WallStSmart

Daqo New Energy Corp ADR (DQ)vsTeradyne Inc (TER)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Teradyne Inc generates 566% more annual revenue ($3.79B vs $568.22M). TER leads profitability with a 22.6% profit margin vs -32.9%. DQ appears more attractively valued with a PEG of 0.17. TER earns a higher WallStSmart Score of 75/100 (B+).

DQ

Hold

41

out of 100

Grade: D

Growth: 2.0Profit: 2.0Value: 8.3Quality: 6.0
Piotroski: 3/9

TER

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 9.5Value: 3.7Quality: 8.0
Piotroski: 4/9Altman Z: 2.98
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DQUndervalued (+41.0%)

Margin of Safety

+41.0%

Fair Value

$43.77

Current Price

$16.32

$27.45 discount

UndervaluedFair: $43.77Overvalued

Intrinsic value data unavailable for TER.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DQ2 strengths · Avg: 10.0/10
PEG RatioValuation
0.1710/10

Growing faster than its price suggests

Price/BookValuation
0.3x10/10

Reasonable price relative to book value

TER6 strengths · Avg: 9.7/10
Operating MarginProfitability
37.6%10/10

Strong operational efficiency at 37.6%

Revenue GrowthGrowth
87.0%10/10

Revenue surging 87.0% year-over-year

EPS GrowthGrowth
314.8%10/10

Earnings expanding 314.8% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Market CapQuality
$64.13B9/10

Large-cap with strong market position

Return on EquityProfitability
27.2%9/10

Every $100 of equity generates 27 in profit

Areas to Watch

DQ4 concerns · Avg: 2.5/10
Market CapQuality
$1.13B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-4.3%2/10

ROE of -4.3% — below average capital efficiency

Revenue GrowthGrowth
-78.4%2/10

Revenue declined 78.4%

TER3 concerns · Avg: 2.7/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

P/E RatioValuation
75.7x2/10

Premium valuation, high expectations priced in

Price/BookValuation
22.7x2/10

Trading at 22.7x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : DQ

The strongest argument for DQ centers on PEG Ratio, Price/Book. PEG of 0.17 suggests the stock is reasonably priced for its growth.

Bull Case : TER

The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.6% and operating margin at 37.6%. Revenue growth of 87.0% demonstrates continued momentum.

Bear Case : DQ

The primary concerns for DQ are Market Cap, Piotroski F-Score, Return on Equity.

Bear Case : TER

The primary concerns for TER are PEG Ratio, P/E Ratio, Price/Book. A P/E of 75.7x leaves little room for execution misses.

Key Dynamics to Monitor

DQ profiles as a turnaround stock while TER is a growth play — different risk/reward profiles.

TER carries more volatility with a beta of 1.79 — expect wider price swings.

TER is growing revenue faster at 87.0% — sustainability is the question.

TER generates stronger free cash flow (200M), providing more financial flexibility.

Bottom Line

TER scores higher overall (75/100 vs 41/100), backed by strong 22.6% margins and 87.0% revenue growth. DQ offers better value entry with a 41.0% margin of safety. 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.

Daqo New Energy Corp ADR

TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · China

Daqo New Energy Corp. The company is headquartered in Shanghai, the People's Republic of China.

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Teradyne Inc

TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA

Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.

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