Ultra Clean (UCTT)
Market Price (12/26/2025): $26.22 | Market Cap: $1.2 BilSector: Information Technology | Industry: Semiconductor Materials & Equipment
Ultra Clean (UCTT)
Market Price (12/26/2025): $26.22Market Cap: $1.2 BilSector: Information TechnologyIndustry: Semiconductor Materials & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Advanced Semiconductor Manufacturing. Themes include Semiconductor Capital Equipment Components, and Semiconductor Process Cleaning & Services. | Weak multi-year price returns2Y Excs Rtn is -64%, 3Y Excs Rtn is -104% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.4%, Rev Chg QQuarterly Revenue Change % is -5.6% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -18% | ||
| Key risksUCTT key risks include [1] a high customer concentration, Show more. |
| Megatrend and thematic driversMegatrends include Advanced Semiconductor Manufacturing. Themes include Semiconductor Capital Equipment Components, and Semiconductor Process Cleaning & Services. |
| Weak multi-year price returns2Y Excs Rtn is -64%, 3Y Excs Rtn is -104% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.4%, Rev Chg QQuarterly Revenue Change % is -5.6% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -18% |
| Key risksUCTT key risks include [1] a high customer concentration, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are the key points highlighting why Ultra Clean's (UCTT) stock moved by 9% during the approximate period from August 31, 2025, to December 26, 2025: 1. Positive Market Reaction to Q3 2025 Earnings Date Announcement. Ultra Clean Holdings' announcement on October 1, 2025, of its upcoming third-quarter 2025 financial results, triggered a significant positive market reaction, with the stock gaining 7.74% on that day. This indicated investor anticipation of favorable performance or future prospects.2. Stronger-Than-Expected Q3 2025 Earnings Per Share. On October 28, 2025, Ultra Clean Holdings reported non-GAAP earnings per share (EPS) of $0.28 for the third quarter of 2025, exceeding the Zacks Consensus Estimate of $0.24 per share. This beat on the bottom line, despite a revenue miss, likely contributed to sustained investor confidence.
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Stock Movement Drivers
Fundamental Drivers
The -2.9% change in UCTT stock from 9/25/2025 to 12/25/2025 was primarily driven by a -1.4% change in the company's Total Revenues ($ Mil).| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 26.97 | 26.18 | -2.93% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2141.10 | 2110.70 | -1.42% |
| P/S Multiple | 0.57 | 0.56 | -1.10% |
| Shares Outstanding (Mil) | 45.20 | 45.40 | -0.44% |
| Cumulative Contribution | -2.93% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| UCTT | -2.9% | |
| Market (SPY) | 4.9% | 76.3% |
| Sector (XLK) | 5.3% | 73.9% |
Fundamental Drivers
The 15.7% change in UCTT stock from 6/26/2025 to 12/25/2025 was primarily driven by a 18.0% change in the company's P/S Multiple.| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 22.62 | 26.18 | 15.74% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2138.40 | 2110.70 | -1.30% |
| P/S Multiple | 0.48 | 0.56 | 18.04% |
| Shares Outstanding (Mil) | 45.10 | 45.40 | -0.67% |
| Cumulative Contribution | 15.73% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| UCTT | 15.7% | |
| Market (SPY) | 13.1% | 66.7% |
| Sector (XLK) | 16.7% | 67.3% |
Fundamental Drivers
The -28.3% change in UCTT stock from 12/25/2024 to 12/25/2025 was primarily driven by a -32.1% change in the company's P/S Multiple.| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 36.49 | 26.18 | -28.25% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1978.90 | 2110.70 | 6.66% |
| P/S Multiple | 0.83 | 0.56 | -32.14% |
| Shares Outstanding (Mil) | 45.00 | 45.40 | -0.89% |
| Cumulative Contribution | -28.26% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| UCTT | -28.3% | |
| Market (SPY) | 15.8% | 64.0% |
| Sector (XLK) | 22.2% | 69.5% |
Fundamental Drivers
The -21.4% change in UCTT stock from 12/26/2022 to 12/25/2025 was primarily driven by a -12.9% change in the company's Total Revenues ($ Mil).| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 33.32 | 26.18 | -21.43% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2422.90 | 2110.70 | -12.89% |
| P/S Multiple | 0.62 | 0.56 | -9.81% |
| Shares Outstanding (Mil) | 45.40 | 45.40 | 0.00% |
| Cumulative Contribution | -21.43% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| UCTT | -25.2% | |
