WallStSmart

Itron Inc (ITRI)vsTeledyne Technologies Incorporated (TDY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Teledyne Technologies Incorporated generates 158% more annual revenue ($6.12B vs $2.37B). TDY leads profitability with a 14.6% profit margin vs 12.7%. ITRI appears more attractively valued with a PEG of 0.80. ITRI earns a higher WallStSmart Score of 67/100 (B-).

ITRI

Strong Buy

67

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 10.0Quality: 5.8
Piotroski: 3/9Altman Z: 1.82

TDY

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 6.5Value: 9.3Quality: 5.5
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ITRIUndervalued (+66.9%)

Margin of Safety

+66.9%

Fair Value

$301.86

Current Price

$93.54

$208.32 discount

UndervaluedFair: $301.86Overvalued
TDYUndervalued (+25.2%)

Margin of Safety

+25.2%

Fair Value

$884.05

Current Price

$625.37

$258.68 discount

UndervaluedFair: $884.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITRI4 strengths · Avg: 8.5/10
EPS GrowthGrowth
73.6%10/10

Earnings expanding 73.6% YoY

PEG RatioValuation
0.808/10

Growing faster than its price suggests

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

TDY3 strengths · Avg: 8.0/10
Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

EPS GrowthGrowth
39.1%8/10

Earnings expanding 39.1% YoY

Areas to Watch

ITRI3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.824/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.7%2/10

Revenue declined 6.7%

TDY1 concerns · Avg: 4.0/10
P/E RatioValuation
33.1x4/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ITRI

The strongest argument for ITRI centers on EPS Growth, PEG Ratio, P/E Ratio. PEG of 0.80 suggests the stock is reasonably priced for its growth.

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 : ITRI

The primary concerns for ITRI are Altman Z-Score, Piotroski F-Score, Revenue Growth.

Bear Case : TDY

The primary concerns for TDY are P/E Ratio.

Key Dynamics to Monitor

ITRI profiles as a declining stock while TDY is a value play — different risk/reward profiles.

ITRI carries more volatility with a beta of 1.52 — expect wider price swings.

TDY is growing revenue faster at 7.3% — sustainability is the question.

TDY generates stronger free cash flow (339M), providing more financial flexibility.

Bottom Line

ITRI scores higher overall (67/100 vs 66/100). TDY offers better value entry with a 25.2% margin of safety. Both earn "Strong Buy" and "Strong 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.

Itron Inc

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Itron, Inc., a technology and services company, offers end-to-end solutions that help manage energy, water, and smart city operations globally. The company is headquartered in Liberty Lake, Washington.

Teledyne Technologies Incorporated

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Teledyne Technologies Incorporated is an American industrial conglomerate.

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