ASML Holding NV ADR (ASML)vsCohu Inc (COHU)
ASML
ASML Holding NV ADR
$1,399.42
+2.18%
TECHNOLOGY · Cap: $517.23B
COHU
Cohu Inc
$31.92
+0.13%
TECHNOLOGY · Cap: $1.50B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 7112% more annual revenue ($32.67B vs $452.96M). ASML leads profitability with a 29.4% profit margin vs -16.4%. COHU appears more attractively valued with a PEG of 1.15. ASML earns a higher WallStSmart Score of 56/100 (C).
ASML
Buy56
out of 100
Grade: C
COHU
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-194.2%
Fair Value
$518.82
Current Price
$1399.42
$880.60 premium
Intrinsic value data unavailable for COHU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 35.3%
Generating 10.6B in free cash flow
Keeps 29 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 29.9% year-over-year
Areas to Watch
Expensive relative to growth rate
4.9% revenue growth
Premium valuation, high expectations priced in
Trading at 23.7x book value
Smaller company, higher risk/reward
ROE of -9.0% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : ASML
The strongest argument for ASML centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.4% and operating margin at 35.3%.
Bull Case : COHU
The strongest argument for COHU centers on Price/Book, Revenue Growth. Revenue growth of 29.9% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bear Case : ASML
The primary concerns for ASML are PEG Ratio, Revenue Growth, P/E Ratio. A P/E of 46.5x leaves little room for execution misses.
Bear Case : COHU
The primary concerns for COHU are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
ASML profiles as a value stock while COHU is a growth play — different risk/reward profiles.
ASML carries more volatility with a beta of 1.43 — expect wider price swings.
COHU is growing revenue faster at 29.9% — sustainability is the question.
ASML generates stronger free cash flow (10.6B), providing more financial flexibility.
Bottom Line
ASML scores higher overall (56/100 vs 45/100), backed by strong 29.4% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ASML Holding NV ADR
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ASML Holding NV develops, produces, markets, sells and services advanced semiconductor equipment systems consisting of lithography, metrology and inspection related systems for memory and logic chip manufacturers. The company is headquartered in Veldhoven, the Netherlands.
Cohu Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Cohu, Inc. is engaged in semiconductor inspection and test equipment and printed circuit board (PCB) test equipment businesses in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company is headquartered in Poway, California.
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