Savvy Trades and Investments

[wadegarret]

R59/SS- ICHR vs ESIO

ICHR is in the same sector, but instead of making a part for the industry, they make a fluid delivery system for companies that make semi conductors. Here is out of the profile...

" Ichor Holdings, Ltd. engages in the design, engineering, and manufacture of fluid delivery subsystems for semiconductor capital equipment in the United States, the United Kingdom, Singapore, and Malaysia. It primarily offers gas and chemical delivery subsystems that are used in the manufacturing of semiconductor devices. The company's gas delivery subsystems deliver, monitor, and control gases used in semiconductor manufacturing processes, such as etch and deposition; and chemical delivery subsystems blend and dispense the reactive liquid chemistries used in semiconductor manufacturing processes comprising electroplating and cleaning. It also manufactures components for fluid delivery systems. Ichor Holdings, Ltd. was founded in 1999 and is headquartered in Fremont, California."

Funny enough, ICHR just gave preliminary guidance for the Mar qtr, which was almst 50% better than the Dec qtr ! Huge growth here for ICHR. Thing is, the PE going forward for this growth is only 8 according to Yahoo and 10 according to Nasdaq for 2018. For ESIO, it seem Yahoo has it at 11 going forward & Nasdaq doesn't have updated figures. Still is seems ICHR is cheaper, and growing very strong as well.
https://finance.yahoo.com/news/ichor-announces-preliminary-fourth-quarter-130000568.html

Which do you like better between the two ?