Cohu Inc (COHU)vsTurtle Beach Corporation (TBCH)
COHU
Cohu Inc
$57.08
+4.29%
TECHNOLOGY · Cap: $2.45B
TBCH
Turtle Beach Corporation
$12.81
+8.19%
TECHNOLOGY · Cap: $223.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Cohu Inc generates 76% more annual revenue ($522.60M vs $297.77M). TBCH leads profitability with a -1.1% profit margin vs -7.4%. TBCH appears more attractively valued with a PEG of 0.98. COHU earns a higher WallStSmart Score of 42/100 (D).
COHU
Hold42
out of 100
Grade: D
TBCH
Hold40
out of 100
Grade: F
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 TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.4% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Operating margin of 0.6%
ROE of -7.2% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Revenue declined 0.7%
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 : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 0.98 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 : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity.
Key Dynamics to Monitor
COHU profiles as a hypergrowth stock while TBCH is a turnaround play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.31 — expect wider price swings.
COHU is growing revenue faster at 38.4% — sustainability is the question.
COHU generates stronger free cash flow (8M), providing more financial flexibility.
Bottom Line
COHU scores higher overall (42/100 vs 40/100) and 38.4% 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 →Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
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