Teradyne Inc (TER)vsUltra Clean Holdings Inc (UCTT)
TER
Teradyne Inc
$323.36
+1.01%
TECHNOLOGY · Cap: $50.12B
UCTT
Ultra Clean Holdings Inc
$65.04
-0.35%
TECHNOLOGY · Cap: $2.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 55% more annual revenue ($3.19B vs $2.05B). TER leads profitability with a 17.4% profit margin vs -8.8%. UCTT appears more attractively valued with a PEG of 0.86. TER earns a higher WallStSmart Score of 70/100 (B).
TER
Strong Buy70
out of 100
Grade: B
UCTT
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-98.5%
Fair Value
$161.93
Current Price
$323.36
$161.43 premium
Intrinsic value data unavailable for UCTT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.3%
Revenue surging 43.9% year-over-year
Earnings expanding 81.4% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 18.1x book value
Premium valuation, high expectations priced in
Operating margin of 2.1%
Weak financial health signals
ROE of -20.0% — below average capital efficiency
Revenue declined 10.0%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : UCTT
The strongest argument for UCTT centers on PEG Ratio. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : TER
The primary concerns for TER are PEG Ratio, Price/Book, P/E Ratio. A P/E of 92.5x leaves little room for execution misses.
Bear Case : UCTT
The primary concerns for UCTT are Operating Margin, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
TER profiles as a growth stock while UCTT is a turnaround play — different risk/reward profiles.
UCTT carries more volatility with a beta of 1.88 — expect wider price swings.
TER is growing revenue faster at 43.9% — sustainability is the question.
TER generates stronger free cash flow (219M), providing more financial flexibility.
Bottom Line
TER scores higher overall (70/100 vs 39/100), 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.
Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
Visit Website →Ultra Clean Holdings Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Ultra Clean Holdings, Inc. designs, designs and manufactures production tools, modules and subsystems for the semiconductor and display capital equipment markets in the United States and internationally. The company is headquartered in Hayward, California.
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