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 …
Full UCTT analysis →
Competitive advantage assessment
Key risks
ROIC Below WACC or PeersROIC at 21.4th percentile suggests inefficient capital deployment.
Where UCTT ranks in Semiconductor Equipment & Materials
Ultra Clean Holdings, Inc. ranks #23 of 29
scored companies in Semiconductor Equipment & Materials by moat score — the top 79%.
The widest moat in the group is ASML Holding N.V. - New York Re (ASML)
at 83/100.
Moat scores for companies ranked near UCTT in Semiconductor Equipment & Materials
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 55
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 33
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 15
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 30
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 35
· 15% of the moat score
Scale matters only when it converts into economics.
Ultra Clean Holdings, Inc. (UCTT) scores 32 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #23 of 29 scored companies in Semiconductor Equipment & Materials, the top 79%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 28 companies in Semiconductor Equipment & Materials. Its strongest defense is Cost Advantage (55/100) and its weakest is Capital Efficiency (15/100).
How does Ultra Clean Holdings, Inc. compare with other Semiconductor Equipment & Materials companies?
Ultra Clean Holdings, Inc. ranks #23 of 29 scored companies in Semiconductor Equipment & Materials by moat score. The widest moat in Semiconductor Equipment & Materials is ASML Holding N.V. - New York Re (ASML) at 83/100. The companies ranked closest are Cohu, Inc. (COHU) at 32 just above it and Aehr Test Systems (AEHR) at 25 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 28 companies in Semiconductor Equipment & Materials. The defenses are then weighted to produce the overall score out of 100.
Why is Ultra Clean Holdings, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Ultra Clean Holdings, Inc.?
The Corporate Default template measures 6 defenses, and UCTT scores: Pricing Power (29), Cost Advantage (55), Customer Stickiness (33), Capital Efficiency (15), Resilience (30), Scale & Market Position (35). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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