$73.48

+3.14 (+4.46%)

Weekly Expected Move ±11.0%

$57 $65 $73 $82 $90

NASDAQ · Technology · Semiconductors · Tech Score Strong Buy · Power 71 · $3.5B mcap · 46M float · 2.69% daily turnover · Short 43% of daily vol

Edge Score

Quantitative competitive moat analysis scoring five pillars of durable advantage — cost leadership, brand intangibles, switching costs, network effects, and efficient scale — using industry percentile rankings on a 0–100 scale.

WEAK EDGE

40.5 / 100

NoneWeakNarrowWide

Primary source: Switching Costs · ROIC: -4.4% · 5Y Avg: -1.3%

Cost Advantage

Intangibles

Switching Cost

Network Effect

Scale

The Edge Score quantifies a company's competitive moat using five pillars: Cost Advantage (20%, operating margin and SG&A efficiency vs industry peers), Intangible Assets (25%, gross margin premium, R&D intensity, brand pricing power), Switching Costs (25%, revenue stability, earnings consistency, customer retention proxied by operating leverage), Network Effects (15%, revenue growth with expanding margins, market share dominance), and Efficient Scale (15%, market concentration, ROIC sustainability). Each pillar is scored 0–100 using industry percentile rankings, then weighted into a composite. Wide ≥ 70, Narrow ≥ 55, Weak ≥ 40, None < 40. COHU shows a Weak competitive edge (40.5/100) — limited structural advantages that may face competitive pressure. The primary source of advantage is Switching Costs. Negative ROIC of -4.4% indicates the company is currently destroying value, though this may reflect a growth investment phase.

Analyst Insights

Wall Street analyst consensus based on price targets and buy/sell/hold recommendations from institutional research coverage over the trailing 12 months.

Analyst Price Targets

$65

Low

$71

Avg Target

$74

High

Based on 3 analysts since Jul 30, 2026 earnings

Analyst Recommendations

Strong Buy: 0Buy: 12Hold: 1Sell: 1Strong Sell: 0

Rating Summary

ConsensusBuy

Avg Target$69.60

Analysts5

Price Target Change History

Date	Firm	Analyst	Old	New	Change	Upside @ Call	Stock@Call
2026-07-31	Craig-Hallum	—	Initiated	$74	—	+50.8%	$49.08
2026-07-31	Needham	—	$54	$65	+11	+39.9%	$46.45
2026-07-31	Jefferies	Kevin Garrigan	$60	$74	+14	+59.3%	$46.45
2026-07-10	Stifel Nicolaus	—	$32	$70	+38	+26.9%	$55.14
2026-07-08	Robert W. Baird	—	Initiated	$65	—	+24.7%	$52.12
2026-05-01	Needham	—	$33	$54	+21	+14.0%	$47.35
2026-05-01	Jefferies	Kevin Garrigan	$55	$60	+5	+26.7%	$47.35
2026-04-28	Evercore ISI	—	Initiated	$53	—	+14.7%	$46.19
2026-04-26	Jefferies	—	Initiated	$55	—	+17.2%	$46.93
2026-02-13	Needham	Charles Shi	$30	$33	+3	+6.1%	$31.10
2026-01-14	Stifel Nicolaus	Brian Chin	Initiated	$32	—	+14.9%	$27.84
2024-11-01	Needham	Quinn Bolton	$34	$30	-4	+9.7%	$27.35
2024-05-06	Needham	Quinn Bolton	$36	$34	-2	+14.9%	$29.60
2022-04-29	Needham	—	Initiated	$36	—	+32.2%	$27.23

Financial Rating

Composite financial health rating (A+ to F) based on discounted cash flow valuation, return on equity, return on assets, debt-to-equity leverage, and relative P/E and P/B multiples.

C-

Oct 02, 2026

DCF

ROE

ROA

D/E

P/E

P/B

The Financial Rating evaluates six fundamental factors — discounted cash flow (DCF) valuation, return on equity (ROE), return on assets (ROA), debt-to-equity leverage (D/E), and relative price-to-earnings (P/E) and price-to-book (P/B) multiples — each scored 1–5. COHU receives an overall rating of C-. Areas of concern: DCF (2/5), ROE (1/5), ROA (1/5), D/E (2/5), P/E (1/5), P/B (2/5).

Rating Change History

Date	From	To
2026-10-01	C	C-
2026-09-04	C-	C
2026-09-03	C	C-
2026-09-02	C-	C
2026-07-31	C	C-
2026-02-19	C+	C
2026-02-10	B-	C+
2026-02-09	C+	B-
2026-02-04	B-	C+

InsiderStreet Scorecard

Proprietary multi-factor scorecard rating companies across seven fundamental dimensions — profitability, balance sheet strength, earnings quality, growth, value, momentum, and safety — each scored 0–100.

★ ★ ★ ★ ★ 57 Grade D

Profitability

Balance Sheet

Earnings Quality

Growth

Value

Momentum

Safety

100

Cash Flow

The InsiderStreet Scorecard rates companies across eight dimensions: Profitability (margins, ROA, ROE), Balance Sheet (leverage, liquidity, coverage), Earnings Quality (accruals, cash conversion), Growth (revenue and earnings trajectory), Value (P/E, P/B, earnings yield, Graham criteria), Momentum (revenue and earnings acceleration), Safety (Altman Z-Score risk adjustment), and Cash Flow (operating cash flow quality, FCF conversion, cash coverage). The overall score blends 35% quality, 35% value, and 30% momentum, with a penalty for distress-zone Altman scores. COHU scores highest in Safety (100/100) and lowest in Profitability (14/100). A grade of D flags significant fundamental concerns across multiple dimensions.

