Análisis Argos
UCTT
UCTTCara
Ultra Clean Holdings, Inc. · Technology
US$ 77.50
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
29/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (3.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO5/6PASADO0/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO0/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos29de 100Cara
Ingresos▼2%
US$ 2.1 B
Margen operativo▼51%
2.1%
Flujo de caja libre
US$ 0 B
Deuda neta
US$ 0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.5B
P/E—
EV/EBITDA33.2x
FCF yield0.4%
ROIC3.6%
Margen operativo2.1%
Crecim. ingresos-2.1%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 20 jul
TTMI vs. UCTT: Which AI Hardware Supplier is a Smarter Investment?
TTM Technologies and Ultra Clean Holdings are riding the AI infrastructure boom, but differences in growth, execution and valuation could shape the better opportunity.
zacks.com · 15 jul
Can Ultra Clean's Services Business Drive Long-Term Revenue Growth?
UCTT's expanding Services business delivers higher margins and recurring revenues, positioning it for sustained growth as semiconductor manufacturing activity rises.
fool.com · 12 jul
Ultra Clean Insider Sells 3,837 Shares After Q1 Revenue Hit $533.7 Million
Brian E. Harding liquidated 3,837 shares for approximately $494,000 on July 2, 2026. The disposal reduced the insider's direct equity holdings by 10%.
prnewswire.com · 8 jul
Ultra Clean Appoints Michael Keogh as Chief Financial Officer
HAYWARD, Calif., July 8, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT) today announced the appointment of Michael Keogh as Chief Financial Officer, effective August 5, 2026.
zacks.com · 8 jul
Can Ultra Clean Benefit From Rising AI-Driven WFE Spending?
UCTT is positioned to benefit from rising AI-driven WFE spending as leading-edge chip investments and expanding fab capacity support long-term growth.
seekingalpha.com · 8 jul
What To Do After Ultra Clean Holdings Fell By Nearly 15%
Ultra Clean Holdings (UCTT) is positioned as an attractive buy ahead of its upcoming Q2 report, despite recent profit-taking-driven stock volatility. UCTT reported Q1 revenue of $533.7M (+2.9% Y/Y) and non-GAAP EPS of $0.31, beating consensus, with strong quant and revisions grades signaling bullish momentum. Management expects robust Wafer Fab Equipment (WFE) demand, margin expansion, and capacity growth, supported by industry tailwinds and customer investments.
prnewswire.com · 7 jul
Ultra Clean Announces Q2 2026 Earnings Date and Conference Call
HAYWARD, Calif., July 7, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the Company will release its second quarter 2026 financial results on Monday, August 3, 2026, after market close and will host a conference call and webcast the same day.
zacks.com · 6 jul
Is Ultra Clean Stock Still a Buy After 320% Surge in the YTD Period?
UCTT's growth story remains intact as rising fab investments, strong customer demand and strategic execution fuel momentum.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.