| Market (SPY) | 48.3% | 64.2% |
| Sector (XLK) | 53.5% | 69.4% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UCTT Return | 33% | 84% | -42% | 3% | 5% | -27% | 12% |
| Peers Return | 26% | 35% | -32% | 49% | -7% | 27% | 102% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| UCTT Win Rate | 42% | 67% | 33% | 50% | 58% | 58% | |
| Peers Win Rate | 55% | 62% | 38% | 53% | 43% | 58% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| UCTT Max Drawdown | -47% | 0% | -57% | -30% | -8% | -50% | |
| Peers Max Drawdown | -42% | -5% | -44% | -12% | -19% | -39% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: ICHR, MKSI, AEIS, ENTG, PLAB.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | UCTT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -64.3% | -25.4% |
| % Gain to Breakeven | 179.9% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -52.6% | -33.9% |
| % Gain to Breakeven | 110.8% | 51.3% |
| Time to Breakeven | 132 days | 148 days |
| 2018 Correction | ||
| % Loss | -79.3% | -19.8% |
| % Gain to Breakeven | 384.0% | 24.7% |
| Time to Breakeven | 711 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -95.2% | -56.8% |
| % Gain to Breakeven | 1985.1% | 131.3% |
| Time to Breakeven | 2,975 days | 1,480 days |
Compare to Q, LRCX, AMAT, KLAC, TER
In The Past
Ultra Clean's stock fell -64.3% during the 2022 Inflation Shock from a high on 4/5/2021. A -64.3% loss requires a 179.9% gain to breakeven.
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AI Analysis | Feedback
1. Think of **Applied Materials (AMAT)** or **Lam Research (LRCX)** – they build the machines that make chips. Ultra Clean (UCTT) is like their specialized 'internal components and cleaning department,' manufacturing and meticulously cleaning the absolutely critical internal subsystems required for those complex machines to function flawlessly.
2. Imagine **Magna International (MGA)** or **Aptiv (APTV)**, who supply complex components and systems to major car manufacturers. Ultra Clean (UCTT) does something similar but exclusively for the semiconductor industry, providing highly specialized, ultra-high purity subsystems and crucial cleaning services for the equipment used to make semiconductor chips.
3. Similar to how **Corning (GLW)** supplies critical, advanced glass components to many tech industries, Ultra Clean (UCTT) provides specialized, high-purity subsystems and essential cleaning services that are absolutely critical for the machines used to manufacture semiconductor chips.
AI Analysis | Feedback
```html- Critical Subsystems: Manufactures complex, integrated modules and subsystems, such as gas delivery systems, for semiconductor capital equipment and other advanced industries.
- Advanced Components: Produces precision-machined components, weldments, and other parts that require high purity and tight tolerances for various high-tech applications.
- Ultra-High Purity Cleaning & Analytical Services: Provides specialized cleaning, surface treatment, and analytical services for process tools and components, crucial for semiconductor manufacturing yield and performance.
AI Analysis | Feedback
Major Customers of Ultra Clean Holdings (UCTT)
Ultra Clean Holdings (UCTT) primarily sells its products and services to other companies, specifically leading manufacturers of semiconductor capital equipment and, to a lesser extent, semiconductor device manufacturers. This makes it a B2B (business-to-business) company.
Its major customers, based on recent disclosures in their financial reports, include:
- Applied Materials, Inc. (Symbol: AMAT)
- Lam Research Corporation (Symbol: LRCX)
- Tokyo Electron Limited (Symbol: TYO: 8035)
AI Analysis | Feedback
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James Xiao, Chief Executive Officer and Director
James Xiao joined UCT as Chief Executive Officer and a member of its board of directors in September 2025. He brings over two decades of experience in the semiconductor, solar, and display industries. Prior to UCT, he held leadership positions at Applied Materials, where he managed multi-billion-dollar business units. Xiao is known for driving expansion initiatives and transforming complex global operations into high-performing, revenue-generating businesses. He holds a B.S. in Applied Physics from Dalian University of Technology and an MBA from Indiana University's Kelley School of Business, along with executive leadership training from Stanford University.