Risk & Quality Signals

Academic financial models used by institutional investors to assess bankruptcy risk, earnings manipulation, financial strength, and credit quality.

Altman Z-Score

4.92

Safe Zone

Piotroski F-Score

6/9

✗ ✓ ✓ ✓ ✗ ✓ ✗ ✓ ✓

Beneish M-Score

-2.52

Unlikely Manipulator

Ohlson O-Score

-8.27

Bankruptcy prob: 0.0%

Low Risk

Credit Rating

BBB-

Score: 50.7/100

Trend: Deteriorating

Earnings Quality

—

OCF/NI: -1.20x

Accruals: -7.5%

The Altman Z-Score (1968) combines five ratios — working capital, retained earnings, EBIT, market value of equity, and sales, all relative to total assets or liabilities — into a single bankruptcy predictor. COHU scores 4.92, placing it in the Safe Zone (safe > 2.99, distress < 1.81). Bankruptcy is statistically unlikely within the next two years. The Piotroski F-Score (2000) is a 9-point binary checklist — four profitability tests (positive ROA, positive cash flow, improving ROA, cash flow exceeding net income), three leverage tests (declining debt ratio, improving current ratio, no share dilution), and two efficiency tests (improving gross margin, improving asset turnover). Each pass scores 1 point. COHU scores 6/9, indicating moderate financial health — some areas of strength offset by weaknesses in others. The Beneish M-Score (1999) is an 8-variable model that detects earnings manipulation by comparing year-over-year changes in receivables, gross margins, asset quality, sales growth, depreciation, SG&A, leverage, and accruals. Scores above −1.78 statistically resemble past manipulators. COHU's score of -2.52 falls below this threshold, suggesting earnings are unlikely to be manipulated. The Ohlson O-Score (1980) is a 9-variable logistic regression that estimates bankruptcy probability using firm size, leverage, working capital, current ratio, profitability (ROA), cash flow coverage, negative equity flag, consecutive losses flag, and earnings trajectory. The raw score is converted to a probability via logistic transformation. COHU's implied 0.0% bankruptcy probability is well within safe territory. Our Credit Rating model scores companies on five weighted components — solvency (30%), earning power (25%), leverage (20%), liquidity (15%), and cash flow quality (10%) — then blends the absolute score with sector and industry peer rankings. For companies with large buyback programs, equity is adjusted by adding back cumulative 5-year repurchases (capped at 80% of FCF generated) to avoid penalizing shareholder-friendly capital allocation. COHU receives an estimated rating of BBB- (score: 50.7/100), with a deteriorating trend.

Valuation

Key valuation multiples comparing the stock's market price to its earnings, revenue, book value, and cash flows. Lower multiples may indicate relative undervaluation versus peers.

P/E

-88.41x

PEG

-1.02x

P/S

6.63x

P/B

4.49x

P/FCF

86.85x

P/OCF

65.11x

EV/EBITDA

129.91x

EV/Revenue

5.48x

EV/EBIT

-120.93x

EV/FCF

81.95x

Earnings Yield

-1.28%

FCF Yield

1.15%

Shareholder Yield

0.06%

Graham Number

—

Equity-based multiples (P/E, P/B, P/FCF) compare the stock price to per-share fundamentals and are affected by capital structure. Enterprise value multiples (EV/EBITDA, EV/Revenue, EV/FCF) strip out debt and cash, making them more useful for cross-company comparisons regardless of how companies are financed. The Graham Number — √(22.5 × EPS × Book Value) — is Benjamin Graham's formula for the maximum price a defensive investor should pay. COHU currently has negative earnings — the P/E ratio is not meaningful.

DuPont Decomposition (5-Factor)

The 5-factor DuPont framework breaks Return on Equity into its component drivers — tax efficiency, interest burden, operating profitability, asset utilization, and financial leverage — to reveal what truly drives shareholder returns.

Tax Burden

1.356

NI / EBT

Interest Burden

1.210

EBT / EBIT

EBIT Margin

-0.045

EBIT / Rev

Asset Turnover

0.461

Rev / Assets

Equity Multiplier

1.413

Assets / Equity

ROE

-4.8%

The 5-factor DuPont identity decomposes ROE as: Tax Burden × Interest Burden × EBIT Margin × Asset Turnover × Equity Multiplier = ROE. This reveals whether returns are driven by operating performance, financial leverage, or tax efficiency — three very different sources of profitability. COHU's ROE of -4.8% is driven by Asset Turnover (0.461), indicating efficient use of assets to generate revenue. A tax burden ratio of 1.36 indicates minimal tax leakage — the company retains over 90% of pre-tax earnings.

Graham-Dodd Adjusted Valuation

Our adaptation of Graham's growth formula (Fair P/E = 8.5 + 2g) from The Intelligent Investor. The classic version relies on analyst growth projections, which can be unreliable. This adjusted model substitutes the company's realized 3-year EPS CAGR — a backward-looking, verifiable measure of actual earnings power — grounding the valuation in demonstrated performance rather than forecasts.

