Cohu Inc (COHU)vsTeradyne Inc (TER)
COHU
Cohu Inc
$57.08
+4.29%
TECHNOLOGY · Cap: $2.45B
TER
Teradyne Inc
$379.72
-13.30%
TECHNOLOGY · Cap: $59.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 754% more annual revenue ($4.46B vs $522.60M). TER leads profitability with a 25.8% profit margin vs -7.4%. TER appears more attractively valued with a PEG of 0.68. TER earns a higher WallStSmart Score of 79/100 (B+).
COHU
Hold42
out of 100
Grade: D
TER
Strong Buy79
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 TER.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.4% year-over-year
Every $100 of equity generates 33 in profit
Strong operational efficiency at 33.2%
Revenue surging 103.9% year-over-year
Earnings expanding 385.8% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Operating margin of 0.6%
ROE of -7.2% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Trading at 18.9x book value
Premium valuation, high expectations priced in
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 : TER
The strongest argument for TER centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 25.8% and operating margin at 33.2%. Revenue growth of 103.9% demonstrates continued momentum.
Bear Case : COHU
The primary concerns for COHU are Operating Margin, Return on Equity, EPS Growth.
Bear Case : TER
The primary concerns for TER are Price/Book, P/E Ratio. A P/E of 50.8x leaves little room for execution misses.
Key Dynamics to Monitor
COHU profiles as a hypergrowth stock while TER is a growth play — different risk/reward profiles.
TER carries more volatility with a beta of 1.78 — expect wider price swings.
TER is growing revenue faster at 103.9% — sustainability is the question.
TER generates stronger free cash flow (378M), providing more financial flexibility.
Bottom Line
TER scores higher overall (79/100 vs 42/100), backed by strong 25.8% margins and 103.9% 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 →Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
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