WallStSmart

Ichor Holdings Ltd (ICHR)vsVuzix Corp Cmn Stk (VUZI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ichor Holdings Ltd generates 15649% more annual revenue ($959.25M vs $6.09M). VUZI leads profitability with a 0.0% profit margin vs -5.3%. ICHR earns a higher WallStSmart Score of 38/100 (F).

ICHR

Hold

38

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 6.0Quality: 7.5
Piotroski: 3/9Altman Z: 2.84

VUZI

Avoid

16

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 6.7Quality: 7.0
Piotroski: 4/9Altman Z: -11.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ICHR.

VUZIUndervalued (+40.5%)

Margin of Safety

+40.5%

Fair Value

$4.15

Current Price

$4.23

$0.08 discount

UndervaluedFair: $4.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ICHR2 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.748/10

Growing faster than its price suggests

VUZI1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Areas to Watch

ICHR4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Operating MarginProfitability
1.1%3/10

Operating margin of 1.1%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-9.6%2/10

ROE of -9.6% — below average capital efficiency

VUZI4 concerns · Avg: 3.5/10
Price/BookValuation
14.1x4/10

Trading at 14.1x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$259.45M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull 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 : VUZI

The strongest argument for VUZI centers on Debt/Equity.

Bear Case : ICHR

The primary concerns for ICHR are Revenue Growth, Operating Margin, Piotroski F-Score.

Bear Case : VUZI

The primary concerns for VUZI are Price/Book, EPS Growth, Market Cap.

Key Dynamics to Monitor

ICHR profiles as a turnaround stock while VUZI is a value play — different risk/reward profiles.

ICHR carries more volatility with a beta of 1.88 — expect wider price swings.

ICHR is growing revenue faster at 4.7% — sustainability is the question.

VUZI generates stronger free cash flow (-7M), providing more financial flexibility.

Bottom Line

ICHR scores higher overall (38/100 vs 16/100). VUZI offers better value entry with a 40.5% margin of safety. Both earn "Hold" and "Avoid" 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.

Vuzix Corp Cmn Stk

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Vuzix Corporation designs, manufactures, markets and sells augmented reality (AR) computing and display devices for consumer and business markets in North America, Asia-Pacific, Europe, and internationally. The company is headquartered in West Henrietta, New York.

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