Sheri Savage, Chief Financial Officer
Sheri Savage has served as Ultra Clean's Chief Financial Officer since July 7, 2016. She joined the company in April 2009 as the Senior Director of Finance and has held progressively more senior financial roles. Before joining UCT, Ms. Savage served as Corporate Controller, Vice President of Finance, and Director of Internal Audit at Credence Systems Corporation. Her prior experience also includes various accounting and finance roles at Protiviti, KLA-Tencor Corporation, and as a Manager of Business Process Risk Accounting at Arthur Andersen LLP. Ms. Savage holds a B.S. in Managerial Economics from the University of California, Davis.
Harjinder Bajwa, Chief Operating Officer
Harjinder Bajwa joined UCT as Chief Operating Officer in June 2024. He possesses 30 years of global operations expertise, including strategy development and execution, operations improvement, quality control, lean manufacturing, and cost management. Most recently, he served as the Chief Operating Officer for Reconext, a provider of aftermarket lifecycle services for electronics. Prior to Reconext, he held various roles with Flex, Ltd. for 27 years, including Senior Vice President, Global Operations of the High Reliability Solutions business unit. Mr. Bajwa holds a B.S. in Mechanical Engineering from Panjab University and an M.S.
Chris Cook, Chief Business Officer
Chris Cook joined UCT as President of its Products Division in April 2022 and was appointed Chief Business Officer in August 2025. He has a track record of 28 years in successful leadership and general management with semiconductor and electronic systems companies such as Renesas Technologies, Infineon Technologies, Flex, and Cypress Semiconductor. Mr. Cook specializes in driving profitable growth by developing valuable technologies and products, optimizing global operations, and solving complex problems. He holds a B.S. in Electrical Engineering and Technology from Purdue University and completed the Program for Leadership Development at Harvard Business School.
Jeff McKibben, Chief Information Officer
Jeff McKibben joined UCT in 2021 as the Chief Information Officer (CIO). He brings over 30 years of experience managing IT in large, global high-tech manufacturing companies. His experience includes international M&A, product development, supply chain complexity, sales and marketing innovation, program management, and building organizational competency. Before joining UCT, Mr. McKibben was the CIO at ON Semiconductor.
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Key Risks to Ultra Clean (UCTT) Business
- Cyclical Nature of the Semiconductor Industry: Ultra Clean's operating results are significantly affected by the highly cyclical and volatile nature of the semiconductor industry. The company's business is heavily dependent on capital spending by manufacturers in the semiconductor and display industries, which in turn relies on current and anticipated market demand for such products. Fluctuations in customer orders and shifts in demand are difficult to predict and can materially impact the company's revenue and cash flows.
- Customer Concentration Risk: A substantial portion of Ultra Clean's revenue is derived from a small number of large customers. In 2023, its two largest customers, Applied Materials and Lam Research, accounted for 57.4% of its total revenue. This high concentration creates a significant risk, as the loss or a material reduction of business from these key customers could have a substantial adverse effect on UCTT's financial performance.
- Geopolitical Tensions and Trade Policy (especially US-China): Ultra Clean generates approximately 70% of its revenues from international markets and has significant operations and exposure to the Chinese market. Increasing uncertainties regarding US trade policy and export regulations concerning China have negatively impacted, and may continue to impact, Ultra Clean. Issues such as softening demand, overcapacity, and geopolitical tensions in China have also contributed to revenue declines and heightened investor scrutiny, as evidenced by a class-action lawsuit alleging misstatements about demand conditions in China.
AI Analysis | Feedback
nullAI Analysis | Feedback
Ultra Clean Technology (UCTT) primarily operates within the semiconductor industry, supplying critical subsystems, components, parts, and ultra-high purity cleaning and analytical services. The addressable market for these main products and services can be best represented by the critical subsystems market for semiconductor manufacturing equipment.
