Cohu Inc (COHU)vsGoPro Inc (GPRO)
COHU
Cohu Inc
$47.35
+5.90%
TECHNOLOGY · Cap: $2.11B
GPRO
GoPro Inc
$1.65
+10.74%
TECHNOLOGY · Cap: $225.76M
Smart Verdict
WallStSmart Research — data-driven comparison
GoPro Inc generates 44% more annual revenue ($651.54M vs $452.96M). GPRO leads profitability with a -14.3% profit margin vs -16.4%. GPRO appears more attractively valued with a PEG of 0.73. COHU earns a higher WallStSmart Score of 41/100 (D).
COHU
Hold41
out of 100
Grade: D
GPRO
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.6%
Fair Value
$28.33
Current Price
$47.35
$19.02 premium
Intrinsic value data unavailable for GPRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 29.9% year-over-year
Growing faster than its price suggests
Areas to Watch
ROE of -9.0% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Operating margin of -11.2%
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -81.9% — below average capital efficiency
Earnings declined 93.7%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : GPRO
The strongest argument for GPRO centers on PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : COHU
The primary concerns for COHU are Return on Equity, EPS Growth, Profit Margin.
Bear Case : GPRO
The primary concerns for GPRO are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
COHU profiles as a growth stock while GPRO is a turnaround play — different risk/reward profiles.
GPRO carries more volatility with a beta of 1.66 — expect wider price swings.
COHU is growing revenue faster at 29.9% — sustainability is the question.
COHU generates stronger free cash flow (36M), providing more financial flexibility.
Bottom Line
COHU scores higher overall (41/100 vs 39/100) and 29.9% revenue growth. Both earn "Hold" 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.
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.
Visit Website →GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
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