Allegro Microsystems vs Ichor Holdings
Allegro Microsystems and Ichor Holdings are similar in size: $890m and $948m of revenue in their latest fiscal years. Allegro Microsystems grew faster (22.8% against 11.6%). Allegro Microsystems kept more of each dollar of sales as profit: a net margin of -1.7% against -5.6%. Ichor Holdings carries less debt relative to equity (18.8% against 30.1%).
| Latest fiscal year | Allegro MicrosystemsALGM, 2026 | Ichor HoldingsICHR, 2025 |
|---|---|---|
| Revenue | $890m | $948m |
| Revenue growth | 22.8% | 11.6% |
| Net income | −$14.9m | −$52.8m |
| Operating margin | 2.1% | -4.1% |
| Net margin | -1.7% | -5.6% |
| Return on equity | -1.6% | -7.7% |
| Free cash flow | $125m | −$6.3m |
| Cash | $169m | $98.3m |
| Total debt | $287m | $125m |
| Debt to equity | 30.1% | 18.8% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $0 | — |
| Employees | 4,250 | — |
| Market value | $6.00bn | $1.38bn |
| Price vs our value range | Above our value range | — |
| Moat score | 43 (Weak) | 35 (Weak) |
| Insider trades, 12 months | 0 buys, 13 sales | 2 buys, 28 sales |