The global market for critical subsystems used in semiconductor manufacturing equipment was reported to exceed $12.2 billion in 2020. This market, which includes highly engineered and specialized technologies that actively affect substrate processing during device manufacturing, is defined by TechInsights as a $12 billion industry, potentially growing to $19 billion when including critical components. After a decline in 2023, revenues from critical subsystems sales are expected to return to growth in 2024, with strong demand anticipated for 2025. For example, vacuum subsystems alone represented a global market of $1.9 billion in 2016 and were projected to reach $3.1 billion by 2022.
AI Analysis | Feedback
Ultra Clean Holdings (UCTT) is expected to experience future revenue growth over the next 2-3 years, driven by several key factors:
- Increased Demand for AI Infrastructure and High-Performance Computing: The expansion of AI infrastructure and robust investments in data centers are driving strong demand for high-performance computing chips, which directly benefits Ultra Clean as a critical supplier to the semiconductor industry.
- Anticipated Upcycle in Wafer Fabrication Equipment (WFE) Spending: Analysts forecast a significant increase in global semiconductor sales and the wafer fab equipment market in 2024 and 2025. This projected upcycle in WFE spending is expected to lead to swift revenue growth for Ultra Clean.
- Continued Growth in the China Market: Ultra Clean has demonstrated strong revenue generation from the China market, with expectations to maintain a significant run rate in the coming quarters. This ongoing investment and demand within China contribute to the company's overall revenue growth.
- Expansion of the Services Division: The company's Services division, which includes tool chamber parts cleaning and coating, as well as micro-contamination analytical services, has shown consistent growth and contributes to diversified income streams. This segment, despite being smaller than products, offers higher profitability and is expected to continue its upward trend.
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Share Repurchases
- The Board of Directors approved a share repurchase program in 2022, authorizing the company to buy back up to an aggregate of $150.0 million of common stock over a three-year period.
- In fiscal year 2023, Ultra Clean repurchased approximately 1.1 million shares for an aggregate cost of $29.4 million.
- In Q2 2025, 182,000 shares were repurchased at a cost of $3.4 million, and subsequent to Q3 2025, the Board renewed the share repurchase program authorizing up to $150.0 million over three years.
Share Issuance
- In Q3 2025, proceeds from the issuance of common stock amounted to $1.1 million.
- Proceeds from the issuance of common stock were $0.9 million in the prior year's comparable quarter (Q3 2024).
Outbound Investments
- On October 25, 2023, Ultra Clean acquired 100% of HIS Innovations Group ("HIS") for an initial cash consideration of $46.5 million, with up to $70.0 million in additional cash consideration contingent on performance through 2025.
- The acquisition of HIS Innovations Group was aimed at strengthening Ultra Clean's leadership in supplying critical products to the semiconductor industry and extending its reach into the sub-fab area.
- Ultra Clean consistently pursues a strategy to strengthen its vertically integrated business model by investing in operations or acquiring companies within the semiconductor supply chain.
Capital Expenditures
- Capital expenditures during the first half of 2025 totaled $29.2 million, primarily allocated to enhancing manufacturing facilities globally.
- Ultra Clean expects to fund future capital investments through operational cash flow and existing reserves.
- The company commenced leasehold improvements in Penang, Malaysia, in Q1 2021, with initial production scheduled for mid-2021, as part of its strategic growth plan.
