Cohu Inc (COHU)vsQnity Electronics, Inc (Q)
COHU
Cohu Inc
$57.08
+4.29%
TECHNOLOGY · Cap: $2.45B
Q
Qnity Electronics, Inc
$126.40
+2.50%
TECHNOLOGY · Cap: $26.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 897% more annual revenue ($5.21B vs $522.60M). Q leads profitability with a 11.3% profit margin vs -7.4%. COHU appears more attractively valued with a PEG of 1.15. Q earns a higher WallStSmart Score of 57/100 (C).
COHU
Hold42
out of 100
Grade: D
Q
Buy57
out of 100
Grade: C
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 Q.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.4% year-over-year
Strong operational efficiency at 22.3%
Revenue surging 22.1% year-over-year
Areas to Watch
Operating margin of 0.6%
ROE of -7.2% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 34.3%
Distress zone — elevated risk
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 : Q
The strongest argument for Q centers on Operating Margin, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.30 suggests the stock is reasonably priced for its growth.
Bear Case : COHU
The primary concerns for COHU are Operating Margin, Return on Equity, EPS Growth.
Bear Case : Q
The primary concerns for Q are Piotroski F-Score, P/E Ratio, EPS Growth. A P/E of 44.0x leaves little room for execution misses.
Key Dynamics to Monitor
COHU profiles as a hypergrowth stock while Q is a growth play — different risk/reward profiles.
COHU is growing revenue faster at 38.4% — sustainability is the question.
Q generates stronger free cash flow (151M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
Q scores higher overall (57/100 vs 42/100) and 22.1% revenue growth. 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.
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 →Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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