WallStSmart

MKS Instruments Inc (MKSI)vsTeledyne Technologies Incorporated (TDY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Teledyne Technologies Incorporated generates 47% more annual revenue ($6.37B vs $4.35B). TDY leads profitability with a 15.3% profit margin vs 10.1%. MKSI appears more attractively valued with a PEG of 1.32. MKSI earns a higher WallStSmart Score of 69/100 (B-).

MKSI

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 4.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.24

TDY

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.0Value: 5.7Quality: 8.0
Piotroski: 5/9Altman Z: 2.72
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MKSISignificantly Overvalued (-59.5%)

Margin of Safety

-59.5%

Fair Value

$162.45

Current Price

$252.08

$89.63 premium

UndervaluedFair: $162.45Overvalued

Intrinsic value data unavailable for TDY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MKSI3 strengths · Avg: 8.7/10
EPS GrowthGrowth
162.0%10/10

Earnings expanding 162.0% YoY

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

Revenue GrowthGrowth
28.3%8/10

Revenue surging 28.3% year-over-year

TDY4 strengths · Avg: 8.3/10
Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.2%8/10

Strong operational efficiency at 20.2%

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

Areas to Watch

MKSI3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.403/10

Elevated debt levels

P/E RatioValuation
42.3x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.242/10

Distress zone — elevated risk

TDY1 concerns · Avg: 4.0/10
P/E RatioValuation
29.3x4/10

Moderate valuation

Comparative Analysis Report

WallStSmart Research

Bull Case : MKSI

The strongest argument for MKSI centers on EPS Growth, Operating Margin, Revenue Growth. Revenue growth of 28.3% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bull Case : TDY

The strongest argument for TDY centers on Debt/Equity, Price/Book, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 20.2%. PEG of 1.40 suggests the stock is reasonably priced for its growth.

Bear Case : MKSI

The primary concerns for MKSI are Debt/Equity, P/E Ratio, Altman Z-Score. A P/E of 42.3x leaves little room for execution misses.

Bear Case : TDY

The primary concerns for TDY are P/E Ratio.

Key Dynamics to Monitor

MKSI profiles as a growth stock while TDY is a mature play — different risk/reward profiles.

MKSI carries more volatility with a beta of 1.97 — expect wider price swings.

MKSI is growing revenue faster at 28.3% — sustainability is the question.

TDY generates stronger free cash flow (285M), providing more financial flexibility.

Bottom Line

MKSI scores higher overall (69/100 vs 66/100) and 28.3% revenue growth. 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.

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.

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Teledyne Technologies Incorporated

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Teledyne Technologies Incorporated is an American industrial conglomerate.

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