Ichor Holdings, Ltd.Opportunity Rank #300(ICHR) Intrinsic Value & DCF Analysis (2026)
Current Price
$94.02
Last updated: Jul 24, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
No change vs previous
Trend Score
As of 2026-07-24
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The intrinsic value of Ichor Holdings, Ltd. (ICHR) is estimated at $11.18 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $94.02, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 4.71% long-term growth rate and an 11.25% discount rate, reflecting expected future free cash flow and cost of capital.
The intrinsic value of Ichor Holdings, Ltd. (ICHR) is estimated at $11.18 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $94.02, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 4.71% long-term growth rate and an 11.25% discount rate, reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.
Fundamental Details
Narrative Details
Trend Details
Investment Coach
- Price moving to at least a mid-teens discount to fair value
- Sustained improvement in ROIC versus WACC spread
- Meaningful shifts in the narrative trend and score direction
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates Ichor Holdings, Ltd.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
Ichor Holdings, Ltd.Technology
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.