Latest Trefis Analyses
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|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to UCTT. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | ENPH | Enphase Energy | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 13.9% | 13.9% | -0.9% |
| 11262025 | PD | PagerDuty | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 12.0% | 12.0% | 0.0% |
| 11212025 | CRM | Salesforce | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 17.0% | 17.0% | -0.1% |
| 11212025 | HUBS | HubSpot | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 11.9% | 11.9% | 0.0% |
| 11212025 | FIVN | Five9 | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 4.1% | 4.1% | 0.0% |
| 04302022 | UCTT | Ultra Clean | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 3.5% | -8.4% | -20.3% |
Research & Analysis
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Peer Comparisons for Ultra Clean
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 59.58 |
| Mkt Cap | 5.1 |
| Rev LTM | 1,918 |
| Op Inc LTM | 182 |
| FCF LTM | 106 |
| FCF 3Y Avg | 119 |
| CFO LTM | 242 |
| CFO 3Y Avg | 229 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.4% |
| Rev Chg 3Y Avg | 0.7% |
| Rev Chg Q | 5.1% |
| QoQ Delta Rev Chg LTM | 1.2% |
| Op Mgn LTM | 10.9% |
| Op Mgn 3Y Avg | 10.5% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 15.7% |
| CFO/Rev 3Y Avg | 12.5% |
| FCF/Rev LTM | 7.9% |
| FCF/Rev 3Y Avg | 6.9% |
Price Behavior
| Market Price | $26.18 | |
| Market Cap ($ Bil) | 1.2 | |
| First Trading Date | 03/25/2004 | |
| Distance from 52W High | -33.1% | |
| 50 Days | 200 Days | |
| DMA Price | $26.35 | $23.91 |
| DMA Trend | down | down |
| Distance from DMA | -0.7% | 9.5% |
| 3M | 1YR | |
| Volatility | 59.8% | 69.5% |
| Downside Capture | 416.60 | 290.49 |
| Upside Capture | 314.71 | 217.73 |
| Correlation (SPY) | 76.4% | 63.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.36 | 3.58 | 3.59 | 3.44 | 2.20 | 2.15 |
| Up Beta | 2.98 | 3.56 | 3.64 | 4.17 | 2.26 | 2.17 |
| Down Beta | 2.04 | 2.76 | 3.09 | 3.39 | 1.61 | 1.64 |
| Up Capture | 327% | 392% | 436% | 456% | 447% | 2070% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 10 | 21 | 32 | 65 | 120 | 364 |
| Down Capture | 364% | 359% | 332% | 263% | 158% | 111% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 21 | 31 | 59 | 127 | 383 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of UCTT With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| UCTT | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -25.1% | 26.7% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 69.0% | 27.6% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | -0.13 | 0.84 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 69.4% | 63.8% | 8.8% | 25.8% | 30.8% | 32.5% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of UCTT With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| UCTT | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -4.4% | 19.0% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 56.7% | 24.7% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.15 | 0.69 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 65.8% | 62.0% | 11.9% | 16.5% | 36.8% | 29.0% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of UCTT With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| UCTT | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 17.7% | 22.3% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 56.9% | 24.2% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.52 | 0.84 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 59.2% | 55.8% | 6.8% | 19.3% | 35.8% | 19.7% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/28/2025 | -4.2% | -12.5% | -15.8% |
| 7/28/2025 | -0.6% | -5.8% | -3.5% |
| 2/24/2025 | -28.2% | -35.3% | -32.0% |
| 10/28/2024 | 0.2% | -2.2% | 7.0% |
| 7/27/2023 | -0.1% | -0.4% | -10.3% |
| 2/22/2023 | -7.7% | -3.9% | -6.7% |
| 10/26/2022 | 5.7% | 5.2% | 17.5% |
| 7/28/2022 | -6.9% | -2.5% | -13.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 5 | 7 |
| # Negative | 11 | 12 | 10 |
| Median Positive | 4.4% | 11.6% | 10.0% |
| Median Negative | -4.2% | -8.0% | -11.7% |
| Max Positive | 24.1% | 29.2% | 42.6% |
| Max Negative | -28.2% | -35.3% | -47.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10292025 | 10-Q 9/26/2025 |
| 6302025 | 7292025 | 10-Q 6/27/2025 |
| 3312025 | 4292025 | 10-Q 3/28/2025 |
| 12312024 | 2252025 | 10-K 12/27/2024 |
| 9302024 | 10302024 | 10-Q 9/27/2024 |
| 6302024 | 7262024 | 10-Q 6/28/2024 |
| 3312024 | 5062024 | 10-Q 3/29/2024 |
| 12312023 | 3062024 | 10-K 12/29/2023 |
| 9302023 | 11072023 | 10-Q 9/29/2023 |
| 6302023 | 8112023 | 10-Q 6/30/2023 |
| 3312023 | 5052023 | 10-Q 3/31/2023 |
| 12312022 | 2282023 | 10-K 12/30/2022 |
| 9302022 | 11092022 | 10-Q 9/30/2022 |
| 6302022 | 8092022 | 10-Q 7/1/2022 |
| 3312022 | 5102022 | 10-Q 4/1/2022 |
| 12312021 | 3012022 | 10-K 12/31/2021 |
External Quote Links
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