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AXT Inc (AXTI) vs Cohu, Inc. (COHU)

AXT Inc and Cohu, Inc. are both Semiconductor Equipment & Materials companies. AXT Inc is the larger, with a market value of $2.4B against $1.7B — 1.5× the size. Cohu, Inc. has negative trailing earnings, so its P/E is not meaningful; AXT Inc trades at 70.3×. AXT Inc grew revenue faster over the last twelve months: 89.1% against 34.0%. AXT Inc has the higher net margin (18.5% vs −3.97%) and the higher return on invested capital (4.55% vs −1.45%). Across the 19 metrics below, AXT Inc leads on 10 and Cohu, Inc. on 9.

Valuation

Metric AXTI COHU Semiconductor Equipment & Materials median
P/E 70.34 n/m 33.70
P/S 14.08 2.94 4.22
P/B 2.57 2.12 2.94
Price to free cash flow n/m 29.73 31.49
EV/EBITDA 142.42 47.86 22.64
EV/Sales 11.27 2.58 4.97
Earnings yield 1.42% (1.38%) 2.02%
Free cash flow yield (0.81%) 3.36% 2.27%

Profitability

Metric AXTI COHU Semiconductor Equipment & Materials median
Gross margin 44.02% 44.47% 46.86%
Operating margin 19.55% (2.38%) 12.02%
Net margin 18.53% (3.97%) 10.16%
Free cash flow margin 0.00% 9.89% 6.73%
Return on equity 5.58% (2.78%) 5.31%
Return on assets 4.08% (1.95%) 4.10%
Return on invested capital 4.55% (1.45%) 6.36%

Growth

Metric AXTI COHU Semiconductor Equipment & Materials median
Revenue growth (TTM) 89.14% 34.00% 15.82%
EPS growth (last fiscal year) (81.48%) (6.71%) (4.56%)
Revenue growth, 5-year CAGR (1.52%) (6.56%) 10.11%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AXTI COHU Semiconductor Equipment & Materials median
Debt to equity 0.08 0.38 0.09
Current ratio 3.80 5.16 3.56
Net debt to EBITDA 5.10 11.87 (0.49)

Dividend

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

Size

Metric AXTI COHU Semiconductor Equipment & Materials median
Market cap 2.41b 1.65b 3.04b

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