Cognex Corporation (CGNX)vsTeledyne Technologies Incorporated (TDY)
CGNX
Cognex Corporation
$60.82
-5.95%
TECHNOLOGY · Cap: $10.59B
TDY
Teledyne Technologies Incorporated
$602.27
-2.64%
TECHNOLOGY · Cap: $29.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Teledyne Technologies Incorporated generates 495% more annual revenue ($6.23B vs $1.05B). TDY leads profitability with a 15.0% profit margin vs 13.6%. TDY appears more attractively valued with a PEG of 1.40. TDY earns a higher WallStSmart Score of 64/100 (C+).
CGNX
Buy58
out of 100
Grade: C
TDY
Buy64
out of 100
Grade: C+
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 TDY.
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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 21.6% YoY
Areas to Watch
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 EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 24.3% demonstrates continued momentum.
Bull Case : TDY
The strongest argument for TDY centers on Debt/Equity, Price/Book, EPS Growth. PEG of 1.40 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 74.8x leaves little room for execution misses.
Bear Case : TDY
The primary concerns for TDY are P/E Ratio.
Key Dynamics to Monitor
CGNX profiles as a growth stock while TDY is a value play — different risk/reward profiles.
CGNX carries more volatility with a beta of 1.51 — expect wider price swings.
CGNX is growing revenue faster at 24.3% — sustainability is the question.
TDY generates stronger free cash flow (204M), providing more financial flexibility.
Bottom Line
TDY scores higher overall (64/100 vs 58/100). CGNX offers better value entry with a 48.5% margin of safety. 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 →Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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