Ichor Holdings, Ltd. (ICHR) vs Photronics, Inc. (PLAB)
Ichor Holdings, Ltd. and Photronics, Inc. are both Semiconductor Equipment & Materials companies. Ichor Holdings, Ltd. is the larger, with a market value of $2.1B against $1.8B — 1.2× the size. Ichor Holdings, Ltd. has negative trailing earnings, so its P/E is not meaningful; Photronics, Inc. trades at 10.7×. Ichor Holdings, Ltd. grew revenue faster over the last twelve months: 9.10% against 1.25%. Photronics, Inc. has the higher net margin (19.0% vs −3.97%) and the higher return on invested capital (11.3% vs −2.05%). Across the 20 metrics below, Photronics, Inc. leads on 17 and Ichor Holdings, Ltd. on 3.
Valuation
Profitability
| Metric | ICHR | PLAB | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 10.39% | 33.65% | 43.95% |
| Operating margin | (2.37%) | 22.46% | 10.32% |
| Net margin | (3.97%) | 19.04% | 7.45% |
| Free cash flow margin | (2.53%) | 12.74% | 6.77% |
| Return on equity | (5.17%) | 10.06% | 4.78% |
| Return on assets | (3.71%) | 8.82% | 3.62% |
| Return on invested capital | (2.05%) | 11.32% | 6.10% |
Growth
Health
Dividend
Size
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