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 $0.70 per share. The share price was $67.00 on September 25, 2026, 9,500% 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% | -$0.16 | -100% |
| Base | -5.0% | 9.0% | $0.70 | -99% |
| Bull | 0.0% | 8.0% | $2.29 | -97% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $1.27 | $1.43 | $1.64 | $1.89 | $2.22 |
| 8.0% | $0.85 | $0.96 | $1.08 | $1.24 | $1.43 |
| 9.0% | $0.54 | $0.61 | $0.70 | $0.80 | $0.92 |
| 10.0% | $0.30 | $0.35 | $0.41 | $0.48 | $0.56 |
| 11.0% | $0.11 | $0.15 | $0.19 | $0.24 | $0.30 |
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