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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 $2.6B against $1.8B — 1.5× the size. Cohu, Inc. grew revenue faster over the last twelve months: 32.7% against 9.10%. Ichor Holdings, Ltd. has the higher net margin (−3.97% vs −7.43%) and the higher return on invested capital (−2.05% vs −3.94%). Across the 19 metrics below, Ichor Holdings, Ltd. leads on 10 and Cohu, Inc. on 9.

Valuation

Metric COHU ICHR Semiconductor Equipment & Materials median
P/E n/m n/m 45.03
P/S 4.60 1.47 4.64
P/B 3.10 1.72 3.22
Price to free cash flow 67.95 n/m 48.18
EV/EBITDA 189.16 155.65 33.11
EV/Sales 4.22 1.33 5.52
Earnings yield (1.64%) (2.79%) 1.41%
Free cash flow yield 1.47% (2.27%) 1.67%

Profitability

Metric COHU ICHR Semiconductor Equipment & Materials median
Gross margin 43.95% 10.39% 43.95%
Operating margin (6.90%) (2.37%) 10.32%
Net margin (7.43%) (3.97%) 7.45%
Free cash flow margin 6.77% (2.53%) 6.77%
Return on equity (4.84%) (5.17%) 4.78%
Return on assets (3.42%) (3.71%) 3.62%
Return on invested capital (3.94%) (2.05%) 6.10%

Growth

Metric COHU ICHR Semiconductor Equipment & Materials median
Revenue growth (TTM) 32.66% 9.10% 14.60%
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 0.14 0.09
Current ratio 5.74 3.70 3.66
Net debt to EBITDA 11.87 (4.73) (0.49)

Dividend

Metric COHU ICHR Semiconductor Equipment & Materials median
Dividend yield — — 0.42%
Payout ratio — — 0.19

Size

Metric COHU ICHR Semiconductor Equipment & Materials median
Market cap 2.60b 1.75b 3.80b

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