Two adjustments we make, and why. Growth is capped at 15%. Graham defined g as expected growth over the next seven to ten years, not last year's rate. Across US companies since 1994 the median realized 7-year EPS growth is 5–8% regardless of how fast a company grew beforehand, and of 4,457 company-quarters that grew faster than 200%, none sustained it. Uncapped, the formula assigned fair multiples in the hundreds to companies that had never held that rate — and scored worse than simply reading the P/E. Capped, it carries real information. The verdict has three states, not two. Tested over 377,249 stock-months, this ratio only separates outcomes at its extremes: below 0.25 beat the universe by 1.3 points a year, above 3.0 lagged by 2.7, and everything in between sat inside a one-point band. Rather than call two-thirds of the market "undervalued" on a threshold of 1.0, we say Neutral where the model cannot tell — which is most of the time.

Adj. Growth Rate

0.00%

Fair P/E

8.50x

Intrinsic Value

—

Price/Value

—

Margin of Safety

—

Premium

—

Profitability Trends

Historical profitability ratios tracking how efficiently the company converts revenue into returns for shareholders over time.

Leverage & Solvency Trends

Debt and liquidity metrics showing the company's financial leverage and ability to meet short-term and long-term obligations.

Efficiency & Working Capital Trends

Operating efficiency metrics measuring how quickly the company converts inventory to sales, collects receivables, and manages its cash conversion cycle.

Growth Trends (YoY %)

Year-over-year growth rates for key financial metrics, showing the trajectory of revenue, earnings, and cash flow generation.

Earnings Stability

R-squared of linear regression measuring how predictably revenue, earnings, and margins follow a trend over the trailing 5 years. 1.0 = perfectly predictable; lower values indicate erratic or cyclical behavior.

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$73.48

Median 1Y

$80.37

5th Pctile

$32.68

95th Pctile

$197.44

Ann. Volatility

55.7%

Analyst Target

$69.60

25th–75th percentile 5th–95th percentile Median path Historical Analyst target

Executive Compensation

C-suite compensation breakdown including salary, stock awards, options, and incentive pay. The CEO-to-employee pay ratio and Gini coefficient measure pay distribution fairness.

C-Suite Compensation

Executive	Salary	Stock	Total
Luis A. Müller President & Chief Executive Officer	$543,510	$2,138,683	$3,315,895
Jeffrey D. Jones Vice President, Finance & Chief Financial Officer	$358,081	$706,252	$1,356,510
Pascal Rondé Sr. mer Sr. Vice President, Global Customer Group	$349,992	$400,000	$1,179,940
Christopher G. Bohrson Sr. Vice President & General Manager, Test Handler Group	$329,808	$447,612	$1,011,969
Thomas D. Kampfer Vice President, Corp. Development, General Counsel & Secretary	$315,673	$318,318	$824,828

CEO Pay Ratio

79:1

CEO-to-Employee Pay Ratio

CEO Total Comp: $3,315,895

Avg Employee Cost (SGA/emp): $42,233

Employees: 2,857

C-Suite Pay Equality (Gini)

CEO Compensation Mix

Workforce & Productivity

Workforce efficiency metrics measuring revenue, profit, and R&D spend per employee — key indicators of operational leverage and human capital productivity.

Employees

2,857

-5.5% YoY

Revenue / Employee

$158,543

Rev: $452,956,000

Profit / Employee

$-25,997

NI: $-74,273,000

SGA / Employee

$42,233

Avg labor cost proxy

R&D / Employee

$32,276

Innovation spend

Scaling Efficiency

All Ratios & Metrics

Complete fundamental data with up to 20 periods of history, sparkline trends, and current values across 13 categories and 130+ financial metrics.

Profitability

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
ROE	24.0%	24.0%	19.7%	10.9%	11.0%	10.7%	10.0%	7.9%	5.7%	3.0%	-0.2%	-3.1%	-5.5%	-7.7%	-9.9%	-10.1%	-8.5%	-9.0%	-7.0%	-4.8%	-4.84%
ROA	13.9%	14.2%	12.9%	7.3%	7.8%	7.8%	7.5%	6.0%	4.4%	2.4%	-0.2%	-2.6%	-4.6%	-6.5%	-8.4%	-8.5%	-7.1%	-6.6%	-5.0%	-3.4%	-3.42%
ROIC	26.3%	27.1%	24.9%	15.0%	15.4%	14.8%	13.1%	11.0%	8.1%	3.9%	-0.2%	-3.1%	-6.2%	-9.2%	-9.8%	-9.6%	-8.8%	-8.2%	-6.7%	-4.4%	-4.43%
ROCE	12.6%	12.2%	11.3%	11.3%	11.5%	11.3%	10.9%	8.9%	6.5%	4.2%	0.5%	-2.9%	-5.5%	-8.1%	-8.9%	-8.6%	-7.8%	-5.1%	-3.9%	-2.1%	-2.11%
Gross Margin	42.5%	42.5%	46.1%	46.5%	47.4%	46.0%	48.1%	47.6%	47.0%	44.5%	45.8%	44.8%	46.8%	38.5%	43.7%	43.7%	43.8%	34.1%	40.4%	45.4%	45.36%
Operating Margin	15.0%	9.1%	14.0%	17.0%	16.3%	14.3%	11.1%	9.3%	4.9%	0.2%	-16.7%	-15.6%	-16.5%	-23.0%	-28.2%	-16.0%	-7.7%	-11.4%	-8.4%	0.2%	0.20%
Net Margin	10.5%	10.9%	10.9%	13.2%	12.0%	11.3%	8.7%	6.3%	2.6%	-1.5%	-13.6%	-15.1%	-18.9%	-22.7%	-31.8%	-15.7%	-3.2%	-18.4%	-9.6%	-0.1%	-0.11%
EBITDA Margin	20.3%	16.2%	20.2%	22.3%	21.9%	17.4%	18.5%	16.9%	13.5%	8.1%	-4.2%	-3.0%	-2.7%	-12.4%	-9.2%	-2.3%	4.7%	-0.7%	3.0%	8.9%	8.94%
FCF Margin	8.7%	9.7%	9.5%	11.5%	12.2%	12.1%	13.9%	16.0%	16.0%	13.4%	10.0%	1.1%	-1.0%	-2.0%	-3.0%	0.7%	-7.2%	2.4%	8.3%	6.7%	6.68%
OCF Margin	10.2%	11.0%	10.9%	13.0%	13.9%	13.9%	16.0%	18.3%	18.3%	15.9%	12.6%	3.8%	1.6%	0.7%	1.7%	5.5%	-2.3%	7.0%	10.8%	8.9%	8.91%
ROE 3Y Avg	snapshot only																				-6.23%
ROE 5Y Avg	snapshot only																				-0.09%
ROA 3Y Avg	snapshot only																				-4.82%
ROIC 3Y Avg	snapshot only																				-8.63%
ROIC Economic	snapshot only																				-2.45%
Cash ROA	snapshot only																				3.70%
Cash ROIC	snapshot only																				7.72%
CROIC	snapshot only																				5.79%
NOPAT Margin	snapshot only																				-5.11%
Pretax Margin	snapshot only																				-5.48%
R&D / Revenue	snapshot only																				18.60%
SGA / Revenue	snapshot only																				25.45%
SBC / Revenue	snapshot only																				4.59%

