Cohu, Inc.

NasdaqGS:COHU Stock Report

Market Cap: US$1.2b

Cohu Valuation

Is COHU undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of COHU when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: Insufficient data to calculate COHU's fair value for valuation analysis.

Significantly Below Fair Value: Insufficient data to calculate COHU's fair value for valuation analysis.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for COHU?

Key metric: As COHU is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for COHU. This is calculated by dividing COHU's market cap by their current revenue.
What is COHU's PS Ratio?
PS Ratio2.8x
SalesUS$444.88m
Market CapUS$1.24b

Price to Sales Ratio vs Peers

How does COHU's PS Ratio compare to its peers?

The above table shows the PS ratio for COHU vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average1.3x
ICHR Ichor Holdings
1.4x10.2%US$1.1b
DQ Daqo New Energy
0.9x24.0%US$1.2b
UCTT Ultra Clean Holdings
0.8x10.5%US$1.7b
VECO Veeco Instruments
2.2x2.5%US$1.6b
COHU Cohu
2.8x16.5%US$1.2b

Price-To-Sales vs Peers: COHU is expensive based on its Price-To-Sales Ratio (2.8x) compared to the peer average (1.3x).

Price to Sales Ratio vs Industry

How does COHU's PS Ratio compare vs other companies in the US Semiconductor Industry?

18 CompaniesPrice / SalesEstimated GrowthMarket Cap
UCTT Ultra Clean Holdings
0.8x10.5%US$1.68b
JKS JinkoSolar Holding
0.08x13.1%US$1.15b
PENG Penguin Solutions
0.8x11.9%US$940.57m
CSIQ Canadian Solar
0.1x13.9%US$788.01m
COHU 2.8xIndustry Avg. 4.0xNo. of Companies18PS03.67.210.814.418+
18 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: COHU is good value based on its Price-To-Sales Ratio (2.8x) compared to the US Semiconductor industry average (4x).

Price to Sales Ratio vs Fair Ratio

What is COHU's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

COHU PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio2.8x
Fair PS Ratio3.1x

Price-To-Sales vs Fair Ratio: COHU is good value based on its Price-To-Sales Ratio (2.8x) compared to the estimated Fair Price-To-Sales Ratio (3.1x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst COHU forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$26.65
US$30.71
+15.3%
15.8%US$40.00US$23.00n/a7
Nov ’25US$27.35
US$30.71
+12.3%
15.8%US$40.00US$23.00n/a7
Oct ’25US$24.69
US$33.29
+34.8%
15.6%US$40.00US$26.00n/a7
Sep ’25US$26.91
US$33.29
+23.7%
15.6%US$40.00US$26.00n/a7
Aug ’25US$28.01
US$34.43
+22.9%
13.9%US$40.00US$26.00n/a7
Jul ’25US$32.39
US$34.71
+7.2%
12.9%US$40.00US$27.00n/a7
Jun ’25US$32.24
US$34.71
+7.7%
12.9%US$40.00US$27.00n/a7
May ’25US$29.60
US$38.00
+28.4%
11.7%US$45.00US$30.00n/a7
Apr ’25US$32.99
US$38.00
+15.2%
11.7%US$45.00US$30.00n/a7
Mar ’25US$32.81
US$38.00
+15.8%
11.7%US$45.00US$30.00n/a7
Feb ’25US$32.16
US$37.43
+16.4%
13.1%US$45.00US$28.00n/a7
Jan ’25US$35.39
US$38.43
+8.6%
14.4%US$45.00US$27.00n/a7
Dec ’24US$32.32
US$38.43
+18.9%
14.4%US$45.00US$27.00n/a7
Nov ’24US$30.30
US$43.29
+42.9%
17.6%US$52.00US$30.00US$27.357
Oct ’24US$34.44
US$44.14
+28.2%
17.6%US$52.00US$30.00US$24.697
Sep ’24US$37.72
US$44.14
+17.0%
17.6%US$52.00US$30.00US$26.917
Aug ’24US$43.34
US$42.71
-1.4%
15.3%US$52.00US$33.00US$28.017
Jul ’24US$41.56
US$41.00
-1.3%
14.5%US$52.00US$33.00US$32.397
Jun ’24US$38.17
US$39.29
+2.9%
10.0%US$45.00US$33.00US$32.247
May ’24US$33.93
US$38.57
+13.7%
12.4%US$45.00US$30.00US$29.607
Apr ’24US$38.39
US$38.57
+0.5%
12.4%US$45.00US$30.00US$32.997
Mar ’24US$37.73
US$38.57
+2.2%
12.4%US$45.00US$30.00US$32.817
Feb ’24US$37.30
US$37.00
-0.8%
15.6%US$45.00US$28.00US$32.168
Jan ’24US$32.05
US$37.00
+15.4%
15.6%US$45.00US$28.00US$35.398
Dec ’23US$35.94
US$37.00
+2.9%
15.6%US$45.00US$28.00US$32.328
Nov ’23US$33.13
US$35.13
+6.0%
15.0%US$42.00US$28.00US$30.308

Analyst Forecast: Target price is less than 20% higher than the current share price.

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