Cognex Corporation (CGNX)vsTeledyne Technologies Incorporated (TDY)
CGNX
Cognex Corporation
$51.61
+1.18%
TECHNOLOGY · Cap: $8.52B
TDY
Teledyne Technologies Incorporated
$625.37
-0.11%
TECHNOLOGY · Cap: $28.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Teledyne Technologies Incorporated generates 515% more annual revenue ($6.12B vs $994.36M). TDY leads profitability with a 14.6% profit margin vs 11.5%. TDY appears more attractively valued with a PEG of 1.40. TDY earns a higher WallStSmart Score of 66/100 (B-).
CGNX
Hold45
out of 100
Grade: D
TDY
Strong Buy66
out of 100
Grade: B-
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
+25.2%
Fair Value
$884.05
Current Price
$625.37
$258.68 discount
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 20.6%
Earnings expanding 39.1% YoY
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
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNX
The strongest argument for CGNX centers on Debt/Equity, Altman Z-Score.
Bull Case : TDY
The strongest argument for TDY centers on Price/Book, Operating Margin, EPS Growth. PEG of 1.40 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 : TDY
The primary concerns for TDY are P/E Ratio.
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.
TDY generates stronger free cash flow (339M), providing more financial flexibility.
Monitor SCIENTIFIC & TECHNICAL INSTRUMENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TDY scores higher overall (66/100 vs 45/100). Both earn "Strong 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 →Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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