Valuation

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
P/E Ratio	10.13	11.25	9.54	14.33	13.14	15.94	20.33	27.43	31.98	59.54	-725.96	-54.51	-24.06	-17.94	-8.19	-10.38	-13.12	-14.81	-25.37	-78.13	-88.413
P/S Ratio	1.82	2.12	1.79	1.64	1.55	1.90	2.33	2.68	2.40	2.63	2.78	3.11	2.73	3.12	1.80	2.30	2.26	2.43	2.93	5.80	6.633
P/B Ratio	1.87	2.13	1.73	1.52	1.43	1.66	1.97	2.09	1.75	1.76	1.72	1.73	1.37	1.46	0.85	1.09	1.15	1.40	1.83	3.92	4.490
P/FCF	21.02	21.94	18.84	14.21	12.72	15.74	16.78	16.70	15.05	19.63	27.70	271.92	-282.33	-159.43	-60.14	348.35	-31.47	102.50	35.08	86.85	86.854
P/OCF	17.81	19.25	16.43	12.61	11.17	13.68	14.52	14.60	13.11	16.52	22.12	81.94	168.82	450.84	107.37	42.04	—	34.72	27.00	65.11	65.108
EV/EBITDA	7.65	9.24	7.80	6.72	6.06	7.56	9.94	12.03	11.51	15.01	24.09	55.75	1113.55	-46.03	-20.17	-29.07	-47.30	-152.22	199.78	129.91	129.905
EV/Revenue	1.58	1.86	1.53	1.33	1.23	1.55	2.00	2.26	1.93	2.20	2.37	2.65	2.17	2.51	1.36	1.89	1.91	2.15	2.59	5.48	5.476
EV/EBIT	10.52	12.70	10.88	9.38	8.41	10.44	13.99	18.14	19.71	32.17	291.67	-47.57	-18.67	-13.56	-6.74	-9.52	-11.55	-16.88	-28.88	-120.93	-120.930
EV/FCF	18.22	19.20	16.10	11.59	10.04	12.86	14.45	14.12	12.07	16.39	23.55	232.00	-224.62	-128.44	-45.29	287.11	-26.61	90.90	31.06	81.95	81.951
Earnings Yield	9.9%	8.9%	10.5%	7.0%	7.6%	6.3%	4.9%	3.6%	3.1%	1.7%	-0.1%	-1.8%	-4.2%	-5.6%	-12.2%	-9.6%	-7.6%	-6.8%	-3.9%	-1.3%	-1.28%
FCF Yield	4.8%	4.6%	5.3%	7.0%	7.9%	6.4%	6.0%	6.0%	6.6%	5.1%	3.6%	0.4%	-0.4%	-0.6%	-1.7%	0.3%	-3.2%	1.0%	2.9%	1.2%	1.15%
Price/Tangible Book	snapshot only																				7.028
EV/OCF	snapshot only																				61.432
EV/Gross Profit	snapshot only																				13.303
Shareholder Yield	snapshot only																				0.06%

