Cognex Corporation (CGNX)vsFortive Corp (FTV)
CGNX
Cognex Corporation
$51.61
+1.18%
TECHNOLOGY · Cap: $8.52B
FTV
Fortive Corp
$54.78
-0.22%
TECHNOLOGY · Cap: $17.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortive Corp generates 318% more annual revenue ($4.16B vs $994.36M). FTV leads profitability with a 13.9% profit margin vs 11.5%. FTV appears more attractively valued with a PEG of 1.29. FTV earns a higher WallStSmart Score of 54/100 (C-).
CGNX
Hold45
out of 100
Grade: D
FTV
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.7%
Fair Value
$24.21
Current Price
$51.61
$27.40 premium
Margin of Safety
-443.1%
Fair Value
$10.81
Current Price
$54.78
$43.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 20.1%
Areas to Watch
ROE of 7.6% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 6.4% — below average capital efficiency
Earnings declined 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNX
The strongest argument for CGNX centers on Debt/Equity, Altman Z-Score.
Bull Case : FTV
The strongest argument for FTV centers on Price/Book, Operating Margin. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bear Case : CGNX
The primary concerns for CGNX are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 75.0x leaves little room for execution misses.
Bear Case : FTV
The primary concerns for FTV are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
CGNX carries more volatility with a beta of 1.47 — expect wider price swings.
CGNX is growing revenue faster at 9.9% — sustainability is the question.
FTV generates stronger free cash flow (336M), providing more financial flexibility.
Monitor SCIENTIFIC & TECHNICAL INSTRUMENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FTV scores higher overall (54/100 vs 45/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cognex Corporation
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Cognex Corporation offers machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks globally. The company is headquartered in Natick, Massachusetts.
Visit Website →Fortive Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Fortive is an American diversified industrial technology conglomerate company headquartered in Everett, Washington.
Visit Website →Compare with Other SCIENTIFIC & TECHNICAL INSTRUMENTS Stocks
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