WallStSmart

MKS Instruments Inc (MKSI)vsNovanta Inc (NOVT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MKS Instruments Inc generates 305% more annual revenue ($4.07B vs $1.00B). MKSI leads profitability with a 8.0% profit margin vs 5.3%. MKSI appears more attractively valued with a PEG of 1.32. MKSI earns a higher WallStSmart Score of 61/100 (C+).

MKSI

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 3.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.24

NOVT

Hold

44

out of 100

Grade: D

Growth: 4.0Profit: 5.0Value: 2.7Quality: 8.0
Piotroski: 3/9Altman Z: 2.94
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MKSISignificantly Overvalued (-71.8%)

Margin of Safety

-71.8%

Fair Value

$150.80

Current Price

$257.61

$106.81 premium

UndervaluedFair: $150.80Overvalued
NOVTSignificantly Overvalued (-35.1%)

Margin of Safety

-35.1%

Fair Value

$105.01

Current Price

$137.77

$32.76 premium

UndervaluedFair: $105.01Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MKSI2 strengths · Avg: 9.0/10
EPS GrowthGrowth
53.2%10/10

Earnings expanding 53.2% YoY

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

NOVT1 strengths · Avg: 9.0/10
Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Areas to Watch

MKSI3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.533/10

Elevated debt levels

P/E RatioValuation
68.1x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.242/10

Distress zone — elevated risk

NOVT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.114/10

Expensive relative to growth rate

Return on EquityProfitability
5.2%3/10

ROE of 5.2% — below average capital efficiency

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MKSI

The strongest argument for MKSI centers on EPS Growth, Revenue Growth. Revenue growth of 15.2% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bull Case : NOVT

The strongest argument for NOVT centers on Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum.

Bear Case : MKSI

The primary concerns for MKSI are Debt/Equity, P/E Ratio, Altman Z-Score. A P/E of 68.1x leaves little room for execution misses. Debt-to-equity of 1.53 is elevated, increasing financial risk.

Bear Case : NOVT

The primary concerns for NOVT are PEG Ratio, Return on Equity, Profit Margin. A P/E of 102.5x leaves little room for execution misses.

Key Dynamics to Monitor

MKSI profiles as a growth stock while NOVT is a value play — different risk/reward profiles.

MKSI carries more volatility with a beta of 1.93 — expect wider price swings.

MKSI is growing revenue faster at 15.2% — sustainability is the question.

NOVT generates stronger free cash flow (46M), providing more financial flexibility.

Bottom Line

MKSI scores higher overall (61/100 vs 44/100) and 15.2% revenue growth. Both earn "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.

MKS Instruments Inc

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

MKS Instruments, Inc. provides instruments, systems, subsystems, and process control solutions that measure, monitor, deliver, analyze, power, and control critical parameters of manufacturing processes globally. The company is headquartered in Andover, Massachusetts.

Visit Website →

Novanta Inc

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Novanta Inc. designs, manufactures, markets and sells precision motion, vision and photonics components and subsystems to original equipment manufacturers in the medical and industrial markets worldwide. The company is headquartered in Bedford, Massachusetts.

Want to dig deeper into these stocks?