Leverage & Solvency

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Current Ratio	3.68	3.90	4.26	3.95	4.39	4.75	4.89	5.22	5.59	6.18	6.29	6.95	6.38	6.27	5.20	4.88	4.39	6.88	6.43	5.74	5.742
Quick Ratio	2.90	3.06	3.35	3.11	3.42	3.70	3.68	3.96	4.30	4.67	4.63	5.09	4.69	4.61	3.69	3.51	3.24	5.69	5.31	4.72	4.720
Debt/Equity	0.17	0.16	0.15	0.13	0.12	0.11	0.07	0.07	0.06	0.06	0.04	0.04	0.02	0.02	0.03	0.06	0.06	0.46	0.43	0.42	0.422
Net Debt/Equity	-0.25	-0.27	-0.25	-0.28	-0.30	-0.30	-0.27	-0.32	-0.35	-0.29	-0.26	-0.25	-0.28	-0.28	-0.21	-0.19	-0.18	-0.16	-0.21	-0.22	-0.221
Debt/Assets	0.12	0.12	0.11	0.09	0.09	0.08	0.06	0.05	0.05	0.05	0.03	0.03	0.02	0.02	0.03	0.05	0.05	0.29	0.26	0.26	0.260
Debt/EBITDA	0.79	0.81	0.80	0.71	0.63	0.62	0.42	0.46	0.52	0.63	0.65	1.44	24.13	-0.85	-1.02	-1.97	-2.91	-56.08	52.40	14.84	14.842
Net Debt/EBITDA	-1.18	-1.32	-1.33	-1.52	-1.62	-1.69	-1.60	-2.20	-2.84	-2.97	-4.24	-9.59	-286.05	11.10	6.61	6.20	8.64	19.43	-25.87	-7.77	-7.773
Interest Coverage	16.37	20.23	25.07	30.30	29.85	28.94	26.31	22.52	17.40	12.86	1.80	-14.22	-40.68	-120.40	-149.23	-153.80	-59.47	-21.39	-10.47	-4.21	-4.211
Equity Multiplier	1.46	1.43	1.40	1.39	1.36	1.32	1.27	1.25	1.23	1.21	1.17	1.16	1.17	1.17	1.18	1.22	1.23	1.58	1.61	1.62	1.625
Cash Ratio	snapshot only																				3.627
Debt Service Coverage	snapshot only																				3.920
Cash to Debt	snapshot only																				1.524
FCF to Debt	snapshot only																				0.107
Defensive Interval	snapshot only																				910.7 days

Efficiency & Turnover

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Asset Turnover	0.77	0.76	0.69	0.64	0.66	0.65	0.65	0.61	0.58	0.54	0.50	0.45	0.40	0.37	0.38	0.38	0.41	0.40	0.44	0.46	0.461
Inventory Turnover	3.42	3.32	3.03	2.90	2.74	2.63	2.50	2.34	2.20	2.07	1.85	1.70	1.56	1.51	1.52	1.57	1.75	1.97	2.12	2.21	2.211
Receivables Turnover	5.66	5.15	4.22	3.88	4.19	4.41	4.11	4.18	4.33	4.23	3.86	4.05	4.00	3.72	3.73	4.06	3.94	4.52	4.93	4.89	4.894
Payables Turnover	7.42	6.57	5.31	5.05	5.66	6.35	6.01	6.22	6.85	7.91	7.16	8.09	8.05	7.00	7.27	7.17	6.52	7.48	7.23	5.98	5.975
DSO	65	71	87	94	87	83	89	87	84	86	94	90	91	98	98	90	93	81	74	75	74.6 days
DIO	107	110	121	126	133	139	146	156	166	176	197	214	233	242	241	232	208	185	172	165	165.1 days
DPO	49	56	69	72	65	58	61	59	53	46	51	45	45	52	50	51	56	49	51	61	61.1 days
Cash Conversion Cycle	122	125	138	148	156	164	174	185	197	216	241	259	279	288	288	271	245	217	195	179	178.6 days
Fixed Asset Turnover	snapshot only																				5.065
Operating Cycle	snapshot only																				239.7 days
Cash Velocity	snapshot only																				1.049
Capital Intensity	snapshot only																				2.408

Growth (YoY)

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Revenue	55.9%	39.5%	18.9%	1.0%	-9.4%	-8.4%	-7.6%	-10.3%	-15.2%	-21.7%	-28.9%	-32.9%	-35.5%	-36.9%	-30.7%	-21.3%	-4.5%	12.7%	23.1%	32.7%	32.66%
Net Income	4.5%	13.1%	4.2%	-27.5%	-40.4%	-42.1%	-43.6%	-23.4%	-46.1%	-70.9%	-1.0%	-1.4%	-2.0%	-3.5%	-38.7%	-2.1%	-44.9%	-6.4%	35.4%	55.4%	55.43%
EPS	4.0%	11.7%	3.8%	-26.7%	-39.3%	-40.6%	-42.0%	-21.9%	-45.6%	-70.4%	-1.0%	-1.4%	-2.0%	-3.5%	-39.2%	-2.1%	-45.3%	-6.5%	35.9%	56.1%	56.06%
FCF	2.3%	1.8%	3.5%	71.5%	27.7%	14.3%	34.9%	24.8%	10.9%	-12.9%	-48.5%	-95.2%	-1.0%	-1.1%	-1.2%	-54.6%	-6.1%	2.4%	4.4%	12.5%	12.45%
EBITDA	4.2%	1.4%	42.0%	5.1%	-11.1%	-6.4%	-4.9%	-15.0%	-29.8%	-44.1%	-65.4%	-83.0%	-99.2%	-1.2%	-1.5%	-2.1%	-20.8%	70.8%	1.2%	1.9%	1.86%
Op. Income	7.9%	60.8%	2.7%	-30.9%	-42.8%	-37.7%	-39.1%	-16.7%	-39.4%	-65.5%	-95.4%	-1.3%	-1.7%	-2.7%	-15.9%	-2.1%	-52.7%	4.8%	36.6%	58.7%	58.72%
OCF Growth	snapshot only																				1.17%
Asset Growth	snapshot only																				24.57%
Equity Growth	snapshot only																				-6.74%
Debt Growth	snapshot only																				5.48%
Shares Change	snapshot only																				1.43%

Growth (CAGR)

