Obermatt

Cohu

NSQ:COHU · US1925761066
Semiconductors & Semiconductor EquipmentMedium

360

30
EV / EBIT10
Price / Owner Earnings95
Owner Earnings Yield1
Dividend Yield1
Price/Sales47
EV / Gross Profit74
Price/Book71
Return on Capital7
Cash Return on Capital29
Return on Equity15
EBIT Margin9
Gross Profitability39
Accruals11
Owner Earnings Margin29
Sales growth78
Profit growth29
Reinvestment39
Price momentum73
Debt load42
Refinancing67
Debt Payback1
Liquidity8
Analyst ratings83
Opinion Changes50
Price Target Upside48
Market mood15
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Cohu doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded1947
Employees690
Websitecohu.com
ISINUS1925761066
Last UpdateApr 2, 2026
Themes
Predictive AnalyticsIndustrial AutomationSensorsProcess AutomationMachine LearningArtificial IntelligenceSoftware DevelopmentDetectors, Sensors and MemsManufacturing

Description

Cohu, Inc. supplies equipment and services optimizing semiconductor manufacturing yield and productivity. The company’s products and services provide enabling capability and technology to customers that deliver connectivity around the globe, autonomo…

Analysis

Weak and unloved

Cohu, Inc. scores below average on quality and is priced accordingly, a low-conviction position in either direction.

Valuation data is not available for this company.

Growth is solid; the safety picture is stretched. The company scores 6/20 on our value-creation score: not creating value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
28
2023202420252026

All-time high

72

Jan 2024

All-time low

28

Jun 2026

Average rank

42

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
47
65
60
84
Price/Earnings
9
1
80
95
Price/Book
71
91
76
85
Dividend Yield
1
1
1
1
Value (overall)
17
32
73
87

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →