Cognex Corporation (CGNX)vsTeledyne Technologies Incorporated (TDY)
CGNX
Cognex Corporation
$58.97
+0.92%
TECHNOLOGY · Cap: $9.83B
TDY
Teledyne Technologies Incorporated
$677.46
+1.79%
TECHNOLOGY · Cap: $31.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Teledyne Technologies Incorporated generates 499% more annual revenue ($6.52B vs $1.09B). CGNX leads profitability with a 16.1% profit margin vs 15.8%. TDY appears more attractively valued with a PEG of 1.40. TDY earns a higher WallStSmart Score of 66/100 (B-).
CGNX
Buy59
out of 100
Grade: C
TDY
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.0%
Fair Value
$84.38
Current Price
$58.97
$25.41 discount
Intrinsic value data unavailable for TDY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 79.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.4%
16.9% revenue growth
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 20.8%
Earnings expanding 25.2% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNX
The strongest argument for CGNX centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.1% and operating margin at 29.4%. Revenue growth of 16.9% demonstrates continued momentum.
Bull Case : TDY
The strongest argument for TDY centers on Debt/Equity, Price/Book, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 20.8%. PEG of 1.40 suggests the stock is reasonably priced for its growth.
Bear Case : CGNX
The primary concerns for CGNX are PEG Ratio, P/E Ratio. A P/E of 56.2x leaves little room for execution misses.
Bear Case : TDY
The primary concerns for TDY are P/E Ratio.
Key Dynamics to Monitor
CGNX profiles as a growth stock while TDY is a mature play — different risk/reward profiles.
CGNX carries more volatility with a beta of 1.48 — expect wider price swings.
CGNX is growing revenue faster at 16.9% — sustainability is the question.
TDY generates stronger free cash flow (320M), providing more financial flexibility.
Bottom Line
TDY scores higher overall (66/100 vs 59/100), backed by strong 15.8% margins. CGNX offers better value entry with a 49.0% margin of safety. Both earn "Strong Buy" and "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.
Cognex Corporation
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Cognex Corporation offers machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks globally. The company is headquartered in Natick, Massachusetts.
Visit Website →Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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