WallStSmart

Cohu Inc (COHU)vsVuzix Corp Cmn Stk (VUZI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cohu Inc generates 7801% more annual revenue ($481.28M vs $6.09M). VUZI leads profitability with a 0.0% profit margin vs -11.5%. COHU earns a higher WallStSmart Score of 39/100 (F).

COHU

Hold

39

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 4.3Quality: 8.0
Piotroski: 4/9Altman Z: 2.05

VUZI

Avoid

16

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 6.7Quality: 7.0
Piotroski: 4/9Altman Z: -11.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COHUSignificantly Overvalued (-45.4%)

Margin of Safety

-45.4%

Fair Value

$23.49

Current Price

$49.81

$26.32 premium

UndervaluedFair: $23.49Overvalued
VUZIUndervalued (+40.5%)

Margin of Safety

+40.5%

Fair Value

$4.15

Current Price

$4.23

$0.08 discount

UndervaluedFair: $4.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COHU1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
29.3%8/10

Revenue surging 29.3% year-over-year

VUZI1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Areas to Watch

COHU4 concerns · Avg: 1.5/10
Return on EquityProfitability
-7.2%2/10

ROE of -7.2% — below average capital efficiency

EPS GrowthGrowth
-84.3%2/10

Earnings declined 84.3%

Profit MarginProfitability
-11.5%1/10

Currently unprofitable

Operating MarginProfitability
-8.3%1/10

Operating margin of -8.3%

VUZI4 concerns · Avg: 3.5/10
Price/BookValuation
14.1x4/10

Trading at 14.1x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$259.45M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : COHU

The strongest argument for COHU centers on Revenue Growth. Revenue growth of 29.3% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.

Bull Case : VUZI

The strongest argument for VUZI centers on Debt/Equity.

Bear Case : COHU

The primary concerns for COHU are Return on Equity, EPS Growth, Profit Margin.

Bear Case : VUZI

The primary concerns for VUZI are Price/Book, EPS Growth, Market Cap.

Key Dynamics to Monitor

COHU profiles as a growth stock while VUZI is a value play — different risk/reward profiles.

VUZI carries more volatility with a beta of 1.69 — expect wider price swings.

COHU is growing revenue faster at 29.3% — sustainability is the question.

COHU generates stronger free cash flow (8M), providing more financial flexibility.

Bottom Line

COHU scores higher overall (39/100 vs 16/100) and 29.3% revenue growth. VUZI offers better value entry with a 40.5% margin of safety. Both earn "Hold" and "Avoid" 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.

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Vuzix Corp Cmn Stk

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Vuzix Corporation designs, manufactures, markets and sells augmented reality (AR) computing and display devices for consumer and business markets in North America, Asia-Pacific, Europe, and internationally. The company is headquartered in West Henrietta, New York.

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