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ASX vs COHU
Revenue, margins, valuation, and 5-year total return — side by side.
Semiconductors
ASX vs COHU — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Semiconductors | Semiconductors |
| Market Cap | $74.84B | $2.33B |
| Revenue (TTM) | $666.14B | $481M |
| Net Income (TTM) | $47.13B | $-56M |
| Gross Margin | 18.3% | 25.7% |
| Operating Margin | 8.8% | -10.6% |
| Forward P/E | 1.0x | 85.0x |
| Total Debt | $264.10B | $359M |
| Cash & Equiv. | $92.47B | $227M |
ASX vs COHU — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ASE Technology Hold… (ASX) | 100 | 839.0 | +739.0% |
| Cohu, Inc. (COHU) | 100 | 329.0 | +229.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ASX vs COHU
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ASX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.60, yield 1.0%
- Rev growth 6.8%, EPS growth 27.7%, 3Y rev CAGR -1.5%
- 7.0% 10Y total return vs COHU's 348.5%
COHU is the clearest fit if your priority is growth.
- 12.7% revenue growth vs ASX's 6.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 12.7% revenue growth vs ASX's 6.8% | |
| Value | Lower P/E (1.0x vs 85.0x) | |
| Quality / Margins | 7.1% margin vs COHU's -11.5% | |
| Stability / Safety | Beta 1.60 vs COHU's 2.12 | |
| Dividends | 1.0% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +276.8% vs COHU's +206.4% | |
| Efficiency (ROA) | 5.5% ROA vs COHU's -4.9%, ROIC 7.6% vs -5.7% |
ASX vs COHU — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ASX vs COHU — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — ASX and COHU each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ASX is the larger business by revenue, generating $666.1B annually — 1384.1x COHU's $481M. ASX is the more profitable business, keeping 7.1% of every revenue dollar as net income compared to COHU's -11.5%. On growth, COHU holds the edge at +29.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $666.1B | $481M |
| EBITDAEarnings before interest/tax | $127.9B | -$11M |
| Net IncomeAfter-tax profit | $47.1B | -$56M |
| Free Cash FlowCash after capex | -$6.2B | $32M |
| Gross MarginGross profit ÷ Revenue | +18.3% | +25.7% |
| Operating MarginEBIT ÷ Revenue | +8.8% | -10.6% |
| Net MarginNet income ÷ Revenue | +7.1% | -11.5% |
| FCF MarginFCF ÷ Revenue | -0.9% | +6.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +17.4% | +29.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +95.1% | +60.6% |
Valuation Metrics
Evenly matched — ASX and COHU each lead in 2 of 4 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $74.8B | $2.3B |
| Enterprise ValueMkt cap + debt − cash | $80.3B | $2.5B |
| Trailing P/EPrice ÷ TTM EPS | 58.15x | -31.16x |
| Forward P/EPrice ÷ next-FY EPS est. | 1.04x | 84.99x |
| PEG RatioP/E ÷ EPS growth rate | 7.36x | — |
| EV / EBITDAEnterprise value multiple | 21.20x | — |
| Price / SalesMarket cap ÷ Revenue | 3.62x | 5.14x |
| Price / BookPrice ÷ Book value/share | 6.37x | 2.95x |
| Price / FCFMarket cap ÷ FCF | — | 216.85x |
Profitability & Efficiency
ASX leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
ASX delivers a 13.4% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $-7 for COHU. COHU carries lower financial leverage with a 0.46x debt-to-equity ratio, signaling a more conservative balance sheet compared to ASX's 0.71x. On the Piotroski fundamental quality scale (0–9), ASX scores 6/9 vs COHU's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +13.4% | -6.8% |
| ROA (TTM)Return on assets | +5.5% | -4.9% |
| ROICReturn on invested capital | +7.6% | -5.7% |
| ROCEReturn on capital employed | +8.9% | -5.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.71x | 0.46x |
| Net DebtTotal debt minus cash | $171.6B | $132M |
| Cash & Equiv.Liquid assets | $92.5B | $227M |
| Total DebtShort + long-term debt | $264.1B | $359M |
| Interest CoverageEBIT ÷ Interest expense | 10.27x | -168.82x |
Total Returns (Dividends Reinvested)
ASX leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ASX five years ago would be worth $46,812 today (with dividends reinvested), compared to $13,550 for COHU. Over the past 12 months, ASX leads with a +276.8% total return vs COHU's +206.4%. The 3-year compound annual growth rate (CAGR) favors ASX at 71.1% vs COHU's 13.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +103.0% | +101.3% |
| 1-Year ReturnPast 12 months | +276.8% | +206.4% |
| 3-Year ReturnCumulative with dividends | +400.9% | +46.8% |
