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

Ambarella, Inc. and Cohu, Inc. are both Semiconductor Equipment & Materials companies. Ambarella, Inc. is the larger, with a market value of $2.4B against $1.7B — 1.5× the size. Cohu, Inc. grew revenue faster over the last twelve months: 34.0% against 20.0%. Cohu, Inc. has the higher net margin (−3.97% vs −13.5%) and the higher return on invested capital (−1.45% 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 33.70
P/S 5.85 2.94 4.22
P/B 3.94 2.12 2.94
Price to free cash flow n/m 29.73 31.49
EV/EBITDA n/m 47.86 22.64
EV/Sales 5.20 2.58 4.97
Earnings yield (2.32%) (1.38%) 2.02%
Free cash flow yield (0.23%) 3.36% 2.27%

Profitability

Metric AMBA COHU Semiconductor Equipment & Materials median
Gross margin 58.52% 44.47% 46.86%
Operating margin (14.90%) (2.38%) 12.02%
Net margin (13.48%) (3.97%) 10.16%
Free cash flow margin 2.33% 9.89% 6.73%
Return on equity (9.41%) (2.78%) 5.31%
Return on assets (7.58%) (1.95%) 4.10%
Return on invested capital (11.19%) (1.45%) 6.36%

Growth

Metric AMBA COHU Semiconductor Equipment & Materials median
Revenue growth (TTM) 20.04% 34.00% 15.82%
EPS growth (last fiscal year) 37.32% (6.71%) (4.56%)
Revenue growth, 5-year CAGR 11.87% (6.56%) 10.11%
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 5.16 3.56
Net debt to EBITDA 5.48 11.87 (0.49)

Dividend

Metric AMBA COHU Semiconductor Equipment & Materials median
Dividend yield — — 0.59%
Payout ratio — — 0.16

Size

Metric AMBA COHU Semiconductor Equipment & Materials median
Market cap 2.44b 1.65b 3.04b

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