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ICHR vs NCNO

ICHR
Ichor Holdings, Ltd.
BEARISH
Price
$57.50
Market Cap
$2.0B
Sector
Technology
AI Confidence
85%
NCNO
nCino, Inc.
BEARISH
Price
$17.47
Market Cap
$2.0B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
ICHR
--
NCNO
349.4
Forward P/E
ICHR
26.16
NCNO
12.54
P/B Ratio
ICHR
2.98
NCNO
1.88
P/S Ratio
ICHR
2.11
NCNO
3.4
EV/EBITDA
ICHR
83.24
NCNO
37.32

Profitability

Gross Margin
ICHR
11.86%
NCNO
60.76%
Operating Margin
ICHR
-2.77%
NCNO
1.58%
Profit Margin
ICHR
-5.57%
NCNO
0.87%
ROE
ICHR
-7.75%
NCNO
0.9%
ROA
ICHR
-0.46%
NCNO
0.65%

Growth

Revenue Growth
ICHR
-4.2%
NCNO
5.9%
Earnings Growth
ICHR
--
NCNO
--

Financial Health

Debt/Equity
ICHR
0.24
NCNO
0.26
Current Ratio
ICHR
3.17
NCNO
1.0
Quick Ratio
ICHR
1.3
NCNO
0.87

Dividends

Dividend Yield
ICHR
--
NCNO
--
Payout Ratio
ICHR
0.0%
NCNO
0.0%

AI Verdict

ICHR BEARISH

Despite a strong Piotroski F-Score of 7/9 indicating solid short-term financial health and liquidity, ICHR exhibits a dangerous decoupling between its stock price and fundamental performance. The company is experiencing severe earnings contraction (-87.5% YoY) and negative revenue growth, yet the stock is trading near its 52-week high after a 207% one-year rally. This divergence, coupled with aggressive insider selling by the CEO, CFO, and COO, suggests the current valuation is speculative and unsustainable.

Strengths
Strong Piotroski F-Score (7/9) indicating operational health
Very low Debt/Equity ratio (0.24) showing minimal leverage risk
Excellent liquidity with a Current Ratio of 3.17
Risks
Severe EPS collapse (-87.5% YoY) and negative profit margins
Negative revenue growth (-4.2% YoY) indicating market share or demand loss
Heavy insider selling across the entire C-suite (CEO, CFO, COO)
NCNO BEARISH

NCNO presents a stark divergence between deterministic value and market pricing, with a Piotroski F-Score of 6/9 indicating stable financial health but a Graham Number of $3.23 and Intrinsic Value of $0.35 that are significantly below the current price of $17.47. While the company has a strong track record of earnings surprises and a promising forward P/E of 12.54, these are offset by sluggish revenue growth (5.9%) and extremely thin profit margins (0.87%). The bearish outlook is further solidified by aggressive insider selling and a total lack of technical momentum.

Strengths
Stable financial health as indicated by a Piotroski F-Score of 6/9
Strong history of beating quarterly earnings estimates
Low Debt/Equity ratio (0.26) suggesting manageable leverage
Risks
Extreme valuation gap between current price and Graham/Intrinsic values
Very low net profit margins (0.87%) leaving little room for error
Stagnant revenue growth (5.9% YoY) for a technology company

Compare Another Pair

ICHR vs NCNO: Head-to-Head Comparison

This page compares Ichor Holdings, Ltd. (ICHR) and nCino, Inc. (NCNO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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