit exposure bucketHighVery High60% of 52

Where it sits on the macro scale

Low 0Moderate 3High 18Very High 31

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Semiconductors names sit in each bucket.

Where it ranks in its sector

Sector
Semiconductors52 companies ranked
Q
#10 of 52

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

Q
1 week−6.2%
1 month−12.7%
Year to date+41.9%
1 year

Context for the rank, not itself a risk measure.

Recent coverage, scored

Q
Articles scoredthe most recent scored coverage, up to 3030since 30 Jul
Average score0 most bearish, 100 most bullish73
Bullish · bearisharticles above 60 · below 4029 · 0
Directionarticles whose tone is improving vs worsening29 ↑ 0 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.57sector median 0.26 · 52 names
Current ratioShort-term assets vs liabilities · higher is stronger
1.95sector median 2.73 · 52 names
FCF marginFree cash flow as a share of revenue · higher is stronger
17.1%sector median 17.1% · 49 names
Interest coverageOperating income vs interest expense · higher is stronger
54.4×sector median 14.7× · 46 names

The shaded band is the middle half of the 52 Semiconductors names Clavix covers; the tick is the sector median.

Growth

Q
Revenue growthyear over year+17.6%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Semiconductors median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Against Semiconductors

52 companies
MetricQSector spreadMedian
Beta1.62
1.88
Volatility40.5%
47.0%
P/E50.91
46.10
Debt / equity0.57
0.26
Current ratio1.95
2.73
FCF margin17.1%
17.1%
Interest coverage54.4×
14.7×

Recent news

most recent scored articles · the chip is the article’s score · click to open

Qnity Electronics (NYSE: Q) launched Stackplane™, a new family of chemical mechanical planarization (CMP) slurries, liquid polishing materials used to smooth and flatten chip surfaces during manufacturing, aimed at advanced packaging. The product targets the industry's shift toward stacking and integrating multiple chips together as a way to keep improving performance.

Source Business Wire Significance minor Impact product Risk improving

Read the article →

Qnity Electronics CEO Jon Kemp spoke at the Deutsche Bank Technology Conference about the company's strategy, identifying AI, advanced packaging, and thermal management as key growth drivers, along with the company's capital allocation priorities. The article body is truncated, so additional details were not available.

Source marketbeat.com Significance minor Impact product Risk improving

Read the article →

Qnity Electronics launched an integrated materials platform for advanced semiconductor packaging that combines metal-layer deposition, solder bumping, insulating materials, and fine-line patterning to support AI and high-performance computing chips, including the ability to print circuit lines and gaps as narrow as 2 micrometers for 2.5D and 3D chip designs. The article body is a brief announcement and does not include financial figures or customer details.

Source pulse2.com Significance minor Impact product Risk improving

Read the article →

Qnity Electronics announced a new materials platform that bundles its metallization, bumping, dielectric, and fine-line patterning technologies into one offering, aimed at making smaller, denser chip connections for AI-driven advanced packaging and 3D semiconductor designs.

Source Business Wire Significance moderate Impact product Risk improving

Read the article →

Qnity Electronics (NYSE: Q) announced a new platform that bundles several chip-packaging technologies, including metal-layer deposition, solder bumping, insulating materials, and fine-line patterning, into a single scalable offering aimed at AI-driven advanced chip packaging. The article is truncated and does not provide further details on customers, revenue impact, or timing.

Source businesswire.com Significance minor Impact product Risk improving

Read the article →

Nearest peers by size

Semiconductors
TickerCompanyGradeMkt capP/EBeta
GFSGlobalFoundries IncD+$24.44B34.131.80Compare
TSEMTower Semiconductor LtdD-$23.26B80.650.92Compare
FSLRFirst Solar IncC$22.29B12.471.75Compare
ONON Semiconductor CorpD$28.67B45.712.13Compare
ENTGEntegris IncD$19.97B63.951.41Compare
CRDOCredo Technology Group Holding LtdF$30.85B105.033.29Compare
MTSIMACOM Technology Solutions Holdings IncC-$19.85B81.621.82Compare
SITMSiTime CorpF$17.27B1,226.792.86Compare

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