MetaCap

Cohu (COHU) vs Plexus (PLXS)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Cohu (COHU) has outperformed Plexus (PLXS) over the past year, gaining 243.7% versus a gain of 77.5%. Over five years, PLXS leads with a +179.6% price change compared with +122.8% for COHU. Plexus is the larger company by market cap ($7.00 billion vs $3.23 billion), about 2.2 times the size, while Cohu is growing revenue faster (+12.7% vs +1.8%).

On valuation, Plexus trades at a lower forward P/E (25.9x vs 36.9x for Cohu). Plexus converts more of its revenue into profit, with a net margin of 4.3% versus -16.4%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

COHU+243.74%PLXS+77.47%
+286%+131%-24%
Oct 8, 20251 yearOct 8, 2026
COHU+123.29%PLXS+181.78%
+237%+84%-70%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

COHU versus PLXS key metrics
MetricCOHUPLXS
Share price$68.19$262.54
Market cap$3.23B$7.00B
1-day change-0.26%+0.44%
YTD return+193.81%+77.81%
1-year return+243.74%+77.47%
5-year return+122.78%+179.64%
P/E ratio (TTM)—38.78
Forward P/E36.9325.94
EPS (TTM)$-0.83$6.77
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$452.96M$4.03B
Revenue growth (YoY)+12.74%+1.82%
Net income (latest FY)$-74.27M$172.88M
Gross margin42.75%10.08%
Operating margin-15.40%5.02%
Net margin-16.40%4.29%
52-week high$75.72$307.06
52-week low$19.82$132.03
Distance from 52-week high-9.94%-14.50%
Analyst consensusstrong_buynone
Avg. price target upside+3.94%+16.02%
Average volume1.02M255.29K
Shares outstanding47.34M26.65M
Employees2,77720,000
SectorIndustrialsTechnology
IndustryElectrical ProductsElectrical Products

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Plexus is about 2.2 times larger than Cohu by market value ($7.00B vs $3.23B).
  • COHU has outperformed PLXS by 166.3 percentage points over the past year.
  • Plexus is more profitable, keeping 4.3 cents of every revenue dollar as net income versus -16.4 cents for Cohu.
  • Cohu grew revenue faster in its latest fiscal year (+12.74% vs +1.82%).
  • The two companies sit in different sectors: Cohu in Industrials and Plexus in Technology.

About Cohu

COHU stock →

Cohu, Inc., through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally. It supplies test and inspection metrology automation systems, micro-electromechanical system test modules, test contactors, thermal subsystems, and data analytics software for semiconductor manufacturers and test subcontractors.

Industrials · Electrical Products · 2,777 employees

About Plexus

PLXS stock →

Plexus Corp. provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa.

Technology · Electrical Products · 20,000 employees

COHU vs PLXS FAQ

Which is bigger, Cohu or Plexus?

Plexus (PLXS) is larger, with a market capitalization of $7.00B compared with $3.23B for Cohu (COHU).

Which stock has performed better over the past year, COHU or PLXS?

COHU returned +243.74% over the past 12 months, compared with +77.47% for PLXS (price return, excluding dividends). Past performance does not predict future results.

Are Cohu and Plexus in the same industry?

Yes. Both are classified in the Electrical Products industry within the Industrials sector.

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