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Revenue 3Y	35.0%	25.2%	19.4%	14.5%	10.0%	11.7%	11.4%	9.5%	6.2%	0.0%	-7.9%	-15.3%	-20.9%	-23.2%	-23.1%	-22.1%	-19.5%	-17.7%	-15.4%	-11.2%	-11.19%
Revenue 5Y	26.7%	25.8%	23.6%	21.4%	19.1%	18.2%	16.7%	14.9%	13.6%	7.1%	2.3%	-2.0%	-6.2%	-7.2%	-7.4%	-7.1%	-5.9%	-6.6%	-7.8%	-8.7%	-8.69%
EPS 3Y	45.6%	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
EPS 5Y	98.3%	98.5%	51.0%	23.3%	15.5%	12.6%	10.3%	4.9%	0.4%	—	—	—	—	—	—	—	—	—	—	—	—
Net Income 3Y	72.4%	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Net Income 5Y	1.2%	1.2%	68.9%	37.2%	27.9%	24.1%	21.6%	15.5%	10.5%	—	—	—	—	—	—	—	—	—	—	—	—
EBITDA 3Y	56.0%	73.7%	89.2%	1.0%	98.4%	92.6%	89.0%	68.6%	47.6%	7.9%	-22.4%	-46.7%	-83.3%	—	—	—	—	—	-66.1%	-46.1%	-46.05%
EBITDA 5Y	66.7%	55.1%	41.8%	34.5%	28.2%	26.6%	24.0%	21.2%	18.8%	22.3%	17.4%	4.2%	-47.2%	—	—	—	—	—	-44.5%	-32.5%	-32.50%
Gross Profit 3Y	36.5%	29.1%	23.3%	19.2%	15.2%	17.5%	17.5%	15.3%	11.3%	2.7%	-6.5%	-14.4%	-19.9%	-22.7%	-23.0%	-22.7%	-21.3%	-21.0%	-19.5%	-15.2%	-15.18%
Gross Profit 5Y	34.4%	32.3%	28.1%	25.4%	22.8%	21.2%	19.6%	17.6%	16.1%	10.9%	5.6%	0.9%	-3.6%	-5.4%	-5.8%	-5.8%	-5.2%	-7.5%	-9.5%	-10.0%	-9.97%
Op. Income 3Y	76.3%	—	—	—	—	—	—	—	—	1.4%	-53.1%	—	—	—	—	—	—	—	—	—	—
Op. Income 5Y	1.1%	1.0%	66.3%	37.4%	28.5%	27.2%	23.3%	19.0%	13.7%	—	—	—	—	—	—	—	—	—	—	—	—
FCF 3Y	23.3%	42.8%	25.8%	98.5%	—	—	97.5%	88.8%	67.0%	40.1%	45.7%	-53.2%	—	—	—	-70.0%	—	-52.2%	-28.6%	-33.6%	-33.64%
FCF 5Y	51.4%	32.4%	40.7%	52.3%	32.6%	23.9%	28.1%	22.7%	21.5%	23.7%	6.7%	-14.1%	—	—	—	-31.9%	—	-19.2%	17.0%	-9.0%	-8.97%
OCF 3Y	26.5%	41.6%	24.6%	65.7%	1.4%	87.0%	61.3%	57.0%	44.5%	26.8%	23.1%	-35.9%	-57.2%	-69.5%	-58.8%	-41.6%	—	-34.5%	-25.7%	-30.2%	-30.15%
OCF 5Y	42.8%	31.9%	37.9%	46.9%	30.7%	23.2%	27.6%	23.0%	22.7%	24.1%	8.0%	-4.4%	-3.7%	-30.6%	-26.4%	-9.4%	—	-8.6%	6.5%	-8.4%	-8.37%
Assets 3Y	42.2%	3.5%	4.0%	3.9%	3.8%	4.4%	3.5%	3.7%	3.7%	1.8%	-5.1%	-8.8%	-6.7%	-7.4%	-7.8%	-6.6%	-5.2%	0.4%	1.3%	1.9%	1.94%
Assets 5Y	29.6%	29.5%	26.8%	25.3%	24.3%	23.9%	22.9%	22.2%	21.4%	0.3%	-0.6%	-1.2%	-0.7%	-1.5%	-1.9%	-1.1%	-0.5%	2.7%	-0.4%	-1.7%	-1.71%
Equity 3Y	41.3%	17.3%	18.8%	20.2%	21.5%	24.3%	26.4%	26.9%	25.9%	22.9%	6.9%	1.8%	0.5%	-1.0%	-2.3%	-2.4%	-2.0%	-5.4%	-6.4%	-6.7%	-6.69%
Book Value 3Y	19.3%	9.9%	11.4%	13.5%	15.1%	18.2%	20.3%	21.2%	20.2%	19.4%	5.6%	3.6%	2.3%	0.8%	-0.3%	-0.9%	-0.7%	-4.5%	-5.7%	-6.2%	-6.23%
Dividend 3Y	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—

