Camtek vs Cohu
Camtek and Cohu are similar in size: $496m and $453m of revenue in their latest fiscal years. Camtek grew faster (15.6% against 12.7%). Camtek kept more of each dollar of sales as profit: a net margin of 10.2% against -16.4%. Cohu carries less debt relative to equity (40.0% against 84.3%).
| Latest fiscal year | CamtekCAMT, 2025 | CohuCOHU, 2025 |
|---|---|---|
| Revenue | $496m | $453m |
| Revenue growth | 15.6% | 12.7% |
| Net income | $50.7m | −$74.3m |
| Operating margin | 25.8% | -15.4% |
| Net margin | 10.2% | -16.4% |
| Return on equity | 8.7% | -9.0% |
| Free cash flow | $127m | $10.7m |
| Cash | $178m | $227m |
| Total debt | $520m | $314m |
| Debt to equity | 84.3% | 40.0% |
| Dividend per share | — | — |
| Dividend yield | 0.0% | — |
| Share buybacks | — | $8.6m |
| Employees | — | 2,857 |
| Market value | $5.15bn | $2.50bn |
| Price vs our value range | Above our value range | — |
| Moat score | 38 (Weak) | 53 (Moderate) |
| Insider trades, 12 months | 0 buys, 13 sales | 0 buys, 22 sales |