Ambarella, Inc. (AMBA) vs Ichor Holdings, Ltd. (ICHR)
- Ambarella, Inc. AMBA 58.33 +5.73%
- Ichor Holdings, Ltd. ICHR 30.57 +9.06%
Ambarella, Inc. and Ichor Holdings, Ltd. are both Semiconductor Equipment & Materials companies. Ambarella, Inc. is the larger, with a market value of $2.4B against $1.1B — 2.3× the size. Ambarella, Inc. has negative trailing earnings, so its P/E is not meaningful; Ichor Holdings, Ltd. trades at 483×. Ambarella, Inc. grew revenue faster over the last twelve months: 20.0% against 15.2%. Ichor Holdings, Ltd. has the higher net margin (0.32% vs −13.5%) and the higher return on invested capital (1.44% vs −11.2%). Across the 18 metrics below, Ichor Holdings, Ltd. leads on 11 and Ambarella, Inc. on 7.
Valuation
Profitability
| Metric | AMBA | ICHR | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 58.52% | 13.26% | 46.86% |
| Operating margin | (14.90%) | 1.65% | 12.02% |
| Net margin | (13.48%) | 0.32% | 10.16% |
| Free cash flow margin | 2.33% | (6.10%) | 6.73% |
| Return on equity | (9.41%) | 0.45% | 5.31% |
| Return on assets | (7.58%) | 0.32% | 4.10% |
| Return on invested capital | (11.19%) | 1.44% | 6.36% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack