COMPARE · Data as of August 21, 2026
ICHR vs MU
Verdict: Side-by-side breakdown using the Bull Rankings model. ICHR scored 41.5, MU scored 90.0 — MU leads.
Compare another set
ICHR
Ichor Holdings, Ltd.
41.5
$60.20 · $2.3B
fundamentals as of
Score gap
48.5
MU leads
MU
Micron Technology, Inc.
90
$966.78
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthMU+167.0%
- Strongest balance sheetMU0.06
- Highest qualityICHR21 / 100
Side by side · every name on one set of axes
Fundamentals, head-to-head
ICHR
MU
-$26mF
FCF
$26.2bA
+9.1%B
Rev
+167.0%A
0.18B+
D/E
0.06A-
2.2xA-
P/S
—
0.55A-
PEG
0.14A
—
P/E
21.8xB+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Model signals
ICHR
Why this score
- Diluting shareholders
MU
No notable signals flagged.
The companies
ICHRIchor Holdings, Ltd.
Why now
Semiconductor Equipment & Materials · market cap $2.3b. Down 47% from 52-week high of $113.58 — deep drawdown territory. PEG 0.55 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $95.86 (implying +59% upside).
Moat
Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Free cash flow is negative (-$26m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -4.0%) — path to GAAP profitability is the core thesis risk. Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
MUMicron Technology, Inc.
Why now
Semiconductors · market cap n/a. Down 23% from 52-week high of $1255.00 — deep drawdown territory. Revenue growing +167% — in hypergrowth territory. PEG 0.14 — paying under fair value for the growth rate. 44 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,522 (implying +57% upside).
Moat
Net margin 56% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 50% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.