WallStSmart

Coherent Inc (COHR)vsTrimble Inc (TRMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coherent Inc generates 88% more annual revenue ($7.12B vs $3.78B). COHR leads profitability with a 11.3% profit margin vs -2.8%. COHR appears more attractively valued with a PEG of 0.92. COHR earns a higher WallStSmart Score of 62/100 (C+).

COHR

Buy

62

out of 100

Grade: C+

Growth: 9.3Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: 1.90

TRMB

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 4.5Value: 5.7Quality: 6.0
Piotroski: 3/9Altman Z: 2.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for COHR.

TRMBUndervalued (+10.7%)

Margin of Safety

+10.7%

Fair Value

$72.90

Current Price

$57.56

$15.34 discount

UndervaluedFair: $72.90Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COHR4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
33.7%10/10

Revenue surging 33.7% year-over-year

EPS GrowthGrowth
73.0%10/10

Earnings expanding 73.0% YoY

Market CapQuality
$57.41B9/10

Large-cap with strong market position

PEG RatioValuation
0.928/10

Growing faster than its price suggests

TRMB3 strengths · Avg: 9.0/10
EPS GrowthGrowth
55.6%10/10

Earnings expanding 55.6% YoY

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

COHR4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.904/10

Grey zone — moderate risk

Return on EquityProfitability
7.4%3/10

ROE of 7.4% — below average capital efficiency

P/E RatioValuation
71.0x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-493.40M2/10

Negative free cash flow — burning cash

TRMB3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-2.0%2/10

ROE of -2.0% — below average capital efficiency

Profit MarginProfitability
-2.8%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : COHR

The strongest argument for COHR centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 33.7% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bull Case : TRMB

The strongest argument for TRMB centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.40 suggests the stock is reasonably priced for its growth.

Bear Case : COHR

The primary concerns for COHR are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 71.0x leaves little room for execution misses.

Bear Case : TRMB

The primary concerns for TRMB are Piotroski F-Score, Return on Equity, Profit Margin.

Key Dynamics to Monitor

COHR profiles as a growth stock while TRMB is a turnaround play — different risk/reward profiles.

COHR carries more volatility with a beta of 2.10 — expect wider price swings.

COHR is growing revenue faster at 33.7% — sustainability is the question.

TRMB generates stronger free cash flow (233M), providing more financial flexibility.

Bottom Line

COHR scores higher overall (62/100 vs 59/100) and 33.7% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Coherent Inc

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Coherent, Inc. provides lasers, laser-based technologies, and laser-based system solutions for a variety of scientific, commercial, and industrial research applications. The company is headquartered in Santa Clara, California.

Trimble Inc

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Trimble Inc. is a Sunnyvale, California-based hardware, software and services technology company. Trimble services global industries in Agriculture, Building & Construction, Geospatial, Natural Resources and Utilities, Governments, Transportation and others. Trimble also does hardware development of Global Navigation Satellite System (GNSS) receivers, scanners, laser rangefinders, unmanned aerial vehicles (UAVs), inertial navigation systems and software processing tools.

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