| 5-Year ReturnCumulative with dividends | +368.1% | +35.5% |
| 10-Year ReturnCumulative with dividends | +703.9% | +348.5% |
| CAGR (3Y)Annualised 3-year return | +71.1% | +13.6% |
Risk & Volatility
ASX leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
ASX is the less volatile stock with a 1.60 beta — it tends to amplify market swings less than COHU's 2.12 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.60x | 2.12x |
| 52-Week HighHighest price in past year | $34.30 | $50.68 |
| 52-Week LowLowest price in past year | $9.12 | $15.97 |
| % of 52W HighCurrent price vs 52-week peak | +99.8% | +97.8% |
| RSI (14)Momentum oscillator 0–100 | 73.8 | 66.4 |
| Avg Volume (50D)Average daily shares traded | 6.9M | 959K |
Analyst Outlook
ASX leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates ASX as "Buy" and COHU as "Buy". ASX is the only dividend payer here at 0.97% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $49.75 |
| # AnalystsCovering analysts | 5 | 14 |
| Dividend YieldAnnual dividend ÷ price | +1.0% | — |
| Dividend StreakConsecutive years of raises | 1 | 0 |
| Dividend / ShareAnnual DPS | $10.46 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
ASX leads in 4 of 6 categories — strongest in Profitability & Efficiency and Total Returns. 2 categories are tied.
ASX vs COHU: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ASX or COHU a better buy right now?
For growth investors, Cohu, Inc.
(COHU) is the stronger pick with 12. 7% revenue growth year-over-year, versus 6. 8% for ASE Technology Holding Co. , Ltd. (ASX). ASE Technology Holding Co. , Ltd. (ASX) offers the better valuation at 58. 2x trailing P/E (1. 0x forward), making it the more compelling value choice. Analysts rate ASE Technology Holding Co. , Ltd. (ASX) a "Buy" — based on 5 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ASX or COHU?
On forward P/E, ASE Technology Holding Co.
, Ltd. is actually cheaper at 1. 0x.
03Which is the better long-term investment — ASX or COHU?
Over the past 5 years, ASE Technology Holding Co.
, Ltd. (ASX) delivered a total return of +368. 1%, compared to +35. 5% for Cohu, Inc. (COHU). Over 10 years, the gap is even starker: ASX returned +703. 9% versus COHU's +348. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ASX or COHU?
By beta (market sensitivity over 5 years), ASE Technology Holding Co.
, Ltd. (ASX) is the lower-risk stock at 1. 60β versus Cohu, Inc. 's 2. 12β — meaning COHU is approximately 32% more volatile than ASX relative to the S&P 500. On balance sheet safety, Cohu, Inc. (COHU) carries a lower debt/equity ratio of 46% versus 71% for ASE Technology Holding Co. , Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — ASX or COHU?
By revenue growth (latest reported year), Cohu, Inc.
(COHU) is pulling ahead at 12. 7% versus 6. 8% for ASE Technology Holding Co. , Ltd. (ASX). On earnings-per-share growth, the picture is similar: ASE Technology Holding Co. , Ltd. grew EPS 27. 7% year-over-year, compared to -6. 7% for Cohu, Inc.. Over a 3-year CAGR, ASX leads at -1. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ASX or COHU?
ASE Technology Holding Co.
, Ltd. (ASX) is the more profitable company, earning 6. 3% net margin versus -16. 4% for Cohu, Inc. — meaning it keeps 6. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ASX leads at 7. 9% versus -13. 3% for COHU. At the gross margin level — before operating expenses — COHU leads at 34. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ASX or COHU more undervalued right now?
On forward earnings alone, ASE Technology Holding Co.
, Ltd. (ASX) trades at 1. 0x forward P/E versus 85. 0x for Cohu, Inc. — 83. 9x cheaper on a one-year earnings basis.
08Which pays a better dividend — ASX or COHU?
In this comparison, ASX (1.
0% yield) pays a dividend. COHU does not pay a meaningful dividend and should not be held primarily for income.
09Is ASX or COHU better for a retirement portfolio?
For long-horizon retirement investors, ASE Technology Holding Co.
, Ltd. (ASX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 0% yield, +703. 9% 10Y return). Cohu, Inc. (COHU) carries a higher beta of 2. 12 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ASX: +703. 9%, COHU: +348. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ASX and COHU?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
ASX pays a dividend while COHU does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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