Cohu Inc (COHU)vsSony Group Corp (SONY)
COHU
Cohu Inc
$49.81
-10.86%
TECHNOLOGY · Cap: $2.49B
SONY
Sony Group Corp
$21.89
-1.53%
TECHNOLOGY · Cap: $124.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 2592917% more annual revenue ($12.48T vs $481.28M). SONY leads profitability with a -2.6% profit margin vs -11.5%. COHU appears more attractively valued with a PEG of 1.15. SONY earns a higher WallStSmart Score of 47/100 (D+).
COHU
Hold39
out of 100
Grade: F
SONY
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.4%
Fair Value
$23.49
Current Price
$49.81
$26.32 premium
Intrinsic value data unavailable for SONY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 29.3% year-over-year
Generating 379.7B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
15.4% revenue growth
Areas to Watch
ROE of -7.2% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Operating margin of -8.3%
Expensive relative to growth rate
ROE of -4.2% — below average capital efficiency
Earnings declined 57.5%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : COHU
The strongest argument for COHU centers on Revenue Growth. Revenue growth of 29.3% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity. Revenue growth of 15.4% demonstrates continued momentum.
Bear Case : COHU
The primary concerns for COHU are Return on Equity, EPS Growth, Profit Margin.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
COHU carries more volatility with a beta of 1.61 — expect wider price swings.
COHU is growing revenue faster at 29.3% — sustainability is the question.
SONY generates stronger free cash flow (379.7B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SONY scores higher overall (47/100 vs 39/100) and 15.4% revenue growth. Both earn "Hold" 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.
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.
Visit Website →Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
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