Cognex Corporation (CGNX)vsFortive Corp (FTV)
CGNX
Cognex Corporation
$64.22
+4.10%
TECHNOLOGY · Cap: $10.47B
FTV
Fortive Corp
$54.69
+0.33%
TECHNOLOGY · Cap: $18.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortive Corp generates 296% more annual revenue ($4.32B vs $1.09B). CGNX leads profitability with a 16.1% profit margin vs 12.4%. FTV appears more attractively valued with a PEG of 1.29. CGNX earns a higher WallStSmart Score of 60/100 (C+).
CGNX
Buy60
out of 100
Grade: C+
FTV
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.3%
Fair Value
$84.85
Current Price
$64.22
$20.63 discount
Intrinsic value data unavailable for FTV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 79.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.4%
16.9% revenue growth
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
4.0% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNX
The strongest argument for CGNX centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.1% and operating margin at 29.4%. Revenue growth of 16.9% demonstrates continued momentum.
Bull Case : FTV
The strongest argument for FTV centers on Price/Book. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bear Case : CGNX
The primary concerns for CGNX are PEG Ratio, P/E Ratio. A P/E of 59.9x leaves little room for execution misses.
Bear Case : FTV
The primary concerns for FTV are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
CGNX profiles as a growth stock while FTV is a value play — different risk/reward profiles.
CGNX carries more volatility with a beta of 1.49 — expect wider price swings.
CGNX is growing revenue faster at 16.9% — sustainability is the question.
FTV generates stronger free cash flow (258M), providing more financial flexibility.
Bottom Line
CGNX scores higher overall (60/100 vs 56/100), backed by strong 16.1% margins and 16.9% revenue growth. Both earn "Buy" and "Buy" 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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