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Cohu, Inc. (COHU) vs Ichor Holdings, Ltd. (ICHR)

Cohu, Inc. and Ichor Holdings, Ltd. are both Semiconductor Equipment & Materials companies. Cohu, Inc. is the larger, with a market value of $1.7B against $1.1B — 1.6× the size. Cohu, Inc. has negative trailing earnings, so its P/E is not meaningful; Ichor Holdings, Ltd. trades at 483×. Cohu, Inc. grew revenue faster over the last twelve months: 34.0% against 15.2%. Ichor Holdings, Ltd. has the higher net margin (0.32% vs −3.97%) and the higher return on invested capital (1.44% vs −1.45%). Across the 19 metrics below, Ichor Holdings, Ltd. leads on 13 and Cohu, Inc. on 6.

Valuation

Metric COHU ICHR Semiconductor Equipment & Materials median
P/E n/m 482.51 33.70
P/S 2.94 0.97 4.22
P/B 2.12 1.20 2.94
Price to free cash flow 29.73 n/m 31.49
EV/EBITDA 47.86 19.05 22.64
EV/Sales 2.58 0.88 4.97
Earnings yield (1.38%) 0.21% 2.02%
Free cash flow yield 3.36% (7.08%) 2.27%

Profitability

Metric COHU ICHR Semiconductor Equipment & Materials median
Gross margin 44.47% 13.26% 46.86%
Operating margin (2.38%) 1.65% 12.02%
Net margin (3.97%) 0.32% 10.16%
Free cash flow margin 9.89% (6.10%) 6.73%
Return on equity (2.78%) 0.45% 5.31%
Return on assets (1.95%) 0.32% 4.10%
Return on invested capital (1.45%) 1.44% 6.36%

Growth

Metric COHU ICHR Semiconductor Equipment & Materials median
Revenue growth (TTM) 34.00% 15.23% 15.82%
EPS growth (last fiscal year) (6.71%) (140.63%) (4.56%)
Revenue growth, 5-year CAGR (6.56%) 0.72% 10.11%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric COHU ICHR Semiconductor Equipment & Materials median
Debt to equity 0.38 0.13 0.09
Current ratio 5.16 3.56 3.56
Net debt to EBITDA 11.87 (4.73) (0.49)

Dividend

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

Size

Metric COHU ICHR Semiconductor Equipment & Materials median
Market cap 1.65b 1.05b 3.04b

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