Ichor Holdings Ltd (ICHR)vsQnity Electronics, Inc (Q)
ICHR
Ichor Holdings Ltd
$51.15
+4.88%
TECHNOLOGY · Cap: $1.62B
Q
Qnity Electronics, Inc
$120.26
+1.62%
TECHNOLOGY · Cap: $24.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 402% more annual revenue ($4.75B vs $947.65M). Q leads profitability with a 14.6% profit margin vs -5.6%. ICHR appears more attractively valued with a PEG of 0.54. Q earns a higher WallStSmart Score of 49/100 (D+).
ICHR
Hold39
out of 100
Grade: F
Q
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ICHR.
Margin of Safety
-410.3%
Fair Value
$22.44
Current Price
$120.26
$97.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 20.4%
Areas to Watch
Smaller company, higher risk/reward
ROE of -7.8% — below average capital efficiency
Revenue declined 4.2%
Earnings declined 6.1%
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 8.0% — below average capital efficiency
Earnings declined 52.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ICHR
The strongest argument for ICHR centers on PEG Ratio, Price/Book. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : Q
The strongest argument for Q centers on Operating Margin.
Bear Case : ICHR
The primary concerns for ICHR are Market Cap, Return on Equity, Revenue Growth.
Bear Case : Q
The primary concerns for Q are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
ICHR profiles as a turnaround stock while Q is a value play — different risk/reward profiles.
Q is growing revenue faster at 8.1% — sustainability is the question.
Q generates stronger free cash flow (420M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
Q scores higher overall (49/100 vs 39/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ichor Holdings Ltd
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Ichor Holdings, Ltd. is dedicated to the design, engineering and manufacture of fluid supply subsystems and components for semiconductor capital equipment. The company is headquartered in Fremont, California.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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