Axcelis Technologies, Inc. (ACLS) vs Cohu, Inc. (COHU)
Axcelis Technologies, Inc. and Cohu, Inc. are both Semiconductor Equipment & Materials companies. Axcelis Technologies, Inc. is the larger, with a market value of $3.6B against $3.0B — 1.2× the size. Cohu, Inc. has negative trailing earnings, so its P/E is not meaningful; Axcelis Technologies, Inc. trades at 41.0×. Cohu, Inc. grew revenue faster over the last twelve months: 32.7% against −3.35%. Axcelis Technologies, Inc. has the higher net margin (10.7% vs −7.43%) and the higher return on invested capital (7.94% vs −3.94%). Across the 21 metrics below, Axcelis Technologies, Inc. leads on 17 and Cohu, Inc. on 4.
Valuation
Profitability
| Metric | ACLS | COHU | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 43.01% | 43.95% | 43.95% |
| Operating margin | 10.32% | (6.90%) | 10.32% |
| Net margin | 10.71% | (7.43%) | 7.45% |
| Free cash flow margin | 7.57% | 6.77% | 6.77% |
| Return on equity | 8.89% | (4.84%) | 4.78% |
| Return on assets | 6.85% | (3.42%) | 3.62% |
| Return on invested capital | 7.94% | (3.94%) | 6.10% |
Growth
Health
Dividend
Size
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