Qnity Electronics, Inc (Q)vsTeradyne Inc (TER)
Q
Qnity Electronics, Inc
$112.02
-1.72%
TECHNOLOGY · Cap: $23.53B
TER
Teradyne Inc
$300.07
+0.22%
TECHNOLOGY · Cap: $46.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 49% more annual revenue ($4.75B vs $3.19B). TER leads profitability with a 17.4% profit margin vs 14.6%. TER appears more attractively valued with a PEG of 1.65. TER earns a higher WallStSmart Score of 70/100 (B).
Q
Hold49
out of 100
Grade: D+
TER
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-410.3%
Fair Value
$22.44
Current Price
$112.02
$89.58 premium
Margin of Safety
-98.5%
Fair Value
$161.93
Current Price
$300.07
$138.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Strong operational efficiency at 30.3%
Revenue surging 43.9% year-over-year
Earnings expanding 81.4% YoY
Conservative balance sheet, low leverage
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%
Expensive relative to growth rate
Trading at 16.8x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : TER
The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 17.4% and operating margin at 30.3%. Revenue growth of 43.9% demonstrates continued momentum.
Bear Case : Q
The primary concerns for Q are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : TER
The primary concerns for TER are PEG Ratio, Price/Book, P/E Ratio. A P/E of 86.2x leaves little room for execution misses.
Key Dynamics to Monitor
Q profiles as a value stock while TER is a growth play — different risk/reward profiles.
TER is growing revenue faster at 43.9% — sustainability is the question.
Q generates stronger free cash flow (420M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TER scores higher overall (70/100 vs 49/100), backed by strong 17.4% margins and 43.9% revenue growth. 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.
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.
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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