Ultra Clean Holdings (UCTT) Fair Value & Analysis
Technology · US · Market cap $4.8B
Ultra Clean Holdings
UCTT · US
Fair value as of: Aug 13, 2026
From 14 valuation models · updated today
Fair value updated Aug 13, 2026, revised from $6.43 to $19.94 (+210.1%) since Jul 15, 2026. Share price −10.5% over the past month.
Below-average quality, and screening another 79% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($36.24). The favourable scenario is already priced in.
- Solid but not exceptional quality (47/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($19.94 to $36.24) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $17.84 – $142.59 · fair‑value band $19.94 – $36.24 · the $92.91 price screens above the $19.94 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Ultra Clean Holdings (UCTT) currently trades at $92.91, while our model-based Fair Value estimate is $19.94, implying the stock looks roughly 78.5% overvalued today. The Quality Score stands at 47/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Ultra Clean Holdings generated revenue of $2.1B at a net margin of -9.4%. Revenue grew 2.9% year over year. It earns a return on equity of -22.5%. Net debt stands at $499M. Fundamentals as of Aug 13, 2026
Our scenario range runs from $19.94 (bear case) to $36.24 (bull case); at $92.91, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 2% below its 52-week high and 376% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -72% fair-value upside, at -79%, UCTT screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 14 models by family
Widest divergence: Multiples ($19.93) versus Dividend Discount ($0.0300). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 46 · Market factors (momentum, volatility) 59
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally.
Full company description
Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally. The company offers outsourced solutions for the development, design, component sourcing and cleaning, prototyping, engineering, and manufacturing and testing of advanced systems. It also provides a range of gas delivery solutions, such as precision thermal products, valves, connectors, industrial process connectors and valves, pneumatic actuators, manifolds and safety solutions, hoses, pressure gauges, gas lines, and component heaters, as well as complex weldments. In addition, the company offers assemblies, including gas and fluid delivery solutions, wafer transport systems, mechatronic assemblies, process modules, and sub-fab process equipment support racks; weldments and frames with exacting standards; heaters, sensors, and controllers for precise temperature control; integrated device manufacturers and OEMs validated process tool chamber parts cleaning and coating services; and tool part process optimization solutions, analytical verification of process tool chamber part cleaning effectiveness and micro contamination analysis of tool parts, wafers and depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contamination. It primarily serves customers in the semiconductor capital equipment and semiconductor integrated device manufacturing industries, as well as display, consumer, medical, energy, industrial, and research equipment industries. The company was founded in 1991 and is headquartered in Hayward, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ultra Clean Holdings reported revenue of $2.1B in FY2025 versus $2.1B in FY2021, a compound −0.6%/yr. Reported net income was −$181M in FY2025.
UCTT screens 79% overvalued. Compare with ASML Holding →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Ultra Clean Q2 Earnings Beat Estimates, Revenues Increase Y/Y
- Ultra Clean projects $700M-$750M Q3 revenue and $0.83-$1.03 EPS while targeting $4B run rate capacity by first half of 2027
- Ultra Clean Q2 Earnings Call Highlights
- Ultra Clean Holdings (UCTT) Beats Q2 Earnings and Revenue Estimates
Peer Group
Semiconductor Equipment & Materials · 210 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Semiconductor Equipment & Materials median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Semiconductor Equipment & Materials stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ASML Holding ASML | C$46.39 | C$21.15 | -54% |
| Applied Materials, Inc AMAT | $548.15 | $183.10 | -67% |
| Lam Research Corporation LRCX | $326.11 | $91.80 | -72% |
| KLA Corporation KLAC | $200.47 | $74.58 | -63% |
| NAURA Technology Group 002371 | ¥760.00 | ¥205.30 | -73% |
| Advanced Micro-Fabrication Equipment Inc 688012 | ¥380.95 | ¥55.05 | -86% |
| Hon. Precision, Inc 7769 | 6,480 TWD | 1,804 TWD | -72% |
| MPI Corporation 6223 | 6,495 TWD | 738.64 TWD | -89% |
| HANMI Semiconductor Co 042700 | 217,500 KRW | 47,976 KRW | -78% |
| Wonik IPS Co 240810 | 120,000 KRW | 36,380 KRW | -70% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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