Growth Quality

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Revenue Stability	0.86	0.94	0.99	0.94	0.84	0.90	0.90	0.75	0.55	0.35	0.11	0.00	0.12	0.13	0.17	0.22	0.27	0.43	0.63	0.73	0.726
Earnings Stability	0.06	0.17	0.23	0.20	0.19	0.35	0.41	0.33	0.26	0.35	0.29	0.15	0.07	0.00	0.03	0.17	0.21	0.37	0.54	0.84	0.844
Margin Stability	0.89	0.90	0.92	0.93	0.93	0.94	0.94	0.94	0.94	0.93	0.93	0.93	0.94	0.94	0.94	0.94	0.94	0.95	0.94	0.95	0.948
Rev. Growth Consistency	0.50	1.00	1.00	1.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.50	0.50	0.50	0.500
Earn. Growth Consistency	1.00	1.00	1.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.50	0.50	0.500
FCF Positive Streak	1	1	1	1	1	1	1	1	1	1	1	1	0	0	0	1	0	0	0	1	1
Earnings Persistence	0.20	0.20	0.50	0.50	0.50	0.50	0.83	0.91	0.82	0.50	0.20	0.20	0.20	0.20	0.50	0.50	0.50	0.50	0.86	0.50	0.500
Earnings Smoothness	—	—	0.00	0.68	0.49	0.47	0.44	0.74	0.40	0.00	—	—	—	—	—	—	—	—	—	—	—
ROE Trend	0.34	0.28	0.23	0.08	0.06	0.02	-0.01	-0.05	-0.09	-0.12	-0.14	-0.12	-0.14	-0.15	-0.15	-0.13	-0.09	-0.07	-0.02	0.02	0.018
Gross Margin Trend	0.03	0.02	0.01	0.02	0.03	0.03	0.03	0.03	0.02	0.02	0.01	-0.00	-0.01	-0.03	-0.03	-0.03	-0.04	-0.04	-0.04	-0.03	-0.033
FCF Margin Trend	0.07	0.07	0.07	0.07	0.06	0.05	0.08	0.07	0.06	0.03	-0.02	-0.13	-0.15	-0.15	-0.15	-0.08	-0.15	-0.03	0.05	0.06	0.058
Sustainable Growth Rate	24.0%	24.0%	19.7%	10.9%	11.0%	10.7%	10.0%	7.9%	5.7%	3.0%	—	—	—	—	—	—	—	—	—	—	—
Internal Growth Rate	16.2%	16.6%	14.8%	7.8%	8.4%	8.4%	8.1%	6.4%	4.6%	2.4%	—	—	—	—	—	—	—	—	—	—	—

Cash Flow Quality

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
OCF/Net Income	0.57	0.58	0.58	1.14	1.18	1.17	1.40	1.88	2.44	3.60	-32.82	-0.67	-0.14	-0.04	-0.08	-0.25	0.13	-0.43	-0.94	-1.20	-1.200
FCF/OCF	0.85	0.88	0.87	0.89	0.88	0.87	0.87	0.87	0.87	0.84	0.80	0.30	-0.60	-2.83	-1.79	0.12	3.09	0.34	0.77	0.75	0.750
FCF/Net Income	snapshot only																				-0.900
OCF/EBITDA	snapshot only																				2.115
CapEx/Revenue	1.6%	1.4%	1.4%	1.5%	1.7%	1.8%	2.2%	2.3%	2.3%	2.5%	2.5%	2.6%	2.6%	2.6%	4.7%	4.8%	4.9%	4.6%	2.5%	2.2%	2.23%
CapEx/Depreciation	snapshot only																				0.255
Accruals Ratio	0.06	0.06	0.05	-0.01	-0.01	-0.01	-0.03	-0.05	-0.06	-0.06	-0.06	-0.04	-0.05	-0.07	-0.09	-0.11	-0.06	-0.09	-0.10	-0.08	-0.075
Sloan Accruals	snapshot only																				0.190
Cash Flow Adequacy	snapshot only																				3.994

Dividends & Buybacks

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Dividend Yield	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.00%
Dividend/Share	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Payout Ratio	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	—	—	—	—	—	—	—	—	—	—	—
FCF Payout Ratio	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	—	—	—	0.0%	—	0.0%	0.0%	0.0%	0.00%
Total Payout Ratio	3.5%	4.4%	7.4%	26.7%	44.9%	52.4%	58.0%	55.8%	53.2%	84.0%	—	—	—	—	—	—	—	—	—	—	—
Div. Increase Streak	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Chowder Number	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Buyback Yield	0.3%	0.4%	0.8%	1.9%	3.4%	3.3%	2.9%	2.0%	1.7%	1.4%	1.7%	2.0%	2.9%	2.2%	3.2%	1.6%	0.7%	0.7%	0.1%	0.1%	0.06%
Net Buyback Yield	-13.4%	-11.5%	0.8%	1.9%	3.4%	3.3%	2.9%	2.0%	1.7%	1.4%	1.7%	2.0%	2.9%	2.2%	3.2%	1.6%	0.7%	0.7%	0.1%	0.1%	0.06%
Total Shareholder Return	-13.4%	-11.5%	0.8%	1.9%	3.4%	3.3%	2.9%	2.0%	1.7%	1.4%	1.7%	2.0%	2.9%	2.2%	3.2%	1.6%	0.7%	0.7%	0.1%	0.1%	0.06%

