COMPARE · Data as of August 21, 2026
ICHR vs SKHY
Verdict: Side-by-side breakdown using the Bull Rankings model. ICHR scored 41.5, SKHY scored 72.0 — SKHY leads.
Compare another set
ICHR
Ichor Holdings, Ltd.
41.5
$60.20 · $2.3B
fundamentals as of
Score gap
30.5
SKHY leads
SKHY
SK hynix Inc.
72
$163.41 · $1.2T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSKHY+46.8%
- Strongest balance sheetSKHY0.07
- Highest qualitySKHY92 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
ICHR
stronger →← stronger
SKHY
21
Qualityreturns · margins · balance sheet
92
52
Growthrevenue & earnings expansion
98
65
Valuevaluation vs sector peers
79
SKHY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ICHR
SKHY
-$26mF
FCF
$29.3bA
+9.1%B
Rev
+46.8%A
0.18B+
D/E
0.07B+
2.2xA-
P/S
—
0.55A-
PEG
0.31A
—
P/E
10.0xA
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
SKHY
—
Price vs fair valuelower is cheaper
194% above
—
Growth the price implies10-yr FCF · lower = less priced in
~47%/yr
—
1-yr DCF upside
-74%
—
5-yr DCF upside
-66%
—
10-yr DCF upside
-52%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ICHR
Why this score
- Diluting shareholders
SKHY
Why this score
- Short track record
- Foreign reporter (KRW)
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.
SKHYSK hynix Inc.
Why now
Semiconductors · market cap $1.2T. 16% off the 52-week high of $194.80. Revenue growing +47% — in hypergrowth territory. PEG 0.31 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $245.43 (implying +50% upside).
Moat
Net margin 86% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 93% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.2T 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 2.41 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.
Where ICHR and SKHY diverge
On the headline score the gap is 30.5 points in favor of SKHY. The widest single difference is Quality, where SKHY leads by 70.5 points.
- QualityICHR 21.3 · SKHY 91.8SKHY +70.5
- GrowthICHR 51.6 · SKHY 97.5SKHY +45.9
- ValueICHR 65.0 · SKHY 79.4SKHY +14.4
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.