Contrasting Ichor (NASDAQ:ICHR) & MACOM Technology Solutions (NASDAQ:MTSI)

Ichor (NASDAQ:ICHRGet Rating) and MACOM Technology Solutions (NASDAQ:MTSIGet Rating) are both computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, institutional ownership, earnings, analyst recommendations, risk, profitability and valuation.

Profitability

This table compares Ichor and MACOM Technology Solutions’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Ichor 5.81% 18.77% 9.45%
MACOM Technology Solutions 65.16% 25.35% 11.71%

Risk & Volatility

Ichor has a beta of 2.02, indicating that its stock price is 102% more volatile than the S&P 500. Comparatively, MACOM Technology Solutions has a beta of 1.97, indicating that its stock price is 97% more volatile than the S&P 500.

Institutional and Insider Ownership

83.4% of Ichor shares are owned by institutional investors. Comparatively, 74.9% of MACOM Technology Solutions shares are owned by institutional investors. 2.8% of Ichor shares are owned by company insiders. Comparatively, 28.3% of MACOM Technology Solutions shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Valuation & Earnings

This table compares Ichor and MACOM Technology Solutions’ top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Ichor $1.10 billion 0.75 $70.90 million $2.53 11.36
MACOM Technology Solutions $675.17 million 6.70 $439.95 million $6.18 10.36

MACOM Technology Solutions has lower revenue, but higher earnings than Ichor. MACOM Technology Solutions is trading at a lower price-to-earnings ratio than Ichor, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of current ratings and target prices for Ichor and MACOM Technology Solutions, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ichor 0 1 2 0 2.67
MACOM Technology Solutions 0 2 4 0 2.67

Ichor presently has a consensus price target of $34.00, suggesting a potential upside of 18.30%. MACOM Technology Solutions has a consensus price target of $67.56, suggesting a potential upside of 5.56%. Given Ichor’s higher possible upside, equities research analysts clearly believe Ichor is more favorable than MACOM Technology Solutions.

Summary

MACOM Technology Solutions beats Ichor on 8 of the 13 factors compared between the two stocks.

About Ichor

(Get Rating)

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.

About MACOM Technology Solutions

(Get Rating)

MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Taiwan, Japan, Singapore, Thailand, South Korea, Australia, Malaysia, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, high-capacity optical networks, radar, and medical systems and test and measurement applications. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.

Receive News & Ratings for Ichor Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Ichor and related companies with MarketBeat.com's FREE daily email newsletter.