Ambarella, Inc. (AMBA) vs Cohu, Inc. (COHU)

Ambarella, Inc. and Cohu, Inc. are both Semiconductor Equipment & Materials companies. Ambarella, Inc. and Cohu, Inc. are of similar size ($3.1B and $3.0B). Cohu, Inc. grew revenue faster over the last twelve months: 32.7% against 20.0%. Cohu, Inc. has the higher net margin (−7.43% vs −13.5%) and the higher return on invested capital (−3.94% vs −11.2%). Across the 18 metrics below, Cohu, Inc. leads on 13 and Ambarella, Inc. on 5.

Valuation

Metric AMBA COHU Semiconductor Equipment & Materials median
P/E n/m n/m 54.39
P/S 7.68 6.08 6.08
P/B 5.17 4.10 4.89
Price to free cash flow n/m 89.83 60.92
EV/EBITDA n/m 255.65 39.95
EV/Sales 7.03 5.70 6.36
Earnings yield (1.77%) (1.24%) 1.14%
Free cash flow yield (0.18%) 1.11% 1.28%

Profitability

Metric AMBA COHU Semiconductor Equipment & Materials median
Gross margin 58.52% 43.95% 43.95%
Operating margin (14.90%) (6.90%) 10.32%
Net margin (13.48%) (7.43%) 7.45%
Free cash flow margin 2.33% 6.77% 6.77%
Return on equity (9.41%) (4.84%) 4.78%
Return on assets (7.58%) (3.42%) 3.62%
Return on invested capital (11.19%) (3.94%) 6.10%

Growth

Metric AMBA COHU Semiconductor Equipment & Materials median
Revenue growth (TTM) 20.04% 32.66% 14.60%
EPS growth (last fiscal year) 37.32% (6.71%) —
Revenue growth, 5-year CAGR 11.87% (6.56%) 8.85%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AMBA COHU Semiconductor Equipment & Materials median
Debt to equity 0.00 0.38 0.09
Current ratio 2.85 5.74 3.66
Net debt to EBITDA 5.48 11.87 (0.49)

Dividend

Metric AMBA COHU Semiconductor Equipment & Materials median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric AMBA COHU Semiconductor Equipment & Materials median
Market cap 3.13b 3.03b 4.63b

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