Teradyne Inc (TER)vsVeeco Instruments Inc (VECO)
TER
Teradyne Inc
$323.36
+1.01%
TECHNOLOGY · Cap: $50.12B
VECO
Veeco Instruments Inc
$36.96
+7.47%
TECHNOLOGY · Cap: $1.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 380% more annual revenue ($3.19B vs $664.29M). TER leads profitability with a 17.4% profit margin vs 5.3%. VECO appears more attractively valued with a PEG of 0.81. TER earns a higher WallStSmart Score of 70/100 (B).
TER
Strong Buy70
out of 100
Grade: B
VECO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-98.5%
Fair Value
$161.93
Current Price
$323.36
$161.43 premium
Margin of Safety
-713.0%
Fair Value
$4.01
Current Price
$36.96
$32.95 premium
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 18.1x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 4.3% — below average capital efficiency
5.3% margin — thin
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 : VECO
The strongest argument for VECO centers on Debt/Equity, PEG Ratio, Price/Book. PEG of 0.81 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 : VECO
The primary concerns for VECO are Altman Z-Score, Market Cap, Return on Equity. A P/E of 52.0x leaves little room for execution misses.
Key Dynamics to Monitor
TER profiles as a growth stock while VECO is a value play — different risk/reward profiles.
TER carries more volatility with a beta of 1.80 — 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 42/100), 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 →Veeco Instruments Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Veeco Instruments Inc., develops, manufactures, sells and supports semiconductor and thin film process equipment primarily to manufacture electronic devices globally. The company is headquartered in Plainview, New York.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?