Ichor Holdings Ltd (ICHR)vsQnity Electronics, Inc (Q)
ICHR
Ichor Holdings Ltd
$62.91
-11.47%
TECHNOLOGY · Cap: $2.19B
Q
Qnity Electronics, Inc
$142.05
+1.03%
TECHNOLOGY · Cap: $32.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 416% more annual revenue ($4.95B vs $959.25M). Q leads profitability with a 13.1% profit margin vs -5.3%. ICHR appears more attractively valued with a PEG of 0.74. Q earns a higher WallStSmart Score of 51/100 (C-).
ICHR
Hold38
out of 100
Grade: F
Q
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 22.8%
17.6% revenue growth
Areas to Watch
4.7% revenue growth
Operating margin of 1.1%
Weak financial health signals
ROE of -9.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 21.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ICHR
The strongest argument for ICHR centers on Debt/Equity, PEG Ratio. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bull Case : Q
The strongest argument for Q centers on Operating Margin, Revenue Growth. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : ICHR
The primary concerns for ICHR are Revenue Growth, Operating Margin, Piotroski F-Score.
Bear Case : Q
The primary concerns for Q are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 50.2x leaves little room for execution misses.
Key Dynamics to Monitor
ICHR profiles as a turnaround stock while Q is a growth play — different risk/reward profiles.
Q is growing revenue faster at 17.6% — sustainability is the question.
Q generates stronger free cash flow (13M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
Q scores higher overall (51/100 vs 38/100) and 17.6% revenue growth. Both earn "Buy" 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.
Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?