DuPont Factors

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Tax Burden (NI/EBT)	0.85	0.87	0.85	0.83	0.82	0.76	0.76	0.74	0.72	0.61	-0.25	1.26	1.09	1.08	1.15	1.16	1.08	1.19	1.22	1.36	1.356
Interest Burden (EBT/EBIT)	1.41	1.48	1.56	0.96	1.00	1.05	1.05	1.06	1.07	1.05	1.93	0.81	0.89	0.87	0.95	0.96	0.97	1.08	1.05	1.21	1.210
EBIT Margin	0.15	0.15	0.14	0.14	0.15	0.15	0.14	0.12	0.10	0.07	0.01	-0.06	-0.12	-0.19	-0.20	-0.20	-0.17	-0.13	-0.09	-0.05	-0.045
Asset Turnover	0.77	0.76	0.69	0.64	0.66	0.65	0.65	0.61	0.58	0.54	0.50	0.45	0.40	0.37	0.38	0.38	0.41	0.40	0.44	0.46	0.461
Equity Multiplier	1.72	1.68	1.53	1.50	1.41	1.37	1.33	1.31	1.29	1.27	1.22	1.20	1.20	1.19	1.18	1.19	1.20	1.37	1.38	1.41	1.413

Per Share

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
EPS (Diluted TTM)	$3.26	$3.39	$3.25	$1.94	$1.98	$2.01	$1.89	$1.52	$1.08	$0.59	$-0.05	$-0.61	$-1.08	$-1.49	$-1.84	$-1.87	$-1.57	$-1.59	$-1.18	$-0.82	$-0.82
Book Value/Share	$17.63	$17.85	$17.89	$18.28	$18.17	$19.28	$19.49	$19.85	$19.67	$20.06	$19.42	$19.08	$18.89	$18.27	$17.75	$17.80	$17.81	$16.77	$16.36	$16.37	$16.37
Tangible Book/Share	$9.20	$9.82	$10.17	$10.77	$11.05	$11.94	$11.86	$12.36	$12.48	$11.75	$11.37	$11.24	$11.09	$10.91	$9.66	$9.67	$9.91	$9.04	$8.88	$9.12	$9.12
Revenue/Share	$18.15	$17.95	$17.34	$17.00	$16.76	$16.87	$16.49	$15.53	$14.35	$13.43	$11.98	$10.65	$9.50	$8.57	$8.38	$8.44	$9.10	$9.67	$10.24	$11.04	$11.04
FCF/Share	$1.57	$1.74	$1.65	$1.96	$2.05	$2.04	$2.29	$2.49	$2.29	$1.80	$1.20	$0.12	$-0.09	$-0.17	$-0.25	$0.06	$-0.65	$0.23	$0.85	$0.74	$0.74
OCF/Share	$1.86	$1.98	$1.89	$2.21	$2.33	$2.34	$2.64	$2.85	$2.63	$2.14	$1.51	$0.40	$0.15	$0.06	$0.14	$0.46	$-0.21	$0.68	$1.11	$0.98	$0.98
Cash/Share	$7.38	$7.69	$7.23	$7.52	$7.61	$8.00	$6.73	$7.75	$8.06	$7.09	$5.76	$5.59	$5.75	$5.59	$4.31	$4.49	$4.25	$10.33	$10.40	$10.53	$10.53
EBITDA/Share	$3.74	$3.61	$3.40	$3.38	$3.39	$3.46	$3.33	$2.92	$2.40	$1.97	$1.18	$0.51	$0.02	$-0.47	$-0.56	$-0.55	$-0.37	$-0.14	$0.13	$0.47	$0.47
Debt/Share	$2.96	$2.93	$2.73	$2.39	$2.12	$2.14	$1.40	$1.33	$1.25	$1.24	$0.77	$0.73	$0.45	$0.40	$0.58	$1.08	$1.07	$7.67	$6.96	$6.91	$6.91
Net Debt/Share	$-4.41	$-4.75	$-4.51	$-5.13	$-5.49	$-5.86	$-5.33	$-6.42	$-6.80	$-5.84	$-4.99	$-4.86	$-5.30	$-5.19	$-3.73	$-3.41	$-3.18	$-2.66	$-3.44	$-3.62	$-3.62

Academic Models

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Altman Z-Score	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	4.916
Altman Z-Prime	snapshot only																				10.271
Piotroski F-Score	6	6	7	8	7	7	7	7	6	6	5	5	5	5	4	3	2	6	5	6	6
Beneish M-Score	-1.63	-2.00	-2.23	-2.65	-2.75	-2.72	-2.84	-3.12	-3.12	-3.01	-3.13	-2.92	-2.99	-3.07	-3.08	-3.05	-2.39	-2.60	-2.75	-2.52	-2.517
Ohlson O-Score	snapshot only																				-8.274
ROIC (Greenblatt)	snapshot only																				-3.14%
Net-Net WC	snapshot only																				$6.44
EVA	snapshot only																				$-87062990.00

Credit

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Credit Rating	snapshot only																				BBB-
Credit Score	90.82	92.73	92.34	93.23	92.98	93.82	93.80	93.41	92.18	90.74	72.72	63.09	50.56	59.72	56.44	60.63	54.42	43.77	41.58	50.68	50.676
Credit Grade	snapshot only																				10
Credit Trend	snapshot only																				-9.953
Implied Spread (bps)	snapshot only																				350.000
Industry Credit Rank	snapshot only																				24
Sector Credit Rank	snapshot only																				37

COHU NASDAQ

Edge Score

Analyst Insights

Financial Rating

InsiderStreet Scorecard

Risk & Quality Signals

Valuation

DuPont Decomposition (5-Factor)

Graham-Dodd Adjusted Valuation

Profitability Trends

Leverage & Solvency Trends

Efficiency & Working Capital Trends

Growth Trends (YoY %)

Earnings Stability

Monte Carlo Price Simulation

Executive Compensation

C-Suite Compensation

CEO Pay Ratio

C-Suite Pay Equality (Gini)

CEO Compensation Mix

Workforce & Productivity

Scaling Efficiency

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