ASML Holding N.V. New York Registry Shares (ASML)vsCohu Inc (COHU)
ASML
ASML Holding N.V. New York Registry Shares
$1,662.85
+1.67%
TECHNOLOGY · Cap: $630.38B
COHU
Cohu Inc
$53.14
+4.24%
TECHNOLOGY · Cap: $2.41B
Smart Verdict
WallStSmart Research — data-driven comparison
ASML Holding N.V. New York Registry Shares generates 7453% more annual revenue ($39.47B vs $522.60M). ASML leads profitability with a 34.1% profit margin vs -7.4%. ASML appears more attractively valued with a PEG of 0.85. ASML earns a higher WallStSmart Score of 76/100 (B+).
ASML
Strong Buy76
out of 100
Grade: B+
COHU
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASML.
Margin of Safety
-28.2%
Fair Value
$26.65
Current Price
$53.14
$26.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 61 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 44.4%
Revenue surging 55.2% year-over-year
Earnings expanding 135.9% YoY
Revenue surging 38.4% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 1421.2x book value
Operating margin of 0.6%
ROE of -7.2% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : ASML
The strongest argument for ASML centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 34.1% and operating margin at 44.4%. Revenue growth of 55.2% demonstrates continued momentum.
Bull Case : COHU
The strongest argument for COHU centers on Revenue Growth. Revenue growth of 38.4% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bear Case : ASML
The primary concerns for ASML are P/E Ratio, Price/Book. A P/E of 40.3x leaves little room for execution misses.
Bear Case : COHU
The primary concerns for COHU are Operating Margin, Return on Equity, EPS Growth.
Key Dynamics to Monitor
ASML profiles as a growth stock while COHU is a hypergrowth play — different risk/reward profiles.
COHU carries more volatility with a beta of 1.51 — expect wider price swings.
ASML is growing revenue faster at 55.2% — sustainability is the question.
ASML generates stronger free cash flow (11.4B), providing more financial flexibility.
Bottom Line
ASML scores higher overall (76/100 vs 42/100), backed by strong 34.1% margins and 55.2% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ASML Holding N.V. New York Registry Shares
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ASML Holding NV develops, produces, markets, sells and services advanced semiconductor equipment systems consisting of lithography, metrology and inspection related systems for memory and logic chip manufacturers. The company is headquartered in Veldhoven, the Netherlands.
Cohu Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Cohu, Inc. is engaged in semiconductor inspection and test equipment and printed circuit board (PCB) test equipment businesses in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company is headquartered in Poway, California.
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