COMPARE · Data as of August 21, 2026
ICHR vs NVDA
Verdict: Side-by-side breakdown using the Bull Rankings model. ICHR scored 41.5, NVDA scored 85.9 — NVDA leads.
Compare another set
ICHR
Ichor Holdings, Ltd.
41.5
$60.20 · $2.3B
fundamentals as of
Score gap
44.4
NVDA leads
NVDA
NVIDIA Corporation
85.9
$214.72 · $5.2T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNVDA+70.7%
- Strongest balance sheetNVDA0.07
- Highest qualityNVDA88 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
ICHR
stronger →← stronger
NVDA
21
Qualityreturns · margins · balance sheet
88
52
Growthrevenue & earnings expansion
99
65
Valuevaluation vs sector peers
73
NVDA is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ICHR
NVDA
-$26mF
FCF
$119.1bA
+9.1%B
Rev
+70.7%A
0.18B+
D/E
0.07B+
2.2xA-
P/S
—
0.55A-
PEG
0.60A-
—
P/E
32.9xB
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.
Valuation · DCF cross-check
ICHR
NVDA
—
Price vs fair valuelower is cheaper
224% above
—
Growth the price implies10-yr FCF · lower = less priced in
~50%/yr
—
1-yr DCF upside
-76%
—
5-yr DCF upside
-69%
—
10-yr DCF upside
-56%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ICHR
Why this score
- Diluting shareholders
NVDA
Why this score
- Raising its dividend
- Durable high returns
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.
NVDANVIDIA Corporation
Why now
Semiconductors · market cap $5.2T. 9% off the 52-week high of $236.54. Revenue growing +71% — in hypergrowth territory. PEG 0.60 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $304.12 (implying +42% upside).
Moat
Net margin 63% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 82% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $5.2T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
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. Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 20.5x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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.
Where ICHR and NVDA diverge
On the headline score the gap is 44.4 points in favor of NVDA. The widest single difference is Quality, where NVDA leads by 66.5 points.
- QualityICHR 21.3 · NVDA 87.8NVDA +66.5
- GrowthICHR 51.6 · NVDA 99.5NVDA +47.9
- ValueICHR 65.0 · NVDA 72.6NVDA +7.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.