Qnity Electronics, Inc (Q)vsToronto Dominion Bank (TD)
Q
Qnity Electronics, Inc
$120.26
+1.62%
TECHNOLOGY · Cap: $24.81B
TD
Toronto Dominion Bank
$94.30
+0.82%
FINANCIAL SERVICES · Cap: $156.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Toronto Dominion Bank generates 1288% more annual revenue ($65.98B vs $4.75B). TD leads profitability with a 33.0% profit margin vs 14.6%. TD appears more attractively valued with a PEG of 1.01. TD earns a higher WallStSmart Score of 83/100 (A-).
Q
Hold49
out of 100
Grade: D+
TD
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-410.3%
Fair Value
$22.44
Current Price
$120.26
$97.82 premium
Margin of Safety
+77.4%
Fair Value
$420.26
Current Price
$94.30
$325.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 35.9%
Earnings expanding 51.3% YoY
Generating 35.1B in free cash flow
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 8.0% — below average capital efficiency
Earnings declined 52.8%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : TD
The strongest argument for TD centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.0% and operating margin at 35.9%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : Q
The primary concerns for Q are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : TD
The primary concerns for TD are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
Q profiles as a value stock while TD is a growth play — different risk/reward profiles.
TD is growing revenue faster at 21.1% — sustainability is the question.
TD generates stronger free cash flow (35.1B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TD scores higher overall (83/100 vs 49/100), backed by strong 33.0% margins and 21.1% revenue growth. Both earn "Exceptional 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.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
Toronto Dominion Bank
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Toronto-Dominion Bank offers a variety of personal and commercial banking products and services in Canada and the United States. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?