Ichor Holdings, Ltd.

Ichor Holdings, Ltd.

ICHRยทNASDAQ

$72.45

+3.5%
TechnologySemiconductors

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.

At a Glance

Live Snapshot
Market Cap$2.52B
EPS-1.5400
P/E Ratio-47.05
Earnings Date08/03/2026
Ichor Holdings, Ltd.

Ichor Holdings, Ltd. Fair Value Envelope

ICHR ยท NASDAQ

Our analysis suggests that ICHR has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $72.45, this represents a potential HIDDEN relative to our calculated worth for Ichor Holdings, Ltd..

Intrinsic Value
Current Price: $72.45

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$19.7M
+ Cash & Equivalents$98.3M
Firm Value$118.0M
- Debt$185.6M
Equity Value-$67.6M
/ Shares Outstanding34,384,200B
DCF Value-$2
OVERVALUED BY 103%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$14.9M
$7.5M
$3.7M
$1.9M
$933.9K
$467.0K
$233.5K
$116.7K
$58.4K
$29.2K
Maintenance CapEx
-$3.6M
-$1.8M
-$904.2K
-$452.1K
-$226.1K
-$113.0K
-$56.5K
-$28.3K
-$14.1K
-$7.1K
Owner Earnings
$11.3M
$5.7M
$2.8M
$1.4M
$707.9K
$353.9K
$177.0K
$88.5K
$44.2K
$22.1K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$10.5M
$4.9M
$2.2M
$1.0M
$481.8K
$223.0K
$103.3K
$47.8K
$22.1K
$10.2K
Terminal Value represents 0.9% of Enterprise Value