IPG Photonics Corporation (IPGP) vs Ultra Clean Holdings, Inc. (UCTT)

IPG Photonics Corporation and Ultra Clean Holdings, Inc. are both Semiconductor Equipment & Materials companies. IPG Photonics Corporation and Ultra Clean Holdings, Inc. are of similar size ($3.5B and $3.3B). Ultra Clean Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; IPG Photonics Corporation trades at 118×. IPG Photonics Corporation grew revenue faster over the last twelve months: 13.0% against 2.52%. IPG Photonics Corporation has the higher net margin (2.58% vs −1.07%) and the lower return on invested capital (0.40% vs 3.68%). Across the 20 metrics below, IPG Photonics Corporation leads on 13 and Ultra Clean Holdings, Inc. on 7.

Valuation

Metric IPGP UCTT Semiconductor Equipment & Materials median
P/E 118.36 n/m 54.39
P/S 3.10 1.60 6.08
P/B 1.56 4.89 4.89
Price to free cash flow 149.70 n/m 60.92
EV/EBITDA 40.35 27.09 39.95
EV/Sales 2.30 1.76 6.36
Earnings yield 0.84% (0.67%) 1.14%
Free cash flow yield 0.67% (3.23%) 1.28%

Profitability

Metric IPGP UCTT Semiconductor Equipment & Materials median
Gross margin 38.35% 15.83% 43.95%
Operating margin 0.75% 2.84% 10.32%
Net margin 2.58% (1.07%) 7.45%
Free cash flow margin 2.07% (5.15%) 6.77%
Return on equity 1.30% (3.11%) 4.78%
Return on assets 1.15% (1.28%) 3.62%
Return on invested capital 0.40% 3.68% 6.10%

Growth

Metric IPGP UCTT Semiconductor Equipment & Materials median
Revenue growth (TTM) 13.04% 2.52% 14.60%
EPS growth (last fiscal year) 117.85% (869.23%) —
Revenue growth, 5-year CAGR (3.52%) 7.99% 8.85%
Net income growth, 5-year CAGR (27.90%) 0.00% 0.00%

Health

Metric IPGP UCTT Semiconductor Equipment & Materials median
Debt to equity 0.00 0.84 0.09
Current ratio 6.18 2.73 3.66
Net debt to EBITDA (12.73) 1.35 (0.49)

Dividend

Metric IPGP UCTT Semiconductor Equipment & Materials median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric IPGP UCTT Semiconductor Equipment & Materials median
Market cap 3.29b 3.52b 4.63b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack