Back to Dashboard
37

ICHR

💻 Technology

Ichor Holdings, Ltd.

Conservative #949Aggressive #423Moderate RiskHigh 80
$52.41-2.18%
Day High$55.00
Day Low$51.56
Volume1.1M
Mkt Cap$1.8B
52W Low $1352W High $55
Market Cap
$1.7B
P/E Ratio
N/A
Rev Growth
11.6%
Sector avg: 14.8%
Earnings Growth
-153.5%
Profit Margin
-5.6%
Sector avg: -110.0%
Debt/Equity
0.06

Why This Score

ICHR scores 36.5 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.06) provides financial flexibility and downside protection.
  • High conviction (80/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Above-average volatility (28.8%) may not suit conservative risk tolerance.

Moderate penalties (-6.3 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score36.5
Fundamental Score35.2
ML Score59.0

Score by Horizon

3 Month
34.1
6 Month
38.1
Primary
1 Year
40.2

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Speculative Classification
Speculative micro-cap — no earnings, sub-$2B market cap, momentum-driven. Position sizing should reflect elevated risk.
Conservative score reduced by 3 points.

Position Sizing

Suggested Allocation
2.8%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
58
Neutral
Analyst (6.4%)
70
Favorable
Tradability (post-hoc)
79
Grade B
Base
34.9
SHAP
+1.2
Factors
+0.5
Conviction
+1.2
Divergence
-1.3
Final
36.5
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)45.0
Technical (Momentum, Weinstein, Volatility)76.0
External (Sentiment, Analyst, Macro)57.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-6.1% to -1.5%
Medium-term
-8.5% to -1.6%
Long-term
-10.9% to -1.8%

ML Model Core Features100 trained inputs → ML Score: 59

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score69.6/100
Target Upside-19.5%
Coverage14 analysts
Market Sentiment
Sentiment Score58.1/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.6%
6M Momentum+1.8%
Volatility+0.3%
Momentum & Technical
Momentum Acceleration-117.9%
Momentum ConsistencyModerate (0.34)
Relative Strength vs Sector+56.1%
Trend Strength (ADX Proxy)Moderate (2.1)
Momentum Quality+0.417
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
4%
Low risk
Sector RevGr Rank
P53
Revenue growth vs Technology peers
Sector PE Rank
P78
Valuation vs Technology peers
Sector FCF Rank
P11
Free cash flow vs Technology peers
Growth Deviation
+0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 54 relative to sector peers54/100
Machine learning model ranks this stock at the 45th percentileP45
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.2pt (features align with model priorities)
Blend: 91% fund (54.4) + 9% ML (43.3) + SHAP(+1.2) = 54.6
Factor quality: +0.5pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 28.8%. Max drawdown 30% (-8.9 pts)Moderate
Market cap adjustment: -8.0 points ($1.7B market cap)-8.0 pts
Conviction bonus: +1.2pt (conviction=80)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (156.6%) — earnings quality concernFlag

Sector Peer Comparison(Technology — Rank #214 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
ICHR36.5N/A11.6%-5.6%$1.7B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%

Market Sentimentvia FMP

Analyst Consensus
Buy14 analysts
Buy: 11Hold: 3
Price Target
$41consensus
Low $30Median $36High $53
-22.5% to consensus target

Company Overviewvia FMP

Ichor Holdings, Ltd. engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment. It primarily offers gas and chemical delivery systems and subsystems that are used in the manufacturing of semiconductor devices. The company's gas delivery subsystems deliver, monitor, and control gases used in semiconductor manufacturing processes, such as etch and deposition; and chemical delivery subsystems blend and dispense the reactive liquid chemistries used in semiconductor manufacturing processes comprising chemical-mechanical planarization, electroplating, and cleaning. It also manufactures precision machined components, weldments, electron beam, laser-welded components, precision vacuum and hydrogen brazing, surface treatment technologies, and other proprietary products for use in fluid delivery systems. The company primarily markets its products directly and through resellers to equipment OEMs in the semiconductor equipment market in the United States, the United Kingdom, Singapore, Malaysia, Korea, Mexico, and internationally. Ichor Holdings, Ltd. was incorporated in 1999 and is headquartered in Fremont, California.

CEO
Philip Barros
Employees
1,820
Beta
1.87
Industry
Semiconductors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
85.8
Overbought
Trend
Bullish
10-day vs 50-day MA
From 52W High
-5.3%
High: $55.33
From 52W Low
+299.5%
Low: $13.12
Moving Averages
10-Day
$48.80
Above
20-Day
$40.60
Above
50-Day
$30.20
Above
200-Day
$21.50
Above
60-Day Support
$16.27
60-Day Resistance
$55.33
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 84/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+143.8%
200 SMA Slope (60d)
+5.72%
Rising
Volume Ratio
1.19x
10d avg vs 50d avg
Days in Stage
37
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$224M$239M$240M$244M
Gross Profit$21M$28M$27M$29M
Operating Income$-14M$-19M$-5M$-1M
Net Income$-16M$-23M$-9M$-5M
EPS (Diluted)$-0.46$-0.67$-0.28$-0.13
Gross Margin9.4%11.8%11.3%11.7%
Operating Margin-6.2%-8.1%-2.0%-0.5%
Net Margin-7.1%-9.6%-3.9%-1.9%

Why This Stock

TechnologyRevenue growth 11.6%Valuation below sector median

Tradability FilterGrade B — 79/100Score impact: -31.3pt

Volume
96
905K avg/day
Dollar Vol
97
$46M/day
Float
40
0K shares
Mkt Cap
55
$1.7B
Range
100
290% spread
Composite Liquidity Score79/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$37.62$63.4251.1%Wide
2022$21.04$48.8979.7%Wide
2023$22.26$39.7356.4%Wide
2024$26.40$46.4355%Wide
2025$13.12$35.5692.2%Wide
3-Year Range
111.9%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
290.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.