Cognex Corporation (CGNX)vsKeysight Technologies Inc (KEYS)
CGNX
Cognex Corporation
$60.82
-5.95%
TECHNOLOGY · Cap: $10.59B
KEYS
Keysight Technologies Inc
$329.83
-3.87%
TECHNOLOGY · Cap: $59.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Keysight Technologies Inc generates 482% more annual revenue ($6.09B vs $1.05B). KEYS leads profitability with a 17.3% profit margin vs 13.6%. KEYS appears more attractively valued with a PEG of 1.49. KEYS earns a higher WallStSmart Score of 68/100 (B-).
CGNX
Buy58
out of 100
Grade: C
KEYS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.5%
Fair Value
$83.47
Current Price
$60.82
$22.65 discount
Intrinsic value data unavailable for KEYS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 122.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.3%
Revenue surging 24.3% year-over-year
Revenue surging 31.5% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.9x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNX
The strongest argument for CGNX centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 24.3% demonstrates continued momentum.
Bull Case : KEYS
The strongest argument for KEYS centers on Revenue Growth, Market Cap, EPS Growth. Profitability is solid with margins at 17.3% and operating margin at 18.1%. Revenue growth of 31.5% demonstrates continued momentum.
Bear Case : CGNX
The primary concerns for CGNX are PEG Ratio, P/E Ratio. A P/E of 74.8x leaves little room for execution misses.
Bear Case : KEYS
The primary concerns for KEYS are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 55.9x leaves little room for execution misses.
Key Dynamics to Monitor
CGNX carries more volatility with a beta of 1.51 — expect wider price swings.
KEYS is growing revenue faster at 31.5% — sustainability is the question.
KEYS generates stronger free cash flow (472M), providing more financial flexibility.
Monitor SCIENTIFIC & TECHNICAL INSTRUMENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KEYS scores higher overall (68/100 vs 58/100), backed by strong 17.3% margins and 31.5% revenue growth. CGNX offers better value entry with a 48.5% margin of safety. Both earn "Strong 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 →Keysight Technologies Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Keysight Technologies, or Keysight, is an American company that manufactures electronics test and measurement equipment and software.
Visit Website →Compare with Other SCIENTIFIC & TECHNICAL INSTRUMENTS Stocks
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