Cohu Inc (COHU)vsKLA Corporation (KLAC)
COHU
Cohu Inc
$57.08
+4.29%
TECHNOLOGY · Cap: $2.45B
KLAC
KLA Corporation
$180.64
+1.95%
TECHNOLOGY · Cap: $236.01B
Smart Verdict
WallStSmart Research — data-driven comparison
KLA Corporation generates 2498% more annual revenue ($13.58B vs $522.60M). KLAC leads profitability with a 35.6% profit margin vs -7.4%. COHU appears more attractively valued with a PEG of 1.15. KLAC earns a higher WallStSmart Score of 68/100 (B-).
COHU
Hold42
out of 100
Grade: D
KLAC
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.1%
Fair Value
$26.25
Current Price
$57.08
$30.83 premium
Intrinsic value data unavailable for KLAC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.4% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 42.5%
15.2% revenue growth
Areas to Watch
Operating margin of 0.6%
ROE of -7.2% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 37.2x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : KLAC
The strongest argument for KLAC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.6% and operating margin at 42.5%. Revenue growth of 15.2% demonstrates continued momentum.
Bear Case : COHU
The primary concerns for COHU are Operating Margin, Return on Equity, EPS Growth.
Bear Case : KLAC
The primary concerns for KLAC are PEG Ratio, P/E Ratio, Price/Book. A P/E of 49.2x leaves little room for execution misses.
Key Dynamics to Monitor
COHU profiles as a hypergrowth stock while KLAC is a growth 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.
KLAC generates stronger free cash flow (817M), providing more financial flexibility.
Bottom Line
KLAC scores higher overall (68/100 vs 42/100), backed by strong 35.6% margins and 15.2% 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.
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 →KLA Corporation
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
KLA Corporation is a capital equipment company based in Milpitas, California. It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries. The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
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