Cohu vs Transcat
COHU and TRNS side by side, both in laboratory apparatus and analytical, optical, measuring, and controlling instruments. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How COHU and TRNS compare
Cohu is the larger company, worth 2.1 times as much as Transcat ($2.1B against $974M).
Cohu grew revenue faster over the last twelve months (34.0% versus 20.9% for Transcat).
Transcat keeps more of each dollar of sales as profit, with a net margin of 0.99% compared with −4.0% at Cohu.
Transcat scores higher on the StockData Score (9 against 8 for Cohu), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | COHU | TRNS |
|---|---|---|
| Size and price | ||
| Market cap | $2.1B | $974M |
| Share price | $43.59 | $104.08 |
| Change, 1 year | 89.3% | 87.1% |
| Change, 5 years | 18.4% | 8.2% |
| Beta (5Y) | 1.68 | 0.95 |
| Employees | 2,857 | 1,413 |
| StockData Score | ||
| Total score | 8 | 9 (better) |
| Valuation score | 1 (better) | 0 |
| Growth score | 2 | 3 (better) |
| Performance score | 0 | 2 (better) |
| Health score | 5 (better) | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 281× |
| P/S | 3.6× | 2.8× (better) |
| P/B | 2.6× (better) | 3.2× |
| EV/EBITDA | 66.1× | 27.5× (better) |
| P/FCF | 37.0× (better) | 38.4× |
| FCF yield | 2.7% (better) | 2.6% |
| Fair value | $19.93 | $79.59 |
| Margin of safety | −119% | −30.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 34.0% (better) | 20.9% |
| Revenue growth, 5Y average | −6.6% | 13.9% (better) |
| Net income growth (TTM) | – | −74.2% |
| EPS growth (TTM) | – | −74.1% |
| EPS growth, 5Y average | – | −11.2% |
| Profitability | ||
| Gross margin | 44.5% (better) | 32.5% |
| Operating margin | −2.4% | 3.3% (better) |
| Net margin | −4.0% | 0.99% (better) |
| FCF margin | 9.8% (better) | 7.3% |
| Return on equity | −2.8% | 1.2% (better) |
| Return on invested capital | −1.7% | 2.0% (better) |
| Financial health | ||
| Debt / equity | 0.38 | 0.36 (better) |
| Net debt / EBITDA | −7.32 | 2.65 (better) |
| Interest coverage | −2.0× | 2.1× (better) |
| Current ratio | 5.16 (better) | 2.49 |
| Altman Z-score | 3.66 | 4.29 (better) |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Buyback yield | 0.00% | 0.24% (better) |
| Shareholder yield | 0.00% | 0.24% (better) |
| Ownership | ||
| Held by institutions | 116% | 103% |
| Held by insiders | 4.4% | 2.5% |
| Insider net buying, 12 months | −$13.0M | −$344K (better) |
| Short interest, % of float | 19.4% | 4.2% |
Go deeper
- COHU stock overview
- COHU income statement
- COHU valuation and score
- TRNS stock overview
- TRNS income statement
- TRNS valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.