Ichor Holdings, Ltd. (ICHR) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.
- Score
- 15/100
- 5Y CAGR
- 0.7%
- Median YoY
- 10.3%
- YoY volatility
- σ 22.7pp· choppy
- Quarters ≥ 20%
- 3 of 20
- Negative quarters
- 6
- Valuation vs own 5Y history
- P/S 3.5x · 5Y median 0.9x · 98th percentile
How this score is computed
- Quarters at or above 20%: 3 of 20 → 6 of 40 pts
- Steadiness (typical swing 22.7pp) → 8.8 of 25 pts
- Pace (median 10.3% YoY) → 0 of 20 pts
- Latest quarter (4.7% YoY) → 0 of 15 pts
- Score: 15 of 100
Annual revenue · last 11 fiscal years
Quarterly YoY revenue growth vs the 20% line · 5Y
P/S multiple vs its 5Y median · context only
Across metrics · 5Y
| Metric | 5Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 0.7% | 10.3% | 22.7pp | 3 of 20 | 6 |
| EPSEPS | — | 34.1% | 674.3pp | 11 of 20 | 8 |
| Op cash flowOperating cash flow | -4.8% | — | — | — | — |
| EBITDAEBITDA | — | 8.1% | 256.1pp | 8 of 18 | 7 |
| FCFFree cash flow | — | — | — | — | — |
Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: ICHR on the compounders surface · All compounders, ranked
About Ichor Holdings, Ltd.
Ichor Holdings, Ltd. specializes in the conception, development, and production of fluid delivery subsystems and their constituent components, tailored for capital equipment used in semiconductor manufacturing. The company's primary focus is on gas and chemical handling systems, which are integral to the fabrication of semiconductor devices. Their gas delivery units are engineered to precisely supply, monitor, and regulate gases for critical processes like etching and deposition. Complementarily, their chemical delivery subsystems accurately blend and dispense reactive liquid chemistries indispensable for operations such as chemical-mechanical planarization (CMP), electroplating, and various cleaning stages in chip production. Furthermore, Ichor manufactures a diverse array of other specialized items for fluid management, encompassing precision machined components, various welded assemblies (including electron beam and laser-welded types), high-precision vacuum and hydrogen brazed elements, advanced surface treatment technologies, and other proprietary solutions. Ichor distributes its offerings both directly and through resellers to original equipment manufacturers (OEMs) operating within the semiconductor equipment market. Its operational footprint spans the United States, the United Kingdom, Singapore, Malaysia, Korea, Mexico, and other international regions. Founded in 1999, the company's corporate headquarters are located in Fremont, California.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Philip Barros