Qnity Electronics, Inc (Q)vsUltra Clean Holdings Inc (UCTT)
Q
Qnity Electronics, Inc
$120.26
+1.62%
TECHNOLOGY · Cap: $24.81B
UCTT
Ultra Clean Holdings Inc
$65.04
-0.35%
TECHNOLOGY · Cap: $2.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 131% more annual revenue ($4.75B vs $2.05B). Q leads profitability with a 14.6% profit margin vs -8.8%. UCTT appears more attractively valued with a PEG of 0.86. Q earns a higher WallStSmart Score of 49/100 (D+).
Q
Hold49
out of 100
Grade: D+
UCTT
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-410.3%
Fair Value
$22.44
Current Price
$120.26
$97.82 premium
Intrinsic value data unavailable for UCTT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 8.0% — below average capital efficiency
Earnings declined 52.8%
Operating margin of 2.1%
Weak financial health signals
ROE of -20.0% — below average capital efficiency
Revenue declined 10.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : UCTT
The strongest argument for UCTT centers on PEG Ratio. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : Q
The primary concerns for Q are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : UCTT
The primary concerns for UCTT are Operating Margin, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
Q profiles as a value stock while UCTT is a turnaround 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.
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.
Ultra Clean Holdings Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Ultra Clean Holdings, Inc. designs, designs and manufactures production tools, modules and subsystems for the semiconductor and display capital equipment markets in the United States and internationally. The company is headquartered in Hayward, California.
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