ASML Holding NV ADR (ASML)vsCohu Inc (COHU)
ASML
ASML Holding NV ADR
$1,698.30
+0.64%
TECHNOLOGY · Cap: $658.69B
COHU
Cohu Inc
$57.08
+4.29%
TECHNOLOGY · Cap: $2.45B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding NV ADR generates 6660% more annual revenue ($35.33B vs $522.60M). ASML leads profitability with a 30.1% profit margin vs -7.4%. COHU appears more attractively valued with a PEG of 1.15. ASML earns a higher WallStSmart Score of 70/100 (B-).
ASML
Strong Buy70
out of 100
Grade: B-
COHU
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASML.
Margin of Safety
-30.1%
Fair Value
$26.25
Current Price
$57.08
$30.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 49 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 37.1%
Conservative balance sheet, low leverage
Revenue surging 21.3% year-over-year
Revenue surging 38.4% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 1427.1x book value
Operating margin of 0.6%
ROE of -7.2% — 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, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 37.1%. Revenue growth of 21.3% demonstrates continued momentum.
Bull Case : COHU
The strongest argument for COHU centers on Revenue Growth. Revenue growth of 38.4% 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 P/E Ratio, Price/Book. A P/E of 58.1x leaves little room for execution misses.
Bear Case : COHU
The primary concerns for COHU are Operating Margin, Return on Equity, EPS Growth.
Key Dynamics to Monitor
ASML profiles as a growth stock while COHU is a hypergrowth play — different risk/reward profiles.
COHU carries more volatility with a beta of 1.60 — expect wider price swings.
COHU is growing revenue faster at 38.4% — sustainability is the question.
ASML generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
ASML scores higher overall (70/100 vs 42/100), backed by strong 30.1% margins and 21.3% revenue growth. Both earn "Strong 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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