What is Cohu Inc worth?
With the base-case assumptions below, a discounted cash flow model on Cohu Inc's reported free cash flow gives $1.70 per share. The share price was $43.33 on November 10, 2026, 2,447% above that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | -10.0% | 10.0% | $0.85 | -98% |
| Base | -5.0% | 9.0% | $1.70 | -96% |
| Bull | 0.0% | 8.0% | $3.29 | -92% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $2.27 | $2.44 | $2.64 | $2.90 | $3.22 |
| 8.0% | $1.85 | $1.96 | $2.09 | $2.24 | $2.43 |
| 9.0% | $1.54 | $1.62 | $1.70 | $1.80 | $1.92 |
| 10.0% | $1.30 | $1.36 | $1.42 | $1.48 | $1.56 |
| 11.0% | $1.12 | $1.15 | $1.20 | $1.25 | $1.30 |
Where the presets come from
Base: years 1 to 5 grow at Cohu Inc's revenue growth rate over the last 5 fiscal years (-6.6% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions